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<title>Minyanville - Sean Udall RSS</title>
<description>
The Trusted Choice for the Wall Street Voice
</description>
<link>
		http://www.minyanville.com</link>
<copyright>
		2013Minyanville Publishing and Multimedia, LLC. All Rights Reserved
</copyright>
		<item>
<title><![CDATA[What Should Apple Do With Its Cash? Buy BlackBerry]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/What-Should-Apple-Do-With-Its/5/1/2013/id/49579</link>
<pubDate>
			Wed, 1 May 2013 14:48:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/sectors/technology/articles/What-Should-Apple-Do-With-Its/5/1/2013/id/49579</guid>
<description>
<![CDATA[The more I look at the evolution of the smartphone space and what will surely be a highly disruptive (and awesome) wearable entry in Google (NASDAQ:GOOG) Glass, the more I think a simply brilliant move by Apple (NASDAQ:AAPL) would be to buy BlackBerry (NASDAQ:BBRY).

This would create a nearly unassailable device entry in the enterprise segment: Apple&#39;s ease of use with Blackberry&#39;s security.

Now, the minute I saw Google Glass, I loved it, and I predicted that it would be huge, while most others were skeptical, if not outright negative. In fact, now I&#39;m nearly convinced that this will be ]]>
</description>
<content:encoded>
	<![CDATA[The more I look at the evolution of the smartphone space and what will surely be a highly disruptive (and awesome) wearable entry in Google (NASDAQ:GOOG) Glass, the more I think a simply brilliant move by Apple (NASDAQ:AAPL) would be to buy BlackBerry (NASDAQ:BBRY).

This would create a nearly unassailable device entry in the enterprise segment: Apple&#39;s ease of use with Blackberry&#39;s security.

Now, the minute I saw Google Glass, I loved it, and I predicted that it would be huge, while most others were skeptical, if not outright negative. In fact, now I&#39;m nearly convinced that this will be ]]>
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			</item>
			<item>
<title><![CDATA[One of the Smartest Things Apple Could/Should Do With Cash -- Buy BlackBerry?]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/04/30/one-of-the-smartest-things/</link>
<pubDate>
			Tue, 30 Apr 2013 15:05:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/04/30/one-of-the-smartest-things/</guid>
<description>
<![CDATA[The following is an excerpt from Sean&#39;s TechStrat Report

The more I look at the evolution of the smartphone space and what will surely be a highly disruptive (and AWESOME) wearable entry in Google (NASDAQ:GOOG) glass, the more I think a simply brilliant move by Apple (NASDAQ:AAPL) would be to buy BlackBerry (NASDAQ:BBRY).

This would create a nearly unassailable device entry in the enterprise segment: Apple&#39;s ease of use with Blackberry&#39;s security.

Now as readers know, the minute I saw Google Glass I said I loved it and that it would be huge, while most others asserted skepticism, if not ]]>
</description>
<content:encoded>
	<![CDATA[The following is an excerpt from Sean&#39;s TechStrat Report

The more I look at the evolution of the smartphone space and what will surely be a highly disruptive (and AWESOME) wearable entry in Google (NASDAQ:GOOG) glass, the more I think a simply brilliant move by Apple (NASDAQ:AAPL) would be to buy BlackBerry (NASDAQ:BBRY).

This would create a nearly unassailable device entry in the enterprise segment: Apple&#39;s ease of use with Blackberry&#39;s security.

Now as readers know, the minute I saw Google Glass I said I loved it and that it would be huge, while most others asserted skepticism, if not ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Google Fiber: The Current Naysayers Will Love It in Three Years]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/google-fiber253A-why-the-critics-are/4/12/2013/id/49238</link>
<pubDate>
			Fri, 12 Apr 2013 12:15:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/sectors/technology/articles/google-fiber253A-why-the-critics-are/4/12/2013/id/49238</guid>
<description>
<![CDATA[Folks, there&#39;s a firm new bearish argument for Google (NASDAQ:GOOG), and that is the pending rollout of Google Fiber.

Now I could point out that every "big bear attack" on Google spending too much money has been proven wrong -- YouTube, Android, Motorola, smartphones production, Gmail, and heck, for that matter, starting the company to go after Internet search when the industry leaders had essentially quit innovating and investing in search.

But let me just focus on the current bear arguments against Google Fiber and attack them head-on:

1. Google Fiber is going to cost too much money.

2. There ]]>
</description>
<content:encoded>
	<![CDATA[Folks, there&#39;s a firm new bearish argument for Google (NASDAQ:GOOG), and that is the pending rollout of Google Fiber.

Now I could point out that every "big bear attack" on Google spending too much money has been proven wrong -- YouTube, Android, Motorola, smartphones production, Gmail, and heck, for that matter, starting the company to go after Internet search when the industry leaders had essentially quit innovating and investing in search.

But let me just focus on the current bear arguments against Google Fiber and attack them head-on:

1. Google Fiber is going to cost too much money.

2. There ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Google Fiber: The Current Naysayers Will Love It in 3 Years]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/04/11/google-fiber-the-current-naysayers-1/</link>
<pubDate>
			Thu, 11 Apr 2013 16:50:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/04/11/google-fiber-the-current-naysayers-1/</guid>
<description>
<![CDATA[Folks, there&#39;s a firm new bearish argument for the Google (GOOG), and that is the pending rollout of Google Fiber.

Now I could point out that every "big bear attack" on Google spending too much money has been proven wrong -- YouTube, Android, Motorola, making smartphones, Gmail, and heck, for that matter, starting the company to go after Internet Search when the industry leaders had essentially quit innovating and investing in search.

But let me just focus on the current bear arguments against Google Fiber and attack them head-on:

1. Google Fiber is going to cost too much money.
2. ]]>
</description>
<content:encoded>
	<![CDATA[Folks, there&#39;s a firm new bearish argument for the Google (GOOG), and that is the pending rollout of Google Fiber.

Now I could point out that every "big bear attack" on Google spending too much money has been proven wrong -- YouTube, Android, Motorola, making smartphones, Gmail, and heck, for that matter, starting the company to go after Internet Search when the industry leaders had essentially quit innovating and investing in search.

But let me just focus on the current bear arguments against Google Fiber and attack them head-on:

1. Google Fiber is going to cost too much money.
2. ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Netflix, Not the Next Apple]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/04/04/netflix-not-the-next-apple/</link>
<pubDate>
			Thu, 4 Apr 2013 11:57:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/04/04/netflix-not-the-next-apple/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on April 3, 2013

During the recent "free trial" period, the stock generating the most reader questions was not Apple (NASDAQ:AAPL). It was Netflix (NASDAQ:NFLX). My view is NFLX is quite mixed. I was more in the Whitney Tilson camp (a bull) when the stock was $100 lower than the current print as I have always viewed NFLX as having a superior product with a strong lead in the field. Also, video delivery (esp. via any mobile device) is a massively viral area. On the other hand, ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on April 3, 2013

During the recent "free trial" period, the stock generating the most reader questions was not Apple (NASDAQ:AAPL). It was Netflix (NASDAQ:NFLX). My view is NFLX is quite mixed. I was more in the Whitney Tilson camp (a bull) when the stock was $100 lower than the current print as I have always viewed NFLX as having a superior product with a strong lead in the field. Also, video delivery (esp. via any mobile device) is a massively viral area. On the other hand, ]]>
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			</item>
			<item>
<title><![CDATA[Google - It's Working and I Am Not Surprised]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/03/14/google-its-working-and-i/</link>
<pubDate>
			Thu, 14 Mar 2013 15:00:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/03/14/google-its-working-and-i/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on March 13, 2013

I&#39;m writing this bullet point piece as a semi-serious piece to the power of the Google (NASDAQ:GOOG) as well as one of the primary benefits of the TechStrat service -- Tech Sector foresight. As with GOOG, the stock is moving (and has moved) for nearly all the key reasons I was highlighting in prior quarters and in some cases years.

The one thing I do try to do is prepare folks for the why of the future potential moves. This is not a ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on March 13, 2013

I&#39;m writing this bullet point piece as a semi-serious piece to the power of the Google (NASDAQ:GOOG) as well as one of the primary benefits of the TechStrat service -- Tech Sector foresight. As with GOOG, the stock is moving (and has moved) for nearly all the key reasons I was highlighting in prior quarters and in some cases years.

The one thing I do try to do is prepare folks for the why of the future potential moves. This is not a ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Facebook: Is the Pullback Nearing Completion?]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/02/06/facebook-is-the-pullback-nearing/</link>
<pubDate>
			Wed, 6 Feb 2013 12:57:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/02/06/facebook-is-the-pullback-nearing/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on February 5, 2013

In short, I think we are nearing a time where Facebook (FB) is likely to come into another accumulation phase. While many pointed out that the quarter "wasn&#39;t as good" as it could/should have been I think many are overlooking some rather larger to huge positives. In actuality, I think FB produced my "darn fine report" measuring stick very well.

Readers will remember that I was the early caller on the bullish side due to FB&#39;s efforts in mobile monetization. Well to put ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on February 5, 2013

In short, I think we are nearing a time where Facebook (FB) is likely to come into another accumulation phase. While many pointed out that the quarter "wasn&#39;t as good" as it could/should have been I think many are overlooking some rather larger to huge positives. In actuality, I think FB produced my "darn fine report" measuring stick very well.

Readers will remember that I was the early caller on the bullish side due to FB&#39;s efforts in mobile monetization. Well to put ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Top 10 Tech Stocks for 2013: Are Facebook, Broadcom, EZchip, and RIM Set to Gain?]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/facebook-broadcom-ezchip-among-top-tech/1/23/2013/id/47014</link>
<pubDate>
			Wed, 23 Jan 2013 14:30:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/sectors/technology/articles/facebook-broadcom-ezchip-among-top-tech/1/23/2013/id/47014</guid>
<description>
<![CDATA[Okay, folks, it&#39;s that time of year again: predictions. Here are my Top Techs for 2013 and my Top Tech Specs for 2013. My Top Techs for the year are my all-around winners; call them my highest-conviction names that I own or plan to own in the largest size. My Top Tech Specs are the names I believe could produce the highest return at some undefined point in 2013. I say "some undefined point" because many times a stock puts in one huge run in a short period of time and seldom is that burst sustained through to the end ]]>
</description>
<content:encoded>
	<![CDATA[Okay, folks, it&#39;s that time of year again: predictions. Here are my Top Techs for 2013 and my Top Tech Specs for 2013. My Top Techs for the year are my all-around winners; call them my highest-conviction names that I own or plan to own in the largest size. My Top Tech Specs are the names I believe could produce the highest return at some undefined point in 2013. I say "some undefined point" because many times a stock puts in one huge run in a short period of time and seldom is that burst sustained through to the end ]]>
</content:encoded>
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			<item>
<title><![CDATA[Top Spec and Tech for 2013: Acme Packet]]></title>
<link>
			http://www.minyanville.com/mvpremium/2013/01/04/top-spec-and-tech-for/</link>
<pubDate>
			Fri, 4 Jan 2013 13:27:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2013/01/04/top-spec-and-tech-for/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on December 31, 2012

With Stifel Nicolaus upgrading Acme Packet (APKT) to a buy from hold today - a position they&#39;ve held for nearly six years - I wanted to readdress one of my top picks for 2013.

Yes you all are reading that right, Acme Packet (APKT) is a Top Tech and not just a Top Spec. The reason here is simple. I believe APKT is going to be a notable earnings growth winner and has two product cycles instead of just one to benefit from ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report that was written on December 31, 2012

With Stifel Nicolaus upgrading Acme Packet (APKT) to a buy from hold today - a position they&#39;ve held for nearly six years - I wanted to readdress one of my top picks for 2013.

Yes you all are reading that right, Acme Packet (APKT) is a Top Tech and not just a Top Spec. The reason here is simple. I believe APKT is going to be a notable earnings growth winner and has two product cycles instead of just one to benefit from ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Google's Android Soon to Be Challenged? Get Real]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/GOOG2527s-Android-Soon-to-be-Challenged253F253F/1/2/2013/id/47075</link>
<pubDate>
			Wed, 2 Jan 2013 12:50:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/sectors/technology/articles/GOOG2527s-Android-Soon-to-be-Challenged253F253F/1/2/2013/id/47075</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

Another year and another prediction that Android (NASDAQ:GOOG) will be in some sort of trouble... Yeah right -- but here is the link to a recent story on Streetinsider.com: Google&#39;s Mobile OS Dominance May Be Ending Soon. 

What so many of these views fail to see is the checkmate to all of their inane arguments: the path and speed of the Android innovation curve.

Here are just a few examples:

	
		iOS (NASDAQ:AAPL) "smartwatch": Android is already doing ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

Another year and another prediction that Android (NASDAQ:GOOG) will be in some sort of trouble... Yeah right -- but here is the link to a recent story on Streetinsider.com: Google&#39;s Mobile OS Dominance May Be Ending Soon. 

What so many of these views fail to see is the checkmate to all of their inane arguments: the path and speed of the Android innovation curve.

Here are just a few examples:

	
		iOS (NASDAQ:AAPL) "smartwatch": Android is already doing ]]>
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			</item>
			<item>
<title><![CDATA[Many Stocks Entering My Buy Ranges, But...]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/12/27/many-stocks-entering-my-buy/</link>
<pubDate>
			Thu, 27 Dec 2012 14:56:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/12/27/many-stocks-entering-my-buy/</guid>
<description>
<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

Many stocks are entering my buy ranges again. The question is how much short-term risk do individual names have until we get news of a deal?

Frankly, I don&#39;t know and I think anyone who says they do is delusional. What I do feel (and think I know) is that the actual economic damage from going over the Cliff, the Cliff negotiations, and all things Fiscal Cliff related isn&#39;t nearly as great as we have been ]]>
</description>
<content:encoded>
	<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

Many stocks are entering my buy ranges again. The question is how much short-term risk do individual names have until we get news of a deal?

Frankly, I don&#39;t know and I think anyone who says they do is delusional. What I do feel (and think I know) is that the actual economic damage from going over the Cliff, the Cliff negotiations, and all things Fiscal Cliff related isn&#39;t nearly as great as we have been ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[RIMM: Time to Buy This Turnaround Stock?]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/12/21/rimm-time-to-buy-this/</link>
<pubDate>
			Fri, 21 Dec 2012 09:42:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/12/21/rimm-time-to-buy-this/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

Why is Research In Motion (NASDAQ:RIMM) down after what looked like a really good quarter? And, folks, this was a surprisingly strong quarter for RIMM with the company increasing its net cash position by over $600 million to roughly $2.9 billion. The cash balance was at $2 billion just two quarters ago and most expected it to decline in the next two quarters vs. rising nearly 50%, but more on that below.

	Â 

	First of all, I think the Citi analyst summed up why the stock reversed AHs and is ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

Why is Research In Motion (NASDAQ:RIMM) down after what looked like a really good quarter? And, folks, this was a surprisingly strong quarter for RIMM with the company increasing its net cash position by over $600 million to roughly $2.9 billion. The cash balance was at $2 billion just two quarters ago and most expected it to decline in the next two quarters vs. rising nearly 50%, but more on that below.

	 

	First of all, I think the Citi analyst summed up why the stock reversed AHs and is ]]>
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			</item>
			<item>
<title><![CDATA[Capitulation in the Apple Foodchain (and AAPL)]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/12/14/capitulation-in-the-apple-foodchain/</link>
<pubDate>
			Fri, 14 Dec 2012 13:53:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/12/14/capitulation-in-the-apple-foodchain/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	Â 
I felt that this note is due just because sometimes, it Okay to say this -- I just think we are seeing one of those "stupid" moments again.

I just noted this link on Apple (AAPL) cutting component orders and this seems to be causing a bit of panic. But I look at what is already in the stocks and what the other factors are. Notably where was the stock already trading and how much business each of these stocks?

I posted a longish note yesterday on Skyworks (SWKS) ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	 
I felt that this note is due just because sometimes, it Okay to say this -- I just think we are seeing one of those "stupid" moments again.

I just noted this link on Apple (AAPL) cutting component orders and this seems to be causing a bit of panic. But I look at what is already in the stocks and what the other factors are. Notably where was the stock already trading and how much business each of these stocks?

I posted a longish note yesterday on Skyworks (SWKS) ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Examining Apple's Forward Valuation]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/12/07/examining-apples-forward-valuation/</link>
<pubDate>
			Fri, 7 Dec 2012 14:30:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/12/07/examining-apples-forward-valuation/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

Ok folks, as I&#39;ve been getting a few questions on Apple (NASDAQ:AAPL) it&#39;s easier to answer them in one post, and in fairly condensed fashion, as they all come around to the same theme.

The main one is simple -- What the heck is "wrong" with AAPL?

To this I must say I just don&#39;t agree with this perspective. As someone who can remember distinct purchases of the stock myself in the $50&#39;s (July 2006), the $70&#39;s (on iPhone announcement), the $120&#39;s after a monster good quarter in 2009, and ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

Ok folks, as I&#39;ve been getting a few questions on Apple (NASDAQ:AAPL) it&#39;s easier to answer them in one post, and in fairly condensed fashion, as they all come around to the same theme.

The main one is simple -- What the heck is "wrong" with AAPL?

To this I must say I just don&#39;t agree with this perspective. As someone who can remember distinct purchases of the stock myself in the $50&#39;s (July 2006), the $70&#39;s (on iPhone announcement), the $120&#39;s after a monster good quarter in 2009, and ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Finisar: Previewing Earnings]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/12/05/finisar-previewing-earnings/</link>
<pubDate>
			Wed, 5 Dec 2012 15:01:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/12/05/finisar-previewing-earnings/</guid>
<description>
<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

First, I&#39;ll say that I think it would be worthwhile to look at the cornucopia of content I&#39;ve provided on Finisar (FNSR) as I think all the key long-term catalysts are still in play. In short, a near decade of underinvestment in core networks will have a period of reckoning. This, coupled with a half-decade of massive growth in connected devices which are moving data at ever-faster data rates have turned a very overbuilt "fiber highway" ]]>
</description>
<content:encoded>
	<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

First, I&#39;ll say that I think it would be worthwhile to look at the cornucopia of content I&#39;ve provided on Finisar (FNSR) as I think all the key long-term catalysts are still in play. In short, a near decade of underinvestment in core networks will have a period of reckoning. This, coupled with a half-decade of massive growth in connected devices which are moving data at ever-faster data rates have turned a very overbuilt "fiber highway" ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Gut Call on AAPL: Now It's Really Down Too Much]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/11/16/gut-call-on-aapl-its/</link>
<pubDate>
			Fri, 16 Nov 2012 14:25:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/11/16/gut-call-on-aapl-its/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

I think there now exists pretty good odds that Apple (NASDAQ:AAPL) could make a key low in the 512-516 area. As always, it&#39;s nearly impossible to call lows but I will say this. Any ground lost under the $512 should be made up quite quickly on any future market lift.

Here are my reasons why:

	
		I&#39;m encouraged by what looks like a quiet return to Google maps. This is something I said would occur when the iPhone was released. Specifically, that Google Maps would be back as a platform App. ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

I think there now exists pretty good odds that Apple (NASDAQ:AAPL) could make a key low in the 512-516 area. As always, it&#39;s nearly impossible to call lows but I will say this. Any ground lost under the $512 should be made up quite quickly on any future market lift.

Here are my reasons why:

	
		I&#39;m encouraged by what looks like a quiet return to Google maps. This is something I said would occur when the iPhone was released. Specifically, that Google Maps would be back as a platform App. ]]>
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<title><![CDATA[Qualcomm: Conviction Rewarded]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/11/08/qualcomm-conviction-rewarded/</link>
<pubDate>
			Thu, 8 Nov 2012 13:29:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/11/08/qualcomm-conviction-rewarded/</guid>
<description>
<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

The first thing I&#39;m going to say is that I really believe Qualcomm (QCOM) should be up more on its earnings report. Yesterday, I stated the stock should/could reach $65 on the beat I predicted. However, the caveat was that this market is constraining any meaningful valuation expansion.

Intermediate to longer-term, I still feel my low-$80&#39;s price target will be hit and frankly $100 would not surprise me. It&#39;s just a matter of time and a ]]>
</description>
<content:encoded>
	<![CDATA[New! The TechStrat Report by Sean Udall. Sean provides in-depth analysis, strategies and trades across the technology sector. Take a FREE 14 day trial.

The first thing I&#39;m going to say is that I really believe Qualcomm (QCOM) should be up more on its earnings report. Yesterday, I stated the stock should/could reach $65 on the beat I predicted. However, the caveat was that this market is constraining any meaningful valuation expansion.

Intermediate to longer-term, I still feel my low-$80&#39;s price target will be hit and frankly $100 would not surprise me. It&#39;s just a matter of time and a ]]>
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<title><![CDATA[Weak Guidance From JDSU, but Balance Sheet Notably Improves]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/11/01/weak-guidance-from-jdsu-but/</link>
<pubDate>
			Thu, 1 Nov 2012 10:55:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/11/01/weak-guidance-from-jdsu-but/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	
	JDS Uniphase (JDSU) remains on my buylist and I think the stock is becoming an even more compelling value. I&#39;ve included a note from MKM as I feel it does a sound job of highlighting the tepid conditions for JDSU. Mainly, JDSU does not see a typical Q4 budget flush this year, which has been echoed ahead of this quarter and by several other vendors.
	
	The key here is the soundness of the JDSU enterprise and as noted by MKM, the company is still solidly profitable and generating free cash ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	
	JDS Uniphase (JDSU) remains on my buylist and I think the stock is becoming an even more compelling value. I&#39;ve included a note from MKM as I feel it does a sound job of highlighting the tepid conditions for JDSU. Mainly, JDSU does not see a typical Q4 budget flush this year, which has been echoed ahead of this quarter and by several other vendors.
	
	The key here is the soundness of the JDSU enterprise and as noted by MKM, the company is still solidly profitable and generating free cash ]]>
</content:encoded>
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			<item>
<title><![CDATA[The Real Story on Apple]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/10/27/the-real-story-on-apple/</link>
<pubDate>
			Sat, 27 Oct 2012 13:05:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/10/27/the-real-story-on-apple/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	Â 
You will see a ton of views on Apple (NASDAQ: AAPL) in the coming hours and days and they will likely be either be completely irrationally bullish or bearish. The bears will say that this margin drop is a sign of things to come and that AAPL is set to drop massively as the competition from Google (NASDAQ; GOOG) and Microsoft (NASDAQ: MSFT) finally take a bigger chunk of the pie. The bulls will say that the AAPL report was the most massive sandbag of all time, the EPS ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

	 
You will see a ton of views on Apple (NASDAQ: AAPL) in the coming hours and days and they will likely be either be completely irrationally bullish or bearish. The bears will say that this margin drop is a sign of things to come and that AAPL is set to drop massively as the competition from Google (NASDAQ; GOOG) and Microsoft (NASDAQ: MSFT) finally take a bigger chunk of the pie. The bulls will say that the AAPL report was the most massive sandbag of all time, the EPS ]]>
</content:encoded>
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			<item>
<title><![CDATA[Facebook: Conviction Rewarded]]></title>
<link>
			http://www.minyanville.com/mvpremium/2012/10/24/facebook-conviction-rewarded/</link>
<pubDate>
			Wed, 24 Oct 2012 12:55:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/mvpremium/2012/10/24/facebook-conviction-rewarded/</guid>
<description>
<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

I have been in the extreme minority view on this name by being bullish, and have had to listen to an extreme amount of negativity in the media. I&#39;m not tooting my own horn here (ok, maybe a little) but I have stated that THE reason everyone is worried about Facebook (NASDAQ: FB) (being mobile) is THE reason to own them. What is also interesting is that FB (like Google (NASDAQ: GOOG)) is nowhere close to maximizing revenue and EPS opportunity. Both companies leave a lot in reserve.

Case in ]]>
</description>
<content:encoded>
	<![CDATA[The following is a sample report of Sean&#39;s TechStrat Report.

I have been in the extreme minority view on this name by being bullish, and have had to listen to an extreme amount of negativity in the media. I&#39;m not tooting my own horn here (ok, maybe a little) but I have stated that THE reason everyone is worried about Facebook (NASDAQ: FB) (being mobile) is THE reason to own them. What is also interesting is that FB (like Google (NASDAQ: GOOG)) is nowhere close to maximizing revenue and EPS opportunity. Both companies leave a lot in reserve.

Case in ]]>
</content:encoded>
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<title><![CDATA[Four Long-Term Risks Facing Apple]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/AAPL-T-GOOG-tech-stocks-apple/4/10/2012/id/40328</link>
<pubDate>
			Tue, 10 Apr 2012 12:35:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/sectors/technology/articles/AAPL-T-GOOG-tech-stocks-apple/4/10/2012/id/40328</guid>
<description>
<![CDATA[With BTIG&#39;s downgrade of Apple (AAPL) yesterday -- from buy to neutral and mainly on concerns of carrier subsidies -- I thought it would be good to share my full TechStrat post issued to subscribers on March 21. In it, I outline what I see as the four key long-term risks to Apple. In my view, the carrier subsidy lands at No. 3. See the full except below.


	Apple finally announced the most expected dividend in the history of "distribution-kind." I largely see this as a non-event to the stock., though an incremental positive. I also disagree with many assessments ]]>
</description>
<content:encoded>
	<![CDATA[With BTIG&#39;s downgrade of Apple (AAPL) yesterday -- from buy to neutral and mainly on concerns of carrier subsidies -- I thought it would be good to share my full TechStrat post issued to subscribers on March 21. In it, I outline what I see as the four key long-term risks to Apple. In my view, the carrier subsidy lands at No. 3. See the full except below.


	Apple finally announced the most expected dividend in the history of "distribution-kind." I largely see this as a non-event to the stock., though an incremental positive. I also disagree with many assessments ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Is Nokia on the Comeback Trail?]]></title>
<link>
			http://www.minyanville.com/trading-and-investing/stocks/articles/NOK-GOOG-AAPL-MSFT-nokia-comeback/3/6/2012/id/39727</link>
<pubDate>
			Tue, 6 Mar 2012 08:40:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/trading-and-investing/stocks/articles/NOK-GOOG-AAPL-MSFT-nokia-comeback/3/6/2012/id/39727</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech sector focused newsletter. The following is a free sample. Take a free trial!

It&#39;s becoming clear that Nokia&#39;s (NOK) new phones are good, are going to get better, and are seeing initial traction. These are positive signs for the company, which has nearly always been a potent maker of quality consumer handsets that have gained global acceptance. In my view, Nokia appears to be on the comeback trail, and for a number of reasons.

For one thing, the company has massive backing in Microsoft (MSFT) and its own cash ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech sector focused newsletter. The following is a free sample. Take a free trial!

It&#39;s becoming clear that Nokia&#39;s (NOK) new phones are good, are going to get better, and are seeing initial traction. These are positive signs for the company, which has nearly always been a potent maker of quality consumer handsets that have gained global acceptance. In my view, Nokia appears to be on the comeback trail, and for a number of reasons.

For one thing, the company has massive backing in Microsoft (MSFT) and its own cash ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Why Trading in Google Vs. Microsoft and IBM May Soon Reverse]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/stocks-stock-markets-tech-stocks-Google/1/20/2012/id/38944</link>
<pubDate>
			Fri, 20 Jan 2012 10:25:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/stocks-stock-markets-tech-stocks-Google/1/20/2012/id/38944</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!
	
	As it turns out my first suspicions ended up being true. Something was indeed strange in yesterday&#39;s Google (GOOG) EPS miss. But that doesn&#39;t make it hard to explain.
	
	What most analysts are saying (and I confirmed), net of currency and a higher tax rate, the earnings are inline. This is notable even though revenue came in a bit light. The other factor I&#39;m noting -- and I&#39;ve only seen one mention of in the media -- ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!
	
	As it turns out my first suspicions ended up being true. Something was indeed strange in yesterday&#39;s Google (GOOG) EPS miss. But that doesn&#39;t make it hard to explain.
	
	What most analysts are saying (and I confirmed), net of currency and a higher tax rate, the earnings are inline. This is notable even though revenue came in a bit light. The other factor I&#39;m noting -- and I&#39;ve only seen one mention of in the media -- ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Why Calls to Sell Apple Are Premature, but Not Unfounded]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/apple-stock-tech-stock-picks-sell/1/12/2012/id/38821</link>
<pubDate>
			Thu, 12 Jan 2012 14:15:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/apple-stock-tech-stock-picks-sell/1/12/2012/id/38821</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

A reader recently wrote to ask me if it&#39;s time to sell Apple. It&#39;s an interesting question that deserves a full answer, especially as calls of an Apple top are becoming more frequent.

I&#39;ve articulated my views on selling/trimming Apple (AAPL) in a variety of articles last year, so I&#39;ll recap some of my views here.


	First, let&#39;s say you or anyone has been in Apple for some time as I have been. I would think it ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

A reader recently wrote to ask me if it&#39;s time to sell Apple. It&#39;s an interesting question that deserves a full answer, especially as calls of an Apple top are becoming more frequent.

I&#39;ve articulated my views on selling/trimming Apple (AAPL) in a variety of articles last year, so I&#39;ll recap some of my views here.


	First, let&#39;s say you or anyone has been in Apple for some time as I have been. I would think it ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Who Stands to Gain From the Year of the Ultrabook? A CES Preview]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/tech-sector-tech-companies-best-tech/1/9/2012/id/38763</link>
<pubDate>
			Mon, 9 Jan 2012 15:45:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/tech-sector-tech-companies-best-tech/1/9/2012/id/38763</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

The International CES Show comes with less enthusiasm this year than last, though no less interest. In my view, this year&#39;s show, which launches tomorrow in Las Vegas, is even more important. I had called last year the year of the tablet. But I&#39;m typically early. This year we will see even more tablet innovation and likely much more end market interest. This is Microsoft&#39;s (MSFT) last keynote. But it will see some success this year with ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

The International CES Show comes with less enthusiasm this year than last, though no less interest. In my view, this year&#39;s show, which launches tomorrow in Las Vegas, is even more important. I had called last year the year of the tablet. But I&#39;m typically early. This year we will see even more tablet innovation and likely much more end market interest. This is Microsoft&#39;s (MSFT) last keynote. But it will see some success this year with ]]>
</content:encoded>
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			<item>
<title><![CDATA[Top 10 Tech Picks for 2012]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/tech-stocks-tech-stocks-2012-hot/12/28/2011/id/38571</link>
<pubDate>
			Wed, 28 Dec 2011 09:20:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/tech-stocks-tech-stocks-2012-hot/12/28/2011/id/38571</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!
	
	There are many potential catalysts in the tech space for 2012. Most are similar to what drove the microtrends for 2011. The key difference, though, lies in the potential clearing of very substantial headwinds. First, any firm resolution to the nagging EU concerns should quell valuation compression in tech -- and in US stocks broadly. Also, the major headwinds from the Japan tsunami and subsequent nuclear scare and Thai flooding are abating and may become tailwinds in ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!
	
	There are many potential catalysts in the tech space for 2012. Most are similar to what drove the microtrends for 2011. The key difference, though, lies in the potential clearing of very substantial headwinds. First, any firm resolution to the nagging EU concerns should quell valuation compression in tech -- and in US stocks broadly. Also, the major headwinds from the Japan tsunami and subsequent nuclear scare and Thai flooding are abating and may become tailwinds in ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Apple's Stuck Stock Frustration Will End With Innovation]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/apple-aapl-apple-stock-apple-company/12/1/2011/id/38174</link>
<pubDate>
			Thu, 1 Dec 2011 13:15:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/apple-aapl-apple-stock-apple-company/12/1/2011/id/38174</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

It seems that everyday the blogosphere/print media and TV media is awash with mounting ideas as to how Apple (AAPL) can move the stock.  I&#39;m going to say right now that I think most of them are flat wrong. 

Valuation is already crazily cheap and the company has a prodigious cash hoard.  However, cash in and of itself isn&#39;t going to push a stock higher.  Valuations are not going to push the stock higher -- if so ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

It seems that everyday the blogosphere/print media and TV media is awash with mounting ideas as to how Apple (AAPL) can move the stock.  I&#39;m going to say right now that I think most of them are flat wrong. 

Valuation is already crazily cheap and the company has a prodigious cash hoard.  However, cash in and of itself isn&#39;t going to push a stock higher.  Valuations are not going to push the stock higher -- if so ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[The Siri Effect: Is Apple's Latest Feature Positive or Negative for Google Stock?]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/apple-siri-search-what-search-engine/11/15/2011/id/37933</link>
<pubDate>
			Tue, 15 Nov 2011 13:26:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/apple-siri-search-what-search-engine/11/15/2011/id/37933</guid>
<description>
<![CDATA[Has the Siri (AAPL) effect been positive or negative for Google&#39;s (GOOG) stock price?  The answer is far different than what many others are asserting.
	
	Of late, there has been some irritating commentary flying around the Web -- even "name brand" sites have published information that is completely incorrect. One assertion in the air is that Siri is the Google killer since it "bypasses" Google search. 
	
	This makes me wonder if the iPhone/iOS "experts" -- and I use that term loosely -- are even doing the most basic research. Tech investors need to know that a willingness to learn about ]]>
</description>
<content:encoded>
	<![CDATA[Has the Siri (AAPL) effect been positive or negative for Google&#39;s (GOOG) stock price?  The answer is far different than what many others are asserting.
	
	Of late, there has been some irritating commentary flying around the Web -- even "name brand" sites have published information that is completely incorrect. One assertion in the air is that Siri is the Google killer since it "bypasses" Google search. 
	
	This makes me wonder if the iPhone/iOS "experts" -- and I use that term loosely -- are even doing the most basic research. Tech investors need to know that a willingness to learn about ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Amazon Bulls Could Still Be Rewarded Despite Company's Earnings Miss]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/tech-earnings-tech-sector-amazon-earnings/10/26/2011/id/37592</link>
<pubDate>
			Wed, 26 Oct 2011 11:10:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/tech-earnings-tech-sector-amazon-earnings/10/26/2011/id/37592</guid>
<description>
<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

Amazon (AMZN):  I&#39;m not a fan of this name at the current valuation level, but this is one of those cases where I do believe the margin compression due to future investment will pay off. Simply put, I think the Kindle Fire will add another growth leg to the AMZN stool. This product is going to sell strongly to uber-hugely and become a core media consumption device for the firm. 

I still greatly favor my tech favorites ]]>
</description>
<content:encoded>
	<![CDATA[Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!

Amazon (AMZN):  I&#39;m not a fan of this name at the current valuation level, but this is one of those cases where I do believe the margin compression due to future investment will pay off. Simply put, I think the Kindle Fire will add another growth leg to the AMZN stool. This product is going to sell strongly to uber-hugely and become a core media consumption device for the firm. 

I still greatly favor my tech favorites ]]>
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