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Some Tech Sector Optimism
In SeekingAlpha ETFs - Posted 4 days ago
Over the past few months, even the most seasoned investors have become a little sea-sick . Extreme volatility is more the norm, and triple-digit swin...
Tags: lows outperform sp tech volatility
Tech May Be a Wreck, But This Isn't 2001
In SeekingAlpha ETFs - Posted 4 days ago
I have been negative on Tech as a sector relative to the market as a whole, but I am no longer so. I shared my reasons over a year ago (too early), a...
Tags: sp tech
VMware's Biggest Threat: It's Not Microsoft
In SeekingAlpha ETFs - Posted 5 days ago
The tech industry loves great battles between rivals, and it is often tempting to frame challenges within the context of specific competitive battles....
Tags: data tech
Why Cisco and F5 Networks Love VMware and Microsoft
In SeekingAlpha ETFs - Posted 1 week ago
Static Networks, Billowing ExpectationsNetworks are joining more devices and more powerful systems everyday; this thirty year mega trend won t be sl...
Tags: economy
General Electric Moves On Down the Largest Company List
In SeekingAlpha ETFs - Posted 1 week ago
Below we highlight the 25 largest companies in the US. As shown, Exxon Mobil (XOM) still holds the top spot, but there have been lots of other chang...
Tags: bear market electric google
Cisco s New Router Shows Need for New Processors
In GigaOM - Posted 1 week ago
Cisco today announced a new edge router capable of moving 6.4 terabytes of data the equivalent of 200 full length movies per second. Om antic...
Tags: data internet
Cisco s New Router Shows Need for New Processors
In GigaOM - Posted 1 week ago
Cisco today announced a new edge router capable of moving 6.4 terabytes of data the equivalent of 200 full length movies per second. Om antic...
Tags: data internet
My U.S. Infrastructure and Employment Plan
In SeekingAlpha ETFs - Posted 1 week ago
It is a shame China beat the US in announcing a major infrastructure investment plan: The spending announced today, of which 100 billion yuan is earma...
Tags: china tax yuan
Trippin' with Trip: One Man's View of Carnage to Come
In SeekingAlpha ETFs - Posted 1 week ago
Every month, Trip Chowdhry, the one-man band who covers all things tech under the moniker Global Equities Research, writes a piece he calls Silicon Sc...
Tags: china economy google mobile online tech web web 20
Waiting for a FUGLY Employment Situation Report
In Big Picture - Posted 2 weeks ago
Bob Farrell, Merrill Lynch s now retired dean of Market Strategy, used to say News doesn t drive the markets, markets drive the news. That ...
Tags: blog budget data
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