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- Is This the Nasdaq or a Dollar Store? [view article]
- 10 Ways the Financial Meltdown Impacts Tech [view article]
- It's Not Just Software, Hardware Is Looking Soft Too [view article]
- Microsoft, Sun Do Well in Open Source Census [view article]
- Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
- Sun/Stesud Deal Demonstrates Open Source Opportunity in ERP Channel [view article]
- Board and Executive Compensation in S&P 500 [view article]
- Global Server Shipments Outpacing Economy [view article]
- Memo to Sun: Promote MySQL Through Avnet [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Strengthening Dollar Poses Issues for Tech Earnings [view article]
Recent JAVA Articles
- Is This the Nasdaq or a Dollar Store?
- 10 Ways the Financial Meltdown Impacts Tech
- It's Not Just Software, Hardware Is Looking Soft Too
- Microsoft, Sun Do Well in Open Source Census
- Sun: Where Are The Shareholders' Chauffeurs?
- Wachovia Turns Cautious on Hardware and Semiconductors
- Morgan Cuts Targets on Host of Tech Hardware Stocks
- Introducing the Business Intelligence and Data Warehousing Index
- Sun/Stesud Deal Demonstrates Open Source Opportunity in ERP Channel
- Red Hat / Qumranet Deal Adds Fuel to the Virtualization Fire
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Is This the Nasdaq or a Dollar Store? [view article]
Eric,Google's stock price does not reflect its fundamentals. The management should do something e.g. a buy back or preannouncement like ibm did last night.
Do you know what takes GOOG to preannounce their Q3 results? CEO said in late Sept that "business is as usual even though there is drama on wall street". Reply
cannot
compete!
Is This the Nasdaq or a Dollar Store? [view article]
@SmartyPants: WRONG!! Buy on the way down, in increasing increments!! Sell on the way UP, again in increments!! ReplyIs This the Nasdaq or a Dollar Store? [view article]
Ditto ReplyIs This the Nasdaq or a Dollar Store? [view article]
The time to buy is when they are going up, not on the way down. There is time to wait yet. Great companies had P/Es of 5 or 6 at the end of the Depression. We might still have a long way down to go. ReplyIs This the Nasdaq or a Dollar Store? [view article]
I believe you're right. The problem is that most of us were in during the slide or part of the slide. No more money to enter. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
Oracle's stock dropped 30% since it board of directors approved the $83.6 million dollar salary for the CEO less than two months ago. A six dollar drop in share price. I hope all the stockholders fire the board. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
Regarding point #9, consumers cutting back on spending, this will remain a true statement in the aggregate, but may not extend to all aspects of consumer spending. As consumer spending has exploded this past decade, it has almost become a self-medicated antidepressant. Will "gadgets" suffer? Perhaps, but it was after 9/11 and during that recession that the iPod exploded in popularity, a nice little "pick-me-up" for depressed Americans.How does this relate to this article? Smart investors know that missed opportunities are a lot better than being short and wrong. Be more careful about betting on the list of "negative impacts" than the list of "positives". Some of these stocks are already off more than 50%, a sizable haircut. There's more to gain by looking for the companies that are oversold than by betting on more downside. Long term, we all would probably agree that Google will eventually trade above $386, and Apple surely above $97. Reply
10 Ways the Financial Meltdown Impacts Tech [view article]
oops, I meant Profit margins instead of Sales. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
As for the last point of weakness, I am not sure in regards to small-cap Tech, but large-cap Tech, relative to other sectors in the S&P 500, have the most cash on hand and least amount of debt, which seems like a very positive sector to be in at times when liquidity is strained and debt-burden areas are going to be on everyone's minds.Large-cap Tech, aside of Consumer Staples, have been showing double-digit earnings growth, cash flow/EBIT/and Sales margin improvements. From a macro perspective, Tech is also one of the top sectors whose revenue stream benefits from foreign exposure, so a weakening dollar benefits the sector. Reply
Tiedeman
10 Ways the Financial Meltdown Impacts Tech [view article]
RIMM will see better days next month. This name will not stay down for long. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
The author makes excellent points, although I think that one possibility that I do not see addressed is a possible increase in internet advertising (both website based, and social networking sites) as marketing budgets shrink, and these departments look for more affordable ways to reach their target audience. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
excellent views ,many thanks for sharing it with us. Do you have any thoughts on PAYX? I am waiting for CSCO to trade below 20$ ,am I too greedy ? Reply10 Ways the Financial Meltdown Impacts Tech [view article]
Excellent points to consider. I wonder how it will effect all the small mom & pop businesses that deal in antiques, collectibles, homemade items, etc. that have been investing in their own websites in lieu of eBay. I can see an upside in consumers aquiring these cheaper, used and homespun goods. But a downside in higher end luxury collectibles. Also, those venturing out on their own may be less likely to want to plunk down the money involved to run their own sites while they grow. At any rate, this is certainly going to effect online sales venues one way or another, my own included.Reply
It's Not Just Software, Hardware Is Looking Soft Too [view article]
Actually, when money gets tight, people want their 'smart' phones to do more than just email. Therefore, RIM will continue to fall, iPhone will continue to beat it in sales. Besides, they are about the same price (which RIM is whining about in their conf. call, crying that they can't possibly compete at $199.) Blackberries are obsolete. Reply10 Ways the Financial Meltdown Impacts Tech [view article]
Good points to consider. Thanks. Reply