MorningWord 2/14/13: The Desktop Operating System battle btwn AAPL and MSFT has been raging for over 2 decades. While a clear winner had been determined, the war for mobile supremacy has left the once victor, MSFT, in …
Continue readingLinear Technology Corp
MorningWord 2/13/13: The path of least resistance continues to be higher, but the opportunities to make money on the long side appear to be looking less and less attractive from where I am sitting. I have repeatedly stated over …
Continue reading
QUICK NOTE, in Yesterday’s MorningWord I stated that AAPL’s CEO Tim Cook speaks today at GS’s tech conference at 4:15pm eastern, that was incorrect, the schedule that I was quoting must have been old, he speaks …
Continue reading
MorningWord 2/11/13: I think it is fair to say that Q4 Technology earnings were a mixed bag, for instance semiconductors heavily exposed to PCs struggled (INTC), while those exposed to smartphones & tablets flourished (QCOM), smartphone …
Continue reading