New data from research firm IDC suggests that as more people buy tablets and smartphones, the need to upgrade their PCs is less pressing.
The American dream used to be owning a home, a white picket fence and having a family computer. Now, it's having a tablet in the house.
Growth investors are shedding this stock, and value investors have yet to embrace it. Here's why the time is right to jump in.
The Facebook Home family of apps turns any phone into a Facebook phone, giving the social network a leg up in the fast-growing local-mobile market.
While most people looking at Google's (GOOG) mobile challengers see Samsung and Amazon.com (AMZN) -- which are forking Google's Android operating system to siphon revenue from the website -- a greater threat is rising from Facebook (FB).
Facebook's much-hyped mobile phone software, dubbed Home, hijacks Google's Android, despite the happy talk from CEO Mark Zuckerberg about how open Google is.
Facebook Home does this by putting a Facebook news stream on the lock screen, running it as soon as you turn on the phone.
The Street is too late to recognize glaring weaknesses in the network equipment company that have been apparent for some time.
Investors stuck with the notion that valuation doesn't matter are realizing that every once in a while it does, especially for tech companies with enormous growth expectations.
Shares of F5 Networks (FFIV) were down again Monday after falling almost 20% on Friday following downgrades from several prominent analysts. These analysts are right for lowering expectations. Unfortunately, they're five months late. We saw these red flags in November. Investors' growth expectations didn't jibe with the company's execution back then, and they still don't.
The Internet retailing pioneer's era of dominance is over. There are other e-commerce companies that provide better investment opportunities.
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