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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 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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Dell Needs a Convergence Device Strategy Badly

Posted on Wednesday, Oct 17th 2007

According to a recent Forrester report, 1 billion PCs will be in use by 2008 and 2 billion PCs by 2015. A beneficiary of this market is Dell, which is the No.2 vendor in the PC market with a 16.1% market share (IDC, Q2 2007). However, a majority of the next billion PCs will likely be convergence devices and as I have said before, Dell needs to come up with a convergence device strategy to be a true beneficiary. As it stands, I haven’t seen one yet.

Dell (NasdaqGS:DELL), for long, had been a darling of Wall Street, but fell out of favor as its direct selling model became commodity. Its business is organized in the geographic segments, Americas; Europe, Middle East and Africa (EMEA), and Asia Pacific-Japan (APJ). Its products and services are organized under its core products of Desktop PCs, Mobility, Software & Peripherals, Servers & Networking, Enhanced Services, and Storage. It is the No. 4 vendor in the total disk storage systems market with 9.8% share and in the server systems market with 11.6%.

Earlier in January, Michael Dell, the founder of the company, returned as CEO replacing Kevin Rollins, under whose stewardship, the company has floundered. >>>

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IBM’s Business Remixing

Posted on Tuesday, Oct 16th 2007

IBM announces earnings later today. I have written several pieces on IBM’s various activities, which can be found here, here, and here. In this post, I will look at IBM as a whole, and how their attempt to increase margins by increasing the software portion of the portfolio has been faring.

International Business Machines Corporation (NYSE: IBM) is one of the world’s largest IT company with revenues of $91.4 billion, in 2006. Based in New York, it operates in 170 countries with about 30% of its employees now in the Asia Pacific, as a result of worldwide restructuring. As per IDC, IBM is the leading services vendor with $49.3 billion in services revenue in 2006. It is also the leader in the worldwide server systems market with 31% market share. In the total worldwide disk storage systems market, it has 19.3% market share, close on the heels of HP with 20.6% market share. It is also a leader in the worldwide software configuration management market. >>>

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HP’s Stunning Turnaround

Posted on Monday, Oct 15th 2007

As per a recent Forrester report, 1 billion PCs will be in use by the end of 2008 and 2 billion by 2015. With the increasing trend toward convergence devices, a majority of the next billion PCs will be convergence devices.

In this post, I will look at HP, a company that has not only engineered an incredible turnaround under the no-nonsense leadership of CEO Mark Hurd, but has managed to show growth and sustainability in markets that competitors like IBM have exited under pressure from China. >>>

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Online Video Beneficiaries: Seagate

Posted on Tuesday, Oct 9th 2007

There has been an explosive growth in digital content in the home and the office – from high-definition video, music, blogs and podcasts, to CAD and other large graphics files, and archived emails. The growing online video trend and the increasing popularity of YouTube and the likes is a major driving force for the increasing demand for massive amounts of hard drive storage. All the videos that get downloaded or uploaded need to get stored somewhere, right? In this post, I will analyze Seagate as an online video beneficiary.

Seagate Technology (NYSE: STX) is a leader in the design, manufacturing and marketing of rigid disc drives. Based in California, it has 54,000 employees, of which 43,000 employees are located in its Asian operations. It has around 3,857 U.S. patents and 761 foreign patents. Seagate acquired Maxtor in May 2006 and EVault in January 2007. The disc drive industry is undergoing consolidation with TDK acquiring Alps and Western Digital acquiring Komag in 2007. >>>

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Online Video Beneficiaries: F5

Posted on Wednesday, Oct 3rd 2007

The Online Video momentum is driving growth and activities in the networking equipment and infrastructure industry. 3Com just reaped the benefits in form of a Private Equity transaction. Akamai is another strong beneficiary.

This post will look at the topic from the application delivery networking angle. There is an increasing use of web-based business applications and use of PDAs, smartphones, and notebook computers to access multimedia applications over the Internet. A major beneficiary of this trend is F5. >>>

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Online Video Beneficiaries: Akamai

Posted on Tuesday, Oct 2nd 2007

In my series on Online Video Beneficiaries, I have covered the network players like Cisco. In this post, I will look at the application acceleration angle. Gartner estimates that the market for application acceleration will exceed $3 billion by 2010. There has been a meteoric rise of online traffic with the online broadcast of live events and the popularity of devices like iPods and iPhones and the resulting boom in downloading as well as uploading of music and videos. A major beneficiary of this surge in online traffic and multimedia activity that requires fast and reliable transfers is Akamai.

Akamai Technologies(NASDAQ: AKAM) is the leading content delivery network (CDN) provider that accelerates the delivery of content and applications over the Internet. With the Internet playing a major role in everyday life and applications, Akamai’s business is booming. Its annual sales in 2006 went up 51% to $428.7 million and have more than doubled over 2004. It acquired one of its biggest competitors, Speedera in June, 2005. It followed this up with Nine Systems in December 2006 to build out its video serving capability. In March 2007, it acquired Netli to expand its application acceleration technology as well as its presence in the Software-As-A-Service (SAAS) market. In April 2007, it bought Red Swoosh to enhance its distributed Internet presence. >>>

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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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