Nov 13th, 2007 - I'm starting to think that technology stocks are at a breaking point. A few more sessions of significant losses and you have to wonder when tech stocks will be back in the black.
You can't really blame the bad news on anything tech companies are doing -- unfortunately, it's the "wrong place at...
(Read More) Nov 11th, 2007 - Investors are in survival mode right now, just trying to hang on in a market that has given away much of this year's gains. Key culprits are the ongoing credit crisis, which has banks and lenders reeling under the weight of billion dollar losses (hello, Wachovia) and from a weak dollar, which...
(Read More) Nov 8th, 2007 - Can you find a profit in a techno-slag heap?
That’s the promise of an up-and-coming stock I found on Morningstar.com this week. I do some consulting work for a mutual fund firm and this technology company fits the bill – across the board.
First some background. The company’s name is Fuel Tech...
(Read More) Nov 6th, 2007 - For a long while, it was easy to pigeonhole cell phones in three categories: those that don’t work, those that break down, and those that get lost.
Fortunately, technology has improved cell phone performance in the first two categories (although we’re still losing them -- and at $500 a pop for...
(Read More) Nov 3rd, 2007 - You guys know how big I am on video game makers as solid stock plays.
But what about video game retailers?
One of the big ones -- GameStop -- has seen its share price double to $58 during the past year. One of the big reasons why is the mushrooming market for used video games, which analysts...
(Read More) Oct 23rd, 2007 - I haven't spent a lot of time -- okay, "any time" -- talking about the fast-growing biometrics market.
Part of it was ignorance. I didn't know know much about it.
But I'm all amped up on biometrics after reading a new white paper from BCC Research entitled "The Global Biometrics Market".
...
(Read More) Oct 15th, 2007 - I've been focusing on consumer electronics a great deal in the past few months; partly because that's where so much of the action is and partly because American consumers have ignored the economic naysayers and have continued to shop and buy cell phones, PDA's, HD televisions, and satellite radios,...
(Read More) Oct 9th, 2007 - I've been the first one to say in recent months that I've fallen hard for my new Blackberry . . . or "Crackberry" as I've taken to calling it.
What's not to love? You can do just about anything on a smart phone that you can on a laptop, save for writing long documents and a few other things I've...
(Read More) Oct 9th, 2007 - Has there been a technology "leap" in the semiconductor market?
Some people think so. But should investors go along for the ride?
Earlier this year, George Scalise, the president of the Semiconductor Industry Association, was issuing talking points to the press over the relative health of the...
(Read More) Sep 27th, 2007 - I had to shake my head when I read about the latest GDP numbers today.
The news is good, maybe even great for the economy – a 3.8% upward spike in gross domestic product for the second quarter (the numbers were revised from the original GDP estimates, and were light years ahead of the 0.6% GDP...
(Read More) Sep 25th, 2007 - 90% of the game on Wall Street is picking stocks that will rise before they actually do.
It's not easy. If everyone could do that, then everyone would be doing that.
But stock-picking is not easy. It's akin to shooting an arrow at a moving target that you can't even see yet. Hockey legend...
(Read More) Sep 24th, 2007 - The Wall Street Journal has an interesting article out this morning touting a new defensiveness among investors -- and what they plan on doing to protect their portfolios against a possible recession.
"With the housing downturn, credit crunch, gloomy employment data and a parade of maudlin...
(Read More) Sep 21st, 2007 - I wrote in an earlier blog about the time I met and interviewed Bill Gates, the brains behind Microsoft.
I cornered Gates outside a back door at the Omni in Atlanta in 1991, where he had just delivered a speech at Comdex. Leaning on a bike stand, Gates riffed for 20 minutes on the future of...
(Read More) Sep 11th, 2007 - Cell phone agreements have long been the bane of many subscriber's lives. Cloudy language, hidden fees, legalese traps, and contract terms that lean heavily in the favor of cell phone companies.
Anyone who's been roped into a lousy cell phone contract can relate. It turns out that Congress...
(Read More) Aug 28th, 2007 - Maybe the guy on those Biz Hubs commercials is right.
Those nefarious multi-function business machines just might be out to get us.
That's the position taken by a North Carolina compuer science professor who says those all-in-one multifunction business machines – the ones that print/ fax/...
(Read More) Aug 19th, 2007 - Allow me one last word on the credit crisis of last week.
I hope by now I've demonstrated that credit and debt aren't the sole domain of green eye-shaded numbers crunchers on Wall Street.
As the green-eye shaded numbers cruncher in your own company's finance department can tell you, bad...
(Read More) Aug 18th, 2007 - Okay, you have to admit, I called that one.
In our last blog, I pointed out that a tight money supply could prevent companies, especially smaller ones, from getting money to grow their businesses, make new hires, do more research -- that sort of thing. I said that if companies couldn't get...
(Read More) Aug 16th, 2007 - August 9, 2007 was a tough day on Wall Street, with stocks falling 400 points on increased credit concerns over the struggling mortgage lending market. On the same day insurance giant AIG released a report showing that borrowers in the category just above sub-prime were showing increased...
(Read More) Aug 16th, 2007 - Only a few weeks ago, things were rosy on Wall Street . . . well, as rosy as things can get in the money maelstrom of Manhattan.
The Dow Jones Industrial Index (DJIA) -- the chief benchmark for the U.S. stock market -- had surpassed the magic 14,000 mark. Most companies, including technology...
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