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- Evaluating Pre-Summer Positions in This Schizophrenic Market
- Who's Nibbling at OpenTable?
- Nvidia's Tug-of-War
- Nvidia's Q2: Initial Notes
- Oracle's SaaS Move: Good News, Bad News
- Apple Makes Its Way to an In-House Design Team
- The 3D Wave Is Growing: Stocks to Benefit
- A Look at Broken Versant
- Scrutinizing Apollo: The Deeper You Look, The More Problems You See
- Winners and Losers from Oracle / Sun
- More News of Apollo's Misconduct Could Impact Company's Future
Four Reasons the Attack on Short Selling Is Unreasonable
Apr. 12, 2009 • 7 Comments
- Can Sun Stop Its Self-Destruction?
- Sun Still Stands Out on the Open Source Deal Horizon
Finding It Easy to Go 'Long and Strong' Technology
Apr. 3, 2009 • 2 Comments
- Four Blemishes and a Complication in Apollo's Future
- Will IBM Use Sun to Counter Client Computing Competitors?
- The Boys at Berkshire Learn a Lesson in Perception
- 6 Entertaining 'Clarifications and Corrections' from Palm
- New Information Raises Red Flags for Apollo
- Staying Cool on Palm, For Now
OpenTable IPO Math Doesn't Add Up
Mar. 1, 2009 • Comment!
- Asia Will Drive Growth for Core Tech Companies
Is There Anything Else Investors Can Do Right Now?
Feb. 19, 2009 • 2 Comments
- Nvidia Positioned to Lead Mobile Solutions
- Actel's Forward Estimates Look Impossible
Staying Ahead of the Market Curve
Jan. 15, 2009 • Comment!
- Will Bartz Be Enough for Yahoo?
- Nice Short Squeeze on PALM
Use Investments to Fund Growth Rather Than Handouts
Jan. 6, 2009 • 4 Comments
- Intel Aims to Tighten Its Control of the Chip Market
- Investor's Notes on Palm's F2Q09 Earnings Call