Category: Tech Stocks
The analysis published under this category are as follows.
Wednesday, September 05, 2012
The Future Belongs to Apple's iPad / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes:
The Apple iPad is more than just a great tablet; it's the single most important computing device released in more than 25 years.
In fact, you'd have to go back to the introduction in 1984 of the Macintosh personal computer to find a machine as game-changing as this one.
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Wednesday, September 05, 2012
Tablet PC Wars Picking Up / Companies / Tech Stocks
By: InvestmentContrarian
George Leong writes: The markets for smartphones and tablets are fiercely competitive. At stake are hundreds of billions of dollars and that means riches for the market leader.
Based on my stock analysis, the king of tablets at this juncture is Apple Inc. (NASDAQ/AAPL), the global market share of which is around 69% in the second quarter and it wants to hold on to its share. (Source: ABI Research.) In a recent court ruling, Apple was awarded just over $1.0 billion from Samsung Electronics Co. Ltd. (KRX/005930), which has an eight percent market share, after claiming that Samsung’s smartphones and tablets look and feel like Apple’s “iPhone” and “iPad.”
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Thursday, August 30, 2012
Apple vs. Samsung Who Is the Winner? / Companies / Tech Stocks
By: InvestmentContrarian
The recent ruling in the patent lawsuit in favor of Apple Inc. (NASDAQ/AAPL) against Samsung Electronics Co. Ltd. (KRX/005930) is seen by some as a big blow to Samsung. Technology stocks are constantly innovating, and I think market sentiment is missing the picture in this case. While Samsung did infringe against Apple and it is going to have to pay over $1.0 billion as part of the penalty, let’s take a look at technology stocks in this sector and see if there are any opportunities due to mispriced market sentiment.
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Wednesday, August 29, 2012
Liquid Robotics is About to Grab a Big Piece of a Gigantic But Little-Known Market / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: Technology investors should keep an eye on Bill Vass. He's making a big splash in robotics.
You may not have heard of him but he used to run a $1.4 billion unit for Sun Microsystems that dealt with federal contracts. When Oracle Corp. (Nasdaq:ORCL) later acquired Sun, Vass' work there played a major role.
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Tuesday, August 28, 2012
Apple / Samsung Patent War Real Winners and Losers / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
Apple Inc.'s (Nasdaq: AAPL) huge patent-trial victory over Samsung Electronics Co. (PINK: SSNLF) has radically shifted the balance of power among the world's mobile computing combatants.
The implications of Apple's victory extend well beyond the two tech giants. As another black mark against Google Inc.'s (Nasdaq: GOOG) Android, the decision could spark a move away from the free operating system toward alternatives.
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Tuesday, August 21, 2012
Could Apple Revolutionize This Industry, Too? / Companies / Tech Stocks
By: InvestmentContrarian
Technology stocks are always in a state of flux due to the rapid levels of innovation. Technology stocks that can constantly be on the front-edge of the innovative spectrum will tend to gain an increasingly large market share, and the high levels of corporate earnings that go along with that position. One of the clear leaders among technology stocks is Apple Inc. (NASDAQ/AAPL).
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Friday, August 17, 2012
Will Apple Buy Facebook? / Companies / Tech Stocks
By: money_morning
David Zeiler writes:
It's a question that was getting asked as far back as three years ago, and seems to pop up again every time the Facebook stock price hits another new low: Will Apple buy Facebook?
Some tech pundits think that because Apple (Nasdaq: AAPL) has so much cash -- $117 billion as of the June quarter - and lacks a presence in social media, buying Facebook (Nasdaq: FB) just makes sense.
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Thursday, August 16, 2012
Battered FaceBook Investors to Be Hit With End of Lockup Period Deluge of Stock / Companies / Tech Stocks
By: Money_Morning
Diane Alter writes:
On Thursday morning, the first lockup period of some 1.91 billion shares of Facebook (Nasdaq: FB) ends, releasing even more of the battered stock into a market with few interested buyers.
The end of the lockup period (used to reduce trading volatility immediately after an IPO) will kick off with up to 271 million shares flooding the market on the sell-side. More shares will become available over the next few months, compared with less than 500 million currently authorized for trading.
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Wednesday, August 15, 2012
Apple Stock Trading Considerations for Options Expiration Week / Companies / Tech Stocks
By: J_W_Jones
“The girls all get prettier at closing time.” ~ Mickey Gilley ~
Option trading is not “just the same as stocks.” It turns on the three primal forces ruling an options trader’s world- time to expiration, price of the underlying, and implied volatility.
As expiration approaches, the forces of time exert their strongest influence of the cycle on a trader’s positions. In today’s blog, written as August expiration is but a few days away, I want to call attention to some of the practical considerations traders would be well advised to incorporate into their trading plan.
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Tuesday, August 07, 2012
Facebook is Only Worth $7.50 a Share / Companies / Tech Stocks
By: Money_Morning
Keith Fitz-Gerald writes:
The technorati took me to task. So did Wall Street.
They were agitated by an article I wrote in May explaining why the world's most hotly anticipated IPO, Facebook (Nasdaq:FB), was worth a mere $7.50 a share at best.
"Out of touch," one of the critics said. A "luddite" charged another.
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Friday, July 27, 2012
Tech Stocks to Invest in For the Next 10 Years / Companies / Tech Stocks
By: Money_Morning
G.S. Early writes:
During the great Dotcom days, analysts were fond of saying that "growth is the new income." Back then, tech stocks were all the rage.
Some even went as far to say that if a tech stock didn't have a triple digit price/earnings ratio, it wasn't worth buying. There were even 70 year-olds at the time who bragged about the optical networking stocks they owned - but couldn't program the clock on their VCRs.
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Wednesday, July 25, 2012
Barton Biggs and the Internet Bubble / Stock-Markets / Tech Stocks
By: Fred_Sheehan
Barton Biggs (1932-2012) will be remembered by most of us for the words he wrote as strategist at Morgan Stanley. He worked at the firm for 30-odd years. He did not waver in his dismissal of Internet bubble promoters. At the same time, Morgan Stanley deserves credit since it did not fire Barton Biggs, Byron Wien, or Stephen Roach during that period when most Wall Street firms replaced nourishment with treacle.
Monday, July 02, 2012
With Internet Traffic Set to Zoom, Cisco is the Stock You Need to Buy Now / Companies / Tech Stocks
By: Money_Morning
William Patalon III writes: Back on May 9, Internet bellwether Cisco Systems Inc. (Nasdaq: CSCO) warned investors of a weaker-than-expected outlook for the current quarter - thanks to what CEO John Chambers described as a "cautious" spending environment for networking gear.
Cisco's shares were trashed - as were many other tech-sector stocks.
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Wednesday, June 27, 2012
Two Year Tech Stock Cycle Nearing a Low / Stock-Markets / Tech Stocks
By: Tony_Caldaro
In July 2010 we published a piece suggesting the two year cycle low in Tech was scheduled to bottom in August. It did, and the stock market soared. This year, two years later, we are expecting it to bottom in July. Typically during bull markets it bottoms in Q3, and in Q4 during bear markets.
Thursday, June 21, 2012
How the Apple iPhone Will Save Millions of Lives / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes:
It's hard to believe, but it's true. The iPhone turns five years old next week.
Since its official launch on June 29, 2007, Apple Inc. (Nasdaq: AAPL) has sold well over 180 million iPhones. Hands down, it's the most successful mobile phone ever launched.
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Wednesday, June 13, 2012
Another Blow to Facebook Stock Investors / Companies / Tech Stocks
By: Money_Morning
Ben Gersten writes:
Facebook (Nasdaq: FB) and its struggling stock price have been in the spotlight since the company's IPO, but rarely for good news. This week started no differently.
Besides its poor stock performance, Facebook already has been blamed for halting this year's IPO market. There hasn't been an IPO since Facebook debuted on May 17.
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Monday, June 11, 2012
How "Shock Therapy" Could Make Us All Smarter / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes:
Mention the term "shock treatment," and just about everyone recoils in horror.
Indeed, the practice of sending electrical currents through the brain has gotten some very bad press over the years.
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Monday, June 11, 2012
Two Years From Now, You'll Wish You Bought eBay Stock / Companies / Tech Stocks
By: Money_Morning
William Patalon III writes:
You probably know this longstanding Internet company as an e-commerce pioneer - but most likely view it as one whose high-growth years are in the past.
But tech guru Michael A. Robinson sees this company as the tech sector's top possible turnaround play - a transformation he says that will turn it into a mobile-commerce stock that every investor will want to own.
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Friday, June 08, 2012
Facebook Investors Believed Forecast Revenues Would Exceed GDP of the Whole World / Companies / Tech Stocks
By: Andrew_Butter
There are two main elements to the litigation about the IPO. The first is about how last-minute-second-thoughts about the future earnings by an analyst should have been widely “shared”. It’s not a strong case, much of the communication was verbal and analysts change their minds all time. Sloppy management, yes…once the prospectus was up everyone should have shut up, but it will be hard to prove wrongdoing.
Wednesday, June 06, 2012
How You Can Profit From the New "Code Wars" / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes:
Iran loves to rattle its saber-especially when it comes to Israel.
But the country that would like to wipe Israel off the map now finds itself the target of a very different kind of war.
On the frontlines of cyberspace, Iran has become the victim of another massive attack on its computer networks.
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