Ashraf Eassa
Long/short equity, contrarian, independent research, tech

ZAGG Is At An Interesting Crossroad

Zagg (NASDAQ:ZAGG) is a name that I have profiled in the past, particularly as an under-loved, Apple (NASDAQ:AAPL)-levered accessories play that could see significant upside when Apple's latest generation of iOS devices hit the market later this year. The accessories that Zagg supplies include screen protectors, device cases/protection, audio products, and - the focus of this discussion - keyboards for iPads. There is a very interesting industry trend that could either prove to be a boon or disaster for Zagg's "Profolio" line of keyboards.

Everybody Lambastes Microsoft And Intel, But...

Let's step back and look at the strategy that Microsoft (NASDAQ:MSFT) and Intel (NASDAQ:INTC) have been pursuing. The center of the strategy...

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