I'm going to run out to some meetings with some technology resellers (vendors of Cisco, Oracle, Riverbed, VMWare, etc). Salespeople are some of the best information resources for sales and technology trends as they play out over years. Executives are usually too focused on quarterly numbers, but sales folks at big tech vendors see the bigger trends play out and often have a … [Read more...] about I’m going to run out to some meetings wi…
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Why is the market willing to pay a highe…
Why is the market willing to pay a higher multiple for Oracle that it is willing to pay for Research in Motion when Oracle is growing slower than Research in Motion? Oracle grew its topline 29% year over year in the quarterly report they just issued last night and is today trading at a 14x P/E ratio. Meanwhile, RIMM grew its topline some 36% year over year in the quarterly … [Read more...] about Why is the market willing to pay a highe…
Steady opening this morning, as the mark…
Steady opening this morning, as the markets (rightly?) focus on Oracle and Accenture being better indicators of corporate earnings momentum than RIMM. RIMM, loses marketshare, but still grew their topline more than 30%, all because it happens to be in the fastest growing market in the history of the planet -- smartphones/tablet/app revolution. Regardless, we want to stick … [Read more...] about Steady opening this morning, as the mark…
The market must not have read my morning…
The market must not have read my morning note about expecting it to stay mostly flat all day today, as the steady strength in most stocks built upon itself throughout the day and we ended near the highs with tech leading the way. After hours RIMM, a 2/10 Revolution Investing rated stock from my 50 Stocks for the App Revolution report and a stock I have warned readers about for … [Read more...] about The market must not have read my morning…