I will always have a soft spot for companies like Corning (NYSE: GLW ). I'm a science geek at heart, and what Corning has accomplished...

I will always have a soft spot for companies like Corning (NYSE: GLW ). I'm a science geek at heart, and what Corning has accomplished...
Every time a new consumer tech gadget comes out, it seems like investors forget a simple a rule - sooner or later, everything becomes a co...
Leading wireless chip company Qualcomm (Nasdaq: QCOM ) delivered a pretty good set of results for its fiscal third quarter, but that stan...
Wall Street is a quarter-to-quarter world, and that means analysts are always going to obsess over the unit and ASP numbers for Apple 's...
Subscription video service Netflix (Nasdaq: NFLX ) posted good results relative to Wall Street expectations, but once again it's the ...
My first boss on Wall Street (and a long-time friend ever since), Archie Smith, used to say “What do you want, egg in your beer?” when face...
It has to be a source of frustration to some investors that Amazon (Nasdaq: AMZN ) can basically ignore margins and cash flow and get awa...
There's maybe no better example of the disconnect between the real world and the stock market than the near-tripling of BlackBerry '...
As someone who has almost always had a semiconductor stock in his portfolio, I can tell you that you have to a have a loose screw or two t...
Unfortunately for Jabil (NYSE: JBL ), there's really nothing that this manufacturing specialist can do about the uninspiring demand c...
Wall Street analysts and investors can be an exceptionally stubborn bunch, and it sometimes takes several whacks with a 2x4 to make them se...
Life is seemingly never boring for Pandora (NYSE: P ). If investors (or, more likely, sell-side analysts) aren't openly fretting abou...
Once a tech company gets to a certain size, the lines between offense and defense begin to blur. Really, though, it doesn't matter if a...
One of the favorite games of sell side analysts covering the smartphone/mobile device sector is “Guess That Shipment Number”; using variou...
While plenty of analysts and writers (including myself) have been assuming that it was a “when, not if” sort of situation, the buzz around ...
The “up again, down again” story at OmniVision Technologies (Nasdaq: OVTI ) rolls on, with the latest installment showing a sharp upward tu...
There aren't too many beat-and-raise earnings stories in the semiconductor space these days, so Avago 's (Nasdaq: AVGO ) fiscal sec...
Every investor knows that China has seen a significant economic slowdown over the past year or so. Likewise, the ongoing struggles of the P...
Seeing the performance of internet stocks like Facebook (NYSE: FB ) and Pandora (NYSE: P ), I really need to remember to eat my own cooki...
Even though Barnes & Noble (NYSE: BKS ) still sports a billion-dollar enterprise value , investors and analysts have hardly been bullis...