Tech Teardown: Nov. 15

In this episode of Tech Teardown , Erin Kennedy discusses the latest developments in the tech sector with Evan Niu, CFA, our tech and telecom bureau chief.

Activist investor Carl Icahn revealed in a 13F filing the growing size (and value) of his position in Apple.

Morgan Stanley analyst Katy Huberty estimated that Android OEMS are now collectively generating more revenue than Apple.

Despite being the dominant mobile-chip maker, Qualcomm has underperformed this year. Is this new optimism the beginning of something bigger?

Pandora's hitting new highs on analysts' bullishness, but are the valuations fair?

LinkedIn is slowly recovering from the beating it took post-earnings, and it got some help on Friday in the form of a buy rating from Stifel Nicolaus.

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Erin Kennedy owns shares of Apple. Evan Niu, CFA, owns shares of Apple, Qualcomm, and LinkedIn. The Motley Fool recommends Apple, Facebook, Intel, LinkedIn, Nvidia, and Pandora Media. The Motley Fool owns shares of Apple, Facebook, Intel, LinkedIn, and Qualcomm. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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