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- Will There Be Room on the Software Cloud for Salesforce.com?
- Kris Tuttle submits: We’re out and about meeting companies and attending some technology conferences in Europe this week. One thing we have heard a few times suggests that Salesforce.com CRM may be looking more like legacy enterprise software than a new SaaS or PaaS platform. To be...
- External links 2008-10-23
- Nvidia's Q2: Initial Notes
- Kris Tuttle submits: One can’t help but notice a major revenue upside ($664M vs. $514M consensus) along with a major inventory reduction. The revenue upside didn’t show up much on the bottom line, which was only ahead of consensus by 2 cents. The call focused beyond...
- External links 2009-05-07
- What Can Microsoft Do to Increase Search Share?
- Kris Tuttle submits: Wednesday we published an updated research snapshot on Microsoft, which is going into a decent product cycle on the OS (finally!) which should be followed by a another with Office 10 and possibly even a Windows Mobile that isn’t an embarrassment. Looking at...
- External links 2009-10-15
- Apple Makes Its Way to an In-House Design Team
- Kris Tuttle submits: Apple AAPL is grabbing some more headlines, having recently hired a few more senior semiconductor executives. It builds on what they have been doing since they acquired PA Semi a while back, and it appears they will go all the way to having their own...
- External links 2009-04-30
- A Look at Broken Versant
- Kris Tuttle submits: Versant VSNT, a very microcap name, has collapsed but has one interesting thing going for it: over $6/share in cash, fairly high levels of profit and a tiny number of shares outstanding. Against all odds these guys exist and have actually put two or three...
- External links 2009-04-24
- Can Sun Stop Its Self-Destruction?
- Kris Tuttle submits: We don’t know what’s going on at Sun JAVA but somehow feel that there is a ball still in their court. At first we noted that some of the software assets (Java, MySQL) are very strategic and in some ways the current value of the...
- External links 2009-04-09
Additional Resources
- Starting to Think Differently About Sony
- Kris Tuttle submits: It’s been a long time since we took a serious look at or even thought much about Sony stock (NYSE: SNE - $26.51). We know they have bit of a history as a “value trap” but there is certainly some potential for valuation improvement...
- External links 2009-09-08
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