Today’s articles on technology stocks

AT&T: Buy At The Highs By Business Quant • 27 comments AT&T: Shares Are Undervalued With A Dividend That Exceeds 5% And Record Free Cash Flow By Steven Fiorillo • 26 comments IBM: We Like What We See By High Watermark Investments • 21 comments Seeking Alpha PREMIUM How Apple Achieved A True Return To Growth By Mark Hibben • 86 comments

Application Software 3 Reasons To Buy Nuance Communications By Chris Lau Alteryx: The 3 Reasons I'm Invested By Integrator Talend: The Shake-Up By From Growth to Value Finjan: Upcoming Catalysts Present An Opportunity For Upside By Trevor Soare Q2 Holdings' (QTWO) CEO Matt Flake on Q4 2019 Results - Earnings Call Transcript By SA Transcripts

Business Software & Services Hold Your Nose And Buy Smartsheet by Steve Auger

Communication Equipment Qualcomm May Reach Its Highest Price In 2 Decades by Mott Capital Management Calix SWOT Analysis by David Zanoni CommScope Holding Company, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Plenty Of Runway With Altigen Communications Stock by Thomas Niel CommScope Holding Company, Inc. (COMM) CEO Marvin Edwards on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Computer Peripherals Universal Display Corporation's (OLED) CEO Steve Abramson on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Diversified Communication Services Zoom-ing Into The Stratosphere? Not So Fast by Louis Stevens Intelsat S.A. (I) CEO Stephen Spengler on Q4 2019 Results - Earnings Call Transcript by SA Transcripts SBA Communications Corporation 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts SBA Communications Corporation (SBAC) CEO Jeffrey Stoops on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Diversified Computer Systems Don't Buy Teradata's Turnaround Story by David Trainer Lenovo Group Limited 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts

Information Technology Services ServiceSource International, Inc. (SREV) CEO Gary Moore on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Globant's (GLOB) CEO Martin Migoya on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Internet Information Providers Alphabet's Cash Balance Exceeds $115Bn - Cash Hoarding Will Likely Continue by Marel. Yelp: Progress Still Ignored by Stone Fox Capital Marin Software Needs Help by Accord Partners EPAM Systems, Inc. (EPAM) CEO Arkadiy Dobkin on Q4 2019 Results - Earnings Call Transcript by SA Transcripts EPAM Systems, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts

Internet Software & Services Appian Corporation 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Dropbox, Inc.'s (DBX) CEO Drew Houston on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Dropbox, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Wix.com Ltd (WIX) CEO Avishai Abrahami on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Fastly, Inc.'s (FSLY) CEO Joshua Bixby on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Multimedia & Graphics Software Activision Blizzard Is Gaining Steam by Simple Investment Ideas Scientific Games: Stronger Than Ever by Alpha Generator Hayden Capital Quarterly Letter Q4 2019 by Hayden Capital

Personal Computers Apple's Woes: Analyzing The Fallout From COVID-19 by Robert Castellano Apple: Not Priced For COVID-19 Impact by Stone Fox Capital

Scientific & Technical Instruments II-VI: The Secular Growth Story Remains Intact by Aaron Butler FARO Technologies, Inc.'s (FARO) CEO Michael Burger on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Roper Technologies (ROP) Presents At Barclays Industrial Select Conference - Slideshow by SA Transcripts Bruker Corporation (BRKR) CEO Frank Laukien on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Camtek Ltd (CAMT) CEO Rafi Amit on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Security Software & Services Zscaler, Inc. (ZS) CEO Jay Chaudhry on Q2 2020 Results - Earnings Call Transcript by SA Transcripts

Semiconductor - Broad Line Intel's Adjacencies Now Larger Than Nvidia, Undervalued by Arne Verheyde AMD: Don't Confuse Stable Foundation With Eternity by The European View

Semiconductor - Specialized First Solar, Inc. (FSLR) CEO Mark Widmar on Q4 2019 Results - Earnings Call Transcript by SA Transcripts First Solar, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts

Telecom Services - Domestic Windstream Holdings, Inc. (WINMQ) CEO Tony Thomas on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Windstream Holdings, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Consolidated Communications Holdings, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Consolidated Communications Holdings, Inc. (CNSL) CEO Bob Udell on Q4 2019 Results - Earnings Call Transcript by SA Transcripts ATN International's (ATNI) CEO Michael Prior on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Telecom Services - Foreign Telefónica, S.A. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts Telefónica, S.A. (TEF) CEO José María Álvarez-Pallete on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Wireless Communications InterDigital Wireless, Inc. (IDCC) CEO William Merritt on Q4 2019 Results - Earnings Call Transcript by SA Transcripts Airgain's (AIRG) CEO Jacob Suen on Q4 2019 Results - Earnings Call Transcript by SA Transcripts

Others Amazon: $2,500 As A First Target by Oleh Kombaiev SolarEdge: You Haven't Seen Anything Yet by EnerTuition Stitch Fix Is Undervalued If Management Can Maintain Growth And Profitability Trends by Quantitative Insights Blue Apron: Unlikely To Attract A Buyout Offer by Gary Alexander Apple, Facebook, Microsoft And The Future Of Augmented Reality by Tim Merel

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