Feb 20, 2013 by Richard SaintvilusApple to Buy Dell? Have Stranger Things Really Happened?And the author was wrong on another thing -- no, stranger things have never happened.
Feb 20, 2013 by Richard SaintvilusEMC's Still Storing Growth, but for How Long?For now, the storage market is EMC's to win.
Feb 20, 2013 by Richard SaintvilusIs Sirius XM Too Expensive?Investors should not make the mistake of thinking that even Sirius believes it will underperform to this degree.
Feb 19, 2013 by Richard SaintvilusBroadcom Gets the Benefit of the Doubt -- for Now The quarter was no calamity. But management acknowledged there's plenty of work to be done.
Feb 19, 2013 by Richard SaintvilusHP Shares Seem Cheap as the Company RebootsThere are no surprises going forward. If there are, it's all to the upside.
Feb 19, 2013 by Richard SaintvilusDell's Going "Underground," but Does It Really Matter?Regardless of how it's spun, this is still the same company that has lost more than 40% of its value the past five years.
Feb 19, 2013 by Richard SaintvilusWhy Buying NetApp Now Makes SenseInvestors can't pass up 6% long-term revenue growth and 7% free-cash-flow growth
Feb 16, 2013 by Richard SaintvilusHalliburton's Improved, but Plenty of Work Left to DoShares should reach $45, or 10% higher at some time this year. The improved profitability and international strength is hard to ignore.
Feb 15, 2013 by Richard SaintvilusIt's Time to Buy the "New" CiscoBased on cash flow projections and sales trends, this stock is worth (at least) $30 per share.
Feb 15, 2013 by Richard SaintvilusDoes Atmel Have What Apple Needs?Management deserves credit for positioning Atmel for long-term earnings and cash flow growth.
Feb 14, 2013 by Richard SaintvilusCitrix Should Be Spared the Market's WrathIf this company can continue to post revenue growth in the low 20% range and cash flow growth at 33%, these shares can reach $85 by the second half of the year.
Feb 14, 2013 by Richard SaintvilusRiverbed's Punishment Seems OverdoneRiverbed has an excellent management team, one that is capable of fixing near-term bedbugs.
Feb 13, 2013 by Richard SaintvilusWhat Is Oracle Really Gaining From Acme Packet?Oracle should begin to grow incremental market share after this deal, to what extent remains to be seen.
Feb 13, 2013 by Richard SaintvilusIs the Street Writing NVIDIA Off?These shares are worth a gamble here for the long term.
Feb 12, 2013 by Richard SaintvilusSchmidt Dumps Google Stock. Is It Still a Buy?Should you follow the Google chairman's lead?
Feb 12, 2013 by Richard SaintvilusBrocade's Looking for M&A Love Ahead of EarningsThe buyout rumors notwithstanding, 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 command a higher premium.
Feb 12, 2013 by Richard SaintvilusWhy Cisco Is a Solid Play Ahead of EarningsWhile I'm not willing to say that Cisco is back to the tech bubble performance days, the company is certainly not in the doghouse, either.
Feb 12, 2013 by Richard SaintvilusHow Long Can Amazon Defy Gravity?Amazon has been defying gravity for quite some time, and it may be a while before these shares fall down to Earth.
Feb 11, 2013 by Richard SaintvilusInvestors Are Betting Too Much on Texas InstrumentsAll things being equal, the stock is overvalued by 15%. That it still carries this level of premium is a head-scratcher.
Feb 8, 2013 by Richard SaintvilusLenovo’s Still Putting Zombies to WorkDespite a dying PC business, Lenovo's stock looks very attractive.
