07/18/13 - 05:00 AM EDT
There's real value in Oracle's shares at current levels and it's not time to abandon the investment just yet.
04/25/13 - 10:03 AM EDT
If talented managers continue to flee Microsoft investors must question the company's ability to execute at the level required.
03/22/13 - 07:30 AM EDT
The path forward for Intel, and its share price, looks set to get rockier.