Richard Saintvilus

It's concerning that this news got leaked, And it's even more disconcerting that it was unsuccessful.

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.

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.

Adtran is doing better than expected, and it's doing so too soon, which is always a good buy signal.

The company continues to raise the bar and is among a small group that is well positioned to outperform for many years to come.

Chaos Monkey highlights how there is not yet a clear-cut standard for how businesses view the cloud and the many variations that exist.

While 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.

This business is doomed once the very idea that took this company public becomes secondary.

Linthicum owes Oracle and every CIO an apology.

It would be a mistake for Cisco and Oracle to let this company get too expensive.

Assuming momentum holds at modest levels, these shares can support a fair value in the $120s.

This sector has gotten nasty and will likely remain that way for a while.

Given similar interests, could an agreement emerge?

Finally, it may just be the case that investors should sell the stock because David Einhorn is doing so.

Facebook can't continue to hurt its reputation and expect to survive.

Apple has always had a good-guy image. But the next leg of growth is going to require a killer instinct.

I would take some profits off the top here and instead look to Qualcomm and Broadcom to capitalize on wireless and mobile growth.

HP does not look like a company ready to be sent to the glue factory.

Clearly these R&D investments are about to make investors very wealthy.

Wall Street's not giving NVIDIA credit where it's due.