miércoles, 29 de enero de 2014

Today’s articles on technology stocks

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Editors' Picks

O2Micro International, A Turnaround Story That Trades Close To Cash Value by Ken Nagy

Polycom Offers Solid Risk And Reward Heading Into 2014 by BuyTheDip SellTheRip

Rosetta Stone's Share Price Is Speaking Volumes by Mike Arnold

The Devil Is In The Details Of Solar Securitization by Troy Jensen

Application Software

Microsoft: More Positives Than Negatives by Vivek Gupta

Tencent WeChat In Anemic U.S. Promotion by Doug Young

Microsoft Counting On Azure And Surface by Sramana Mitra

Business Software & Services

Datawatch's CEO Discusses F1Q 2014 Results - Earnings Call Transcript by SA Transcripts

Communication Equipment

Patents And SDN Make Alcatel-Lucent A Great Long-Term Investment by Almario Alexej Alcaraz

Iteris' CEO Discusses F3Q 2014 Results - Earnings Call Transcript by SA Transcripts

Harmonic's CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Here's What The Buy Side Expects From Qualcomm by Leigh Drogen

Q4 2013 Harmonic Inc Earnings Conference call (Webcast) by SA Transcripts

Harris Corporation's CEO Discusses F2Q 2014 Results - Earnings Call Transcript by SA Transcripts

Problems At Nokia Set To Benefit Alcatel-Lucent by Chris Lau

Qualcomm's Value Under Pressure by Trading With Waves

Computer Based Systems

Concurrent Computer's CEO Discusses F2Q 2014 Results - Earnings Call Transcript by SA Transcripts

Lexmark International Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Q3 3 Le Lexmark International Earnings Conference call (Webcast) by SA Transcripts

Computer Peripherals

Electronics For Imaging's CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Mercury Systems' CEO Discusses F2Q 2014 Results - Earnings Call Transcript by SA Transcripts

Key Tronic's CEO Discusses F2Q14 Results - Earnings Call Transcript by SA Transcripts

Q2 2014 Mercury Computer System Earnings Conference call (Webcast) by SA Transcripts

Q4 2013 Electronics For Imaging Earnings Conference call (Webcast) by SA Transcripts

Data Storage Devices

Hutchinson Technology's CEO Discusses F1Q2014 (Qtr End 12/29/13) Results - Earnings Call Transcript by SA Transcripts

Q1 2014 Hutchinson Technology Inc Earnings Conference call (Webcast) by SA Transcripts

EMC Earnings Preview: Emerging Storage And Cloud To Drive Quarter by Trefis

What The Buy Side Expects From EMC by Leigh Drogen

Diversified Communication Services

China Telecom's $400mm Medical Smartphone Agreement Is Great News For China Techfaith Wireless by John Sheehy

My Other Phone Is A BlackBerry by Redrut

Diversified Computer Systems

IBM: A Contrarian View by Stock Gamer

IBM: Answering Buffett's Prayers? by YCharts

IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing by Jay Wei

Diversified Electronics

AVX's CEO Discusses F3Q 2014 Results - Earnings Call Transcript by SA Transcripts

Silicon Motion's CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Corning Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Q3 2014 Avx Corp Earnings Conference call (Webcast) by SA Transcripts

Information & Delivery Services

FactSet Research Is Well Positioned, But Fairly Valued by Ashleigh Rogers

Information Technology Services

Radware Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Internet Information Providers

Yahoo!'s CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Why Students And Investors Disagree About Facebook by Leigh Drogen

Earnings Preview: Google Q4 2013 by Selerity Research

A Contrarian View On The Impact Of Facebook's Demographic Shift by George Ronan

LiveDeal: 50% Downside Possible In This Promoted Stock by Christopher Drose

Whisper Number Impact: How Will Yahoo's Stock Move After Earnings? by WhisperNumber

Will Groupon Be The Next Great Comeback? by Scott Ryan

Unlocking The Value Trapped In Facebook by Lenny Grover

Multimedia & Graphics Software

David Slays Goliath: Vringo Awarded Billion-Dollar Victory Over Google by Justin Giles

Shanda Games Follows Parent In Privatizing by Doug Young

Electronic Arts: Any Dip Post Q3 Figures A Buying Opportunity by AtonRa Partners

Electronic Arts Management Discusses Q3 2014 Results - Earnings Call Transcript by SA Transcripts

GigaMedia Ltd.: A $1 Stock With $1.47/Share Cash And Significant Growth Prospects by Micro-Cap Gem Finder

Rosetta Stone's Share Price Is Speaking Volumes by Mike Arnold

Networking & Communication Devices

Black Box's CEO Discusses F3Q2014 Results - Earnings Call Transcript by SA Transcripts

Q3 2014 Black Box Corp Earnings Conference call (Webcast) by SA Transcripts

Personal Computers

Apple's Growth Will Come From China by Sramana Mitra

Apple: Between Icahn And A Much Harder Rock by Benedict Tubuo (Beevest)

Moore's Law, Not Apple, Is Driving The Mobile Market by Ed McKernan

Apple: Cheap iPhone Now Appears A Certainty by Ed McKernan

Apple Receives Holiday-Quarter Boost But Guidance Suffers On Inventory Changes And Software Revenue Deferrals by Trefis

Apple Earnings: Getting Past The Dip by Mark Hibben

Apple Tanking - On Its Way To $650? by Quoth the Raven

Ecosystem Maths by Benedict Evans

Take The Emotion Out Of Apple by Stock Traders Daily

Doubling Down On Apple by Bret Jensen

Apple: Is The iPhone 6 NFC Rumor True? by Prescient Investment Analysis

Processing Systems & Products

Polycom Offers Solid Risk And Reward Heading Into 2014 by BuyTheDip SellTheRip

Scientific & Technical Instruments

II-VI Incorporated Management Discusses Q2 2014 Results - Earnings Call Transcript by SA Transcripts

Waters Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Camtek: Modeling The GreenJet Effect by Jonathan Fishman

Q2 2014 Ii Vi Inc Earnings Conference call (Webcast) by SA Transcripts

Security Software & Services

Palo Alto Networks: 3 Different Insiders Have Sold Shares This Year by Markus Aarnio

Symantec Earnings Preview: Business Realignment In Focus by Trefis

Check Point Software Technologies Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Semiconductor - Integrated Circuits

RF Micro Devices' CEO Discusses F3Q 2014 Results - Earnings Call Transcript by SA Transcripts

Pericom Semiconductor's CEO Discusses F2Q 2014 Results - Earnings Call Transcript by SA Transcripts

Q3 2014 Rf Microdevices Inc Earnings Conference call (Webcast) by SA Transcripts

O2Micro International, A Turnaround Story That Trades Close To Cash Value by Ken Nagy

Renesola: Poised To Become Profitable This Year, Up To 300% Stock Upside In 2014 by Rohit Singla

Semiconductor - Specialized

Cirrus Logic's CEO Discusses F3Q 2014 Results - Earnings Call Transcript by SA Transcripts

Q3 2014 Cirrus Logic Inc Earnings Conference call (Webcast) by SA Transcripts

Semiconductor Equipment & Materials

Here's What The Buy Side Expects From InvenSense by Leigh Drogen

Cree: Increased LED Adoption Will Help Future Growth by Fusion Research

OSI Systems Management Discusses Q2 2014 Results - Earnings Call Transcript by SA Transcripts

Kulicke & Soffa Industries' CEO Discusses Q1 2014 Results - Earnings Call Transcript by SA Transcripts

Q2 2014 Osi Systems Inc Earnings Conference call (Webcast) by SA Transcripts

Teradyne: An Attractive Tech Stock by Arie Goren

Technical & System Software

VMware's CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Q4 2013 Vmware Inc Earnings Conference call (Webcast) by SA Transcripts

Telecom Services - Domestic

AT&T: Expect Much Lower Cash Flow In 2014 by Albert Alfonso

AT&T Earnings Increase, But Is It A Buy? by Abba's Aces

AT&T's CEO Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Q4 2013 At&T Inc Earnings Conference call (Webcast) by SA Transcripts

CenturyLink: A Lost Connection To Growth by Douglas E. Johnston

Equinix Debt And Liabilities Analysis by FAF Research

Telecom Services - Foreign

KT Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Wireless Communications

VimpelCom's CEO Presents at Analyst and Investor Conference (Transcript) by SA Transcripts

SK Telecom Management Discusses Q4 2013 Results - Earnings Call Transcript by SA Transcripts

Others

Low-Priced Stocks Worth Buying: Round 9 (Advanced Semiconductor Engineering, Jive Software, And United Microelectronic) by Stan Stafford

IBM And Intel: Comparing 2 Recent Underperforming Dow 30 Components by Alexander J. Poulos


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