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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 does, by 2025
  • IF each platform lets startups sell through its marketplace, as does, by 2025
  • IF each platform empowers 1000 startups to build on its stack by 2025
  • >>>

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Online Video Beneficiaries: Foundry

Posted on Wednesday, Sep 26th 2007

I have recently covered Cisco, 3Com, Alcatel, Juniper, Nortel, Polycom, and Extreme in a series of posts on Online Video Beneficiaries. Here is another one in the series, on Foundry.

Foundry Networks, Inc.(NASDAQ: FDRY) is a leading provider of high-performance enterprise and service provider switching, routing, security, and Web traffic management solutions.

An increasing number of enterprises are shifting to converged environments in which voice, video, and data are carried by the same network. This, coupled with the growing number of high-bandwidth applications such as online video, are pushing the demand for greater bandwidth. 10-Gigabit Ethernet is essential to this need for additional bandwidth and Foundry is a pioneer in this field. It introduced the first Layer 3 10GbE switch in 2001. Today its 10GbE offerings include the EdgeIron product family, FastIron Edge and X Series, FastIron SuperX Series, BigIron RX, ServerIron, NetIron XMR Series and NetIron MLX Series. The two families of MPLS routers, the NetIron MLX and NetIron XMR were introduced in 2006 to expand its presence in the Service Provider market and by the end of the year they accounted for 13% of total revenues. >>>

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Online Video Beneficiaries: Alcatel?

Posted on Monday, Sep 24th 2007

In the past few posts, we have looked at Cisco and other networking players in the series of posts on Online Video Beneficiaries. In this post, we will look at Alcatel-Lucent.

Alcatel-Lucent (Euronext Paris and NYSE: ALU) is a leader in fixed, mobile and converged broadband networking, IP technologies, applications, and services with revenues of €18.3 billion in 2006. The merger between Alcatel and Lucent happened in December, 2006 and provided Alcatel with a foothold in the US market and an expanded product portfolio as well as a combined treasure of 25,000 patents. It also acquired Nortel’s universal mobile telecommunications system (UMTS) operations in January 2007. Alcatel-Lucent is organized around five business groups: Wireless, Wireline, Convergence, Enterprise, and Services Business Groups. >>>

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Online Video Beneficiaries: Juniper

Posted on Tuesday, Sep 18th 2007

The increasing IP traffic due to Online Video, IPTV, and an increasing reliance on the network in enterprises is driving the growth of the network infrastructure players like Cisco and Juniper. In this post, I will look at Juniper’s standing as an online video beneficiary.

Juniper Networks, Inc. (Nasdaq:JNPR) is a leader in high-performance networking with net revenues of $2.3 billion in 2006. Its business is organized into three operating segments: Infrastructure, Service Layer Technologies (SLT), and Service.

Its Infrastructure products include M-Series for edge networks, T-Series for core IP infrastructures, and E-Series for carrier-class routing, broadband subscriber management, and IP services. It introduced the MX series in early 2007 to address the carrier Ethernet market and the IPTV trend. In Q2 2007, it rolled out the T1600 core router which uses less power and has more capacity. With this product, Juniper is expected to gain back its market share in core routers. It is estimated to have around 30% market share in core routers with Cisco leading with 60%. >>>

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Online Video Beneficiaries: Nortel

Posted on Monday, Sep 17th 2007

Over the recent years, the increasing use of mobile video, high definition television, video on demand, peer-to-peer connectivity and other web-based, network-aware applications has seen a dramatic increase in the demand for more bandwidth. One network player that aims to capitalize on this trend is Nortel. In my earlier posts on online video beneficiaries, I have examined Cisco, 3com, Polycom, and Extreme.

Nortel Networks Corporation (NYSE: NT) with revenues of $11.4 billion in 2006 is a global supplier of networking solutions to both service providers and enterprises. It is a leader in delivering VoIP and Wide Area Networking to carrier customers, holds the number-two position in providing carriers with optical equipment, is the number-one provider of total enterprise telephony lines, and is the second-largest provider of IP business telephony. Its business is organized in four segments: Carrier Networks (CN), Enterprise Solutions (ES) Global Services (GS), and Metro Ethernet Networks (MEN). >>>

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Online Video Beneficiaries: Extreme?

Posted on Wednesday, Sep 12th 2007

The increasing popularity of YouTube and its compatriot social video sharing sites is driving the online video trend. Other trends like video conferencing and IPTV are also contributing to the increasing video traffic. The enormous amount of video traffic and the need for higher bandwidth is putting networking equipment players like Cisco in high gear. In my earlier posts on Online Video Beneficiaries, I have covered Polycom, Cisco, and 3Com. In this post, I will look at Extreme’s standing as an online video beneficiary.

Extreme Networks, Inc. (Nasdaq: EXTR) is a leading provider of Ethernet solutions. Its core product lines include Summit, BlackDiamond, and Alpine. Established in 1996, Extreme provides converged network solutions that support voice, video, and data over wired and wireless infrastructures. Its security solution combines secure switches from its Sentriant product line with CLEAR-Flow, a security rules engine. This combination is meant to enable unified wired and wireless network access and IP Telephony in a secure environment.

On the financial front, Extreme reported net revenues of $342.8 million in fiscal year 2007, a decrease of 4.4% over fiscal 2006 with net revenues of $358.6 million. Net loss including share-based compensation expense of $6.2 million was $14.2 million, a decrease from net income of $8.5 million in fiscal 2006. Restructuring charges amounted to $4 million and research and development expenses were $67.1 million in fiscal 2007. >>>

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Online Video Beneficiaries: 3Com?

Posted on Tuesday, Sep 11th 2007

On the sixth anniversary of 9/11, we are reminded that travel has become a nightmare, and online video conferencing is a booming trend, and the increasing video traffic is fattening the networking equipment players. In my earlier posts on Online Video Beneficiaries, I have covered Polycom and Cisco. In this post, I will look at 3Com’s standing as an online video beneficiary.

3Com Corporation (NASDAQ: COMS) is a leading provider of secure, converged voice, and data networking solutions for enterprises. 3Com has a great history of innovation and has more than 1,400 U.S. and 100 Chinese issued patents that cover a wide range of networking technologies. Readers can check out my previous post on 3Com’s opportunity to leverage its patents.

At one point in late 1990s, 3Com was close on the heels of Cisco. However, today with revenue of $1.26 billion compared to Cisco’s $34.9 billion in 2007, it is a mere shadow of its former self. My interview with Eric Benhamou analyzes what went wrong at 3Com. 3com’s exiting the high-end enterprise business turned out to be a suicidal mistake. >>>

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Online Video Beneficiaries: Cisco

Posted on Thursday, Sep 6th 2007

The $1.65 billion acquisition of then newly launched YouTube by Google in October 2006 highlights the market’s bullishness about the potential of Online Video. While Google hasn’t yet succeeded in monetizing YouTube, there certainly are other players who have, Cisco being one of the most key ones. All that video traffic needs to travel through networks, and guess who powers the networks?

Furthermore, popularity of innovative devices like iPods, iPhones, X-boxes, and smartphones that can browse, download, or host video have changed forever the way people watch video. Even the most popular TV shows are posted on the Web within moments of their broadcast. >>>

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Online Video Beneficiaries: Polycom

Posted on Wednesday, Sep 5th 2007

Driven by globalization, telecommuting, and offshoring, an enterprise is no longer limited to one building or one geography. With this ever increasing distance between people working in an enterprise, there is a growing stress on applications that facilitate collaboration. Applications like video conferencing are critical today for meetings with offshore employees or even employees on the move. In this post, I will analyze Polycom’s standing as an online video beneficiary.

Related posts of interest can be found here and here. Note, enterprise video conferencing is not the only trend driving the online video market momentum. The advent of YouTube and its compatriots have set in motion a rollicking online entertainment industry that has also been a major contributor to the phenomenon. >>>

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iPhone/iPod Beneficiary: Sandisk

Posted on Tuesday, Sep 4th 2007

In this post, I will look at SanDisk with respect to the iPhone. SanDisk does not have any component in the iPhone, but is a beneficiary all the same because of the effect iPhone is having on the NAND flash memory market. For the record, Apple’s NAND Flash provider is Samsung for both the iPod and the iPhone.

Founded in 1988,SanDisk (NASDAQ:SNDK) has grown to be one of the world’s largest supplier of flash memory data storage products with revenues of $3.3 billion in 2006. Based in Milpitas, California, the company has more than 2,000 employees worldwide. SanDisk manufactures and sells retail and OEM flash memory cards, Cruzer® USB flash drives, and embedded solutions. Its products are used in digital cameras, multi-function mobile phones, USB flash drives, MP3 music players, and other digital consumer devices. SanDisk also licenses its technology to companies. It has more than 600 issued U.S. patents, and more than 300 foreign patents. >>>

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iPhone’s Component Ecosystem: ARM Holdings

Posted on Thursday, Aug 30th 2007

In this post, we will be analyzing ARM Holdings as part of the serieson the major players in the iPhone’s component ecosystem. The processor in the iPhone is based on an architecture licensed from Britain’s ARM Holdings, popularly referred to as an ARM Core.

ARM Holdings Plc.(Nasdaq: ARMHY) is the world’s leading semiconductor intellectual property (IP) supplier with total revenues of £263.3 million ($483.6 million) in 2006. Its technology is used in most of the advanced digital products, ranging from mobile, home and enterprise solutions to embedded and emerging applications. Its business is organized into three segments: Processor Division (PD), Physical IP Division (PIPD), and Development Systems Division (DevSys). >>>

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