Microsoft Unencouraging

Microsoft (MSFT) announced their Q4 results yesterday, ending the year with $60.4 billion in revenues – 18% growth for the year even in the current economic conditions.

Polycom Benefits From Rising Travel Costs

Last week, Polycom, a leading telepresence and video conferencing solutions provider, featured in my list of Seven Tech Stocks For Long-Term Hold. It also featured in my Forbes column last month, Kill The Business Trip.

eBay Still Hazy

Yesterday eBay reported a third consecutive flat quarter with Q2 revenues of $2.2 billion, an increase of 20% over the year. The Street was expecting similar revenues, so no surprises.

Novellus Sticks to Its Knittings

Yesterday Novellus Systems (NVLS), another leading semiconductor equipment manufacturer for thin film deposition, surface preparation, and chemical mechanical planarization, announced their Q2 results.

Applied Materials Seeks Expansion into Solar

Continuing my discussion on the semiconductor manufacturing equipment sector, here is my analysis of Applied Materials (AMAT), the largest supplier of tools for making microchips.

Seven Tech Stocks For Long-Term Hold

One of the best ways to make money in the stock market is to identify high caliber companies early on in their history, and hold on to them through the long term (I mean years, not quarters). I particularly like companies that have large market forces driving them. In some cases, these may not be

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Forbes Column 08: Water Firm Enlivens IPO Market

My new Forbes column “Water Firm Enlivens IPO Market” is yet another story on ERI, the water desalination technology company. The stock is up almost 50% in a week of trading.

KLA-Tencor and the Fate of the Semiconductor Capital Equipment Sector

KLA-Tencor (KLAC) is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries. We have been discussing the changes and consolidation attempts in the EDA and ATE industries so far, both in the semiconductor infrastructure category. Another industry that suffers some of their conditions is the semiconductor manufacturing equipment

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