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A Holiday Present From Taiwan

Thu Nov 19th, 2009

Bob Faulkner

Last month I highlighted the structural changes that have taken place in the DRAM industry and how that makes for a positive investment environment over the next year or so. Since then, there have be

Is Windows 7 Worth the Upgrade?

Wed Nov 18th, 2009

Carol Kopp

This is a software review by a person who has never read a software review. Like many reasonable people, I don’t give a hoot what’s inside my computer, my car, or my toaster as long as it

Adobe Downsizes, But It Really Needs to Restart

Wed Nov 11th, 2009

Mike Schuster

In an 8-K filing made with the Securities and Exchange Commission late Tuesday, Adobe (ADBE) announced it will be cutting 680 full-time positions -- roughly 9% of its workforce -- over the next year.

Wafer Fab Equipment Dragging Down Semiconductor Investors

Thu Nov 5th, 2009

Bob Faulkner

As noted earlier this week in my article “Inventory in Semiconductors Looking Lean”, most of it has improved with the exception of hardware OEMs. Within that classification, one of the su

Upgrades & Downgrades: Garmin Navigating Lower

Thu Nov 5th, 2009

Justin Sharon

A tough (and Tufts) end to trading after a stand pat Fed saw shares stand still, equities giving up earlier increases to end mixed as markets discovered a House is not a home. Our elected Representat

Five Things: The Worst Is Behind Us

Tue Nov 3rd, 2009

Kevin Depew

1. The Worst is Behind UsIn the 1974 film Dirty Mary, Crazy Larry, the title characters spend an hour and a half eluding a small-town country sheriff in a helicopter with a 1968 Dodge Charger before

Be Prepared for S&P's Tricks and Treats

Fri Oct 30th, 2009

Jeffrey Cooper

Editor's Note: The following is a free edition of Jeff Cooper's Daily Market Report. For a 2-week trial FREE trial of his daily commentary and nightly day and swing trading picks, click here. It&rsq

Upgrades & Downgrades: Don't Mess With Texas Instruments

Wed Oct 28th, 2009

Justin Sharon

The world’s wealthiest man turns 54 this morning with his net worth having been boosted by the past week’s jump into Windows 7. By contrast, jumping out of windows was the order of the da

Full Disclosure

Thu Oct 22nd, 2009

Todd Harrison

Old school Minyans might recognize the title of this column. It was used in January 2005 after a spiritual awakening in Arizona. When I walked into the desert that day, I operated from a place of fin

The Dreaded Double-Ordering Issue in Semiconductors

Thu Oct 22nd, 2009

Bob Faulkner

Many consider the Philadelphia Semiconductor Index as a proxy for the semiconductor industry and, on a year-to-date basis, it has appreciated about 50%. However, the bulk of that appreciation came ea
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