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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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Intuit Poised

Posted on Thursday, Aug 28th 2008

On August 21, Intuit (Nasdaq: INTU) reported fiscal year 2008 and fourth quarter earnings that beat Street estimates. Q4 revenue grew 11% to $478 million, beating the Street estimate of $470 million. >>>

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Top 12 Consumer Internet Stocks

Posted on Tuesday, Aug 26th 2008

My thesis on Web 3.0 is based on the verticalization of the web around specific Contexts. Here is a top 12 list of Consumer Internet stocks, some of which, to varying degrees, understand how to create a business around a vertical context. >>>

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Newspaper Stocks: NYTimes, Gannett, McClatchy

Posted on Monday, Aug 25th 2008

US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest quarterly results of three companies, The New York Times, Gannett, and McClatchy, thus, were representative of the bloodbath their stocks have been experiencing. >>>

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Still Bullish On Salesforce.com

Posted on Friday, Aug 22nd 2008

Despite crossing the $1 billion annual revenue milestone, Salesforce.com’s shares plunged amidst concerns about its “slow growth” and lower-than-expected deferred revenue and guidance. >>>

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EDA Industry Roundup

Posted on Thursday, Aug 21st 2008

Mentor Graphics (MENT), has had a roller coaster second quarter. Cadence made a hostile takeover bid for Mentor in June of this year, only to revoke it last week. Mentor’s stock slipped 20% after the end of bidding to $10.33. >>>

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True Blue Chips: HP and IBM

Posted on Wednesday, Aug 20th 2008

In my last post on HP, I looked at how its acquisition of technology services firm EDS could place it in a challenger position behind IBM. In this post, we will look at both companies’ recent performances. >>>

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Consumer Internet Roundup: WebMD, Blue Nile

Posted on Wednesday, Aug 20th 2008

Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD (WBMD) and Blue Nile (NILE), who recently announced their results. >>>

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Acquisitions Coming From Seagate?

Posted on Tuesday, Aug 19th 2008

Seagate is facing difficult times. Will it tackle the situation via acquisitions? Let’s take a look. >>>

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Maintaining Buy On Autodesk

Posted on Monday, Aug 18th 2008

Autodesk (ADSK) has been doing well for a few quarters. I had recommended Buy on the stock when it announced Q4 results last year, maintained this recommendation after the Q108 announcement, and again reiterate my view following the Q2 results announced at the end of last week. >>>

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Turnaround Progress At Motorola

Posted on Friday, Aug 15th 2008

In my most recent post on Motorola, I looked at its turnaround prospects and first quarter results and concluded that the company is not to be written off. Second quarter results, reported July 31, showed a marked improvement that took most by surprise. >>>

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