VIDEO

Dan Niles on why 2012 could be the Beginning of a Multi-Year Rally in SEMIs, and His Thoughts on Facebook’s IPO Filing.

Dan Niles Shares His Outlook for Semis in 2012 and How to Best Position for a Likely Turnaround

Dan Niles on Why Apple's Recent Earnings Miss & Sell-Off Shouldn’t Have Been a Surprise.

Dan Niles Shares His Second Half Outlook for Technology Amid a Highly, Volatile Market

5/19/11 - Dan Niles on Linkedin's IPO, Intel's downgrade, and how investors can better position themselves for a potential market downturn

5/11/11 - Dan Niles shares his thoughts on the developments and trends affecting the global tech-market from the 2011 SALT Conference

2/15/11 - Dan Niles discusses his investment strategy given the current macro-economic environment

12/15/10 - The top three defensive technology trades of 2011 with AlphaOne's Dan Niles

10/21/10 - Dan Niles discusses why investors should be preparing not only for a downturn in technology but also for a downturn in U.S. equity markets.

8/9/10 - Dan Niles discusses the outlook for technology amid HP ousting its CEO as well as why bond markets are signaling a significant correction for equity markets

7/30/10 - Are the best days over for Google's stock? Find out with AlphaOne's Dan Niles

6/25/10 - Dan Niles on the European debt crisis, its origins, and the likelihood of Europe's woes affecting the U.S. economy.