There's a big difference between “cheap” and “cheap for a good reason”, and it's not always easy to tell the two apart. While Hewlet...

There's a big difference between “cheap” and “cheap for a good reason”, and it's not always easy to tell the two apart. While Hewlet...
The situation around Dell (Nasdaq: DELL ) continues to churn, as the company scratches, claws, and fights for market share and relevance in...
There is a risk that investors and analysts are going to start viewing NetApp (Nasdaq: NTAP ) less as an undervalued tech stock in an attr...
Over time you eventually get used to the idea that the market seldom looks past one or two quarters (except, of course, when it's conve...
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...
So far, this is looking like a quarter where the IT hardware space is still in rough shape, but not quite as bad as feared. That's good...
Strong market share in a variety of hardware, software, and IT service markets makes IBM (NYSE: IBM ) a great company, but it doesn't ...
Wall Street analysts and investors can be an exceptionally stubborn bunch, and it sometimes takes several whacks with a 2x4 to make them se...
It's hard for a company to completely shield itself from a difficult macro climate, but having a solid product for a burgeoning (and h...
Every investor knows that China has seen a significant economic slowdown over the past year or so. Likewise, the ongoing struggles of the P...
With Hewlett-Packard (NYSE: HPQ ) shares up almost 100% from the November 2012 lows, it seems pretty clear that Wall Street has bought in...
It was only nine days ago that investors were left speculating as to whether Aruba 's (Nasdaq: ARUN ) weak fiscal third quarter meant th...
There's a pretty good rule of thumb that applies to swimming and diving – if you can't see the bottom, don't dive in -- and thi...
I thought that 2013 could be the year where long-suffering stocks like Ciena (Nasdaq: CIEN ) and Juniper (NYSE: JNPR ) earned a little lov...
Although I doubt there were many investors still holding serious hope that the first quarter of 2013 was going to end up being a good one f...
Over the last decade or so, a host of software companies have tried to build successful businesses with models different than those used by...