Here are the exerpts of the article on Netflix (NFLX) and Microsoft (MSFT) by Nigam Arora. Netflix Dodges Facebook Bullet Most investors, including me, have been very concerned about the threat that Facebook poses to Netflix (NFLX). I am long on Netflix from $101.00. I carry a heavy weight on
Nokia (NOK) is lifting on buy out rumors by Microsoft (MSFT). A buy out of Nokia by Microsoft is an old rumor that is being regurgitated. Nokia received six downgrades this morning. Nokia’s debt rating is being placed on review for a downgrade by Moddy’s (MCO).
Google (GOOG) has just announced a new set of devices called Chromebook. According to GOOG Chromebook boots in eight seconds and resumes instantaneously. Chromebook is also designed from ground up to defend against malware. One of the criticisms of Intel (INTC) has been that it is not
We have been writing on this blog about the competition that is coming to Nvidia’ Tegra chip. Lately, after the Consumer Electronics Show, investors have been enamored about NVDA adding graphics capabilities to an ARMH core. In their exuberance, investors and gurus have mostly ignored the upcoming graphics capabilities fro
Right here at $39.87 and continue to short MFE as stock moves higher. MSFT announced in November 2008 that it intended to offer a free anti-virus service. Lately, market participants have forgotten about the threat to MFE’s business and the stock has moved up. This provides a great opportunity to