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 Discusses his Investment Strategy for Investing in Mobility

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.