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  • October 19, 2015

A new round of consolidation could be about to work its way through the semiconductor industry. There were various reports circulating last week about some potential large deals percolating across the space. In an overall industry that is only getting more competitive, chipmakers know that if they get bigger via… Read More

  • October 19, 2015

I remain positive on Next Wave Portfolio holding Qualys (QLYS) for the long term based on a number of factors, and believe the recent sharp pullback in the stock provided a more attractive entry level from a risk/reward perspective. Shares of the provider of cloud-based enterprise security solutions fell to… Read More

A picture is worth a thousand words. And, believe it or not, the odds of a biotech rally may be on the rise. We’ll note right here and now, that it is quite possible that we’re wrong given the potential for nasty earnings surprises or any other external events that… Read More

Long time readers of Smart Tech Investor know that at the heart of our thesis for identifying winners and losers in the tech space is our notion of “innogration”, which describes the synergistic combination of innovation and integration that produces superior products. Companies that do it well are handsomely rewarded,… Read More

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