Eric Jhonsa covers tech stocks for TheStreet. He previously handled Seeking Alpha's tech news coverage, and before that was a writer for The Motley Fool. His coverage areas within tech include mobile, Internet, enterprise, chip, and telecom equipment stocks, among others. He can be reached at

High-flying chip stocks sold off this week amid a spate of negative headlines. But for the most part, industry conditions are still healthy.
Unlike search result pages, voice assistant services can be hard to monetize. And a couple of recent mistakes suggest that Google is just starting to deal with the challenge.
New figures suggest Netflix's U.S. reach among streaming services is in a league of its own, and that its usage rates would be tough to match.
The company now has over 5 million advertisers, and it's well-positioned to add plenty more thanks to the reach and versatility of its platforms.
The company's new solutions for Snapchat advertisers are a step in the right direction. But Facebook and others still often have an edge when it comes to advanced targeting.
Comcast's mobile plans suggest a willingness to offer low-margin wireless services to keep broadband and pay-TV subscribers loyal. Incumbent carriers can't be pleased.
Consolidation, strong memory prices and healthy demand from several end-markets continue driving industry profits higher. Some good news is clearly priced in, but maybe not all of it.
Amazon and Google likely want a minority stake in Toshiba's flash unit rather than full ownership. Deals like that could be useful as cloud giants keep growing their spending.
Apple could lower its memory costs by acquiring Toshiba's flash business, and Broadcom could add to its mobile and data center footprints. But a deal would also feature some challenges.
Demand for Samsung's new flagship looks poised to beat cautious initial estimates. But Apple is buffered by strong loyalty rates and a pending iPhone 8 launch.

Columnist Conversations

we still like this trade but need some more time on it. SOLD WDC JUL 87.5 CALL AT 5.40 (in at 5.85) BOUG...
Impinj ( $PI) is still forming a bull flag. Holding up just fine, and 27% of float is short. This is a powe...
stellar numbers and the stock continues to attract buyers, it's now in the fat tail and this could go for a fe...
General Electric's outgoing CEO Jeff Immelt had some choice things to say at an event in NYC on Thursday ...


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