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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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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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Outsourcers Cautious

Posted on Wednesday, Oct 29th 2008

I had covered some of the most well-known Indian IT outsourcers in my list of Top 10 Outsourcing Stocks published in September. A few of these outsourcers recently announced their quarterly results, and in this post I discuss Wipro and Satyam. >>>

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Yahoo! Fumbling Away

Posted on Tuesday, Oct 28th 2008

Yahoo!’s (YHOO) performance does not seem to be improving. Add the current economic conditions to their already worrisome leadership issues and you have a stock that continues to be in free fall. >>>

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Microsoft’s View Of Recession

Posted on Monday, Oct 27th 2008

The IT giant Microsoft (MSFT) isn’t safe from the damage caused by worsening economic conditions, as was evident from their Q1 results last week. >>>

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Amazon’s International Strategy?

Posted on Friday, Oct 24th 2008

The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s (AMZN) results did not bring much cheer to the market either. >>>

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Nokia Slows

Posted on Thursday, Oct 23rd 2008

While Apple had a great quarter, Nokia lost market share and reported a disappointing quarter last week. The loss in market share follows its decision not to match aggressive pricing from its competitors at the cost of profitability. While market share slid to 38% from 40% last quarter and 39% last year, gross margin was 35.6%, up from 34.2% last year. >>>

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Apple Takes A Bite Of Rim

Posted on Wednesday, Oct 22nd 2008

Apple, which recently topped my list of Top 5 Handset Stocks, reported fourth quarter results yesterday that beat profit estimates but missed revenue estimates. Despite the tough market, Apple sold 6.9 million iPhones in the quarter and beat its sales target of 10 million iPhones in calendar year 2008. >>>

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