Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.
Analyst Grady Burkett on Cisco's current business challenges, capital allocation missteps, and the evolving change in investor sentiment surrounding the stock.
Morningstar analyst Michael Holt thinks any potential value in HP's purchase of Palm will be in developing unique tablet and netbook devices using Palm's WebOS not in the hypercompetitive smartphone market.
Morningstar's Sunit Gogia thinks the software as a service provider has a bright future but that investors are underestimating challenges facing the firm.
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