Got lots of cash? How about clubbing your competition with the green stuff? That's what HP seems determined to do to Dell
On the surface, bidding $2 billion for a company that hasn’t made an operating profit in the last five years looks nuts. Dig deeper, though, and the battle between Dell (DELL) and Hewlett Packard (HPQ) to buy data storage company 3Par (PAR) doesn’t look nuts. It’s...Update Intel (INTC)
Blow out quarter. Stunning increase in guidance. A totally justified 4.3% gain in the after-hours market on the day it announced earnings. Now we’ll see if Intel (INTC) can juice the rest of the technology sector. (Look today to see how Microsoft (MSFT) reacts, for...My guide to how to worry: Know what to worry about and when if you don't want to get spooked out of a rally–or get killed in a correction
(Originally posted on October 14 but several readers have asked me to repost.) What me worry? On a day when the Dow Jones Industrial Average closes above 10,000 for the first time in a year and when the Standard & Poor’s 500 stock index closes within kissing...Buy Taiwan Semiconductor (TSM)
Sure you want a piece of the technology action. Who wouldn’t after Apple (AAPL) broke to an all-time high after the company announced earnings on October 19. But isn’t everything priced out of reach? After all, we’re not exactly in the early stages of this rally. I’ve...Intel's earnings should be enough to keep the technology rally rolling
After the market close on October 13, Intel (INTC) reported earnings that beat Wall Street estimates and–this is what’s really important this quarter if the rally is to keep going–raised its guidance for fourth quarter revenue to a top of the range...Tech stocks to lead earnings season again?
It’s early yet in earnings season, but I were a gambling man, I’d give the technology sector odds on leading the stock market again this quarter. Wall Street is beating the bushes for earnings growth right now. If earnings don’t go up in the next...Now, the chip wars get nasty; expect the survivors to go after the solar cell makers
Chip makers are packing more circuits onto their chips. The next generation will be dense with circuits just 28 billionths of a meter–28 nanometers–wide. That will expand, yet again, the power and speed of semiconductors, and increase yet again the number...Buy Qualcomm QCOM
Buy Qualcomm (QCOM).  In the current stock market and economy you want to own stocks in the sectors of the market that are outperforming rather than lagging and you want to own companies that can grow even when the economy isn’t. I think cell phone chip-maker Qualcomm...Jim’s Daily Email Alerts:
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