Google’s Purchase of Motorola Mobility Is a Response to Apple, Microsoft Sunday, Aug 21 2011 

Google\'s Purchase of Motorola Mobility Is a Response to Apple, Microsoft

Google’s purchase of Motorola Mobility protects Android via the addition of a significant patent portfolio and allows for greater integration into future versions of the Droid smartphone and Android operating system.

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3 Long and 4 Short Ideas for August Thursday, Jul 28 2011 

3 Long and 4 Short Ideas for August

Nokia: The Story’s Not Written Yet Monday, Jul 25 2011 

Nokia: The Story\'s Not Written Yet

4 Long Ideas and 2 Short Ideas for July Monday, Jun 27 2011 

4 Long Ideas and 2 Short Ideas for July

Investment Ideas and Commentary for Second Half 2011 Sunday, Jun 26 2011 

Investment Ideas and Commentary for Second Half 2011

5 Long and 3 Short Ideas for June Wednesday, Jun 1 2011 

5 Long and 3 Short Ideas for June

Nokia and Microsoft Partner for Smartphones: Apple, Google and Qualcomm Win, Intel Loses Friday, Feb 11 2011