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Huawei Pushing Aside Cisco and EricssonWed 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 |
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Jeff Saut: This Isn't the End of an EraMon 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 |
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Inventory in Semiconductors Looking LeanTue 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 |
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A Worse Crisis Is Yet to ComeMon 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 |
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Insight Into the Economic Future: An Interview with John MauldinThu 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 |
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Finding Gold in AfricaMon 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 |
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Thirteen Reasons Apple Could Go to $1000 Or MoreWed 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 |
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Congress Cracks Down on Bribery - Corporate Bribery, That IsWed 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 |
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The People v. Time WarnerTue 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 |
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BlackBerry Gets In On the App-tionWed 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 |







