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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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First Solar’s Growth Story

Posted on Monday, Sep 15th 2008

Amidst the Energy Policy debates, First Solar (FSLR) is another cleantech company worth watching. Founded in 1999 with the mission to provide an economic solution to the need for alternative energy sources, First Solar is now one of the fastest-growing solar module manufacturers in the world. >>>

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Optical Components Overview: Finisar, JDS

Posted on Friday, Sep 12th 2008

On September 8, optical component manufacturer Finisar (FNSR) reported strong first quarter results that beat market expectations. It also reported preliminary fourth quarter results for optical subsystems designer and manufacturer Optium, with which it closed its merger on August 29. >>>

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Top 4 Newspaper Stocks

Posted on Thursday, Sep 11th 2008

To go along with my post on the top 8 media companies, here is a brief analysis of what I see as the top 4 newspaper stocks. As online news gains ground, it is interesting to see how these giants are struggling in adapting their business models to new trends and how they are faring in the current difficult market. >>>

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Samsung And The Consumer Electronics Price War

Posted on Wednesday, Sep 10th 2008

Word is going round that Samsung, a leading NAND manufacturer, is going to take over SanDisk. Due to its low valuation, SanDisk has been the object of acquisition speculation. Last month, there were rumors it was an acquisition target for Seagate. >>>

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Top 8 Media Stocks

Posted on Tuesday, Sep 9th 2008

It’s no secret that times have not been good for the media industry. Most stocks underwent a correction of 10%-40% last year, and current trends are no more promising. But not all players are down and out; here is a quick look at the top eight media stocks that I think are worth watching. There are also opportunities for making money by shorting some of the stocks in the immediate future. >>>

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National Semiconductor Down

Posted on Monday, Sep 8th 2008

National Semiconductor (NYSE: NSM) reported its Q1 fiscal year 2009 results on September 5. In stark contrast to the previous quarter when the company beat analyst estimates and also gave a strong forecast, Q1 results were below expectations. >>>

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When Does Yahoo! Change CEO?

Posted on Friday, Sep 5th 2008

Ever since the Microsoft deal fell through, Yahoo! has been in a free fall mode. The stock got battered and hit a new 52-week low yesterday of $17.75. Shareholders have received a callous treatment in the hands of the Board and Management, and now Carl Icahn and his buddies have stepped in to make things better. Well, things seem to be getting much worse before any signs of “better” comes along. >>>

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TiVo Has Threats Ahead

Posted on Wednesday, Sep 3rd 2008

On August 27, TiVo Inc. (Nasdaq: TIVO), the pioneer in television services for digital video recorders (DVRs), reported Q2 results that beat its own guidance and Street earnings estimates. Q2 revenue was down 5.3% to $53.5 million. Net income was $2.9 million or $0.03 per share, versus net loss of $17.7 million last year and guidance of net loss of $2 to $4 million. The Street had expected a loss of $0.02 per share on revenue of $55.35 million. >>>

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Marvell Still Has Operational Challenges

Posted on Tuesday, Sep 2nd 2008

On August 28, chipmaker Marvell Technology Group Ltd. (NASDAQ: MRVL), reported strong Q2 results that beat estimates. However, its weak revenue forecast disappointed the market and led to a fall in the share price. Marvell’s chips are used in the 3G iPhone as well as the BlackBerry. Marvell is also on my list of Top 10 Semiconductor Stocks. >>>

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Dell Targets India

Posted on Friday, Aug 29th 2008

Dell and rival HP continue to jockey over market share. As per market intelligence firm IDC, Dell increased its market share from 15.5% last quarter to 16.4% versus HP’s 18.9%. It has grown 21.4% y-o-y compared with the industry growth rate of 15.3%. But this growth has apparently come at the cost of profit: yesterday Dell reported a 17% drop in Q2 profit to $616 million or $0.31 per share. It also missed earnings estimates. >>>

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