Time for another quick tech sector edition of our linkfest. The usual hedge fund/market links will continue to be posted every Wednesday.
The Facebook IPO Primer [Nancy Miller]
Contrarian call: Sell AAPL [SumZero]
See also: the AAPL conundrum [Market Folly]
The next hedge fund trade: social media [Barron's]
The future of wireless is wired [Forbes]
Jeff Bezos' annual letter to shareholders [Amazon]
What Amazon's ebook strategy means [Charlie's Diary]
What will happen to Research in Motion: 4 possibilities [ReadWriteWeb]
DirecTV seeks strategy with advancing stock aided by cash [WashingtonPost]
Bank street perspective on the AboveNet deal [Telecom Ramblings]
How Grand Theft Auto changed video games [Cnet]
Carriers warn of crisis in mobile spectrum [NYTimes]
Summary of Yahoo's earnings conference call [AllThingsD]
What is Apple worth? [Stock Sage]
10 things we learned about Apple this year [SplatF]
Smartphones and the revenge of the phone carriers [BusinessWeek]
Friday, April 20, 2012
What We're Reading ~ Tech Edition 4/20/12
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