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Huawei Pushing Aside Cisco and Ericsson

Wed Nov 11th, 2009

Bob Faulkner

Enter the Dragon!There was a time, about a decade ago, that Cisco (CSCO) executives would comment that Huawei was so good at copying (aka appropriating) Cisco’s technology that it even replicat

Jeff Saut: This Isn't the End of an Era

Mon Nov 9th, 2009

MV Respect

Editor's Note: The following article was written by Raymond James Chief Investment Strategist Jeff Saut. It has been reproduced with permission for the benefit of the Minyanville community.&nbs

Inventory in Semiconductors Looking Lean

Tue Nov 3rd, 2009

Bob Faulkner

Usually once each quarter, I opine on the state of inventory within the technology and telecommunications supply chain based upon the more than 400 companies that I monitor. We’re at a point to

A Worse Crisis Is Yet to Come

Mon Oct 5th, 2009

John Mauldin

Friedrich Nietzsche wrote:  “To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet, anxiety att

Insight Into the Economic Future: An Interview with John Mauldin

Thu Sep 10th, 2009

Damien Hoffman

John Mauldin coined the incredibly popular phrase “Muddle Through Economy.” If the next few years continue to drag along as we rebuild from the greatest credit bubble in history, then Joh

Finding Gold in Africa

Mon Aug 10th, 2009

Josh Lipton

Here at Minyanville, we’re less interested in geopolitics than investment opportunities but all the recent tough talk of African corruption, abuse and tyranny had us wondering: even for an inve

Thirteen Reasons Apple Could Go to $1000 Or More

Wed Jun 10th, 2009

James Kostohryz

Apple on the way to over $1,000? It 's more plausible than you may think. In the following article, I want to lay out an analytical framework for understanding how Apple (AAPL) could reach $200

Congress Cracks Down on Bribery - Corporate Bribery, That Is

Wed May 27th, 2009

Scott Reeves

A law that had passed in response to the Watergate scandal may be coming back to bite US corporations doing business overseas. Congress passed the Foreign Corrupt Practices Act in 1977, but the Justi

The People v. Time Warner

Tue Apr 28th, 2009

Ryan Goldberg

In the city of Wilson, North Carolina, with a population of about 50,000, a real-life David-and-Goliath story is developing. Wilson -- which is roughly 45 minutes east of Raleigh, the

BlackBerry Gets In On the App-tion

Wed Apr 1st, 2009

Scott Reeves

The next round in the smartphone slugfest will be fought with software. Research In Motion (RIMM) now sells entertainment, news and travel applications to its BlackBerry users through an online store
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