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Naveen Selvaraj

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  • SAP Earnings Raise More Questions Than Answers
    on Mon, May 3, 2010 • SAP, ORCL, CRM • Comment!
  • ICICI Bank: Where's The Growth Story?
    on Sun, May 2, 2010 • IBN, HDB • 4 Comments
  • Google: Why TAC Is Falling Despite Network Revenue Growth
    on Tue, Apr 20, 2010 • GOOG, YHOO • 2 Comments
  • ASML: Probably at the Peak
    on Mon, Apr 19, 2010 • ASML, AMAT • Comment!
  • Infosys Earnings Preview: Expect a Comfortable Earnings Beat
    on Mon, Apr 12, 2010 • INFY, WIT, CTSH • 1 Comment
  • Research in Motion: Too Much Pessimism Despite Strong Device Sales
    on Wed, Apr 7, 2010 • BBRY, AAPL, NOK • 6 Comments
  • Why Microsoft and Oracle Are Safer Long-Term Bets Than Google and SAP
    on Mon, Apr 5, 2010 • GOOG, ORCL, SAP • 6 Comments
  • Adobe: Missing the Real Market Opportunity?
    on Thu, Apr 1, 2010 • ADBE • Comment!
  • Are Semiconductor Valuations Peaking?
    on Tue, Mar 23, 2010 • ASML, AMAT, TSM • 5 Comments
  • Tech Hiring Bounces Back: Software / Services Companies Have Positive Net Adds in 2009
    on Thu, Mar 18, 2010 • AAPL, ADBE, IBM • 2 Comments
  • Synopsys Guidance Indicates Unlikely Growth in IC Design Starts
    on Mon, Mar 15, 2010 • SNPS, CDNS, LAVA • 3 Comments
  • Mack-Cali: Examining the Decline in Cash Rent Realizations
    on Thu, Mar 4, 2010 • CLI, HRP • Comment!
  • HRPT Properties: Overly Optimistic Guidance?
    on Wed, Mar 3, 2010 • HRP, HRPN • 4 Comments
  • Tech Profits Zoom
    on Tue, Feb 23, 2010 • MSFT, AAPL, AMD • 2 Comments
  • Simon Property Group and General Growth: An Operating Pro-Forma
    on Mon, Feb 22, 2010 • SPG, GGP • 3 Comments
  • With Subdued CapEx for Telcos Ahead, Will Shared Infrastructure Gain Momentum?
    on Sun, Feb 21, 2010 • T, VZ, CSCO • 3 Comments
  • What Juniper's Results Mean for Cisco
    on Wed, Feb 3, 2010 • CSCO, JNPR • Comment!
  • ASML: Can It Sustain This Momentum?
    on Fri, Jan 22, 2010 • ASML, AMAT, INTC • Comment!
  • Seagate: Constrained Disk Supply Could Mean a Highly Profitable 2010
    on Thu, Jan 21, 2010 • WDC, STX • 2 Comments
  • STEC: Shareholder Lawsuits Point to Larger Problems
    on Wed, Dec 30, 2009 • STEC, EMC • 33 Comments
  • Top 15 Tech Stocks Near 52-Week Highs
    on Tue, Dec 29, 2009 • IBM, LLTC, MSFT • Comment!
  • Nine Tech Stocks with Good Cash Utilization and Return on Equity
    on Tue, Dec 22, 2009 • SAP, IBM, HPQ • 1 Comment
  • Six Attractive Online Gaming and Infrastructure Software Stocks
    on Thu, Dec 17, 2009 • MSFT, SY, GA • 3 Comments
  • My Hardware Picks: More Value, Less Glamour
    on Mon, Dec 14, 2009 • AAPL, SYNA, SNX • 6 Comments
  • Tech Sector: Consumer Software/Services Hold Promise in Next Adoption Cycle
    on Wed, Dec 9, 2009 • IBM, ORCL, MSFT • Comment!
  • Semiconductor Margins Bouncing Back, But What About Revenues?
    on Wed, Nov 18, 2009 • INTC, AMD, NVDA • 1 Comment
  • Tech Sector Sees a Return to Normalcy
    on Tue, Nov 17, 2009 • MSFT, IBM, INTC • Comment!
  • Tech Sector: Does R&D Spending Matter?
    on Thu, Nov 12, 2009 • TSM, AAPL, WDC • 3 Comments
  • Cisco Reveals Makeover Plans, As Network Spending Recovers
    on Fri, Nov 6, 2009 • CSCO, EMC, VMW • 1 Comment
  • Success Factors: Going for Break-Even Rather than Revenue Growth?
    on Thu, Oct 29, 2009 • CRM, SFSF, N • 5 Comments
  • Sohu: Stagnating Profits and EPS Growth
    on Tue, Oct 27, 2009 • SOHU • Comment!
  • Solid Execution Makes Western Digital a Compelling Stock
    on Tue, Oct 27, 2009 • WDC, STX • 3 Comments