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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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Internet Stocks: WebMD, Shutterfly, Monster and Netflix

Posted on Tuesday, Nov 11th 2008

Yesterday’s analysis of ZipRealty, MOVE and Blue Nile showed that even though there’s no doubt the global financial crisis is hurting online commerce across industries, it’s not all bad news. The recently announced Q3 results of some of my other favorite Internet companies are further evidence that while revenues are often lower than expected and stock prices are down, with the help of site improvements and partnerships, there are Internet companies that are growing. Here is a quick look at a few of these stocks. >>>

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Internet Stocks: ZIPR, MOVE, NILE

Posted on Monday, Nov 10th 2008

The tightening of the credit markets has had an impact on consumer behavior not only across the United States, but across the globe as well. Not surprisingly, it has had a more pronounced effect on the purchase of real estate since the housing crisis is what spawned this mess. >>>

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Qualcomm Quite Cheap

Posted on Friday, Nov 7th 2008

Yesterday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results. >>>

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Networking Stocks: Cisco, Juniper

Posted on Thursday, Nov 6th 2008

It’s been a year since Cisco first warned about a slowdown in US technology spending. Now, as it releases its Q109 results, the company says the slowdown has spread to Europe, emerging countries and Asia. In this post, we will look at the performances of Cisco and Juniper in the face of the weak economy. >>>

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SaaS: SFSF, Citrix, Omniture, RightNow

Posted on Wednesday, Nov 5th 2008

There is one tech sector that I feel is relatively recession-proof: Software as a Service (SaaS). My list of top SaaS stocks is available here. SaaS companies help businesses cut costs, which is why they should thrive in this weak economy. Let us review the performance of some SaaS companies that have recently reported results, namely SuccessFactors, RightNow, Omniture and Citrix. As you will see, they continue to be strong, solid growth companies. >>>

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Comcast Looks Strong

Posted on Tuesday, Nov 4th 2008

At a time when most companies are revising down their annual outlook, Comcast (CMCSA) has already met their free cash flow target for the year in just three quarters. >>>

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Cheap Chips: TI, Broadcom, STM

Posted on Monday, Nov 3rd 2008

There have been some significant developments in the semiconductor industry, especially at Broadcom and Texas Instruments. TI is planning to sell off its baseband arm and Broadcom is the rumored buyer. Broadcom is also buying AMD’s TV chip business. This post will look at the recent earnings results of these companies as well those of STMicro. >>>

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Networking Stocks: Akamai, Level 3, Polycom

Posted on Friday, Oct 31st 2008

I recently put together a list of top 10 networking stocks. Akamai, which was featured on this list, reported its results yesterday. In this post I discuss their results and those of two other networking companies on the list that recently reported, Level 3 and Polycom. >>>

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Strong Results From VMW, EMC

Posted on Thursday, Oct 30th 2008

Till last quarter, VMware (VMW) was facing trouble. In these times, when most companies are reporting rather depressing results, both VMW and its parent company, EMC’s results were a pleasant surprise. >>>

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SAP Tightening Up

Posted on Wednesday, Oct 29th 2008

SAP’s results reveal that compared with the last quarter, when it seemed to be going strong, the company has become yet another giant to be affected by the global economic crisis. Its shares fell almost 50% in a month as the crisis worsened. Yesterday, SAP reported third quarter results and lowered its profit margin target for fiscal 2008, which led to a 16% slump in the stock. Its shares had slid 16% earlier in the month when the company reported preliminary results that missed estimates.  >>>

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