• Tech investors brace for a cruel summer

    The living will most definitely not be easy. A sense of deep unease is settling in among technology investors as second-quarter earnings approach.

    By Kevin Kelleher, contributor

    FORTUNE – Summertime may be when the living is easy for many people, but not for tech investors this year. As the time draws near for many companies to report their second-quarter earnings, a last-minute sense of unease is setting in among investors and analysts.

    Since MORE

    Jul 13, 2012 9:50 AM ET
  • Silicon Valley's new fashion: The stock dividend

    Over the past two decades, investing earnings in buybacks or future growth has trumped the stodgy old dividend ­ and nowhere more so than in the tech industry. That is changing.

    By Kevin Kelleher, contributor

    FORTUNE -- As long as there have been dividends, there have been arguments between shareholders and company managers over whether to pay them. The strongest argument against paying dividends was profit growth: If a company can reinvest MORE

    Jun 29, 2012 6:44 AM ET
  • Why are blue-chip tech stocks so blue?

    May -- not April -- was the cruelest month for quality tech stocks. And not just because of the botched Facebook IPO.

    By Kevin Kelleher, contributor

    FORTUNE -- April, as T.S. Eliot famously said, is the cruelest month. But for investors who put their faith in tech stocks, it's hard to look back on the past month and feel good. No, the merry month of May has been cruel. And there's MORE

    May 31, 2012 6:01 AM ET
  • The agony of Japan Inc.

    Companies like Apple, IBM and Microsoft once stood in the shadow of much larger and more powerful Japanese electronics giants. Those days are long gone -- and, lately, it looks like they may never come back.

    By Kevin Kelleher, contributor

    "This country is in a war and some people understand it and some people are siding with the enemy."

    FORTUNE -- Believe it or not, someone once wrote those paranoid words about MORE

    May 25, 2012 10:40 AM ET
  • Can Facebook's IPO pay off for investors?

    The social network is preparing for its coming-out party. Investors could reap big rewards, but that's still a tall order.

    By Scott Cendrowski, writer-reporter

    FORTUNE -- When an eight-year-old social media company plans to go public with a valuation that could run as high as $100 billion, investors have every reason to be cautious. But for all the coverage of Facebook's IPO, expected in May, real analysis of its soon-to-be-available stock has been MORE

    Apr 13, 2012 5:00 AM ET
  • HP's printer problem

    The printer industry is experiencing a long, slow decline — and HP is doubling down. That may be a mistake.

    By Kevin Kelleher, contributor

    FORTUNE – When Eastman Kodak filed for bankruptcy in January, no one was surprised. The 131-year-old company once controlled 90% of the U.S. film market in the 1970s, only to be displaced by the rise of digital cameras. It took decades for Kodak to fall.

    Now a similar kind MORE

    Mar 29, 2012 10:34 AM ET
  • The rise of Redbox should spook Netflix

    A decade ago, Redbox was a tenuous experiment; its kiosks sold miscellanea from pantyhose to milk. Now, it has a shot at disrupting the king of web streaming.

    By Kevin Kelleher, contributor

    FORTUNE -- Reed Hastings must look at Redbox these days with a mixture of bafflement and envy.

    Last summer, the Netflix (NFLX) CEO tried to introduce a new fee structure that most subscribers viewed as a price increase. A few months MORE

    Feb 10, 2012 10:52 AM ET
  • OpenTable's rise and fall is a cautionary tale

    OpenTable is a reminder for investors eager for a piece of a hot tech IPO: It doesn't take a stock bubble on the scale of the 90s dot-com mania for investors to lose money on a supposedly hot Internet stock.

    By Kevin Kelleher, contributor

    FORTUNE -- Nothing lasts forever, but the speculative momentum that can drive up tech stocks is especially fleeting. Just ask OpenTable (OPEN).

    The company that made online restaurant reservations MORE

    Jan 3, 2012 8:50 AM ET
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  • Oracle: Warning of another tech slowdown?

    The enterprise giant's stumble may not bode well for the technology sector -- and not just enterprise providers, but all big cap tech companies.

    By Kevin Kelleher, contributor

    FORTUNE - Oracle missing its earnings guidance is like Mariano Rivera blowing a save opportunity, or Bob Dylan putting out a disappointing record. It happens, but not very often. And when it does, the only real question is: Why?

    The answer matters beyond the world MORE

    Dec 22, 2011 11:50 AM ET
  • Why Zynga may not be as bad off as it seems

    Yes, the social gaming company's stock is off to an ignominious start.  But a closer look  shows things are more complex than they first appear.

    By Kevin Kelleher, contributor

    FORTUNE -- Several months ago, things were looking very good indeed for Zynga. The casual-gaming company stood apart from other web IPOs of 2011 thanks to its "bountiful" profits. Investors were "excited" by an offering that could value the company at $20 billion.

    Now that MORE

    Dec 20, 2011 11:42 AM ET
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