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The iOS is Glu's top platform. Developing for Android is an expansion from their previous focus on the iPhone. See <a href="http://www.glu.com/blog/glu-unveils-new-iphone-titles">Glu unveils new iPhone titles</a>.

NFLX up 4% today. See <a href="http://news.cnet.com/8301-31001_3-20030627-261.html">Netflix rises as studios' DVD money plunges</a>

I've been on the JDS Uniphase and Finisar bandwagon for awhile. The optical rebirth is in full affect. See <a href="http://www.bloomberg.com/news/2011-02-03/jds-uniphase-shares-jump-after-earnings-report.html">related article</a> and <a...

I hate to say I told you so, Whitney Tilson: <a href="http://blogs.forbes.com/steveschaefer/2011/02/03/netflix-teaches-short-seller-a-keynesian-lesson/">Netflix teaches short seller a Keynesian lesson</a>.

I've been a big fan of Acme Packet for some time as the best way to invest in the accelerating transition to VoIP. Acme shares have soared nearly 400 per cent in the past year as demand for its VoIP gear has skyrocketed. See <a...

Glu Mobile is hot. The mobile gaming company has seen its share soar over 50 per cent since the first of the year. I like the Silicon Valley company and recently put some skin in the game. Their fortunes have risen recently after announcements that they are going to be integrated into the Nvidia...

Shares of Acme Packet jumped 17 percent to a lifetime high on Wednesday, a day after the telecom equipment maker posted better-than-expected quarterly results and raised its 2011 outlook above Wall Street expectations. <a...

I agree w/Jim Cramer's analysis of Netflix, <a href="http://finance.yahoo.com/news/Facebook-Could-Turn-Netflix-paidcontent-3749624395.html?x=0&.v=1">Facebook could turn Netflix into $400 stock</a>.

Netflix stock has more than tripled in the past 12 months. Before yesterdays earnings report, many short-sellers who felt Netflix was overvalued targeted the stock. Lots of analysts were surprised as well by Netflix's continued growth and are scrambling to reevaluate the stock. Only 23% of the...

Netflix crushed earnings expectations and the shares are jumping around 9% after hours. <a href="http://blogs.wsj.com/marketbeat/2011/01/26/netflix-crushes-eps-expectations/"> Related article</a> and <a href="http://dock-of-bay.blogspot.com/2010/12/reed-hasting-i-hear-you-im-long-netflix.html">...

Social networking is apparently Apple's new motif. The company has filed six social networking patents in the past year. The development of social networking apps are a key part of plans for the next generation iPhone 5 and iPad 2. <a...

Nvidia's stock has skyrocketed recently as it has become apparent that the company could be a key player in the lucrative mobile processor market and has plans to make chips for personal computers and servers, challenging the monopoly of its large Silicon Valley rival, Intel. <a...

FNSR continues to skyrocket. Its three percent gain this morning puts it, also w/JDSU, among the day's top Silicon Valley stock gainers. <a href="http://dock-of-bay.blogspot.com/2010/12/finisar-automates-optical-networks.html">Read more</a>

JDSU, up some 6%, today's top Silicon Valley gainer. <a href="http://dock-of-bay.blogspot.com/2010/12/jdsu-has-bright-future.html">Read more</a>

Rovi is now seen as a potential Netflix competitor and a force to be reckoned with in the Web television market. Rovi introduced a new cloud service at the Consumer Electronics Show in Las Vegas yesterday for Internet TV providers that allows them to offer a user-friendly content guide to its...

JDSU is poised to continue its resurgence in the coming year as its optical gear is needed to meet heavy demand for overburdened metropolitan fiber networks and the cost-effective management of regional network traffic. <a...

Finisar, the world's largest supplier of optical components for the telecom industry, has seen its stock more than triple this year following surging demand for its programmable switching equipment. Finisar has the best performing stock this year of any Silicon Valley company with a market...

I am long Netflix, and have been so for quite some time. My Silicon Valley 2.0 portfolio is currently outperforming the S&P by some 27 percent annually. Netflix is one of my top five holdings. <a href="http://dock-of-bay.blogspot.com/2010/12/reed-hasting-i-hear-you-im-long-netflix.html"> Read...

In a reversal of the federal government's hands-off approach to Internet privacy regulation over the past decade, the Obama administration said Americans should have a "privacy bill of rights" to help regulate the commercial collection of consumer data online. <a...

Few devices know more personal details about people than the smartphones in their pockets: phone numbers, current location, often the owner's real name—even a unique ID number that can never be changed or turned off. These phones don't keep secrets. They are sharing this personal data...