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
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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
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, 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
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, 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
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, 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
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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
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, 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
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, 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
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on November 14, 2006 07:33:06 AM
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, 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
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, 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
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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
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, 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
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, 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
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, 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
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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
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, 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
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, 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
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on August 9, 2006 08:29:46 AM
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, 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
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Posted by Bill Cara on July 28, 2006 11:28:29 AM
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 28, 2006 09:14:27 AM
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 25, 2006 11:15:39 AM
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Posted by Bill Cara on July 25, 2006 09:48:45 AM
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, 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
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 21, 2006 03:41:10 PM
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 21, 2006 10:52:42 AM
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 21, 2006 09:28:51 AM
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Posted by Bill Cara on July 21, 2006 08:50:09 AM
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, 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
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Posted by Bill Cara on July 20, 2006 08:36:35 AM
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on July 19, 2006 07:59:42 AM
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, 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
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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
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, 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
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, 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
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, 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
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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
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, 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
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Posted by Bill Cara on June 15, 2006 11:58:42 AM
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, 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
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, 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
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Posted by Bill Cara on June 7, 2006 06:58:24 AM
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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
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, 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
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, Cara Global 100 Best Companies
Posted by Bill Cara on June 1, 2006 07:23:16 AM
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, 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
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, 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
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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
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Posted by Bill Cara on May 18, 2006 02:25:44 PM
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, Flash Memory
Posted by Bill Cara on May 18, 2006 12:44:24 PM
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, 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
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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
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, 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
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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
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, 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
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Posted by Bill Cara on April 28, 2006 10:10:14 AM
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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
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Posted by Bill Cara on April 21, 2006 09:00:45 AM
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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
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, 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
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| 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
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, 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
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, 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
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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
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Posted by Bill Cara on March 23, 2006 05:40:13 PM
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, 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
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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
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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
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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
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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
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Posted by Bill Cara on March 3, 2006 10:05:31 AM
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Posted by Bill Cara on March 3, 2006 09:40:42 AM
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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
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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
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, China
, Init Public Offering (IPO)
Posted by Bill Cara on February 28, 2006 11:34:57 AM
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February 17, 2006
"Crisis in investor confidence hits DELL, Fri., Feb. 17, 2006, 4:02 PM"Posted by Bill Cara on February 17, 2006 04:02:48 PM
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Posted by Bill Cara on February 17, 2006 12:09:12 PM
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February 13, 2006
"Google getting screwed , Mon., Feb. 13, 2006, 5:48 AM"Posted by Bill Cara on February 13, 2006 05:48:49 AM
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February 2, 2006
"Amazon to be an indicator, Thurs., Feb. 2, 2006, 3:58 PM"Posted by Bill Cara on February 2, 2006 03:57:52 PM
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January 31, 2006
"Dead and don't yet know it, Tues., Jan. 31, 2006, 5:02 PM"Posted by Bill Cara on January 31, 2006 05:02:44 PM
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Posted by Bill Cara on January 31, 2006 04:32:20 PM
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Posted by Bill Cara on January 31, 2006 01:01:04 PM
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Posted by Bill Cara on January 31, 2006 08:50:25 AM
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January 26, 2006
"Sandisk, Lexar hammered for no good reason, Thurs., Jan. 26, 2006, 4:44 PM"Posted by Bill Cara on January 26, 2006 04:44:12 PM
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, Flash Memory
January 12, 2006
"Blodgett's bear case for Google, Thurs., Jan. 12, 2006, 9:47 AM"Posted by Bill Cara on January 12, 2006 09:47:09 AM
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December 12, 2005
"Research In Motion to be discussed, Mon., Dec. 12, 2005, 4:54 PM"Posted by Bill Cara on December 12, 2005 04:54:31 PM
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Posted by Bill Cara on December 12, 2005 05:00:41 AM
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December 5, 2005
"Last week's huge gains in SMH wiped out, Mon., Dec. 5, 2005, 5:01 PM"Posted by Bill Cara on December 5, 2005 05:01:20 PM
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December 1, 2005
"Returning to LEXR and LLTC, Thur., Dec. 1, 2005, 11:37 AM"Posted by Bill Cara on December 1, 2005 11:36:10 AM
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November 30, 2005
"Click fraud and Google AdSense, Wed., Nov. 30, 2005, 5:46 PM"Posted by Bill Cara on November 30, 2005 05:39:46 PM
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November 23, 2005
"GOOG has not outperformed, Wed., Nov. 23, 2005, 1:53 PM"Posted by Bill Cara on November 23, 2005 01:53:18 PM
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November 15, 2005
"Time to look at Linear Tech, Tues., Nov. 15, 2005, 6:43 AM"Posted by Bill Cara on November 15, 2005 06:43:54 AM
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October 31, 2005
"Michael Dell, thank you, thank you, Mon., Oct. 31, 2005, 4:40 PM"Posted by Bill Cara on October 31, 2005 04:41:13 PM
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October 21, 2005
"Flash memory revisited, Fri., Oct. 21, 2005, 6:02 PM"Posted by Bill Cara on October 21, 2005 06:02:27 PM
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, Flash Memory
Posted by Bill Cara on October 21, 2005 11:00:07 AM
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October 20, 2005
"GOOG up +$8 B in after-hours trading! Thurs., Oct. 20, 2005, 6:42 PM"Posted by Bill Cara on October 20, 2005 06:43:19 PM
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October 7, 2005
"Research is motionless, Fri., Oct. 7, 2005, 11:38 AM"Posted by Bill Cara on October 7, 2005 11:36:20 AM
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October 3, 2005
"LEXR is like David fighting Goliath, Mon., Oct. 3, 2005, 6:51 PM"Posted by Bill Cara on October 3, 2005 06:47:11 PM
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Posted by Bill Cara on October 3, 2005 09:07:27 AM
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| Category: 45 Info Technology
September 30, 2005
"Oracle versus SAP, Fri., Sept. 30, 2005, 2:42 PM"Posted by Bill Cara on September 30, 2005 02:42:20 PM
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| Category: 45 Info Technology
September 29, 2005
"RIMM is now trading below 70, Thurs., Sept. 29, 2005, 11:09 AM"Posted by Bill Cara on September 29, 2005 11:11:23 AM
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(1)
| Category: 45 Info Technology
September 28, 2005
"RIMM numbers look good; traders still sell, Wed., Sept. 28, 2005, 5:09 PM"Posted by Bill Cara on September 28, 2005 05:11:35 PM
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| Category: 45 Info Technology
September 27, 2005
"RIMM's number has come up short, Tues., Sept. 27, 2005, 6:27 PM"Posted by Bill Cara on September 27, 2005 06:27:38 PM
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September 26, 2005
"Following the dip in chip stocks, Mon., Sept. 26, 2005, 7:45 AM"Posted by Bill Cara on September 26, 2005 07:46:23 AM
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| Category: 45 Info Technology
September 22, 2005
"Hydrogen and chips alert, Thurs., Sept. 22, 2005, 7:29 AM"Posted by Bill Cara on September 22, 2005 07:29:38 AM
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| Category: 15 Materials
, 45 Info Technology
September 21, 2005
"Even more chip dip, Wed., Sept. 21, 2005, 1:26 PM"Posted by Bill Cara on September 21, 2005 01:26:26 PM
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| Category: 45 Info Technology
August 17, 2005
"Hewlett-Packard blow-out? Wed., August 17, 2005, 5:47 AM"Posted by Bill Cara on August 17, 2005 05:47:27 AM
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(1)
| Category: 45 Info Technology
August 15, 2005
"Is Tech in trouble? Mon., August 15, 2005, 7:59 AM"Posted by Bill Cara on August 15, 2005 07:59:32 AM
Permalink
| Category: 45 Info Technology
August 8, 2005
"China rocket, Mon., August 8, 2005, 10:35 AM"Posted by Bill Cara on August 8, 2005 10:36:56 AM
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(1)
| Category: 45 Info Technology
, China
August 4, 2005
"Semiconductor push and pull, Thurs., August 4, 2005, 1:23 PM"Posted by Bill Cara on August 4, 2005 01:25:39 PM
Permalink
| Category: 45 Info Technology
July 28, 2005
"Altera apologizes, Thursday, July 28, 2005, 5:02 PM"Posted by Bill Cara on July 28, 2005 05:07:57 PM
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| Category: 45 Info Technology
Posted by Bill Cara on July 28, 2005 09:20:55 AM
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(1)
| Category: 45 Info Technology
July 27, 2005
"Chips still dip, Wed., July 27, 2005, 11:10 AM"Posted by Bill Cara on July 27, 2005 11:10:35 AM
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| Category: 45 Info Technology
July 21, 2005
"Sandisk a winner, Thurs., July 21, 2005, 6:35 PM"Posted by Bill Cara on July 21, 2005 06:38:11 PM
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| Category: 45 Info Technology
Posted by Bill Cara on July 21, 2005 06:18:57 PM
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(1)
| Category: 45 Info Technology
July 20, 2005
"EBAY rules! Wed., July 20, 2005, 4:51 PM"Posted by Bill Cara on July 20, 2005 04:51:28 PM
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(2)
| Category: 45 Info Technology
Posted by Bill Cara on July 20, 2005 10:31:03 AM
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| Category: 45 Info Technology
Posted by Bill Cara on July 20, 2005 10:03:49 AM
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| Category: 45 Info Technology
, U.S. Dow 30
July 19, 2005
"The IBM story, Tues., July 19, 2005, 7:40 AM"Posted by Bill Cara on July 19, 2005 07:40:26 AM
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| Category: 45 Info Technology
, Cara Today in the Market
, U.S. Dow 30
July 18, 2005
"Shorting GOOG? Monday, July 18, 2005, 9:25 PM"Posted by Bill Cara on July 18, 2005 09:26:36 PM
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| Category: 45 Info Technology
Posted by Bill Cara on July 18, 2005 05:21:57 PM
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| Category: 45 Info Technology
June 6, 2005
"EBAY Report follow-up, Mon., June 6, 2005, 10:49 AM"Posted by Bill Cara on June 6, 2005 10:46:02 AM
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| Category: 45 Info Technology
, Cara Investment Reports
April 29, 2005
"A Long*** future, coming shortly, Fri., April 29, 2005, 8:29 AM"Posted by Bill Cara on April 29, 2005 08:35:48 AM
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(7)
| Category: 45 Info Technology
, Cara Today in the Market
, Micro-cap stocks
, Situational Investing
April 20, 2005
"Tech going up, or down?, Wed., April 20, 2005, 6:55 AM"Posted by Bill Cara on April 20, 2005 06:56:44 AM
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| Category: 45 Info Technology
, Cara Today in the Market
April 18, 2005
"A good deal for Adobe, Mon., April 18, 2005, 7:02 AM"Posted by Bill Cara on April 18, 2005 07:02:26 AM
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(2)
| Category: 45 Info Technology
April 6, 2005
"Wireless Innovation, Wed., April 6, 2005, 8:38 AM"Posted by Bill Cara on April 6, 2005 08:39:09 AM
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(1)
| Category: 45 Info Technology
, Canada
, The Big Picture
April 1, 2005
"China-Taiwan Issues Fri., April 1, 2005, 8:07 AM"Posted by Bill Cara on April 1, 2005 08:06:54 AM
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| Category: 45 Info Technology
, China
March 24, 2005
"Sandisk Revisited Thur., March 24, 2005, 11:58 AM"Posted by Bill Cara on March 24, 2005 11:59:39 AM
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| Category: 45 Info Technology
, Flash Memory
Posted by Bill Cara on March 24, 2005 09:00:20 AM
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| Category: 45 Info Technology
, Flash Memory
February 18, 2005
"SNDK, LEXR, Friday, Feb 18, 2005 06:56:27"Posted by Bill Cara on February 18, 2005 06:55:00 AM
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| Comments
(1)
| Category: 45 Info Technology
, Flash Memory
February 16, 2005
"Sandisk, Wednesday, Feb 16, 2005 08:08:04"Posted by Bill Cara on February 16, 2005 07:59:04 AM
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| Comments
(1)
| Category: 45 Info Technology
, U.S. Equities
February 2, 2005
"GICS 45: Doubting GOOG, Wednesday, February 2, 2005 09:12:07"Posted by Bill Cara on February 2, 2005 09:10:23 AM
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(2)
| Category: 45 Info Technology
, Blogging World
January 19, 2005
"Did You Buy Your Haircut at EBAY?"Posted by Bill Cara on January 19, 2005 05:44:37 PM
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| Category: 45 Info Technology
, U.S. Equities
January 13, 2005
"Google: Thursday, January 13, 2005 15:16:23"Posted by Bill Cara on January 13, 2005 03:16:33 PM
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| Category: 45 Info Technology
, ETF
, U.S. Equities
Posted by Bill Cara on January 13, 2005 11:56:02 AM
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(1)
| Category: 45 Info Technology
, ETF
, U.S. Equities
January 12, 2005
"U.S. Equities: Wednesday, January 12, 2005 07:43:05"Posted by Bill Cara on January 12, 2005 07:37:53 AM
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| Category: 45 Info Technology
, U.S. Dow 30
, U.S. Equities