Archive for December, 2009

• Ten Tech Tells for ’10
  Chris Selland, December 22nd, 2009 at 10:34 pm, Comments: 0

  This is by no means a comprehensive list – it’s admittedly biased toward the tech sectors I follow most closely (software and wireless) – but here are a few companies I’ll be keeping an eye on as we move into the new year – some as short-term opportunities, others with a longer time horizon.  If, [...]

• Two out of Three Ain’t Bad
  Chris Selland, December 17th, 2009 at 5:42 pm, Comments: 0

  3 key tech earnings announcements this afternoon: Oracle ($ORCL) beats both revenue and profit forecasts and expects the Sun ($JAVA) acquisition to close in January.  They also got in some nice shots at IBM ($IBM) and SAP ($SAP) Research in Motion ($RIMM) also reports a solid quarter including record shipments and increases guidance. Palm ($PALM) [...]

• Palm – Going for Volume with the Pixi?
  Chris Selland, December 15th, 2009 at 12:36 pm, Comments: 0

  I was initially skeptical this morning on MKM’s buy call on $PALM, but thinking it through the scenario is at least interesting. While the Sprint-only ($S) Pre has had a very tough time competing with the iPhone and other high-end smartphones, the newer and lower-end Pixi is being heavily promoted & discounted at Amazon ($AMZN), [...]

• Cloud Storage Pricing – Where’s the Bottom?
  Chris Selland, December 8th, 2009 at 4:10 pm, Comments: 0

  Amazon ($AMZN) and Google ($GOOG) have recently announced dramatic declines in cloud (hosted) storage pricing – what does this mean for smaller providers?

• Is Apple on the Acquisition Trail?
  Chris Selland, December 5th, 2009 at 11:24 am, Comments: 0

  Interesting news about $AAPL acquiring online music company LaLa Media.  Although a spokesperson’s statement that ‘we acquire smaller technology companies from time to time’ is true, it has been quite some time since the company’s last deal (PA Semi in April 2008). The acquisition has received generally positive reviews so far – although LaLa is [...]

• Some Predictions for 2010
  Chris Selland, December 1st, 2009 at 11:36 am, Comments: 0

  Late last week the team at SiliconANGLE asked me for a set of predictions for 2010 – which I’ve slightly edited here for the StockTwits community.  The original post can be found here. I’ll admit it – I love ‘holiday prediction’ time.  It gives us all a chance to reflect on the year past and [...]