I value Microsoft’s influence on tech, but I'd love the company more if it were under new management that could change directions.
By reducing expectations for this coming quarter, Munster has done Apple a favor.
I think Roger Kay is still prejudging Yahoo!'s deal for Summly on the basis of the company's past, which is unfair. Or in this case, is just dumb.
Plus, with Cisco and Fortinet performing so well, F5's performance has to really stand out. Unfortunately, this is a situation where Modoff just might have set the bar too high.
Investors should be prepared for what the company will reveal about the success of its new flagship product.
With continued margin and cash flow improvements, as well as better diversification, there's still a lot of value here.
Despite the recent punishment, shares are still too expensive.
The good news for Red Hat is that growth has not slowed. But there's a first time for everything, and this quarter might be that time.
As long as Creative Suite continues to soar in adoption and the company continues to post strong deferred revenue numbers, Adobe will still be a great name for investors looking for solid growth in tech.
Second-quarter results were disappointing, yes. But based on projected fiscal 2014 estimates of $2.77 per share, which pushes the P/E lower to 6, Jabil is worth the gamble.
Based on cash flow projections and sales trends, which includes 22% aggregate growth in services, this stock is worth at least $30 per share.
Microsoft is never going to be Apple or Google. But the company is not a dog, either.
Oracle is now giving opportunistic investors a second change to buy. It's too good to pass up.
Fortinet's long term revenue growth has shown no meaningful signs of slowing down and neither has cash flow.
If Juniper can effectively synergies it recent acquisitions, while also making fundamental improvements, there may be some life.
As long as cash flow continues to rise in the mid- to single-digit range, Broadcom's stock can command a fair value at $40.
While these are certainly pivotal times for EMC, it just might have become crucial for one of its chief rivals.
I didn't exactly paint a great picture for Check Point. But there are still some opportunities here.
As long as Brocade continues to grow long-term free cash flow, and make modest market share gain in its core business, the stock should do well.
Even though shares are currently at their 52-week high, I believe the stock's still cheap.