Mar 5, 2013 by Richard SaintvilusShould Investors Be More Bearish on Juniper?It's concerning that this news got leaked, And it's even more disconcerting that it was unsuccessful.
Mar 5, 2013 by Richard SaintvilusDoes Yum! Still Look Delicious?Although there may be some near-term headwinds that still have not been priced into the stock, it doesn't change the long-term value in this company.
Mar 4, 2013 by Richard SaintvilusSchlumberger vs. Halliburton: Is It Still Close?Ordinarily, this wouldn't offer a compelling reason to own either stock since this industry is about growing EBITDA, but the sector can't lag forever.
Mar 4, 2013 by Richard SaintvilusAdtran's Looking Like a BargainAdtran is doing better than expected, and it's doing so too soon, which is always a good buy signal.
Mar 4, 2013 by Richard SaintvilusPalo Alto's Steadily Gaining RespectThe company continues to raise the bar and is among a small group that is well positioned to outperform for many years to come.
Mar 1, 2013 by Richard SaintvilusIs Netflix's Monkey the Next Cloud Vaccine? Chaos Monkey highlights how there is not yet a clear-cut standard for how businesses view the cloud and the many variations that exist.
Mar 1, 2013 by Richard SaintvilusI Love Pandora, but This Company's Singing the BluesWhile this company is indeed working to improve its competitive position, investors have to believe that management will be able to step up and face the music in the long term.
Mar 1, 2013 by Richard SaintvilusIs Groupon the Best Poorly Executed Idea Ever?This business is doomed once the very idea that took this company public becomes secondary.
Feb 28, 2013 by Richard SaintvilusIs Oracle's Cloud Really Fake?Linthicum owes Oracle and every CIO an apology.
Feb 26, 2013 by Richard SaintvilusWhy Cisco and Oracle Should Fight for Aruba NetworksIt would be a mistake for Cisco and Oracle to let this company get too expensive.
Feb 26, 2013 by Richard SaintvilusIs F5 Getting Too Good for Its Own Good?Assuming momentum holds at modest levels, these shares can support a fair value in the $120s.
Feb 26, 2013 by Richard SaintvilusBroadcom, Qualcomm, and NVIDIA Play PokerThis sector has gotten nasty and will likely remain that way for a while.
Feb 26, 2013 by Richard SaintvilusWho Can Help VMware Stop Its Bleeding?Given similar interests, could an agreement emerge?
Feb 26, 2013 by Richard SaintvilusWhy It's Time to Bail on SeagateFinally, it may just be the case that investors should sell the stock because David Einhorn is doing so.
Feb 25, 2013 by Richard SaintvilusCan Apple Help Facebook Move Its Business Model Out of Beta?Facebook can't continue to hurt its reputation and expect to survive.
Feb 25, 2013 by Richard SaintvilusApple Needs Netflix, Einhorn Needs Patience, Investors Need AnswersApple has always had a good-guy image. But the next leg of growth is going to require a killer instinct.
Feb 22, 2013 by Richard SaintvilusTexas Instruments: Chips Down, Dividend Up, Stock's Still ExpensiveI would take some profits off the top here and instead look to Qualcomm and Broadcom to capitalize on wireless and mobile growth.
Feb 22, 2013 by Richard SaintvilusHP Beats Street, but Whitman Misses HP does not look like a company ready to be sent to the glue factory.
Feb 22, 2013 by Richard SaintvilusQualcomm's New Chip Affects Apple and SamsungClearly these R&D investments are about to make investors very wealthy.
Feb 21, 2013 by Richard SaintvilusWhy NVIDIA Has a Chip on Its ShoulderWall Street's not giving NVIDIA credit where it's due.