Apr 11, 2013 by Evan Niu, CFAThird Time's a Charm for QualcommQualcomm earns three bullish research notes from analysts, thanks in part to a strong pipeline of design wins. The company is riding the smartphone wave in more ways than one.
Apr 11, 2013 by Evan Niu, CFAGet Ready for Microsoft's 7-Inch SurfaceThere's a long string of evidence that Microsoft is working on a smaller version of its Surface tablet. If the software giant hopes for any semblance of tablet success, it has no choice but to move downmarket.
Apr 11, 2013 by Evan Niu, CFAMicrosoft Is Totally Killing the PCIDC's most recent estimates on first-quarter PC shipments serve as continued proof that the PC is dead as the preferred personal computing form factor. Sadly, Microsoft Windows 8 is to blame.
Apr 11, 2013 by Evan Niu, CFAIntel Is HelplessIntel's upcoming Haswell chip may help boost demand in the short term, but it won't be enough to offset broader declines in the overall PC market. Despite its cutting-edge chips, Intel is helpless in reinvigorating the industry.
Apr 11, 2013 by Evan Niu, CFAApple Investors Wise UpInvestors brushed off a supply chain rumor about weak iPhone demand, a very different reaction than the last occurrence. Is this rumor actually more meaningful?
Apr 11, 2013 by Evan Niu, CFANVIDIA to Return $1 Billion to Investors This YearStock buybacks and dividends on the agenda.
Apr 11, 2013 by Evan Niu, CFAThe PC Crushes Microsoft, Hewlett-Packard, and IntelIDC's latest figures rip into the future prospects of Microsoft, HP, and Intel. No one expected the PC market to be this bad.
Apr 11, 2013 by Evan Niu, CFAAvago Technologies to Acquire CyOptics for $400 MillionSmaller optical chip specialist to grow Avago's fiber optics portfolio.
Apr 10, 2013 by Evan Niu, CFAWhat's Good For Facebook and Pandora Is Bad for Google and AppleThere's been a shift in the mobile ad market, with newer publishers beating out networks. That change is benefitting the likes of Facebook and Pandora at the expense of Google and Apple.
Apr 10, 2013 by Evan Niu, CFAApple, Go Get Ron Johnson Back. Now.Apple should rehire its former retail chief. However, the chances of the Mac maker actually doing this may be remote; just because Apple should doesn't mean it will.
Apr 10, 2013 by Evan Niu, CFAHow Verizon Talked Steve Jobs Into an LTE iPhoneApple was late to the LTE party compared to the Android competition. Verizon CEO Lowell McAdam recalls how he talked Steve Jobs into releasing an LTE iPhone.
Apr 10, 2013 by Evan Niu, CFAWhy ADTRAN Shares Ran HigherIs this meaningful, or just another movement?
Apr 10, 2013 by Evan Niu, CFAGeneral Motors Comes Crawling Back to FacebookNearly a year after ditching Facebook ads, automaker GM has decided to give the social network another shot. This time, mobile is the name of the game.
Apr 10, 2013 by Evan Niu, CFAT-Mobile Launches iPhone Trade-In OfferThe No. 4 carrier aggressively targets iPhone users from other networks.
Apr 9, 2013 by Evan Niu, CFA1 Important Storyline to Watch for in Apple EarningsChina is Apple's second-largest market, and state-owned media outlets ran a widespread Apple bashing campaign at the end of last quarter. Will Apple's results take a hit?
Apr 9, 2013 by Evan Niu, CFAThe Chinese Media Bashing Turns From Apple to MicrosoftMicrosoft's Surface warranty policies are under fire in the Middle Kingdom, but don't expect the software giant to react as quickly as Apple did when its own warranty policies were criticized.
Apr 9, 2013 by Evan Niu, CFAAT&T Announces Gigabit Fiber Service Plans in Response to GoogleAT&T responds to Google's Fiber expansion with a gigabit fiber service of its own in Austin, Texas.
Apr 9, 2013 by Evan Niu, CFADell Investor Questions Company's AnalysisSoutheastern Asset Management doesn't support Michael Dell's original offer to take the company private.
Apr 9, 2013 by Evan Niu, CFAGoogle Revamps Design of Google Play on AndroidThe search giant redesigns its popular Google Play storefront on Android in order to focus more on recommendations and discovery.
Apr 9, 2013 by Evan Niu, CFANokia Lumia 521 to Launch on T-Mobile in MayT-Mobile adds to its Windows Phone lineup. Pricing details not provided.
