45 Info Technology

April 19, 2007

"AMD, one chip in a whole lot of dip, Thurs., Apr. 19, 2007, 5:55 PM"

Posted by Bill Cara on April 19, 2007 05:55:21 PM
Permalink | Comments (7) | TrackBack (0) | Category: 45 Info Technology

April 4, 2007

"A new view on Micron Tech, Wed., Apr. 4, 2007, 11:57 AM"

Posted by Bill Cara on April 4, 2007 11:57:45 AM
Permalink | Comments (13) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

March 2, 2007

"Micron in the Accumulation Zone, Friday, March 2, 2007, 12:13 PM"

Posted by Bill Cara on March 2, 2007 12:13:39 PM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

December 13, 2006

"Proof of concept with SanDisk, Wed., Dec. 13, 2006, 9:34 AM"

Posted by Bill Cara on December 13, 2006 09:34:23 AM
Permalink | Comments (6) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

December 12, 2006

"Guidance reduced at Texas Instruments, Tues. Dec. 12, 2006, 5:45 PM"

Posted by Bill Cara on December 12, 2006 05:45:52 PM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

November 23, 2006

"Where do we stand with DELL? Thurs., Nov. 23, 2006, 1:33 PM"

Posted by Bill Cara on November 23, 2006 01:33:18 PM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

November 20, 2006

"Top picks for U.S. semiconductors reviewed, Mon., Nov. 20, 2006, 12:02 PM"

Posted by Bill Cara on November 20, 2006 12:02:06 PM
Permalink | Comments (0) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

November 17, 2006

"RIMM definitely in Motion, Fri., Nov. 17, 2006, 10:12 AM"

Posted by Bill Cara on November 17, 2006 10:12:22 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Canada , Cara Global 100 Best Companies

November 14, 2006

"Maintaining confidence in Qualcomm, Tues., Nov. 14, 2006, 11:07 AM"

Posted by Bill Cara on November 14, 2006 11:07:31 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"SanDisk, Infineon downgraded as NAND chips dip, Tues., Nov. 14, 2006, 7:32 AM"

Posted by Bill Cara on November 14, 2006 07:33:06 AM
Permalink | Comments (0) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies , Flash Memory

November 9, 2006

"NetEase under the microscope, Thurs., Nov. 9, 2006, 11:22 AM"

Posted by Bill Cara on November 9, 2006 11:22:45 AM
Permalink | Comments (0) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

October 31, 2006

"Logitech solid, but overpriced, Tues., Oct. 31, 2006, 9:31 AM"

Posted by Bill Cara on October 31, 2006 09:31:35 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

October 27, 2006

"TD Research sets PT of US$150 for RIMM, Fri., Oct. 27, 2006, 10:48 AM"

Posted by Bill Cara on October 27, 2006 10:48:36 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

October 19, 2006

"Adobe Systems under the microscope, Thurs., Oct. 19, 2006, 6:46 AM"

Posted by Bill Cara on October 19, 2006 06:46:36 AM
Permalink | Comments (4) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

September 27, 2006

"Huge profit growth forecast for Intel, Wed., Sept. 27, 2006, 1:45 PM"

Posted by Bill Cara on September 27, 2006 01:45:16 PM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

September 19, 2006

"The maturation of Yahoo, Tues., Sept. 19, 2006, 10:42 PM"

Posted by Bill Cara on September 19, 2006 10:42:38 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

September 7, 2006

"Tech pulls down Asia-Pacific markets, Thurs., Sept. 7, 2006, 7:14 AM"

Posted by Bill Cara on September 7, 2006 07:14:35 AM
Permalink | Comments (52) | TrackBack (0) | Category: 45 Info Technology , Cara Today in the Market

August 18, 2006

"How bad is it at Dell? Fri., Aug. 18, 2006, 9:37 AM"

Posted by Bill Cara on August 18, 2006 09:37:32 AM
Permalink | Comments (10) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

August 16, 2006

"Growth to slow at Applied Materials, Wed., Aug. 16, 2006, 8:22 AM"

Posted by Bill Cara on August 16, 2006 08:22:48 AM
Permalink | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

August 9, 2006

"The beast in Cisco's midst, Wed., Aug. 9, 2006, 3:16 PM"

Posted by Bill Cara on August 9, 2006 03:16:45 PM
Permalink | Comments (4) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"Cisco, the Kid who grew to be an 800-pound gorilla, Wed., Aug. 9, 2006, 8:29 AM"

Posted by Bill Cara on August 9, 2006 08:29:46 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 28, 2006

"The Net represents the "New Microsoft", Fri., July 28, 2006, 11:36 AM"

Posted by Bill Cara on July 28, 2006 11:36:24 AM
Permalink | Comments (3) | TrackBack (0) | Category: 45 Info Technology

"Core 2 represents the "New Intel", Fri., July 28, 2006, 11:26 AM"

Posted by Bill Cara on July 28, 2006 11:28:29 AM
Permalink | Comments (8) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"More differing views on SanDisk, Fri., July 28, 2006, 9:14 AM"

Posted by Bill Cara on July 28, 2006 09:14:27 AM
Permalink | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 25, 2006

"Improvement seen at SanDisk, Tues., July 25, 2006, 11:35 AM"

Posted by Bill Cara on July 25, 2006 11:35:13 AM
Permalink | Comments (3) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"Declining valuation, targets for AMD, Tues., July 25, 2006, 11:15 AM"

Posted by Bill Cara on July 25, 2006 11:15:39 AM
Permalink | TrackBack (0) | Category: 45 Info Technology

"Removing ATI Technologies from Cara 100, Tues., July 25, 2006, 9:48 AM"

Posted by Bill Cara on July 25, 2006 09:48:45 AM
Permalink | Comments (10) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 24, 2006

"So did you buy tech?, Mon., July 24, 2006, 11:05 PM"

Posted by Bill Cara on July 24, 2006 11:05:53 PM
Permalink | Comments (3) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 21, 2006

"EBAY under review, Fri., July 21, 2006, 4:44 PM"

Posted by Bill Cara on July 21, 2006 04:44:24 PM
Permalink | Comments (4) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"SNDK nearing my accumulation zone, Fri., July 21, 2006, 3:41 PM"

Posted by Bill Cara on July 21, 2006 03:41:10 PM
Permalink | Comments (5) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"DELL enters my accumulation zone, Fri., July 21, 2006, 10:52 AM"

Posted by Bill Cara on July 21, 2006 10:52:42 AM
Permalink | Comments (11) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"Microsoft is a money machine, Fri., July 21, 2006, 9:28 AM"

Posted by Bill Cara on July 21, 2006 09:28:51 AM
Permalink | TrackBack (0) | Category: 45 Info Technology

"Google reigns, Fri., July 21, 2006, 8:50 AM"

Posted by Bill Cara on July 21, 2006 08:50:09 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 20, 2006

"AMD sinks, Google and MSFT rallies after-hours, Thurs., July 20, 2006, 4:49 PM"

Posted by Bill Cara on July 20, 2006 04:49:34 PM
Permalink | Comments (8) | TrackBack (0) | Category: 45 Info Technology

"Intel's depths of despair, Thurs., July 20, 2006, 8:36 AM"

Posted by Bill Cara on July 20, 2006 08:36:35 AM
Permalink | Comments (11) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 19, 2006

"Yahoo earnings call deemed ‘uninspiring', Wed., July 19, 2006, 9:09 AM"

Posted by Bill Cara on July 19, 2006 09:09:10 AM
Permalink | Comments (6) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"Rating cut for Yahoo, Wed., July 19, 2006, 7:59 AM"

Posted by Bill Cara on July 19, 2006 07:59:42 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 14, 2006

"Tech & telecom "axis of value", Fri., July 14, 2006, 1:50 PM"

Posted by Bill Cara on July 14, 2006 01:50:56 PM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology

July 12, 2006

"Lowering the estimates for DELL, Wed., July 12, 2006, 12:17 PM"

Posted by Bill Cara on July 12, 2006 12:17:55 PM
Permalink | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 11, 2006

"SanDisk remains in the spotlight, Tues., July 11, 2006, 9:50 AM"

Posted by Bill Cara on July 11, 2006 09:50:27 AM
Permalink | Comments (7) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

July 5, 2006

"Intel estimates lowered, rating stays intact, Wed., July 5, 2006, 10:52 AM"

Posted by Bill Cara on July 5, 2006 10:52:42 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies , U.S. Dow 30

June 29, 2006

"Apple, options and "no way for C100", Thurs., June 29, 2006, 5:05 PM"

Posted by Bill Cara on June 29, 2006 05:05:03 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

June 19, 2006

"Inteller money in the bank, Mon., 6/19/2006 8:57 AM"

Posted by Bill Cara on June 19, 2006 08:57:52 AM
Permalink | Comments (3) | Category: 45 Info Technology , Cara Global 100 Best Companies

June 15, 2006

"Bill Gates to be gone from Microsoft, Thurs., 6/15/2006 4:35 PM"

Posted by Bill Cara on June 15, 2006 04:36:14 PM
Permalink | Comments (17) | TrackBack (0) | Category: 45 Info Technology

"The future of our world includes flash, Thurs., 6/15/2006 11:57 AM"

Posted by Bill Cara on June 15, 2006 11:58:42 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Flash Memory

June 8, 2006

"NetEase is not SleepEase; yet, Thurs., June 8, 2006, 2:02 PM"

Posted by Bill Cara on June 8, 2006 02:02:36 PM
Permalink | Comments (6) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies , China

June 7, 2006

"Games, games and more games! Wed., June 7, 2006, 10:20 AM"

Posted by Bill Cara on June 7, 2006 10:20:57 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology

"A killer app for Google?, Wed., June 7, 2006, 6:58AM"

Posted by Bill Cara on June 7, 2006 06:58:24 AM
Permalink | Comments (8) | TrackBack (0) | Category: 45 Info Technology

June 5, 2006

"Bear Stearns likes the SanDisk, Mon., June 5, 2006, 8:02 AM"

Posted by Bill Cara on June 5, 2006 08:02:29 AM
Permalink | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

June 1, 2006

"Pondering Apple for the Cara 100, Thurs., June 1, 2006, 11:59 AM"

Posted by Bill Cara on June 1, 2006 11:59:02 AM
Permalink | Comments (6) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

"Bear Stearns reports on Garmin, Thurs., June 1, 2006, 7:23 AM"

Posted by Bill Cara on June 1, 2006 07:23:16 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

May 30, 2006

"‘Stockman' responds to First Albany DELL downgrade, Tues., May 30, 2006, 10:10 AM"

Posted by Bill Cara on May 30, 2006 10:10:41 AM
Permalink | Comments (7) | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

May 23, 2006

"The financial impact of software piracy, Tues., May 23, 2006, 8:28 AM"

Posted by Bill Cara on May 23, 2006 08:29:08 AM
Permalink | Comments (3) | TrackBack (0) | Category: 45 Info Technology

May 18, 2006

"Seeking a bottom for the chips, Thurs., May 18, 2006, 4:35 PM"

Posted by Bill Cara on May 18, 2006 04:35:28 PM
Permalink | Comments (3) | TrackBack (0) | Category: 45 Info Technology

"No chip and dip for Micron, Thurs., May 18, 2006, 2:25 PM"

Posted by Bill Cara on May 18, 2006 02:25:44 PM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Flash Memory

"UBS unchanged on YHOO buy rating, Thurs., May 18, 2006, 12:44 PM"

Posted by Bill Cara on May 18, 2006 12:44:24 PM
Permalink | Category: 45 Info Technology , Cara Global 100 Best Companies

May 17, 2006

"TD sees nothing new at RIM, but still likes it, Wed., May 17, 2006, 11:10 AM"

Posted by Bill Cara on May 17, 2006 11:10:21 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

May 10, 2006

"UBS rates Cisco neutral (for now), Wed., May 10, 2006, 7:14 AM"

Posted by Bill Cara on May 10, 2006 07:14:09 AM
Permalink | TrackBack (0) | Category: 45 Info Technology , Cara Global 100 Best Companies

May 9, 2006

"Dell, Intel, AMD and chips, Tues., May 9, 2006, 9:15 AM"

Posted by Bill Cara on May 9, 2006 09:15:30 AM
Permalink | TrackBack (0) | Category: 45 Info Technology

May 8, 2006

"Interesting article on SanDisk, Mon, May 8, 2006, 3:28 PM"

Posted by Bill Cara on May 8, 2006 03:29:55 PM
Permalink | Category: 45 Info Technology , Cara Global 100 Best Companies

April 28, 2006

"Hard landing for Microsoft, Fri., Apr. 28, 2006, 12:45 PM"

Posted by Bill Cara on April 28, 2006 12:44:58 PM
Permalink | Comments (16) | TrackBack (0) | Category: 45 Info Technology

"DELL is a SELL, Fri., Apr. 28, 2006, 10:10 AM"

Posted by Bill Cara on April 28, 2006 10:10:14 AM
Permalink | TrackBack (0) | Category: 45 Info Technology

April 21, 2006

"The continuing saga at SanDisk, Fri., Apr. 21, 2006, 11:23 AM"

Posted by Bill Cara on April 21, 2006 11:24:32 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

"DELL downgrade, follows Intel, Fri., Apr. 21, 2006, 8:59 AM"

Posted by Bill Cara on April 21, 2006 09:00:45 AM
Permalink | TrackBack (0) | Category: 45 Info Technology

April 17, 2006

"Shanghai Fly on Cara 100 component [NTES], Mon., Apr. 17, 2006, 8:33 AM"

Posted by Bill Cara on April 17, 2006 08:33:15 AM
Permalink | TrackBack (0) | Category: 45 Info Technology , China

April 7, 2006

"H&R Block research reports available, Fri., Apr. 7, 2006, 9:38 AM"

Posted by Bill Cara on April 7, 2006 09:38:58 AM
Permalink | TrackBack (0) | Category: 15 Materials , 20 Industrials , 40 Financials , 45 Info Technology , 50 Telecom Services

April 4, 2006

"Flash in the pan?, Tues., Apr. 4, 2006, 8:59 AM"

Posted by Bill Cara on April 4, 2006 08:59:48 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology , Flash Memory

March 29, 2006

"Lexar warns, Wed., Mar. 29, 2006, 7:29 AM"

Posted by Bill Cara on March 29, 2006 07:29:42 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Flash Memory , Special Situation Equities

March 27, 2006

"LEXAR getting juicier, Mon., Mar. 27, 2006, 5:55 PM"

Posted by Bill Cara on March 27, 2006 05:55:38 PM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

March 23, 2006

"UBS upgrades Yahoo, Thurs., Mar. 23, 2006, 8:30 PM"

Posted by Bill Cara on March 23, 2006 08:30:47 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

"The future is flash-enabled mini laptops, Thurs., Mar. 23, 2006, 5:40 PM"

Posted by Bill Cara on March 23, 2006 05:40:13 PM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology , Flash Memory

March 22, 2006

"Microsoft engine stops chugging, Wed., Mar. 22, 2006, 6:24 AM"

Posted by Bill Cara on March 22, 2006 06:24:37 AM
Permalink | Comments (1) | TrackBack (0) | Category: 45 Info Technology

March 15, 2006

"Icahn surfaces Lexar Media, Wed., Mar. 15, 2006, 3:56 PM"

Posted by Bill Cara on March 15, 2006 03:58:02 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

March 14, 2006

"Interesting year at Lexar, Tuesday, March 14, 2006, 2:54 PM"

Posted by Bill Cara on March 14, 2006 02:54:11 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

March 10, 2006

"The GOOG vs EBAY challenge, Fri., Mar. 10, 2006, 10:22 PM"

Posted by Bill Cara on March 10, 2006 10:22:06 PM
Permalink | TrackBack (0) | Category: 45 Info Technology

March 3, 2006

"Research back in motion, Fri., Mar. 3, 2006, 5:07 PM"

Posted by Bill Cara on March 3, 2006 05:08:57 PM
Permalink | Category: 45 Info Technology

"Time to watch the Chips closely Fri., Mar. 3, 2006, 10:05 AM"

Posted by Bill Cara on March 3, 2006 10:05:31 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology

"Intel surprise, or was it?, Fri., Mar. 3, 2006, 9:39 AM"

Posted by Bill Cara on March 3, 2006 09:40:42 AM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology

March 1, 2006

"Huge day for tech, Wed., Mar. 1, 7:20 PM"

Posted by Bill Cara on March 1, 2006 07:20:02 PM
Permalink | Comments (2) | TrackBack (0) | Category: 45 Info Technology

February 28, 2006

"Did Baidu screw u?, Tues., Feb. 28, 2006, 6:42 PM"

Posted by Bill Cara on February 28, 2006 06:42:09 PM
Permalink | TrackBack (0) | Category: 45 Info Technology , China , Init Public Offering (IPO)