Schmidt Dumps Google Stock. Is It Still a Buy?
Should you follow the Google chairman's lead?
View ArticleIs the Street Writing NVIDIA Off?
These shares are worth a gamble here for the long term.
View ArticleWhat Is Oracle Really Gaining From Acme Packet?
Oracle should begin to grow incremental market share after this deal, to what extent remains to be seen.
View ArticleRiverbed's Punishment Seems Overdone
Riverbed has an excellent management team, one that is capable of fixing near-term bedbugs.
View ArticleCitrix Should Be Spared the Market's Wrath
If this company can continue to post revenue growth in the low 20% range and cash flow growth at 33%, these shares can reach $85 by the second half of the year.
View ArticleDoes Atmel Have What Apple Needs?
Management deserves credit for positioning Atmel for long-term earnings and cash flow growth.
View ArticleIt's Time to Buy the "New" Cisco
Based on cash flow projections and sales trends, this stock is worth (at least) $30 per share.
View ArticleHalliburton's Improved, but Plenty of Work Left to Do
Shares should reach $45, or 10% higher at some time this year. The improved profitability and international strength is hard to ignore.
View ArticleDell's Going "Underground," but Does It Really Matter?
Regardless of how it's spun, this is still the same company that has lost more than 40% of its value the past five years.
View ArticleWhy Buying NetApp Now Makes Sense
Investors can't pass up 6% long-term revenue growth and 7% free-cash-flow growth
View ArticleHP Shares Seem Cheap as the Company Reboots
There are no surprises going forward. If there are, it's all to the upside.
View ArticleBroadcom Gets the Benefit of the Doubt -- for Now
The quarter was no calamity. But management acknowledged there's plenty of work to be done.
View ArticleIs Sirius XM Too Expensive?
Investors should not make the mistake of thinking that even Sirius believes it will underperform to this degree.
View ArticleEMC's Still Storing Growth, but for How Long?
For now, the storage market is EMC's to win.
View ArticleApple to Buy Dell? Have Stranger Things Really Happened?
And the author was wrong on another thing -- no, stranger things have never happened.
View ArticleWhy NVIDIA Has a Chip on Its Shoulder
Wall Street's not giving NVIDIA credit where it's due.
View ArticleQualcomm's New Chip Affects Apple and Samsung
Clearly these R&D investments are about to make investors very wealthy.
View ArticleHP Beats Street, but Whitman Misses
HP does not look like a company ready to be sent to the glue factory.
View ArticleTexas Instruments: Chips Down, Dividend Up, Stock's Still Expensive
I would take some profits off the top here and instead look to Qualcomm and Broadcom to capitalize on wireless and mobile growth.
View ArticleApple Needs Netflix, Einhorn Needs Patience, Investors Need Answers
Apple has always had a good-guy image. But the next leg of growth is going to require a killer instinct.
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