Apple, Google Fight The Battle Of Image

By Dana Blankenhorn: I own shares in both Google (GOOG) and Apple (AAPL) and both have done well for me, so I don't necessarily have a dog in this fight.But over the last three months I have noticed the trend of GOOG outperforming AAPL, Google continuing to race toward new highs while Apple remains stubbornly under $700/share.

By Dana Blankenhorn: Turned out there was a reason both Google (GOOG) and Apple (AAPL) went to record highs recently, while Dell (DELL) and HP (HPQ) were languishing.

By Dana Blankenhorn: First Solar (FSLR) is the solar company Wall Street loves to hate.

By Ashraf Eassa:In the recent piece penned by Dana Blankenhorn, "ARM Holdings Is Still Eating Intel's Lunch", the author asserts that ARM Holdings (ARMH) is the main reason that Intel warned on Friday.

I've often noted how trade disputes have a habit of reproducing in other jurisdictions, and with the United States and China duking it out over trade in solar panels and other "green" technologies, it was only a matter of time before other countries got into the mix.   But even I'm a little surprised at just how fast India has gotten involved:

By Dana Blankenhorn: As I've said many times here, solar technology is currently very bad for sellers and very good for buyers. So long as you can't amortize the power a cell generates against its carrying cost and get a profit against grid energy, this will be the case. Solar companies will be struggling for buyers, finding motives for them to clear out their inventory at some price.

By Dana Blankenhorn: Most reporting on the Apple (AAPL) vs. Android (GOOG) patent war make it a two-way affair. Apple is suing Android OEMs, but they're suing back. That is about to end.