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Cell Phone Ticketing Could Lift Airline Stocks

I know that, technically speaking, airline stocks aren't technology stocks (although I can't think of a more amazing technology that one which enables a 10-ton tube of metal to become airborne in New York and drop you safely in Chicago two hours later) but hear me out. This could be a good play...

Dell Due for a Bounce Back?

Tom Wolfe once wrote that “you can’t go home again.” In the computer world, at least, Wolfe has been proven wrong. Prodigal son Steve Jobs was shown the door at Apple and returned to strike gold with the PowerMaC, the iPod, and the iPhone. Now it’s Michael Dell’s turn to rule the roost...

Crackberry Beret: RIMM Edging Out iPhone?

RIMM and its ubiquitous Blackberry is back in the financial news this week, after Goldman Sachs raised its target price on the Research in Motion to $163 from $148. Why not? Cell phones, especially multi-functional ones like the Blackberry, are the bumper crop of this year's tech toy marketplace....

High Oil Prices Taking Toll on Tech Industry

Oh boy, just when we thought we were out of the woods, high oil prices are pulling us back in again. Oil prices skyrocketed by $7 a barrel today to $135 a barrel, gathering even more momentum after Thursday's big bump-up, and that, unfortunately, is the good news. A new report from a key Morgan...

Semiconductor Sector Rare Bright Spot in Tech Stocks

Everybody's touting Intel as being the trigger for a run-up in chip stocks late last week, although I like the numbers that National Semiconductor is showing. What's beyond debate, however, is that the semiconductor market is on the rebound amid signs that the sector's long decline may finally be...

AT&T Strikes Gold With New iPhone Strategy - But It Might Take a While

No doubt you’ve been reading a lot about the shiny new iPhone 3G. The gurus on this site can help you with the gizmos and gadgets way better than I can, so I’ll focus on the business side – and iPhone carrier AT&T has just announced an interesting new strategy. Specifically, AT&T will soon...

Powerful New Demographic Could Unleash SmartPhone Spending

Browsing through the trading numbers early this morning reveals that the chip sector, which I wrote about on Monday, took a hit with the news that Texas Instruments might come in with lower revenues than expected. TI tightened its revenue outlook Monday, slightly raising its midpoint but also...

Microsoft to Yahoo: Drop Dead (Plus More on Chip Sector)

I'd hate to be Jerry Yang's therapist today. The Yahoo CEO turned down a $33 per share buyout offer from Microsoft several months ago, with some saying the price could have gone as high as $37 per share. But that was then and this is now. The Associated Press is reporting that Yahoo has ended...

Good News for Tech Sector This Week?

Nasdaq is up nine points to 2,463 in Monday afternoon trading, with a slew of encouraging news from the technology sector, especially good news on the cell phone front and news that federal regulators will okay the Sirius/XM Satellite merger. Sirius is up five percent, to $2.68 while XM rose 6.4%,...

AT&T Makes Big Bet on iPhone

Is AT&T pricing itself out of a good profit margin with the new iPhone? A growing number of Wall Street onlookers seem to think so. A few weeks back I wrote that AT&T would be charging $200 for the new iPhone 3G – that’s down from up to $500 for the 2007 model that rolled out to wide...