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Technology Stocks

Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

Posted on Monday, Jan 11th 2021

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier.

To recap on the assumptions:

  • IF 1000 SaaS companies open up their platforms as a service, PaaS, as Salesforce.com does, by 2025
  • IF each platform lets startups sell through its marketplace, as Salesforce.com does, by 2025
  • IF each platform empowers 1000 startups to build on its stack by 2025
  • >>>

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Top 12 Enterprise Software Stock Bargains

Posted on Tuesday, Sep 30th 2008

Here is a compilation of top 12 enterprise software stocks worth watching, especially after yesterday’s beating in the stock market. If you have the nerve for it, you can consider buying some. >>>

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Paychex Should Consider SaaS Acquisitions

Posted on Monday, Sep 29th 2008

On September 24, Paychex, Inc. (NASDAQ: PAYX), the leading payroll and personnel services provider, reported first quarter results that met earnings estimates but missed revenue estimates. In earlier coverage,  I suggested that it could be a SAAS aggregator. >>>

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Accenture Confirms My Confidence

Posted on Friday, Sep 26th 2008

The global outsourcing and consulting giant, Accenture (ACN), reported Q4 earnings yesterday, beating analysts’ expectations and supporting their position at the head of my Top 10 Outsourcing Stocks list. >>>

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RIMM Sinks, I’m Holding On

Posted on Friday, Sep 26th 2008

Yesterday, Research In Motion Limited (RIM) (Nasdaq: RIMM; TSX: RIM) reported second quarter results that were in line with guidance but slightly below analyst estimates. A major reason for missing estimates was the delay of the BlackBerry® Bold in the US market due to battery and 3G connectivity issues. >>>

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Top 9 Semiconductor Infrastructure Stocks

Posted on Wednesday, Sep 24th 2008

I have covered the major semiconductor stocks earlier and listed my top 10 in the industry. For the semiconductor infrastructure stocks, here is a list of the top nine in the EDA, ATE and manufacturing equipment space, which may not be a healthy industry, but is still a must-have industry, especially as semiconductors have to be built. >>>

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3Com Reports Strong Quarter

Posted on Tuesday, Sep 23rd 2008

Yesterday, 3Com Corporation (NASDAQ: COMS) reported strong first quarter results that not only beat all estimates but were a sign of significant turnaround progress. It was the first time since 2000 that 3Com has reported quarterly GAAP profit. 3Com attributed the profit to higher sales, lower costs, and a patent dispute settlement. >>>

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Palm’s Turnaround On Track?

Posted on Monday, Sep 22nd 2008

Palm announced in its earnings call on Thursday that its new platform development is on track to be completed by the end of 2008 and that handsets based on it would be released in the first half of 2009. >>>

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Should Oracle Buy Into Services?

Posted on Monday, Sep 22nd 2008

Oracle’s earnings results were a bright spot in at the end of a chaotic week for the financial sector. After dipping to $18.10 in the week, the stock soared to $21, helped by the company’s positive performance and the Fed’s bailout decisions. However, it could be hit hard by a stronger dollar. >>>

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Why Is Adobe’s Creative Solutions Business Slowing?

Posted on Wednesday, Sep 17th 2008

Adobe Systems Inc (ADBE), the publishing and design software maker, announced its Q3 results yesterday, beating analysts’ expectations. >>>

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Top 10 Networking Stocks

Posted on Tuesday, Sep 16th 2008

The phenomenal trends of online video through YouTube, video conferencing, and online entertainment are driving the networking industry. Here’s my list of the top 10 networking stocks. >>>

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