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My 2 cents on Oracle, Salesforce and the Cloud

My 2 cents on Oracle, Salesforce and the Cloud

By Chris Selland on December 21, 2011

Have been following the chatter closely on StockTwits, among the Enterprise Irregulars, and elsewhere after Oracle’s big miss. Here’s my 2 cents… Cloud/SaaS/OnDemand software (choose your buzzword) is a powerful long-termtrend – buyers are shifting strongly in this direction and it represents a tremendous market and investment opportunity. This is long-term bullish for flagship vendor Salesforce.com ($CRM) and a […]

Posted in Business, Technology / Software, Trends & Concepts | Tagged oracle, Oracle Corporation, salesforce.com, Siebel Systems, software as a service, stocktwits | 2 Responses

Maggie’s Content Farm

Maggie’s Content Farm

By Chris Selland on February 15, 2011

Apologies for the post-Grammys inspiration, but if you make your living – directly or indirectly – by writing, you need to read this New York Times piece, and Barry Ritholtz’s followup – right now. At Media Companies, a Nation of Serfs (New York Times) The Dangle: Illusory Promises of Content Farms (The Big Picture) As […]

Posted in Featured Posts, Trends & Concepts | Tagged Communities, content, Enterprise Irregulars, Facebook, Huffington Post, influencers, Market research, marketing, Social Media, stocktwits, Twitter

To the winners go the spoils

To the winners go the spoils

By Chris Selland on November 19, 2010

I have seen at least a dozen of my smartest friends refer to Bill Gurley’s terrific post this week before I actually got around to reading it – which I finally did. My first thought upon reading it was of some recent discussions on StockTwits as well as among my Enterprise Irregulars colleagues, particularly in […]

Posted in Business, Featured Posts | Tagged anxiety, apple, Company, Enterprise Irregulars, Facebook, google, IPO, Jeff Bezos, Marc Benioff, microsoft, Netflix, salesforce.com, Silicon Valley, Software As A Service (SaaS), stocktwits, Wall Street

What’s Up at RealNetworks?

What’s Up at RealNetworks?

By Chris Selland on January 14, 2010

Lots of activity in $RNWK this morning as the share price is up ~16% at the time of this post – following yesterday’s announcement that founder and longtime CEO Rob Glaser is stepping down.  Investors are clearly seeing this as a path to the sale of the company as Canaccord Adams upgrades them on buyout speculation and […]

Posted in Business | Tagged RealNetworks, RNWK, stocktwits, Streaming media

Will the road ahead be rougher for Apple and Amazon?

Will the road ahead be rougher for Apple and Amazon?

By Chris Selland on October 21, 2009

I loved @dasan’s piece on Apple ($AAPL) – this is what market leadership – make that dominance – looks like.  It’s a very pretty picture – and it held up today.
Apple & Amazon ($AMZN) have been riding high based on their market leading iPod/iPhone and Kindle platforms.  And deservedly so.
But even market leaders with great […]

Posted in Business | Tagged Amazon.com, apple, e-book, e-reader, google, iPhone, ipod, kindle, microsoft, stocktwits

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