All Things Tech

Here is what I was sweating about when I wasn't sweating about the heat or killer tomatoes today. 1. Anti Permabear, but pro Tempbear. 2. Illuminati unite to decieve you. 3. iPhone winners: (AAPL) and (GOOG) 1. I used to poke fun, all the time at the perma bears for not being able to recognize the boom times for what they were from 2003 to 2007. Oil, real estate, the dollar, ... read more

Like I said, I hate betting against good companies and I consider Apple (AAPL) a great company.  Hell, I owned that stock longer than any other stock I had in my hedge fund...riding it from $7 on my initial purchase which I wrote about in real time on TheStreet.com to when I sold all of the last of it somewhere between $150 and $200 -- I truly think this is a great company even if I continue to ... read more

I'm sitting here doing research and looking over some Wall Street analyst notes...lots of flow about Apple this past week. I mean, I've got dozens of notes from analysts and brokers and newsletter writers full of breakdowns, extrapolations and supply chain analysis for the 3G iPhone. And they're all PUMPED about it! And then I remember that on Friday a very bright, but young trader told me ... read more

I still remember the first time I got published. I wrote an article for TheStreet.com about how the sudden constriction of capital in the telecom industry was likely to spell doom for most of the industry. I was wrong about a lot in that article (I'm pretty sure I've been wrong about a lot in EVERY article I've ever written though -- that's because I make a lot of predictions and offer a lot of ... read more

Okay, so we got lucky again and Nvidia's up pretty nicely after its report last night. The company did indeed deliver an update that said business is fine. And that's pretty much all Wall Street needed to see and hear. The company talked a lot about how we're becoming an ever-more graphics central computing world -- something I mentioned here and especially on Happy Hour when I was previewing ... read more

Cisco's out after the bell today and it'll get all kinds of focus from the media and a lot of mainstream money managers. Rightly so, I suppose, given the company's worth five Yahoos, two and half Disneys, or about one Apple. In other words, it's a big company. Cisco calls are a good source of insight about the current spending trends in the telecom and technology industries, although CEO ... read more

Yahoo should just break itself up instead. This is a company that's had no direction since Semel stupidly decided it wasn't a tech company but should copy media company business models from last century. And today Softee walks away from the Yahoo deal. I'd expected this deal to get done, as I figured Softee would raise its bid. Which they did. But Yang et al, the same geniuses who can't seem ... read more

Okay, let's follow up on this Google trade.   Let's say you acted on the ideas I wrote about yesterday and over the last few weeks as I'd been literally jumping up and down screaming to buy Google below $500 and now you've got a good-sized common stock position and a decent chunk of what were slightly-in-the-money, but are now deep-in-the-money calls. In other words, you're feeling like a king ... read more

Trading into any company's earnings report is always a tricky beast at best. Let's say you have a good sense of what the company's going to deliver fundamentally-speaking since you've been doing lots of homework and staying on top of its trends and newsflow (and perhaps even spoken to company soldiers on the ground for some anecdotal takes on how biz has been). Even if you nail the fundamental ... read more

Intel's report was shockingly good, if only because we all expected so much bad.  I certainly, even as bullish as I am for the near term, didn't expect that Intel would talk up demand trends.  I mean, you mean business is GOOD?! Remind me again why we've taken hundreds of billions of your tax dollars and given to the richest people on the planet who are simply worried that the market's going ... read more