Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

The Forecast For Synchronoss Looks Cloudy, With A Chance Of Outperformance

A certain segment of the tech investor community may loathe buzzwords like "cloud," but the reality is that it's a fixture of the landscape for now and the core of many public company business models. One such company is Synchronoss Technologies (NASDAQ:SNCR), which has created a hosted service to handle mobile phone activations and transactions, as well as a white label personal cloud offering for mobile customers.

While significant future growth in the company's activation business is going to hinge on signing up additional Tier 1 service providers, the growth potential in customer cloud services is hardly trivial. I think investors would do well to ask if white label cloud services are destined to become a commodity, but...

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