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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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Buying Opportunity With ERI

Posted on Thursday, Aug 14th 2008

Earlier last month, Energy Recovery Inc., the clean-tech shining star, made an IPO which shook the dead IPO market. >>>

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Top 10 Semiconductor Stocks

Posted on Wednesday, Aug 13th 2008

Most of the growth in the semiconductor industry these days is due to consumer products. Semiconductor companies stand to gain from the iPhone phenomenon and the convergence device movement, which is only at the beginning of its incredible growth curves. I recently listed the 3G iPhone’s Top 5 Component Beneficiaries. Here I look at the top 10 semiconductor stocks that have positioned themselves well to milk these developments in smartphones and convergence devices. >>>

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More Media Stocks: Viacom, News Corp

Posted on Wednesday, Aug 13th 2008

I continue my analysis of media stocks’ quarterly results with a discussion of Viacom and News Corp, both of which recently announced their June quarter results. >>>

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Restructurings at IAC, Time Warner

Posted on Tuesday, Aug 12th 2008

The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. >>>

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Wireless Carriers: Sprint and T-Mobile

Posted on Monday, Aug 11th 2008

On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the churn rate decreased to 2% from 2.45% last quarter. >>>

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Semiconductor IP Players: IDCC, Tessera

Posted on Friday, Aug 8th 2008

InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top 5 beneficiary of the 3G iPhone, as its licensing technology is used not just by Apple but by RIM, Samsung and Nokia. >>>

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Online Travel: Expedia, Priceline, Orbitz

Posted on Thursday, Aug 7th 2008

The three key online travel companies are going through a rough patch following their recent quarterly earnings reports. >>>

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Cisco Confident

Posted on Wednesday, Aug 6th 2008

Networking giant Cisco reported strong Q4 and fiscal year 2008 results yesterday that narrowly beat analyst estimates. Its shares soared on the company’s positive outlook that the economic slowdown will be relatively short-term. >>>

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Networking Roundup: Foundry, Nortel, Alcatel

Posted on Monday, Aug 4th 2008

I had earlier discussed in my Online Video Beneficiaries series consolidation among the networking dwarfs so that they can be stronger competition for Cisco. >>>

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Internet Stock Roundup: SFLY, MNST, NFLX

Posted on Friday, Aug 1st 2008

This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money to drive around. >>>

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