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Articles Written by: KRIS TUTTLE
Dell (DELL) showed the industry a new way to do business in personal computers. It was revolutionary at the time and created a very large, very profitable franchise in computing. A one-trick pony is plenty when the trick is good enough. Unfortunately ...
From KRIS TUTTLE,
ETF Investor,
23 Nov 2009
I’ve been a happy customer (and frequent stockholder) of Apple (AAPL) for a few years now. Apple has had a substantial lead in design, technology and platforms like iTunes. They leveraged this in a spectacular way with the iPhone. But there have been ...
From KRIS TUTTLE,
ETF Investor,
20 Oct 2009
Augmented reality — a group of technologies that marry the virtual world with the real one — has been around for decades, and has traditionally required the use of expensive and specialized equipment. But the proliferation of smartphones that have ...
From KRIS TUTTLE,
GigaOM,
9 Oct 2009
NVIDIA's (NVDA) stock has been quite a roller coaster this year since we published our original research report on January 29th. (See our February 10 Seeking Alpha article here). At the time we noted that the growth in
mobile computing, visualization ...
From KRIS TUTTLE,
ETF Investor,
4 Oct 2009
The deal to acquire Zappos marks an important strategy shift for Amazon (AMZN). Amazon has thrived on selling things that require little human touch beyond user-generated reviews. Products like music, movies, electronics and many hard goods sell this ...
From KRIS TUTTLE,
Seeking Alpha,
23 Jul 2009
Recent inputs regarding investor interest in Shanghai property shows it’s again running very high. There are some key structural reasons this is probably a good time to be considering taking some positions here:
The Chinese are now making it easier to ...
From KRIS TUTTLE,
Seeking Alpha,
19 Jun 2009
Unfortunately for current OpenTable investors, the company is worth about 65% less than it’s currently trading at in the market.
This is explained in good part by the fact that you can’t short the stock and there are no options as yet since they just ...
From KRIS TUTTLE,
Seeking Alpha,
31 May 2009
One can’t help but notice a major revenue upside ($664M vs. $514M consensus) along with a major inventory reduction. The revenue upside didn’t show up much on the bottom line, which was only ahead of consensus by 2 cents.
The call focused beyond GPU ...
From KRIS TUTTLE,
ETF Investor,
7 May 2009
However, now it appears that Oracle is coming around to addressing the SaaS market more directly (over their own strenuous objections from the recent past.) Some elements of Sun could provide Oracle with a “lite” stack that could be used as a full and ...
From KRIS TUTTLE,
ETF Investor,
5 May 2009
Apple (AAPL) is grabbing some more headlines, having recently hired a few more senior semiconductor executives. It builds on what they have been doing since they acquired PA Semi a while back, and it appears they will go all the way to having their own ...
From KRIS TUTTLE,
ETF Investor,
30 Apr 2009
