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Application Software
Splunk: I'm Watching For Slowing Revenue Growth by Bottom Up Investing
Unwired Planet's Patents Offer Significant Upside by Stock Investor
Salesforce Says Grow First, Profit Later by Sramana Mitra
Business Software & Services
Pegasystems: 4 Different Insiders Have Sold Shares This Month by Markus Aarnio
Data Storage Devices
OCZ Technology - Dead And Done But With A Silver Lining by Austin Craig
Internet Information Providers
Twitter Tries To Take A Bite Out Of The Advertising Pie by Adrian McCarroll
China Search Leader Baidu Keeps Advancing by Tom Genot
Big Spender Yahoo Can Only Climb So High by Tom Genot
Internet Service Providers
Qihoo Reorganizes, Zhou To Head Wireless by Doug Young
Multimedia & Graphics Software
Take-Two: Icahn's Disposition Not All Doom And Gloom by Victor Cheng
Personal Computers
Apple Is Thinking Longer Than Mr. Market - Margins And Average Selling Prices Will Reverse Trend by Anthony DiCarlo
Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough by Michael Blair
Semiconductor - Broad Line
Intel's Brilliant Processor Give Away Will Pay Back In Spades by Michael Blair
Semiconductor Equipment & Materials
ATMI: On The Cusp Of A Major Revaluation by Chris Bunge
Technical & System Software
ACI Worldwide: The Rising Star Of Noncash Transaction Market by Blackstone Equity Research
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