Archive for the ‘GOOG’ Category

The Facebook (NASDAQ:FB) IPO: Don’t Believe The Hype

Posted 18 May 2012 — by VFC's Stock House
Category FB, GOOG, Investing, IPOs, Market News, Services, SIRI, Social Networking, Stocks, Technology, Trading

The Facebook (NASDAQ:FB) IPO
By VFC’s Stock House

No doubt Friday’s Facebook (NASDAQ:FB) IPO marks an historical moment in the history of the tech and financial sectors, but that’s all that this much-anticipated event might turn out to be — a moment in time that, at the end of the day, means little in the grand scheme of things, other than that a great campaign of hype can spark enough emotional momentum to create an insane amount of wealth for those involved in the hype campaign. Read More

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Facebook’s (NASDAQ:FB) Pointless IPO Fear

Posted 14 May 2012 — by Covestor
Category FB, GOOG, INTU, Investing, IPOs, Market News, Social Networking, Stocks, Trading

By Barry Randall

Facebook (FB)It’s interesting to see the lengths to which Mark Zuckerberg is going to avoid taking Facebook (NASDAQ:FB) public. Never mind that Facebook has actually filed to go public with the SEC and did its road show last week. You’d think poor Mark was trying to avoid going to the dentist.

But of course the moment that Facebook accepted its first venture capital from Accel Partners in 2005, Zuckerberg implicitly agreed to eventually take the company public, even if he didn’t understand it at the time. And in becoming a public company, the shareholders will be in charge. Well, mostly. Thanks to Facebook’s dual share classes, Zuckerberg will continue to own 57% of the voting power. Read More

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The Patent Wars Continue: Will The Selling Of Intellectual Property Be Enough To Save The Likes Of Research in Motion, Yahoo?

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Posted 24 Apr 2012 — by VFC's Stock House
Category AAPL, AOL, FB, GOOG, Investing, Market News, MSFT, RIMM, Sectors, Stocks, Technology, YHOO

By VFC’s Stock House

patentsAs the buyout offers for new technologies and drugs heats up in the pharmaceutical and biotech sectors, it’s the patent games — which have turned into all-out legal wars at times, that are heating up in the tech sector. While Facebook (FB) and Yahoo! (NASDAQ:YHOO) took to the courtrooms to battle over patents, Microsoft (NASDAQ:MSFT) and AOL (NYSE:AOL) played nice and secured a billion dollar patent deal earlier this month, which now looks to have been just a preparatory move before negotiating a three team trade.

Microsoft already made news last week after a solid earnings report sparked a late-week rally, and on Monday morning the company announced that it will receive over half a billion dollars from Facebook as payments for roughly half of the patents that Microsoft acquired from AOL earlier in the month.

According to Monday’s press release, “As a result of today’s agreement, Facebook will obtain ownership of approximately 650 AOL patents and patent applications, plus a license to the AOL patents and applications that Microsoft will purchase and own.  Read More

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The Real Deal Behind Google’s (NASDAQ:GOOG) New Class of Stock

By Barry Randall

Google (NASDAQ:GOOG)Why did Google (NASDAQ:GOOG) just announce the issuance of a class of stock with NO voting power? Why do rock stars marry supermodels?

Because they can.

When Google went public eight years ago, they did so with a dual-class structure that helped preserve the founders’ voting control over the company. So this recent development came as no surprise. In fact, given Sergey Brin and Larry Page’s famous self-absorption (e.g., “Do no evil”), it would come as no surprise to one day learn of an Onion-esque development whereby Google announces a special “class D” stock, the ownership of which requires you to pay Google a quarterly dividend. Hey, don’t laugh: that’s effectively what short-term Treasury bill investors are doing with inflation at 2%-3%.

But, you know, we’re dealing with geniuses here. I mean, wouldn’t you pay for the right to be associated with them? Read More

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Weekly Stock Watch: GOOG, FB, BAC, C, IMSC, DNDN, HGSI, AGEN, MNKD, PIMO, FCEL, CPST, SIGA, SNSS, CELH, AMLN, ILMN, NRIFF, TTNP

By VFC’s Stock House

stock market - stocksAt the conclusion of each week, VFC’s Stock House examines some news items, stocks and stories that made headlines during the previous trading week, but may also make headlines or influence trends during the upcoming week as well. Although focusing intently on the biotech and healthcare sectors, due attention is also given to potential market-moving or game-changing companies in a broad variety of sectors and industries. The ‘Weekly Stock Watch’ will also introduce new companies for coverage and identify some stocks that may have entered ‘buy territory’.

Last week was one that belonged to the traders, with quite a bit of downwards action in the markets peppered with a couple of big up days, too. Friday’s fall, however – when the DOW dropped over one hundred and thirty points — could have set the tone for Monday’s open. Read More

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Tuesday’s Market Roundup: Facebook, YHOO, AOL, MSFT, IMSC, CTSO, CPST, SPPI, AMRN, CLDX, AMPE, KERX

By VFC’s Stock House

stock market - stocksThe DOW started the new trading week on a down note, trading lower for the fourth trading day in a row and settling in at below the 13,000 mark. News headlines have gone negative on the hopes of continued economic momentum, as predicted, with both sides of the political spectrum playing up the March jobs report to benefit their own respective interests.

This week we’ll take a look at some falling stocks that may trade down with the market for the time being, but could quickly rebound when the downward momentum is finished thanks to expectations of solid news developments or pending catalysts that could help reverse the trend. Read More

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QuickLogic Corporation (NASDAQ:QUIK): A Small Tech Play with Big Ambitions

By Gerald Gehman 

QuickLogic Corporation (NASDAQ:QUIK) Back on December 22, 2011, I wrote an article that noted that EZchip Semiconductor (NASDAQ:EZCH), then priced at $29.61 per share, offered investors an “extremely attractive investment opportunity within the next year.” On March 23, 2012, EZchip closed at $44.44.

QuickLogic Corporation (NASDAQ:QUIK) also provides an opportunity to invest before the analysts and the public jump on board. The risks are much higher, but the rewards could also be much higher.

QuickLogic has been in business since 1988, and a public company since 1999. However, for investors, it is like a “start-up” company developing new, high-volume products for Tier I customers in the exploding handheld devices market — smartphones, tablets, notebooks, pico projectors, and so on. Read More

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Weekly Stock Watch: AMPE, PBTH, IMUC, NBY, NRIFF, CNDO, SIGA, IMSC, YHOO, FB, SIRI, CVM, AAPL, AGEN, MCD, SBUX

By VFC’s Stock House

stock market - stocks - market - investing - tradingAt the conclusion of each week, VFC’s Stock House examines some news items, stocks and stories that made headlines during the previous trading week, but may also make headlines or influence trends during the upcoming week as well. Although focusing intently on the biotech and healthcare sectors, due attention is also given to potential market-moving or game-changing companies in a broad variety of markets and industries. The ‘Weekly Stock Watch’ will also introduce new companies for coverage and identify some stocks that may have entered ‘buy territory’.

The first trading week of the new quarter is in the books, and while the DOW stood firm above the 13,000 mark last week, a quick scan of the headlines shows us that sentiment has quickly turned towards expectations of a broad market downturn. Read More

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Research In Motion (NASDAQ:RIMM): Solid Rebound Play Or Another Blockbuster?

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Posted 01 Apr 2012 — by VFC's Stock House
Category AAPL, Communications Equipment, DISH, GOOG, Investing, Market News, NFLX, RIMM, Sectors, Stocks, Technology, Trading

By VFC’s Stock House

Research In Motion Limited (NASDAQ:RIMM)Given the company’s fall from grace and the potential for investors to view its share price drop as a potential rebound play, Research In Motion Limited (NASDAQ:RIMM) is going to be a hot stock to watch for quite a while. Investors looking for a quick turnaround, however, were disappointed last week when losses of over $100 million sent many of RIM’s board members running for the doors as the company opened up a new strategy of appealing to its enterprise business while – at least for the time being – not trying to compete with Apple’s (NASDAQ:AAPL) iPhone or Google’s (NASDAQ:GOOG) Android on the consumer market.

RIM reminds me a lot of Blockbuster (now part of the Dish Network Corporation (NASDAQ:DISH)), being a company that had dominated its space for years, but failed to stay ahead of the game and transform itself into a next-generation company before the ‘new generation’ had expired. In the world of technology, the competition is not looking to compete in the landscape of today, but it’s the landscape of tomorrow that matters, and it could be argued that the over-confidence displayed by RIM thanks to early dominance had the company blind to tomorrow. Read More

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Weekly News & Stock Watch: RIMM, FCEL, SIRI, SNSS, ONTY, CVM, ACTC, SIGA, CNDO, AMPE, TTNP, CPST, BVTI, ABPI

By VFC’s Stock House

stock market newsAt the conclusion of each week, VFC’s Stock House examines some news items, stocks and stories that made headlines during the previous trading week, but may also make headlines or influence trends during the upcoming week as well. Although focusing intently on the biotech and healthcare sectors, due attention is also given to potential market-moving or game-changing companies in a broad variety of markets and industries. The ‘Weekly Stock Watch’ will also introduce new companies for coverage and identify some stocks that may have entered ‘buy territory’.

Here’s a toast to the first quarter of 2012, one that returned quite a bit of green to the portfolios of many an investor, renewed confidence in the markets and also had many forget the dog days of early 2009 when everybody and their brother was telling you to sell everything.

Those that might have bucked the selling trend and used the dip to buy are sitting pretty right about now, but that doesn’t mean another market correction isn’t in the works. Read More

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Megaupload: The MegaConspiracy is a MegaTravesty of Justice

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Posted 30 Mar 2012 — by Michael Robertson
Category Computer Services, GOOG, Market News, Media, MSFT, Sectors, Stocks, Technology

By Michael Robertson

Megaupload - justiceIn what reads more like a movie script than a factual presentation of a legal case, the US government filed a 90 page criminal indictment against 2 companies and 7 individuals for copyright infringement. Then they pressured the New Zealand government to send in armed forces including a helicopter to arrest a Dutch citizen (among others) for running an internet service.

What should worry many is these were criminal charges not for any direct behavior, but for indirect behavior — the equivalent of jailing the photocopy company for what users copied using the equipment they provided. Most distressingly, these defendants were denied due process. Before they could defend themselves in court the company was shut down, all assets of the company seized (annihilating the company), the parties were arrested and all their assets frozen. If you care about the rule of law and citizens being protected against unilateral actions by the government, then the Megaupload should cause grave concern.

While the government paints the operation of the service as nefarious — it’s strikingly similar to Google’s (NASDAQ:GOOG) own YouTube (which media companies sued and to date have not prevailed), Microsoft’s (NASDAQ:MSFT) Skydrive, Dropbox and hundreds of others where users upload material for their own or others use. An interesting exercise is to search and replace “Megaupload” with “YouTube” in the indictment. Read More