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Posts related to ‘Technology Companies’

More Evidence Of Semiconductor Recovery (LLTC, INTC, TXN, XLNX, ALTR, MXIM)

Posted: January 18, 2012 at 5:36 pm

Semiconductor investors have had to endure a lot of pain and a lot of volatility, but things may be on the mend.  Analog chip players were higher throughout the trading ...
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HP New Strategy Officer Focus: Software Over Hardware (HPQ, MSFT)

Posted: January 17, 2012 at 4:59 pm

Hewlett-Packard Co. (NYSE: HPQ) may have decided that it will not jettison its PC business after all, but the company's strategy appears under new CEO sure appears to be a strategy ...
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Apple Supplier List Revealing (AAPL, AMD, CY, BRCM, FCS, FLEX, JBL, VSH, TQNT, SNDK, ONNN, QCOM)

Posted: January 13, 2012 at 2:04 pm

For the first time ever, Apple Inc. (NASDAQ: AAPL) has released a list of its 156 suppliers in connection with the company’s release of its supplier responsibility audit. The supplier ...
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SAP Regains Ground on Oracle with Preliminary Record Results (SAP, ORCL)

Posted: January 13, 2012 at 9:03 am

If you have tracked enterprise software for long, you know that Oracle Corporation (NASDAQ: ORCL) has been taking market share from SAP AG (NYSE: SAP) for years and years.  It ...
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2012 Outlook For EMS Sector Upside (BHE, CLS, FLEX, JBL, SANM, AAPL)

Posted: January 11, 2012 at 8:20 am

Most electronics manufacturing services outfits, EMS companies, have recovered handily from the lowest points in November, but most of these remain significantly off of their highs over the last year.  ...
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Rumor Mill Moves Back To Brocade (BRCD, DELL, HPQ, IBM, CVLT, CSCO)

Posted: January 9, 2012 at 1:16 pm

Brocade Communications Systems, Inc. (NASDAQ: BRCD) is running higher on buyout speculation.  The move is only about 18 months too late if it is even true.  Reuters reported that Brocade ...
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Seagate Shows HDD Market Fears Overstated With Raised Guidance (STX, WDC)

Posted: January 4, 2012 at 6:21 pm

Seagate Technology PLC (NASDAQ: STX) has somehow managed to surprise the technology investing community with news that the revenue picture might not have been as bad as what Wall Street ...
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Netflix Shares Rise on Rumor, Report (NFLX, YHOO, AMZN, AAPL, GOOG)

Posted: January 4, 2012 at 2:36 pm

Shares of Netflix Inc. (NASDAQ: NFLX) have risen about 7% today and it’s hard to say whether the main cause is speculation that Yahoo! Inc. (NASDAQ: YHOO) might buy the ...
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Acme Packet Warning: Wile E. Coyote Loses Again (APKT, CSCO, RVBD, JNPR)

Posted: January 3, 2012 at 6:32 pm

Acme Packet Inc. (NASDAQ: APKT) is trading as though Wile E. Coyote is running the company and trying to sell to the Roadrunner.  The company issued an earnings warning after ...
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Upside in Top Semiconductor Stocks for 2012 (INTC, AMD, MU, BRCM, QCOM, ARMH, SNDK, ALTR, AMAT, TXN)

Posted: December 29, 2011 at 12:30 pm

Shares in semiconductor stocks have gained and lost value in about equal number during 2011. The run-up in share prices may be over for some and sustainable for others. For ...
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CSC Contract Woes… Is Dividend Now At Risk? (CSC)

Posted: December 27, 2011 at 10:36 am

If you ever run a "value screen" in the world of stock strategies, Computer Sciences Corporation (NYSE: CSC) shows up all the time as a "cheap tech stock."  Unfortunately, this ...
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New Competition Threat for Qualcomm … Overrated? (QCOM, BRCM, NOK, DCM)

Posted: December 27, 2011 at 7:01 am

Qualcomm Inc. (NASDAQ: QCOM) is getting some new competition. While companies like Broadcom Corporation (NASDAQ: BRCM) and Nokia Corporation (NYSE: NOK) have had patent fights with Qualcomm in years past, a ...
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Huge 52-Week High Surprise: Garmin (GRMN, GOOG, AAPL, TRMB)

Posted: December 21, 2011 at 3:23 pm

If you took the developments of the last couple of years with the explosion of smartphones, Garmin Ltd. (NASDAQ: GRMN) might have been easy to consider road kill.  Yet here ...
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Oracle Fears and Risks Flow Downstream (ORCL, CSCO, IBM, EMC, VMW, RHT, SYMC, INTC, MSFT, IGV)

Posted: December 21, 2011 at 10:11 am

What happens when the industry leader who never misses earnings manages a huge disappointment?  This is the question regarding Oracle Corporation (NASDAQ: ORCL).  The company has a near-decade of history ...
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Full 360-Degree Oracle Earnings Preview (ORCL, INTC, CSCO, SAP)

Posted: December 20, 2011 at 12:30 pm

Oracle Corporation (NASDAQ: ORCL) is going to be an important earnings report for after the close.  The company now has some hardware component sales after the Sun Microsystems bailout, something ...
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