Bob Faulkner

Bob Faulkner writes The Telecom Connection and has been in the investment business for 18 years with an exclusive focus on technology stocks. He started as a sell-side analyst with Wood Gundy and Alex. Brown & Sons. In 1990, he moved to the asset management side with portfolio management/analytical positions at 1838 Investment Advisors and Merrill Lynch. Bob has an M.B.A. from Seton Hall and a B.S. from Waynesburg College.

Recent Articles By The Author

Bailout, Taiwanese-Style

The struggling Taiwanese memory industry looks like it's about to get a helping hand from the government.

For Growth, Dell Must Look Abroad

The company has many things to fix, and its international business is a big one.

Tech Targets for the Big Fish

Six smaller companies that look attractive as strategic acquisitions or buyouts by private equity.

The Trouble With Qualcomm, Pt. 2

Its footing in emerging markets is slipping, and royalties aren't all they're cracked up to be.

The Trouble With Qualcomm, Pt. 1

For starters, the wireless chipmaker just isn't a technology leader.