"If you can tolerate the volatility, it's a good idea to begin dipping back in to the stock market, in solid companies with strong cash balances, little debt and great prospects," says wireless sector expert Nikhil Hutheesing.

In The Forbes Wireless Stock Watch, the advisor asks, ""In the long run, smart investments today will lead to profits down the road. One of those companies, that I now think looks attractive, is the Canadian maker of the BlackBerry - Research in Motion (NASDAQ: RIMM)."

"The Canadian company introduced the BlackBerry in 1999 and it quickly became a must-have way for employees oflarge companies to communicate through email and voice wirelessly. In its fiscal 2008 (which ended in February) the company sold nearly 14 million devices (more than double the year before).

"Recently, though, the financial crisis has dealt a strong blow to the company. Investors doubt whether RIMM can repeat the 90% growth in revenues that it achieved in fiscal 2008.

"Not only is the slowing economy a threat to growth but so is increased competition. Apple's iPhone, for example, has been a hit among consumers and now the company is pushing into the corporate market, trying to erode Research In Motion's market share.

Continue reading Research in Motion (RIMM): Smart buy in smartphones

Research in Motion (RIMM): Smart buy in smartphones originally appeared on BloggingStocks on Mon, 17 Nov 2008 13:10:00 EST. Please see our terms for use of feeds.

This post is part of a report entitled "Six-pack of technology favorites." You can read about the other top tech stock picks here.

"The semiconductor industry has been under pressure now for sometime, but one of the fastest growing businesses within semiconductors has been in programmable logic devices (PLDs)," notes wireless sector specialist Nikhil Hutheesing.

In The Forbes Wireless Stock Watch, he explains, "One of the top companies in this business is San Jose, California-based Altera (NASDAQ: ALTR). Here's his bullish review.

"These PLDs are chips that allow software developers to use inexpensive software tools to quickly develop, simulate, and test their designs. Then, a design can be quickly programmed into the chip and immediately tested in a live circuit.

"Unlike other chips, PLDs are based on re-writable memory technology. That means that if a designer wants to change the design on the chip, the device can be easily reprogrammed.

"Once the design is final, customers can go into immediate production by simply programming as many PLDs as they need with the final software design file. The result is that a final design can be completed much faster and less expensively than that of a custom, fixed logic device.

"While Altera also manufacturers other kinds of chips, it's the PLD business that could really boost the company's business. Eventually, Altera plans to replace the ASIC business entirely with PLDs.

Continue reading Forbes expert sees fast growth for Altera (ALTR)

Forbes expert sees fast growth for Altera (ALTR) originally appeared on BloggingStocks on Thu, 28 Aug 2008 18:30:00 EST. Please see our terms for use of feeds.

With concerns over recession, turmoil in the financial sector, fear of rising rates, high market volatility and a rising aversion to risk, many investors have been avoiding technology stocks.

Investors have feared that these economic headwinds will dampen both consumer spending for technology products and reduced capital expenditures for technology in the corporate sector.

Despite these concerns, some of the newsletter industry's leading advisors are looking beyond the current malaise and seeing longer-term value in some of the tech sector's leading players. They believe that much of the "bad news" is already reflected in the price of the shares, with little recognition being given to their longer-term potential.

For those willing to go against the crowd and buy, as they say, "while blood is running in the street," we offer a six-pack of technology stocks that the some top advisors considers to be among their favorite ideas.

Continue reading A six-pack of technology favorites

A six-pack of technology favorites originally appeared on BloggingStocks on Thu, 28 Aug 2008 17:15:00 EST. Please see our terms for use of feeds.

"Most people think that analog is dead," notes wireless sector expert Nikhil Hutheesing, adding "But analog is still a rapidly growing part of the semiconductor business."

In his Forbes Wireless Stock Watch, he explains, "And there is really only one company that provides a soup to nuts analog system for wireless infrastructure products.: that company is Analog Devices (NYSE: ADI)." Here is his review.

"Digital chips, which store data in ones and zeroes, operate by differentiating between on and off signals.

"Analog chips, by contrast, process gradations and are able to process waveforms such as speech, music and video. So analog chips create a bridge to the digital world where data is stored and manipulated.

"Digital chips themselves are ill-suited for communicating.As digital circuits shrink to ever smaller sizes, the value in the analog portion, that doesn't scale well, continues to rise.

"A year ago, I would not have recommended Analog Devices. The company was struggling. From 2004 to 2007 ADI posted a 1% compounded annual growth rate in revenues and earnings per share.

"During that time, the company was a provider of handset basebands (modems inside a phone) which really became a commodity business. It was also in the PC power management businesses, which was also a drag on the overall growth of the company.

Continue reading Analog Devices (ADI): Going beyond digital

Analog Devices (ADI): Going beyond digital originally appeared on BloggingStocks on Mon, 11 Aug 2008 11:41:00 EST. Please see our terms for use of feeds.

"Wall Street has recently been very negative about Texas Instruments (NYSE: TXN)," notes wireless sector expert Nikhil Hutheesing. In his Forbes Wireless Stock Watch, the advisor explains, "But things may not be as dire as they sounded last month and I think that with expectations down, the company will end up exceeding expectations in the second half of this year."

"One reason Wall Street has been negiative is that TXN's biggest wireless customer, Nokia, announced a fundamental shift, stating it would no longer depend mostly on Texas Instruments for its chips. Ericsson also said it had shifted to a multi-supplier strategy.

"Besides that, in April, at TXN's earnings conference, CEO Rich Templeton talked of a cloudy economy and said that his company had become become more conservative with its outlook for the second quarter.

"Meanwhile, I've spoken with a number of experts in the wireless area who tell me that orders for TI's chips are significantly higher for the second half of this year than they have been in previous years. These orders are even coming from Nokia. (So far, Nokia's muti-supplier strategy has not had an impact on Texas Instruments.)

Continue reading Forbes expert chips in with Texas Instruments (TXN)

Forbes expert chips in with Texas Instruments (TXN) originally appeared on BloggingStocks on Mon, 16 Jun 2008 14:30:00 EST. Please see our terms for use of feeds.

"Based in Mexico, América Móvil (NYSE: AMX) is the largest wireless service provider in Latin America," notes wireless sector expert Nikhil Hutheesing.

The editor of The Forbes Wireless Stock Watch notes that the company's largest stakeholder is billionaire Carlos Slim who holds a 30% stake. Here's the advisors's bullish assessment for the company.

"AMX, which was spun out of Mexico's Telmex in 2000, operates out of Mexico City, but only about 30% of its business is actually in Mexico. It has has been growing rapidly mostly by acquiring troubled Latin American operators that took on too much debt during the telecom bubble.

"Móvil then consolidates operations, changes management as necessary, and makes operations more efficient and profitable.

"With 3G networks in place, América Móvil will be able to boost revenue and profit by selling more data services. It's already offering 3G service in Mexico and plans to spend another $4 billion to upgrade its wireless networks to 3G in five or so more countries this year.

Continue reading Forbes expert rings up America Movil (AMX)

Forbes expert rings up America Movil (AMX) originally appeared on BloggingStocks on Tue, 27 May 2008 10:30:00 EST. Please see our terms for use of feeds.

"The more I look at Apple (NASDAQ: AAPL) and its new iPhone, the more I consider it to be, perhaps, the most innovative and transformative company in mobile computing today," notes wireless sector expert Nikhil Hutheesing.

The editor of The Forbes Wireless Stock Watch explains, "Put simply, iPhone is a game-changing product, and we are now making the case for investors to buy the stock."

"When Apple first announced its move into the wireless PDA business - in January 2007 when it introduced its iPhone - there was skepticism over whether it would be able to grab market share from incumbents like Research In Motion, which makes the BlackBerry smartphone and Palm which makes Treo handhelds.

"Nobody is doubting Apple today. Steve Jobs' iPhone is in the hands of over four million people and it is now the number two smartphone in the business with a 28% market share. It has surpassed Palm and is nipping at the heels of RIMM's BlackBerry.

"Until recently, iPhone, like Apple's Mac has been a fairly 'closed' universe. It was a great consumer device but it had little presence among large corporate users, the so-called enterprise market. That all changed in March.

Continue reading Apple (AAPL): A 'game-changer'

Apple (AAPL): A 'game-changer' originally appeared on BloggingStocks on Fri, 11 Apr 2008 09:00:00 EST. Please see our terms for use of feeds.