IS GAME STOP THE NEXT BLOCKBUSTER? $GME $NFLX $CMCSA $MSFT $AAPL $GOOG $AMZN

  Game Stop is a retailer with about 6,600 stores, mostly selling physical video games. Shrink-wrapped video games are becoming obsolete; it is only a matter of time before consumers stop buying them. So why buy ...
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APPLE INNOVATION OVERCOMES SAPPHIRE SHORTCOMINGS $AAPL $GTAT #SAPPHIRE SCREEN

Last November,  Apple AAPL  contracted with GT Advanced Technologies GTAT to produce sapphire on a large scale, not the naturally occurring gemstone, but a man-made version.  A sapphire screen in future iPhones would be revolutionary ...
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HIMAX GLIMPSES NEW REALITY WITH FACEBOOK, GOOGLE $HIMX $GOOG $FB $AAPL $LUX $AUO $BAC

  In the world of gadgets, there have been two major developments this week.  Facebook spent $2 billion buying the virtual headset maker Oculus, claiming that virtual reality will be the next big thing after mobile.  ...
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APPLE COULD SPUR GROWTH BY OPENING UP ITUNES, MOBILE PAYMENTS $AAPL $P $GOOG $V $MA $EBAY $SBUX

A titanic shift in strategy related to iTunes and services may be ahead at Apple.  Faced with declining market share, a stagnant stock price, double-digit drop in iTunes downloads, failure to contain Pandora’s growth with ...
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HARDWARE ALONE DOES NOT MAKE A PHONE BUT NEW SAMSUNG GALAXY S5 LEAVES APPLE IPHONE 5S HARDWARE IN THE DUST $AAPL

  The increasing complexity of smartphone hardware may be generating investing opportunities. But investors need to have a clear idea of what exactly counts as hardware and who is doing it well, so in a two-part ...
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TIZEN STARTS ASSAULT ON GOOGLE ANDROID AND APPLE IOS $FB $TSG $INTC $FB $GOOG $AAPL

On Sunday at the Mobile World Congress in Barcelona, Spain, Samsung announced the release of two new smart watches called Gear 2 and Gear 2 Neo.  Unlike their predecessor smart watch from Samsung, which was powered by ...
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A NEW IDEA ON EBAY $EBAY $AAPL

This post was just published on ZYX Buy Change Alert. Consider starting a 25% tranche in EBAY.  EBAY has been undervalued.  The trigger for the trade is Icahn redeploying capital from AAPL to EBAY. Buy zone is $54-55.50. The stock is ...
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IPHONE SUPPLIER DELIVERS BAD NEWS FOR APPLE $AAPL $ARMH

  The designer of processors for Apple’s iPhone, United Kingdom-based ARM Holdings, reported earnings Tuesday in a mostly positive call, but there was one comment with regard to a drop in future high-end smartphone sales that ...
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NEW PLAN FROM AT&T LIKELY TO DRAG ON IPHONE SALES $T $VZ $AAPL $TMUS $S $GOOG

T-Mobile (TMUS) got the ball rolling with no contract plans and much cheaper plans than AT&T, something it publicized in the Tim Tebow Super Bowl commercial Sunday evening.  Today AT&T fired a big bazooka, not ...
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TRADING APPLE AFTER ITS INCREDIBLE IPHONE RUN ENDS $AAPL $QQQ

The incredible multi-year iPhone run across the globe has ended. Apple's earnings report and conference call make the conclusion unmistakable. My conviction was so strong that I did not hesitate from penning a column explaining the ...
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