The Hard Drive Commodity Trap

By Takeover Analyst:Much has been already said about Apple's (AAPL) meteoric rise that still has, supposedly, much more to go. In light of this backdrop, two companies that have been under appreciated by the market are, ironically, Microsoft (MSFT) and Google (GOOG).

By Dana Blankenhorn: The new tech buzzword for the fall of 2011 is ecosystem. We're not talking about the Earth, but a self-sustaining system of hardware, software, services and transactions without which you're no longer a real tech player.

By Income Hunter:It comes as no surprise to know that Microsoft (MSFT) has an almost complete monopoly on the enterprise market with its Microsoft Office Suite. As happens with most monopolies, Microsoft did little to innovate and improve its Office offerings.

By Dana Blankenhorn: Clouds are an immensely over-hyped area of tech right now. Everyone claims to be a cloud, have a cloud, let you make a cloud, enable cloud in some way. But not every tech company really has a cloud. And most of what passes for a cloud from most vendors isn't really cloud at all, just a reworking of existing enterprise product lines.

Jason Kelly submits: The Kelly Letter bought shares of Google (GOOG) in the midst of the subprime financial crisis at an average cost basis of $407.

BlindReason submits: I wouldn't be surprised if Twitter's recent platform acquisition was strongly influenced by Apple's (AAPL) moves in mobile search. If you take a look at the testing version of OS 4.0 you get a sense that it's an effort by Apple to develop a high quality controlled advertising platform.

BlindReason submits: Angry mobs showed up outside Google 's (GOOG) facilities last week to respond to the deal with Verizon (VZ). AT&T (T) has also chimed in supporting the deal.