Holland & Company Chairman, Mike Holland, in an interview with CNBC’s Sue Herrera, provided his opinion on the Technology sector, and mentioned several companies that he is fond of, such as Intel Corporation (NASDAQ:INTC), Google Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), or International Business Machines Corp. (NYSE:IBM), which in his opinion are undervalued. “I think the answer is clear to me that there’s very attractive potential upside to the stocks at these levels,” he explained. He told Herrera that Intel Corporation (NASDAQ:INTC) is an incredible pick up in yield in a non-yielding world, taking into account that the stock trades at 14 times current earnings. In addition…
Author: Solon Harmony B. Dolor
Intel Corporation (NASDAQ:INTC) CEO Brian Krzanich appeared confident of his company’s strategy regarding mobile while talking to CNBC’s John Fortt. Asked about valuations and whether there may be bubbles in certain areas, Krzanich told Fortt that he sees these as people’s projections of growth. He noted that while there may be areas that have very high valuations where people expect growth, he actually thinks that these spaces will continue to grow. However, he mentioned that some discussions inside Intel Corporation (NASDAQ:INTC) point to areas such as data centers and consumer products as areas that are starting to level off and…
Microsoft Corporation (NASDAQ:MSFT) recently demonstrated a new real-time video chat translation service. CNBC contributor Herb Greenberg and Re/code’s Ina Fried in a recent appearance on the channel discussed this new technology and what benefits it will bring to both the company and users. “I think this is a great idea,” Herb Greenberg noted, adding later that he thinks it’s a “great technology”. However, the CNBC contributor expressed concerns about how profitable this technology will be for Microsoft. This was echoed by his colleagues saying that they do not see this Microsoft Corporation (NASDAQ:MSFT) technology being utilized for high-value transactions where the…
Some older technology companies like Microsoft Corporation (NASDAQ:MSFT) may be better bets compared to new technology names like Netflix, Inc. (NASDAQ:NFLX) and Facebook Inc (NASDAQ:FB), CNBC’s Seema Mody considers, taking into account the three-months percentage changes of 10 stocks technology stocks and analysts’ recommendations. However, while older technology companies are “winning the race,” some analysts warn that these may be crowded trades. On the other hand, some experts are optimistic about old technology companies. “There’s no question that so far this year, the older value-oriented dividend-paying names are winning the race, but S&P Capital IQ is calling this a crowded…
Twitter Inc (NYSE:TWTR) CEO Dick Costolo talked to CNBC today and discussed what the company is currently looking at to drive growth and CNBC Contributor Herb Greenberg had a few questions and suggestions after the interview. Greenberg started his comment by asking why Twitter Inc (NYSE:TWTR) is not going after the passive user who he says may stay a passive user but will treat their feeds as their new newspaper. He said that the company can make it easier for these users to see the news as one way to attract them and grow. Furthermore, the CNBC contributor said that…
Intel Corporation (NASDAQ:INTC) CEO Brian Krzanich has admitted that the company has made a mistake over their strategy regarding tablets and smartphones. In an interview at the first Code Conference, Walt Mossberg asked Krzanich whether the he was worried that people are spending a very significant amount of time on their smartphones and tablets which are predominantly powered by processors running on ARM Holdings plc (ADR) (NASDAQ:ARMH) technology. Being candid about what Intel Corporation (NASDAQ:INTC) wanted in the past, he said that the company wanted the advancement of computing to stop at the laptop form factor. “If you look at…
In the inaugural Code Conference, Google Inc (NASDAQ:GOOGL) cofounder Sergey Brin sat down with Re/code’s Kara Swisher and Walt Mossberg to talk about security, the U.S. government and the NSA, mistakes, self-driving cars and how the company will operate them, competitors to Google X, and social, among other things. On the lighter side, the billionaire also spent time joking about invisibility cloaks, opening a chain of restaurants and having Swisher and Mossberg scrutinize executive meetings. Brin touched on how Google Inc (NASDAQ:GOOGL) has changed, noting that it has become very large and that there’s a discrepancy between points of view. He said…
Microsoft Corporation (NASDAQ:MSFT)’s CEO Satya Nadella spoke of an even bigger future for his company at the first Code Conference and how it is the tech behemoth’s time “to build the next big thing”. Speaking to Re/code’s Walt Mossberg and Kara Swisher, Nadella was asked straight off the bat why he wanted to be the CEO of Microsoft. He said that his drive has always been not to get the top job at the Windows-maker, but what he would do should he get the CEO post at Microsoft Corporation (NASDAQ:MSFT). And it appears that the new CEO has a lot…
TiVo Inc. (NASDAQ:TIVO) President and CEO Tom Rogers told Bloomberg today that he believes that Apple Inc. (NASDAQ:AAPL) new Apple TV does not sufficiently provide the full television experience that people are accustomed to. The comment comes after Apple Inc. (NASDAQ:AAPL) has been rumored to be planning a debut of a new home automation system at its Worldwide Developers Conference (WWDC). This home automation system, the Financial Times reports quoting sources familiar with the matter, includes a new version of Apple TV which will supposedly be released sometime later this year. When asked about this rumored unveiling by Apple Inc.…
Apple Inc. (NASDAQ:AAPL) on Tuesday closed at US$625.63 per share, up $11.50 or 1.87%, a 19-month high for the consumer electronics giant. In light of this significant movement in the iPhone-maker’s stock, CNBC’s Michael Yoshikami and Kate Kelly talk over why the tech giant is returning in a big way. In the video below, Kelly asked Yoshikami why Apple Inc. (NASDAQ:AAPL) has rallied and whether or not this is connected to news that the company’s planned acquisition of Beats Electronics for a massive $3.2 billion is unlikely to push through. Yoshikami said that this is not the case. The rally…
In light of Alibaba’s upcoming IPO, Dan Rosensweig, former Yahoo! Inc. (NASDAQ:YHOO) COO, talked to Bloomberg about the company selling a part of its stake in the Chinese e-commerce giant and said that CEO Marissa Mayer has brought back energy to the once-mighty tech star. Rosensweig, who left Yahoo! Inc. (NASDAQ:YHOO) at the end of 2006, was asked what the company would likely do with its stake, estimated to be over $10 billion, after selling some of its shares in Alibaba. The executive who now runs Chegg (NYSE:CHGG) said that Mayer will ultimately decide what to do with its holding. He said,…
Google Inc (NASDAQ:GOOGL), through its Nest division, may be looking to expand to the home-security industry as it has reportedly considered acquiring Dropcam. According The Squawk Alley team at CNBC, The Information reports several sources “close to Google” saying that Nest thought of acquiring the connected camera manufacturer to hasten their expansion beyond smart thermostats and smoke alarms. Jon Steinberg, Buzzfeed president and COO and CNBC contributor, said that buying Dropcam, which has so far raised $47.8 million after a $30-million Series C funding round in July last year, would be sensible for Google Inc (NASDAQ:GOOGL). “It makes sense that…