Analysis & Opinions
January 21, 2013
All good things come to an end.
November 13, 2012
Nvidia is making progress in mobile, but Wall Street doesn't believe it will last. However the stock makes for an ...
October 25, 2012
HP is trying another turnaround, but can they do it in time and properly?
September 12, 2012
Lenovo continues to build share in PCs and smartphones.
May 25, 2012
While Dell still posts a double-digit return on capital, the stock is cheap for some very good reasons.
April 11, 2012
Vimicro is a tiny chip company looking for big growth from Chinese surveillance. Trading below 70% of tangible book ...
April 04, 2012
RIMM's recognition of its problems comes too late, and shares presently trade at about 10% more than its tangible ...
March 14, 2012
Lenovo is an overlooked and undervalued global leader.
January 17, 2012
Zhongpin is risky for many reasons, but potentially a big winner.
May 08, 2008
China finally launched its home-grown version of broadband quality cell phone service. The move challenges foreign ...
April 18, 2008
Given its market share, operating leverage and overseas potential, even a cynic would admit Intel looks attractive ...
April 13, 2007
AMD announced that Q1 revenue will come in under Wall Street expectations. What does this mean for investors?
September 05, 2006
Troubled Dell’s valuation is more than stretched.