Our digital communications rest uneasily on a platform that wobbled and in some cases broke down altogether in the storm that ravaged New York City and its surroundings.
Although I am ridiculously fortunate to have escaped Hurricane Sandy with only a few downed trees and a week without electricity, the storm left me with the unsettling realization that what passes for Internet infrastructure -- the mishmash of wired, wireless, power and computer technologies that virtual things run on -- is essentially a techno bucket of bolts.
And considering the cost, complexity and uncertainty in doing business on the Web, it is no wonder that information technology giants such as Google (GOOG), Facebook (FB) and Amazon.com (AMZN) see their profit margins under threat.
The World Wide Web will need a worldwide rebuild before anybody ever makes any real money with the thing.
Patient investors might benefit from the chip-maker's heavy investment in touch-panel controllers. A beaten-down stock adds to the allure.
By Richard Saintvilus
Anyone who doubts that touch capabilities are here to stay is not paying enough attention to the smartphone and tablet markets. Consumers every day demonstrate through their spending habits that they want more of it.
For this reason, I have been an unabashed cheerleader of semiconductor giant Atmel (ATML). Its portfolio of touch technologies -- in particular, its controllers with touch-focused properties -- have become vital to the rising popularity of mobile devices.
The Silicon Valley company's stock has lost 38% of its value this year, suggesting that investors don't much care about its touch technology.
But a fresh look at the company's third-quarter financial results suggests it just might be time for investors to reconsider Atmel's market position
But no one cares about inefficient equipment because most people who install panels do so for publicity and marketing rather than for energy.
As one solar company after another goes out of business, here is what investors do not know and promoters will not tell you: Solar panels do not work that well.
Sometimes not at all. But for several years, most solar systems, big and small, were so heavily subsidized, they were practically free. So lots of people did not really care.
Not enough to check the output of their systems. The few who did often had a big surprise.
It is going to continue to operate as it always has, and won't be influenced by expectations.
If there has been any downside to the success of Apple (AAPL), it is that no matter how much growth the company produces, investors insist on wanting more. This is regardless of how absurd these expectations may be. Nonetheless, as a faithful stock, Apple has obliged.
Over the past decade, the company's growth has been nothing short of extraordinary -- particularly as it faced threats from Google (GOOG), Microsoft (MSFT) and Amazon (AMZN), hated rivals that want nothing more than to put the company out of business.
However, on the heels of Apple's fourth-quarter earnings report and ensuing guidance, many bears have taken to the streets to proclaim victory.
It seems Apple's results have suddenly created an "aura of uncertainly" regarding the company's future. But I ask, really? I think it is time for investors to take a more realistic view of where the company is and how it chooses to operate.
Investors remain confident in Bezos' ability to deliver profits.
I asked recently if e-commerce giant Amazon (AMZN) can keep defying gravity as it pushes further into territories dominated by tech giants Apple (AAPL) and Google (GOOG). The premise continues to be the same -- how long will investors pay such incredible premiums for revenue growth in absence of meaningful profits? Following Amazon's third quarter earnings report, this question was answered -- albeit not entirely.
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[BRIEFING.COM] A solid November employment report translated into a solid day of gains for the major averages. While there was some talk that the encouraging job growth raised the odds of the Fed announcing a tapering at its December meeting, the message of the markets today was either that it didn't believe there would be a tapering this month or that it doesn't fear a tapering this month.
It was just one day, yet there was ample meaning wrapped up in the connection that the 10-yr ... More
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