Technology

Should You Invest in Baidu? Or Google?

Is Baidu really worth as much as it's trading for? Will Google leave China? If so, will other businesses follow suit, and if so, how will this affect the Chinese economy? This and more, as we discuss the ins and outs of Baidu vs Google and their role in the Chinese and world economies... read more »

Is EMS Technologies a Steal?

Our bulls feel that EMS Technologies (ELMG) is a steal at its current price. A combination of new management, and a fundamental and technical valuation that indicates significant opportunity has our bulls licking their chops. Our bears, on the other hand, cite economic uncertainty along with a reduction in profits as red flags on ELMG at its current price levels... read more »

Why Are We Buying Silicon Motion Technology?

We feel that SIMO carries a competitive advantage in the controller market, and has the potential to explode when old disk manufacturers switch to solid state drives. The company's fundamentals are excellent, profit margins are strong, as is cash flow, and Silicon Motion carries little to no debt. We feel this presents a unique buying opportunity... read more »

Is Knology in trouble? Facing potential bankruptcy?

Knology is in trouble, and will potentially face bankruptcy faster than you can say bankrupt. KNOL's current ratio (1.2) and quick ratio (1.2) indicate it will have serious trouble paying its bills and meeting short-term operating needs. And it's Altman-Z score of negative 0.27 indicates it could face bankruptcy sooner than investors may anticipate... read more »

Description

The Internet Initiative Japan (IIJI) offers a comprehensive range of Internet connectivity services and network solutions to its customers in Japan. It also offers its services on one of the most advanced and reliable Internet networks available in Japan. The Japanese economy has been pummeled this past year. Here's why we consider IIJI a buy at these levels... read more »

Is Apple heading in the right direction?

Does Apple know what it's doing when it continues to promote its commodity brands, with exclusive licenses and deals that close off third parties to extending their product features? Or will this tactic, successful up until now, eventually bit Apple in the butt as it has for Microsoft in its battle vs the open source (Google/ Linux) community? ... read more »

SiRF Technology Holdings (SIRF) is a semiconductor supplier of Global Positioning System, based location technology solutions designed to provide location awareness capabilities in mobile consumer and commercial systems.  SiRF Technology Holdings was way oversold as it missed earnings expectations with less-than-expected sales at Garmin and Mio... read more »

Why are We Shorting HouseValues?

HouseValues, Inc. (SOLD) provides a comprehensive set of marketing and business management tools designed to help real estate professionals increase its productivity and income.  HouseValues, Inc. has put all its eggs in the troubled real estate industry basket and is losing cash rapidly.  At the same time, the online search market will continue to grow, which may give SOLD its needed boost... read more »

Why Are We Buying AMD?

Advanced Micro Devices (AMD) is a global semiconductor company with facilities around the world. It provides processing solutions for the computing, graphics and consumer electronics markets.  Vendors (IBM, Dell, Apple, etc.) do not want to see competitor Intel in a monopolizing position, and Intel will not be able to sustain the price wars.  At the same time, AMD carries a large debt load and has reported four consecutive quarterly losses... read more »