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Big Tech Stuck In “Cheap” Limbo?

Big Tech Stuck In “Cheap” Limbo?

In last week’s issue of Barron’s, Michael Santoli’s column “Not-So-Happy Talk at Happy Hour” says that professional investors “seem to be in persistent state of reverse sticker shock regarding Big Tech stocks.” The marquee names of the go-go tech market of the ’90s look “too cheap” by most measures, and have for a couple of [...]

What Happens When a Near-Monopoly Decides to Diversify? (INTC)

What Happens When a Near-Monopoly Decides to Diversify? (INTC)

During the first quarter of 2010, Intel Corp. (NASDAQ:INTC) owned 77.3% of the market for microprocessors. Rival Advanced Micro Devices Inc. (NYSE:AMD) had 22.3% of the market, a gain of more than 4.5% from the previous quarter. Intel gave up share to AMD in the fourth quarter of 2009 as well. AMD has been outperforming Intel in the market [...]

Microsoft Working Around the Clock on Tablet OS

Microsoft Working Around the Clock on Tablet OS

In a presentation to Wall Street analysts on Thursday, Microsoft Corp. (NASDAQ:MSFT) CEO Steve Ballmer said that a Microsoft Windows-powered tablet is “job one urgency here, nobody’s sleeping at the switch.” He noted that Intel Corp. (NASDAQ:INTC) is nearing release of a processor that is specifically designed for low-power, low-weight devices. Ballmer believes that the Intel/Microsoft partnership can make a comeback [...]