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Analysis - Latest Articles by most recent | most commented

Software Sector Outlook - Goldman Sachs

Dec 14 • Larry Dignan • 6 Comments
Quantum Has Room to Grow in Data De-Duplication Market

Dec 10 • The Inflection Point • 2 Comments
Virtualization: Expect Technology to Cross the Chasm Within Two Years

Nov 30 • Gregory Ness • 3 Comments
Greenlight's Einhorn Exits Energy, Focuses on Healthcare

Nov 24 • Market Folly • Comment!
Dell's Lack of Innovation Disappoints

Nov 23 • Kris Tuttle • 9 Comments
Is Tech Overvalued?

Nov 22 • Hao Jin • 4 Comments
NetApp: Single and Lovin' It

Nov 22 • The 451 Group: Inorganic Growth • Comment!
Bill Ackman's Pershing Square: Q3 Portfolio Update

Nov 18 • Market Folly • 2 Comments
Tuesday Options Recap

Nov 17 • Frederic Ruffy • Comment!
STEC Revisited: Will It Go from Good to Great?

Nov 16 • GARP Investor • 8 Comments
Wednesday Options Update: PG, DRYS, DTV, M, & EMC

Nov 11 • Andrew Wilkinson • Comment!
Cisco Reveals Makeover Plans, As Network Spending Recovers

Nov 6 • Naveen Selvaraj • 1 Comment
October Overview: The Goblins Came Home to Roost

Nov 2 • Philip Davis • Comment!
Drupal White House? IBM, Oracle and Microsoft Are Already Excited

Nov 2 • Dennis Byron • 1 Comment
VSphere Should Boost VMware Market Share and Stock

Oct 30 • Trefis • 3 Comments
Wall Street Breakfast: Must-Know News

Oct 22 • SA Editor Eli Hoffmann • 11 Comments
BMC's Acquisition Part of Big Four Buyout Trend

Oct 22 • The 451 Group: Inorganic Growth • Comment!
Options Trader Tuesday Outlook: The Party Goes On

Oct 20 • Philip Davis • Comment!
Galleon's Top 10 Holdings

Oct 20 • TraderMark • 4 Comments
Making Sense of Irrational Markets

Oct 19 • Marc Courtenay • 4 Comments
STEC's Promising Future – Part II

Oct 19 • GARP Investor • 22 Comments
Galleon Group's 50 Largest Holdings

Oct 18 • AlphaClone • 10 Comments
Promising Future for STEC

Oct 8 • GARP Investor • 12 Comments
Why Samsung's NAND Issues Won't Affect STEC

Oct 7 • GARP Investor • Comment!
Small Cap Technology: Five Potential Takeovers

Oct 5 • Joe Kunkle • 5 Comments
Enterprise Software Titans: Who Should Buy Whom

Oct 1 • Rick Sherman • Comment!
Shumway: Another Hedge Fund Falls for BofA

Sep 30 • Market Folly • Comment!
STEC's LSI Design Win Confirms Momentum: More Upside to Go

Sep 29 • GARP Investor • 4 Comments
STEC Buying Opportunity: Competitive Concerns Are Overblown

Sep 27 • GARP Investor • 9 Comments
Enterprise Software Acquisitions: Who's Next?

Sep 25 • Rick Sherman • Comment!
Bill Ackman's Pershing Square Q2 Letter: No Gold Hedge for Us

Sep 25 • Market Folly • 7 Comments
EMC: Not Too Late to Buy

Sep 21 • RIA Analyst • Comment!
Cambrian Cloud Explosions Coming

Sep 13 • Gregory Ness • 2 Comments
Ken Griffin's Citadel Fund: Options Eye Candy

Sep 10 • Market Folly • 2 Comments
Virtualization Demands Will Drive the Next Network Revolution

Sep 9 • Gregory Ness • 9 Comments
EMC and Cisco Announce Joint Venture in Data Center Services

Sep 3 • Zacks.com • 1 Comment
Report from Europe: U.S. Close vs. China Rebound

Sep 3 • The Mole • 4 Comments
Greenlight Capital: Cautious over Q2

Sep 3 • Todd Walker • 5 Comments
Wall Street Breakfast: Must-Know News

Sep 3 • SA Editor Rachael Granby • 10 Comments
Unexpected Partners in E-Discovery M&A

Sep 3 • The 451 Group: Inorganic Growth • Comment!
Eton Park Loads Up on Options

Sep 2 • Market Folly • 3 Comments

EMC Corp. (EMC)

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