Computers and Peripherals

  • Red Hat Earnings: Two Months Later

    By Tim Brugger - May 26, 2012 | Tickers: IBM, MSFT, ORCL, RHT | Editor's Choice

    It was about two months ago when the now $10 billion open source software provider Red Hat (NYSE: RHT) blew up – in a good way - for shareholders. The company had just released fiscal Q4 numbers and tech geeks everywhere were all aflutter. Revenue was up – again – and management guidance for the balance of 2012 and 2013 was unwavering.

    The Nerve!

    After the run-up of about 16% following the late March more »

  • Dell News is Great News for Intel Value Seekers

    By Tim Brugger - May 24, 2012 | Tickers: AMD, BRCM, DELL, HPQ, INTC, TXN

    Now look what you’ve done Dell. Wednesday’s earnings report was nothing if not distressing for Dell (NASDAQ: DELL) shareholders – the stock’s down nearly 17% since Wednesday. The residual impact is being felt by the PC market in general and most any and all tech companies associated with computers in particular. While Hewlett-Packard’s (NYSE: HPQ) earnings announcement wasn't as bad as expected - though hardly anything to more »

  • The Week That Was: Mastercard, Walgreen’s, Barnes & Noble and Microsoft

    By Tim Brugger - May 8, 2012 | Tickers: BKS, CVS, MSFT, V, WAG

    As if there wasn’t enough information for investors to mull over from last week, today’s results from the European elections have gotten the week off to a tenuous beginning. Apparently investors are blaming it on the French (yeah, what’d you expect?) and their new Socialist leader, with a rousing boo and hiss directed Greece’s way too. Nothing new there either so it shouln't take the more »

  • Apple: 'If Only It Were Cheaper'

    By Frank Constantino - May 8, 2012 | Tickers: AAPL

    When I'm talking to friends and fellow investors the conversation almost always seems to turn to Apple (NASDAQ: AAPL). Apple is, by far, the most covered stock - and why not?  It's the largest company in the world and virtually everyone, it seems, owns at least one Apple device.  Many of these friends and investors don't own any Apple stock, yet they still want to talk about it more »

  • Intel Disappoints, Or Did They?

    By Tim Brugger - April 19, 2012 | Tickers: AMD, INTC, TXN

    If the last couple days of trading are any indication, both analysts and investors are finding it difficult to grab hold of much in the way of positives with Intel (NASDAQ: INTC). Since Tuesday’s Q1 announcement trading volume has been about 2.5 times average, and not much of it has been good. Though still up for the year, more and more people seem to be jumping off the more »

  • The Week That Was: Alcoa, Microsoft, AOL and Nokia

    By Tim Brugger - April 16, 2012 | Tickers: AA, AOL, MSFT, NOK

    As bad as last week was – the 5-day stretch ended up being the worst so far in 2012 – imagine what it would have been if not for Alcoa? After announcing extremely impressive earnings the leader in all things aluminum almost single-handedly propped up the market – almost.

    As investors shifted their gaze toward Spain–Greece is SO last month – and the continued debt problems plaguing the region, shareholders figured enough already more »

  • Does Planned Obsolescence Destroy Brand Loyalty?

    By Matthew DiLallo - April 12, 2012 | Tickers: AAPL, DELL, HPQ

    I absolutely love businesses with recurring revenue models, whether it be a blade-and-razor or a subscription-based model. When customers keep coming back it's certainly a recipe for financial success.  However, when a company’s business line is such that it has to keep winning new customers to maintain and grow sales, it makes it much harder to keep growing.  These businesses tend to be more cyclical with lumpier cash more »

  • Patent Deal Good for AOL, But What About Microsoft?

    By Tim Brugger - April 11, 2012 | Tickers: AOL, IBM, MSFT, ORCL, RGS

    Yesterday’s announcement that Microsoft (NASDAQ: MSFT) had signed a definitive agreement to purchase 800+ patents from online content and internet services provider AOL (NYSE: AOL) was certainly a boon for AOL investors. The stock immediately jumped about 45% to the highest close in a year and half. Why all the hullabaloo? Shareholders love to get paid when management unlocks value, the other is it bought AOL management a bit more »

  • The Week that Was: IBM, Dell, Cisco and RadioShack

    By Tim Brugger - March 19, 2012 | Tickers: CSCO, DELL, HP, HPQ, IBM, RSH

    A lot of the macro economic numbers we’re seeing of late – employment figures, consumer confidence and spending, as well as retail sales – are encouraging to say the least. Last week was no exception, particularly as it relates to February’s retail sales figure. After sifting through the numbers, an unlikely candidate emerged in the effort to find a gem or two.

    RadioShack

    In conducting your research you’ll find more »

  • This Isn’t Your Dad’s IBM

    By Tim Brugger - March 17, 2012 | Tickers: DELL, HPQ, IBM, MSFT | Editor's Choice

    Coming off a stellar quarter and fiscal year, it shouldn’t be surprising new CEO Ginni Rometty is feeling a bit giddy. The first woman CEO in IBM’s (NYSE: IBM) long, storied history is a testament to a company that has worked hard to re-invent itself.

    It wasn’t that long ago IBM was sitting atop the technology world as the clear leader in all things IT. And – as more »

  • Can Dell Become the Next IBM?

    By Tim Brugger - March 13, 2012 | Tickers: DELL, HPQ, IBM | Editor's Choice

    With all the talk of smartphones, wireless space, notepads, the Cloud and a host of other new age technologies it’s easy to overlook little $30.5 billion Dell. They’re the guys that sell those old-fashioned desktop computers, right? Well yeah, and they sell a lot of them. But if today’s announcement is any indication – and it is – Dell (NASDAQ: DELL) is hardly content with continuing to fly more »

  • Not All Wine and Roses for Salesforce.com

    By Tim Brugger - February 24, 2012 | Tickers: ORCL, CRM, SAP | Editor's Choice

    As the premier online CRM provider on the planet Salesforce.com (NYSE: CRM) has a lot to happy about. In many respects the company revolutionized the industry -- coming at a time when the alternatives look almost silly in retrospect. Who can forget some of those old, clunky CRM solutions that took far and away more effort to update and utilize than they were worth.

    The company isn’t resting on more »

  • The Week that Was: Hasbro, Microsoft, Discover, and LinkedIn

    By Tim Brugger - February 13, 2012 | Tickers: DFS, HAS, LNKD, MSFT

    Even with the nearly $2 a share rise Hasbro (NASDAQ: HAS) investors have enjoyed since posting our original article last week, HAS remains a great value play. Not at the 12 times earnings the company was last week, but still one of the cheapest in the industry. Mattel, Hasbro’s primary competition, is trading at over 15 times earnings, which is just about right after a solid quarter and the more »

  • Microsoft is Poised, So What Are Investors Waiting For?

    By Tim Brugger - February 7, 2012 | Tickers: GOOG, MSFT, NOK

    Seeing $255 billion Microsoft (NASDAQ: MSFT) at the top of the value list in the Technology Sector just looks a little weird. The company is used to leading the pack, but not necessarily like this. A review of the numbers and a look at what's coming down the pike doesn’t shed light on the reasons for Microsoft’s low share price, in fact it does just the opposite more »

  • Forget the Analysts, Buy Intel on Every Pullback

    By Tim Brugger - January 18, 2012 | Tickers: AMD, INTC, MU, TXN

    Right now there are a couple of ways to consider buying Intel (NASDAQ: INTC) -- one for the daring and one for the not-so-daring. Either way, Intel warrants a good hard look, regardless of what you may hear.

    With an earnings announcement scheduled for tomorrow (after the close) many investors will opt for a wait-and-see approach, and there’s some logic to that. It’s always a little scary buying right more »

  • One Bad Apple

    By Tim Brugger - January 12, 2012 | Tickers: AAPL

    I recognize that a discussion of Apple (NASDAQ: AAPL) that doesn’t ooze gobs of glowing praise will immediately appear misguided, uninformed, and just plain WRONG. How can a person, any person, not fall madly in love with the world’s greatest company?

    Here’s one way: pay your CEO what is likely to end up being about $400 million for a year’s work. That, my friends, goes well more »

  • Apple: Amateurs Copy, Geniuses Steal

    By Jane Genova - December 28, 2011 | Tickers: AAPL, GOOG, MSFT, MMI, XRX

    There's the old saying in business: amateurs copy, geniuses steal.  

    The genius comes from the ability to take what's needed and getting around legal and other hurdles, such as being bad-mouthed in the marketplace for not being as innovative as the competition.  Interestingly that seems to be exactly what Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) did with Xerox's (NYSE: XRX) prototype of graphic user interface, developed more »

  • Ubuntu’s 18-Wheeler Wide Security Hole

    By Roland Hughes - December 28, 2011 | Tickers: DELL, IBM, NOK

    Quite some time ago I filed bug 731504 with the launchpad system for Ubuntu (a registered trademark of Canonical Ltd.).  Ordinarily, this wouldn’t be something worthy of blogging about on the Fool, but this particular bug impacts every Fortune 1000 company that considers using their server software and it definitely impacts their many partners including IBM (NYSE: IBM) and Dell (NASDAQ: DELL).

    This bug stems from a viciously short more »

  • Predictions for 2012

    By Nikhil Shamapant - December 27, 2011 | Tickers: AFL, AAPL, ATPAQ.PK, GLW, MHS.DL, NBS, GAME

    Before the New Year begins, I figure I should make a few predictions for 2012, just for fun. This blog is copied from my CAPS blog post, but modified a little bit.

    Here I go:

    1. ATP Oil and Gas (NASDAQOTH: ATPAQ.PK) will FINALLY get its footing. There will be a gigantic short squeeze and the stock will fly. I'm actually in the process of synthesizing 30 articles of more »

  • Are Wearable Computers the Future of Technology?

    By Elizabeth Magill - December 27, 2011 | Tickers: AAPL, GOOG, NOK, VZ

    Talk about mobility. You can't get any more mobile than wearing a computer as apparel.

    A new generation of consumer electronics is being dreamed up, reports the New York Times. Both Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) are hard at work -- independently and somewhat secretly -- to come up with an even more portable form of the computer.

    Apple, it seems, is investigating the possibility of a "wearable" iPod more »