Technology

An investment in Microsoft has been dead money for quite a while now. The stock has traded in a pretty narrow range between $22 and $32 except in late 2007 and 2008 during the financial crisis when it spiked and then plunged. The stock does…

Many of the largest technology companies are making so much money that they are rapidly accumulating cash on their balance sheets. While on could argue that this cash should be stripped off the balance sheet for valuation purposes, I would…

While the well-respected Internet blog TechCrunch focused on the Apple/Samsung story in analysing the data from Gartner's latest survey on the mobile market, the real news was elsewhere. The BBC got it right in trumpeting that "mobile phone…

This post by Brett Arends on MarketWatch makes the best case for Apple bulls that I have seen.

Samsung released earnings today that showed record profit but they warned that the growth of handset sales was slowing because of increasing competition.

Here's the deal: Apple's halo effect has gone and investors are not impressed by Apple's earnings guidance. This quarter's earnings is proceeding exactly as I indicated it would earlier today.

There's a lot of angst surrounding Apple's earnings announcement because of the stock's sell-off. While I have turned bearish on Apple, I still believe the numbers for the quarter will be good. The question for me is guidance.

I have been predicting that Amazon would launch a smartphone in 2013 for some time. And now we have more evidence that this is going to happen. See my September post "Is the Amazon Phone a Boon or Threat for Google and Android?" for when I…

UBS analysts Steven Milunovich cut his price target for Apple from $780 to $700 today, and that has the stock reeling. It was down to $512 the last I checked, a loss of 3.3% on the day. I have great respect for Milunovich as an analyst and…

Bloomberg News recently conducted a wide-ranging interview with Google Chairman Eric Schmidt and the headline comments that are lighting up the technology world point to Schmidt's belief that Google is "winning" the mobile platform "war"…