My 2 cents on Oracle, Salesforce and the Cloud
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 […]
Maggie’s Content Farm
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 […]
To the winners go the spoils
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 […]
What’s Up at RealNetworks?
Lots of activity in $RNWK this morning as the share price is up ~16% at the time of this post – following yesterday’s announcement that founder and longtime CEO Rob Glaser is stepping down. Investors are clearly seeing this as a path to the sale of the company as Canaccord Adams upgrades them on buyout speculation and […]
Will the road ahead be rougher for Apple and Amazon?
I loved @dasan’s piece on Apple ($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 […]
