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  • The Fruitless Quest for the Elusive Omni-Computer

    By Leo Sun - May 18, 2013 | Tickers: AAPL, BBRY, GOOG, MMI, SSNLF | Editor's Choice

    Last month, BlackBerry (NASDAQ: BBRY) CEO Thorsten Heins claimed that the popularity of tablet computers, dominated by Apple (NASDAQ: AAPL) iOS and Google (NASDAQ: GOOG) Android devices, would wane over the next five years. Heins predicted that computer users would become increasingly dependent on a single computing device, such as a smartphone docked into a workstation, for all their daily tasks. Heins also vaguely hinted that BlackBerry would eventually release more »

  • Apple Needs New Markets, Fast

    By Reuben Brewer - May 17, 2013 | Tickers: AAPL, BBRY, SSNLF

    Investors have been less than enthused about Apple's (NASDAQ: AAPL) prospects, despite still solid business results. The change in sentiment is largely a result of the fact that Apple is looking more and more like a consumer products company. That means it needs new markets, but so far it isn't finding them.

    Changing the World

    There is no question that Apple products have changed the face of the more »

  • David Tepper: If Apple Doesn't Do These Things, I’m Selling

    By Salvatore "Sam" Mattera - May 17, 2013 | Tickers: AAPL, GOOG, SSNLF

    David Tepper runs Appaloosa Management, one of the largest and most profitable hedge funds. Apple (NASDAQ: AAPL) has been one of Appaloosa’s biggest holdings in recent years.

    On Wednesday, the fund’s 13F filing revealed that Appaloosa had sold a lot of its Apple stock last quarter -- about 40% of the fund’s position. But Tepper might just be getting started.

    In an appearance on CNBC Tuesday, Tepper talked more »

  • Apple vs. Samsung: Battle of the Features

    By Steven Yenzer - May 17, 2013 | Tickers: AAPL, SSNLF

    The cell phone market today is similar to the computer market of a few years ago; processor speeds and other specs are reaching the point where many consumers can't tell the difference.

    There will always be power users who concern themselves with megahertz and megapixels. And of course, tomorrow's cell phones will be faster, thinner, and better than today's. But smartphones have saturated the market so thoroughly more »

  • Apple's Competition Is Getting Tougher

    By Damian Illia - May 16, 2013 | Tickers: AAPL, NOK, SSNLF, SNE

    Apple (NASDAQ: AAPL) recently posted its second quarter results, and they came in below analysts’ estimates. However, this did not affect its share price as the company announced a massive cash return of $100 billion through 2015, including share buybacks and increased dividends. Let's take a look at the company's most recent results and its future from a competitive standpoint.

    How was Apple’s performance behind that juicy more »

  • Why Apple May Have Bottomed After Earnings

    By Andrés Cardenal - May 16, 2013 | Tickers: AMZN, AAPL, GOOG, SSNLF

    After reaching new lows for the year of about $385 per share, Apple (NASDAQ: AAPL) finally reported earnings on April 23, and the stock has made a nice turnaround to levels of roughly $450 since them. Maybe it´s too soon to tell, but there are some good reasons to believe that we may have already seen the bottom in the share price.

    The slowing iPhone

    Apple has been suffering more »

  • Apple: It's Time To Throw The Shackles Off

    By Nauman Aly - May 14, 2013 | Tickers: AAPL, SSNLF

    Unarguably a company which has become a generic name for innovation is what Apple (NASDAQ: AAPL) is all about. Apple has grown several folds with all the innovation that it has brought to the technological world, however, whether or not the company has lived up to the unprecedented standards set by Steve Jobs, is a question which remains largely unanswered.

    iPhone5, did it prove to be too tech savvy? Or more »

  • Weak Yen Drives Sony’s First Profit in Years

    By Daniel James - May 13, 2013 | Tickers: AAPL, SSNLF, SNE

    One of the main news stories over the last few months has been the devaluation of the yen, which contributed greatly to the 40% surge in Japanese equities so far this year. This week, the dollar popped over 100 yen. A weak yen benefits Japanese exporters, as their products become cheaper abroad. Japanese electronics giant Sony (NYSE: SNE) has been struggling over the last few years, posting losses since 2009 more »

  • Market Share Isn't Everything

    By Adam Levy - May 13, 2013 | Tickers: AAPL, HP, P, SSNLF

    Market share isn’t everything. While it’s often used to indicate the strength of a company in a market, it can often be misleading as it doesn’t tell the whole story.

    That’s where margins come into play, and why it’s often one of the first things I look at in financial reports. Margins help translate market share into profit share, another important and often overlooked statistic more »

  • A Chipmaker That's About to Pop

    By Piyush Arora - May 13, 2013 | Tickers: MU, SSNLF, TOSBF

    Anybody who is following the DRAM (Dynamic Random Access Memory) industry must be aware of the recent crash in DRAM prices, which wreaked havoc on most DRAM manufacturers. The crash was a result of falling PC sales, while ultrabooks failed to grow at the expected rate.

    To counter the falling prices, DRAM manufacturers, including Toshiba (NASDAQOTH: TOSBF) and Samsung (NASDAQOTH: SSNLF), cut the production of their memory modules, which, coupled more »

  • Ecosystems Will Be The Next Growth Drivers For These Giants

    By Ishtiaq Ahmed - May 13, 2013 | Tickers: AAPL, GOOG, MSFT, SSNLF

    The global Smartphones market has started its journey towards maturity and it will not be long before we start to see a decline in growth rates for all the major players. Once we reach maturity, the biggest revenue driver for these companies will be the ecosystems these companies have. At the moment, ecosystems are not under focus and their value is not being shown properly. However, a deeper look reveals more »

  • The Next Casualty of the PC’s Decline

    By Salvatore "Sam" Mattera - May 11, 2013 | Tickers: SSNLF, STX, WDC

    The traditional PC is in decline. Sales of PCs fell by 14% in the first quarter of the year, the worst drop on record. As sales have declined, PC-related stocks have struggled.

    Increasingly, consumers are opting for mobile devices over traditional PCs, while business users are finding that their existing devices are still more than capable of handling the necessary software tasks.

    But even if you think the death of more »

  • Looking for Growth? Avoid Smartphone Companies

    By Salvatore "Sam" Mattera - May 10, 2013 | Tickers: AAPL, SSNLF, VZ

    Although shares of Apple (NASDAQ: AAPL) have recovered somewhat since dipping below $400 in April, they’re still far removed from their peak above $700.

    The tremendous rally Apple shares experienced in recent years was mostly on the strength of iPhone. Now that competent competitors have emerged, investors may be looking to bet on other device makers.

    But that could be a mistake. Increased competition in the smartphone marketplace is more »

  • Google´s Strength in Mobile Is Amazing

    By Andrés Cardenal - May 10, 2013 | Tickers: AAPL, GOOG, SSNLF

    Over the last years Google (NASDAQ: GOOG) has been strengthening its competitive position in mobile to an amazing degree. Not only has the company´s Android operating system reached a market share of more than 75% in global smartphone sales, but Google has also been gaining ground in iOS with its high quality apps and services that are becoming increasingly important for users.

    Be it via Android or iOS, Google more »

  • Apple’s Tough Choice – Customers For Life Or High Margins

    By Sneha Shah - May 10, 2013 | Tickers: AAPL, SSNLF

    Apple (NASDAQ: AAPL) continues to grow market share in the world’s richest countries like Japan and the USA. But it is losing share in developing, low income countries where citizens simply cannot afford the pricey iPhones. Only 16.7 million smartphones were sold in India which made up less than 10% of the total mobile phone market. A big reason why Apple’s margins fell in Q113 was the more »

  • These 3 Companies Should Be In Every Tech Portfolio

    By Anh HOANG - May 9, 2013 | Tickers: AAPL, GOOG, SSNLF

    When we talk about smartphone these days, most of us often mention the iPhone and the Galaxy, which are made by Apple (NASDAQ: AAPL) and Samsung (NASDAQOTH: SSNLF), respectively. Recently, comScore has released its report for March 2013 U.S. smartphone subscriber market share. Apple was the U.S. smartphone market leader with 39% market share, up 2.7% from December 2012. Samsung ranked second with a 21.7% market more »

  • Apple Will Return More Value After Debt Financing

    By Anh HOANG - May 7, 2013 | Tickers: AAPL, MSFT, SSNLF

    Apple (NASDAQ: AAPL) is one of the most well known, but also the most misunderstood company on the stock market. Quantitatively, it is priced as if it had no growth at all. Moreover, Apple has quite a strong balance sheet with a huge amount of cash on hand. Recently, investors must have been quite happy because the company has announced some initiatives to return its huge cash balance to its more »

  • Apple, BlackBerry Hurt by Samsung's Debunking of Android Myth

    By Salvatore "Sam" Mattera - May 7, 2013 | Tickers: AAPL, BBRY, GOOG, SSNLF

    Although Google’s (NASDAQ: GOOG) Android has become the dominant global mobile operating system, it has always faced one significant criticism: it isn't secure.

    Android’s critics have long argued that while consumers (particularly budget-constrained consumers) may flock to Android, businesses and governments would shun the mobile operating system due to its security flaws.

    But that theory was dealt a crippling blow on Friday when the Pentagon said it more »

  • Apple's Comeback Is Likely to Continue

    By David Zanoni - May 6, 2013 | Tickers: AAPL, GOOG, SPY, SSNLF

    Investor sentiment in technology can change quickly. Apple (NASDAQ: AAPL) had previously fallen out of favor on Wall Street with the uncertainty of what its next great product would be and worries about a shrinking gross margin. However, the recent dividend boost and share buyback program has shifted the negative sentiment to the positive side.

    Here's a glance at Apple's net sales for Q2:

    Product

    Change in Net more »

  • Apple: Three Bright Spots

    By Ishfaque Faruk - May 6, 2013 | Tickers: AMZN, AAPL, SSNLF

    In spite of slowing growth rates in most product categories along with declining margins, Apple (NASDAQ: AAPL) still showed some bright spots in some aspects of its business in its latest earnings report. The company's tablet sales along with service revenues and retail seems to be doing very well. Going forward these three segments should hold up well as Apple enters a maturity phase as a major dividend payer more »

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