This post was just published on ZYX Buy Change Alert. RBCN is falling on earnings. The thesis behind holding this stock has nothing to do with earnings. Apple is making major investments in RBCN competitor GTAT for sapphire. If Apple introduces a sapphire screen, the competitors may also want to introduce
It is difficult to watch TV on a major network without seeing an AT&T advertisement for its Mobile Share Value Plans, many of which do not require a two-year contract, but require full payment for phones–generally in the range of $600-$700 for Apple and Samsung’s newest top-shelf models. To ease
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 the stock? Looking at Game Stop GME the stock has run up 25%, as show
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 because sapphire is a very hard substance and that will dramatically reduce incidents of broken
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. Google also announced a partnership with Luxottica of Italy to make the Google Glass
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 iTunes Radio, and saturation in the market for iPhones that generate about three quarters of
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 series, I will look at these to aspects, and in Part II look at
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 Android, these new models use the Tizen operating system. To date most of Samsung’s mobile
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 at $55.10 as of this writing in the pre-market. Target zone is $68 to $73. No
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 may give potential buyers of Apple pause. The reason I pay a lot of