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Douglas A. McIntyre | Dec 25, 2006 at 8:41 AM EST

As Google Passes Yahoo! The Internet’s Calculus May Save The Laggard

Stocks: (GOOG)(YHOO) Yahoo! was passed by Google in terms of unique visitors in November. Google had 475.7 compared to 475.3…

Douglas A. McIntyre | Dec 22, 2006 at 12:16 PM EST

How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?

By William Trent, CFA of Stock Market Beat Readers surprised by our general bearish stance on LCD panel makers generally…

Douglas A. McIntyre | Dec 22, 2006 at 12:10 PM EST

Is The Future Of Web Portals Good Or Bad

Stocks: (MSFT)(YHOO)(AAPL)(VZ)(TWX) Website A VC argues that being in the portal business is a losing game. More and more traffic…

Douglas A. McIntyre | Dec 21, 2006 at 9:01 AM EST

A Big Mistake In Internet Traffice Measurements

Stocks: (YHOO)(MSN)(GOOG) Someone has to be wrong. One the one hand, Nielsen/NetRatings and Comscore, and on the other the head…

Douglas A. McIntyre | Dec 21, 2006 at 7:01 AM EST

Dell Trails Badly (DELL)(HPQ)(SUNW)

It is sometimes lost in the news, but Dell’s year is worse on a chart than it is often portrayed…

Douglas A. McIntyre | Dec 20, 2006 at 11:24 PM EST

Juniper Gets Jilted (JNPR)(ALU)(MOT)(NT)(RBAK)

The gang down on Wall St. thinks Juniper got left at the altar when Ericsson bought rival Redback. Juniper and…

Douglas A. McIntyre | Dec 20, 2006 at 11:29 AM EST

SEMI Equipment Takes A Breather – Don’t Hold Your Breath Waiting For it to End

By William Trent, CFA of Stock Market Beat Semiconductor Equipment and Materials International (SEMI) has released its latest semiconductor equipment…

Douglas A. McIntyre | Dec 20, 2006 at 6:32 AM EST

Catalysts That Make Apple Computer (AAPL) A Buy- Revisited

By Yaser Anwar, CSC of Equity Investment Ideas This post is going to be an Apple Fiesta- I’m going to…

Douglas A. McIntyre | Dec 20, 2006 at 6:25 AM EST

Google Pay Off PayPal Customers

Stocks: (EBAY)(GOOG) According to The New York Times, Google’s Checkout online payment system is offering customers some pretty big incentives…

Douglas A. McIntyre | Dec 20, 2006 at 5:45 AM EST

Ericsson Chase Cisco

Stocks: (ERIC)(CSCO)(ALU)(RBAK)(JNPR)(T)(BLS) Ericsson is buying Redback Networks, a broadbank data routing company, for $2.1 billion. The total market for IP…

Douglas A. McIntyre | Dec 19, 2006 at 10:45 PM EST

Another Reason To Sell Yahoo!: Fox

Stocks: (NWS)(TWX)(GOOG)(YHOO) Rupert Murdoch. Never drawn. Never beaten. Not in the newspaper industry, cable programming, satellite TV, studios, and now,…

Douglas A. McIntyre | Dec 19, 2006 at 9:52 PM EST

Dell Hires A CEO In Waiting (DELL)

Dell hired the former CEO of American Airlines to become the PC company’s CFO. Donald Carty is a Dell board…

Douglas A. McIntyre | Dec 19, 2006 at 1:50 PM EST

Nielsen/NetRatings Internet Search Results for November

By Jon C. OggDecember 19, 2006 There are some key Internet Search numbers out from Nielsen/NetRatings for November 2006, and…

Douglas A. McIntyre | Dec 19, 2006 at 4:40 AM EST

Huge News for Silicon Laboratories (SLAB)

By William Trent, CFA of Stock Market Beat Silicon Laboratories (SLAB) put out a Press Release after the market close,…

Douglas A. McIntyre | Dec 18, 2006 at 9:33 PM EST

SIRF: If You Can’t Beat ‘Em, Sue ‘Em

Barron’s beat up on chip maker SIRF this week. The company makes chips for GPS devices, and at one point…

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Technology Articles

All Technology Articles

As Google Passes Yahoo! The Internet’s Calculus May Save The Laggard

How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?

Is The Future Of Web Portals Good Or Bad

A Big Mistake In Internet Traffice Measurements

Dell Trails Badly (DELL)(HPQ)(SUNW)

Juniper Gets Jilted (JNPR)(ALU)(MOT)(NT)(RBAK)

SEMI Equipment Takes A Breather – Don’t Hold Your Breath Waiting For it to End

Catalysts That Make Apple Computer (AAPL) A Buy- Revisited

Google Pay Off PayPal Customers

Ericsson Chase Cisco

Another Reason To Sell Yahoo!: Fox

Dell Hires A CEO In Waiting (DELL)

Nielsen/NetRatings Internet Search Results for November

Huge News for Silicon Laboratories (SLAB)

SIRF: If You Can’t Beat ‘Em, Sue ‘Em

GRID’s 0.56% Fee Pays for AI Power Exposure That Broad ETFs Miss

Social Security Retirees Are More Concentrated in US Assets Than They Realize. What to Do About It.

A Painful Payroll Tax Increase Could Be Coming to Save Social Security: What Working Americans Need to Know

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

GRID’s 0.56% Fee Pays for AI Power Exposure That Broad ETFs Miss

Social Security Retirees Are More Concentrated in US Assets Than They Realize. What to Do About It.

Technology Articles

All Technology Articles

As Google Passes Yahoo! The Internet’s Calculus May Save The Laggard

How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?

Is The Future Of Web Portals Good Or Bad

A Big Mistake In Internet Traffice Measurements

Dell Trails Badly (DELL)(HPQ)(SUNW)

Juniper Gets Jilted (JNPR)(ALU)(MOT)(NT)(RBAK)

SEMI Equipment Takes A Breather – Don’t Hold Your Breath Waiting For it to End

Catalysts That Make Apple Computer (AAPL) A Buy- Revisited

Google Pay Off PayPal Customers

Ericsson Chase Cisco

Another Reason To Sell Yahoo!: Fox

Dell Hires A CEO In Waiting (DELL)

Nielsen/NetRatings Internet Search Results for November

Huge News for Silicon Laboratories (SLAB)

SIRF: If You Can’t Beat ‘Em, Sue ‘Em

GRID’s 0.56% Fee Pays for AI Power Exposure That Broad ETFs Miss

Social Security Retirees Are More Concentrated in US Assets Than They Realize. What to Do About It.

A Painful Payroll Tax Increase Could Be Coming to Save Social Security: What Working Americans Need to Know

Our $500K AI Portfolio

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.