It isn’t uncommon this time of year for prices of technology stocks to contract when catalysts are insufficient.

Most have a trickle of volume and the bulk will remain of marginal import in the scheme of things. We saw an exchange for the worldwide market in Ferris wheels recently — we started to...

Yahoo!’s financial model shows great flexibility, in our view, … Yahoo! should be a core holding for growth investors. The company has one of the best financial models we have ever seen and we consider...

We believe the first 10 years of the Internet were a warm-up for what’s about to happen.

We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth. But there are qualifiers, and finding catalysts is key.

We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.

Among Internet leaders, we think Yahoo!, owing to its revenue concentration, is most at risk to Internet ad spending trends.

We are in or are entering TWO cycles instead of one broadband Internet and mobile.

I’ve never seen this kind of activity from these kinds of companies.

The rapid growth in headcount bears watching.

The reality here is we’re dealing with a market environment that was overheated.

If Microsoft can’t get operating leverage when it’s in its biggest product cycle ever (and customer interest is high), when can the company show leverage?