Brocade Would Be a Jewel for Lots of Players (RealMoney.com $)
A bidding war could break out -- too many companies would love to lay their hands on this one.
11:10AM 10/05/09
Sorting Out the Mixed Action (RealMoney.com $)
The worst of the decline is ending, but stocks linked to the jobs report get slammed.
04:09PM 10/02/09
Weak Dollar Powering Profits (RealMoney.com $)
The weak dollar is benefiting U.S. corporations and no longer going against them.
06:30AM 09/23/09
The Catch-Up Trade is Petering Out (RealMoney.com $)
With the leaders falling, nothing is propping up the also-rans.
09:27AM 09/21/09
The Bears Will Open the Door (RealMoney.com $)
We have oil and tech and I think we will get the banks.
10:51AM 08/28/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 07/25/09
This Tech Move Is Real (RealMoney.com $)
This run is product-driven, and rising GDP and a weak dollar are helping.
04:05PM 07/22/09
Tech's the Answer (RealMoney.com $)
This sector isn't at all responsible for all that's bad in the market, and it should move higher.
09:26AM 07/15/09
Oracle Gives the Tech Greenlight (RealMoney.com $)
The divine quarter shows that enterprise is back buying tech.
11:19AM 06/24/09
It Ain't the End of the World (RealMoney.com $)
Sure, Boeing was a drag, but it's not skewing my view of this market.
12:17PM 06/23/09
Tech's Unjustified Super Bull Market Run (RealMoney.com $)
These stocks have become too expensive without takeovers and a more robust economy.
06:18AM 06/15/09
Wheeling and Dealing in Tech (RealMoney.com $)
Keep an eye on this space -- mergers are bound to come.
02:30PM 06/12/09
Names to Watch in Tech's Next Move (RealMoney.com $)
The next stage of spending is likely to be in telecom, cloud computing and M&A.
03:52PM 05/13/09
The Big Drivers (RealMoney.com $)
We have some strange bedfellows here, and I like it.
12:15PM 04/08/09
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