Sectors
Who Wins and Loses if Google Punts China?
Is Google really going to shut down its search engine in China? The word is, it’s a 99% certainty that the American-based company will be bidding farewell to the sizeable and growing market. What’s not as certain, however, is the fiscal impact it will have on the company, and others.
Significant market [...]
3D TV Isn’t a Game-Changer Just Yet
After years of speculation and dreaming, the era of 3D television is upon us…. mostly. That ‘mostly’ is the part of the technological leap that has investors on the fence with the latest upgrade to the TV-viewing experience. Concepts and know-how are the seeds of future fruit, but both are irrelevant [...]
The Tech Sector Comes Full Circle, to Totally Undervalued
There’s a not-so-fine line between a stock merely being cheap, and a stock being undervalued. The tech sector currently falls well on the ‘undervalued’ side of the scale.
And that’s a far stretch from the way things were about this time ten years ago. In late 1999, it wasn’t unusual for [...]
Lesson Learned: Cisco’s (CSCO) Fiasco
It was hyped as something that would “forever change the Internet and its impact on consumers, businesses and government.” Now that it’s here though, the non-response from Cisco’s shares reflects an unimpressed - perhaps disappointed - investor base.
On Tuesday, Cisco Systems Inc. (NASDAQ:CSCO) finally unveiled its much-ballyhooed piece of internet [...]
Are Restaurants Back in Business?
Like any other industry, the restaurant business took it on the chin when the recession went from bad to worse. Consumers, embracing their new-found frugality, cut back on the frequency of visits to their local eateries. One year into the new bull market though, and at least a few months into [...]
All the Consumer-Spending Clues Are Lining Up
If it were just one or two major retailers putting up some surprisingly-strong numbers, it would mean little. When the vast majority of them do – as they have for a few months now – the case against consumerism’s revival is increasingly tough to make. Did February’s retail sales results seal [...]
2011’s Growing Military Opportunity – Brains Over Brawn
The U.S. military of the 21st century may be getting ‘smarter’, but is sure isn’t getting any smaller. President Obama will be asking Congress for a whopping $708 billion to spend on various military needs next year. For perspective, that’s 4.1% bigger than 2010’s budget, and 8.7% more than President Bush [...]
Smartphones Too Disruptive for Investors’ Own Good?
Don’t look now, but the winds of change may be blowing within the cell phone and smart phone arena. In the latest research from Gartner, Nokia (NOK) is still the undisputed market share leader, but the company gave up some ground in 2009. Market share fell from 38.6% to 36.4%.
Motorola [...]
Will the iPad Take Market Share Away From Google?
The buzz of the iPad’s game-changing potential is still going strong … maybe even getting louder. And, Google (GOOG) has been named as the next victim in waiting, based on the idea that applications and mobility are more important than content and search. The former favors Apple’s (AAPL) latest gizmo, [...]
The Disruptive Power of the iPad Varies With its Purpose
Before assuming the rest of the tech world should just go ahead and close shop – due to obsoleteness - now that Apple’s (AAPL) iPad is here, Apple fans may want to take a closer look at just how well the device will actually impact the arenas in which it competes. [...]
