Best technology stocks to invest in?

[ieatdonuts]

I'm looking to buy some stocks. So far I have these in mind

ARM Holdings
Micron Technology
TSMC?

Based on your evaluation of the future of the tech industry, what would you invest in?

 

[OverVolt]

I'm not too familiar with them, so explain what they are up to

 

[Schadenfroh]

ARM Holdings

Maybe years ago, ARM is the future and everyone knows it.

Micron Technology

The Korean firms will finish it off eventually, unless they somehow come to dominate the SSD market. Might have some worthwhile IP for another company to gobble up.

TSMC

See ARM Holdings

Personally, I'm surprised that Creative Labs and Via have not been bought up yet for IP. Guess other companies are waiting for the fire sale when those companies finally die.

 

[ieatdonuts]

Is sound technology valuable at all? Not sure about Via - Nvidia would be the ideal suitor though.

Investors aren't as smart in technology as they are in other industries. ARM is undervalued - for the amount of chip dominance they have, absolute monopolization (qualcomm blows, and they still have to license ARM v7 instructions) they should be valued much higher.

The tablet market hasn't taken off - it will. So ARM has plenty of room to go up with very little to no risk. Intel and x86 has no ability to compete with ULV at least until we reach 14 nm or lower process size.

 

[ultimatebob]

GMCR... Keurig's are the coffee makers of the future, bitches!

 

[Lyfer]

Sex toys? Do they count?

 

[esun]

ARMH has already made huge gains recently (especially with the rumors of Apple acquiring them). I wouldn't bet on them doing it again any time soon. Unfortunately I sold just before the really big gains.

 

[Rudee]

WI-LAN on the Nasdaq. Ticker: WILN They are the owners of intellectual property in the form of patents (4G/LTE next generation communications) that companies pay a fee for using. Suing non-payers. Very successful. Trading around $6.60. Most Analysts have targets $10 to $16 a share. Lots of upside!

 

[StrangerGuy]

I see a bleak future for memory manufacturers, won't be surprised to see even Kingston folding (OCZ already has left the memeory business) with rock-bottom DDR3 prices now, low demand for RAM (32-bit apps simply cannot use more than 4GB) and DDR3 being mainstream all the way til 2015. Definitely not a good idea to buy their stock.

 

[halik]

Put it all in one penny stock .com

 

[SandEagle]

AMD

 

[deanx0r]

Apple

 

[IAteYourMother]

AMD

 

[ieatdonuts]

AMD is at a low and the options would seem to indicate a rise in the future.

But I'm analysing their bottom line. Bulldozer doesn't have the greatest prospects and Llano is still up for debate - Intel is obviously going to cut prices on some of their low end parts or market their Pentium and Celeron chips to compete.

As for Micron Technology, the reason is SSDs. Crucial is a very solid brand.

 

[OVerLoRDI]

If AMD`s CPU branch was better I would invest in them. They have a very good GPU division, loads of ip and an x86 license. If you could add a solid CPU division to that list they could really take off and make some excellent products for the masses, but not today and not anytime soon. Unless Bulldozer is epic, but it isnt looking that way.

 

[edro]

RIM has a great future.

 

[Leros]

RIM has a great future.

.. no

 

[TheNinja]

I don't know many company names except ARMH, EMC, NetApp, VMWare, Stec, etc.

I tend to think anything with "cloud" and handhelds. Anything with data encryption and dedupe to allow faster transfer speeds from the cloud to handhelds and tablets. Any technology that reduces energy costs and data center space.

 

[OverVolt]

SMC?

 

[Gigantopithecus]

AMD can go up a lot more than it can go down. It's too important a player to simply die; it would get bought out before becoming worthless.

Intel is relatively low and an excellent dividend paying stock.

Microsoft is also relatively low and an excellent dividend paying stock.

Cisco is relatively low and the world collapses without their products. Their dividend history is limited but I can see it as a good long-term investment.

ARM is the future.

Seagate is low, but I don't really see them doing much other than creepin' up or staying flat long-term. Pretty low risk. Another 'too big to fail' company in that if they die, WDC is the sole remaining relevant HDD manufacturer.

I wouldn't touch memory with a ten foot pole. The sector is ripe for consolidation just like we've been seeing with HDD makers. That said, Micron might be a fun gamble because if we get some protectionist Republicans running things in the next few years, Micron would make out like a bandit.

I'm waiting for NVIDIA to hit 10/share. At that point there's not much to lose. They can't die in the GPU market and there's potential in their mobile processing endeavors.

 

[Rudee]

Yet another up day for WILN. Love it!