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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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Samsung, Apple and Vertical Integration

Posted on Thursday, May 15th 2008

We discussed Apple’s vertical integration thoughts in prior posts. I also did a Forbes column on the subject, looking into the Jobsian mind to cull what’s cookin’ …

The company that is perhaps the best positioned to compete in a vertically integrated convergence device world is Samsung. Let’s look at what’s going on at that camp. >>>

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Featured Videos

Oil at $127, Buy Sunpower

Posted on Wednesday, May 14th 2008

Sunpower’s (SPWR) strategy on tying up with PolySilicon vendors seems to be getting them the expected results as is evident from their recently announced Q1 results and future outlook. >>>

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ADP, Paychex Signal Slight Weakness

Posted on Wednesday, May 14th 2008

In an earlier post regarding payroll providers ADP and Paychex, I had observed that they hadn’t signaled any weakness due to the economy. Things seem to be a bit different this quarter. ADP said it is “somewhat” affected by the slowing economy. Paychex also saw signs of a weakening economy with a more difficult than normal selling season and increases in business failures especially in Florida and Southern California as well as the construction, mortgage and the real estate industries. Let’s take a closer look at their results in this post. >>>

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Wireless Carriers RoundUp

Posted on Tuesday, May 13th 2008

AT&T must be thankful for the phenomenon called iPhone. Last month, on April 22, it announced its Q1 results. Though its share of fixed lines has been shrinking, its growth in the wireless segment is helping it offset the weakening core business. In this post, I will compare the progress of the wireless carriers. Earlier comparison in the wake of the iPhone is available here. >>>

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Online Travel: Priceline Prospers, Expedia & Orbitz Slow

Posted on Monday, May 12th 2008

Last week, the key online travel players announced their Q1 results and it was quite a mixed bag as expected by some of them. >>>

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NILE, ZIPR DOWN; WBMD, MNSTR UP

Posted on Friday, May 9th 2008

Last week quite a few of the companies I have covered in the Web 3.0 analysis released their Q1 results. While some showed impressive performance, quite a few were battling the recession. Here is an analysis of some of these stocks. >>>

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Disney Delights, Netflix Not

Posted on Thursday, May 8th 2008

I have covered the online movies section earlier in my Web 3.0 analysis. Two relevant companies in the discussion recently announced their results. >>>

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Cisco and Competition

Posted on Wednesday, May 7th 2008

In the Online Video Beneficiaries series, I have written extensively on Cisco and other networking players (or dwarfs?) and hinted at consolidation among the dwarfs to take on the giant. In this post, we will look at Cisco’s earnings report and also look at 3Com and Juniper and assess their strategy and progress with Cisco. >>>

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LeapFrog, A Good Buy

Posted on Tuesday, May 6th 2008

LeapFrog Enterprises (LF), the educational gaming company, announced their Q1 2008 results yesterday. Their revenues of $58.3 million were 4.3% lower than previous year Q1 revenues but were substantially higher than the market’s expectations of $51.7 million. For the quarter, their loss per share of $0.43 was lesser than the market’s projected losses of $0.48. >>>

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Comcast Continues Upward Trend

Posted on Monday, May 5th 2008

I had mentioned in January that it was time to buy Comcast. In April, their Q4 results followed my predicted path and this week as they announced their Q1 results, the trend continued. >>>

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