SAP CEO Bill McDermott failed to sell the Concur deal, but that doesn't mean it isn't good for the German software maker.
Despite market euphoria the market will not appreciate forever. The last time the margin debt level exceeded $400 billion was during the spring and summer of 2007.
Intel processors carry a higher selling price. Intel chips are considered superior, and investors don't need to look further than the stock price to figure it out.
That's really what it's about, the ability to buy value that others don't see.
Both disappointed investors and both experienced margin pressure but Lululemon is a potential takeover target.
If Yahoo! can grow its operational profit, the shares have tremendous upside. If Yahoo! can't, the shares are already discounted and are unlikely to continue much lower.
Micron is executing well, but the bull thesis isn't new. The shares increased 132% since a year ago.
Who is in a better position than Wilson to know if Lululemon is oversold or not? Probably no one.
Forget trying to make useless comparisons to previous performance. John Chen is the reason BlackBerry is turning around.
BlackBerry is a perfect storm for short-sellers. They need to cover and quickly.