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Jay Wei

 
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  • Cisco Can Switch Away From Traditional Networking Systems To Solutions And Software
    Wed, Aug. 20 CSCO 4 Comments

    Summary

    • The rise of SDN may lead to the eventual disappearance of Cisco's proprietary networking equipment business.
    • Structural changes made to Cisco's lines of business to also offer solutions, software and services.
    • To facilitate customers' SDN transition and bring about its own revenue growth sooner, Cisco may have to more actively promote its networking solutions, software and services.
  • Oracle Can Really Take Off From Its Mobile Platform With A Handset Push
    Mon, Aug. 11 BBRY, MSFT, ORCL 8 Comments

    Summary

    • There has been a slow adoption of Oracle Mobile Platform.
    • Companies may expect complete mobile cloud offerings, and Oracle needs to be more proactive with its cloud sales efforts.
    • Oracle should use mobile handset as a springboard to get more business customers on board with its mobile platform.
    • A alliance with or acquisition of BlackBerry (the handset unit) may improve Oracle's competitive position against rivals such as IBM and Microsoft.
  • Microsoft Can Play A Broad And Solid Role In Mobile And Cloud Computing
    Mon, Aug. 4 MSFT 18 Comments

    Summary

    • Microsoft has broad offerings in mobile and cloud: from cloud infrastructure to business applications to computing software and mobile devices.
    • Microsoft must make its software and hardware work seamlessly to allow the hardware capability to fully support its software offerings.
    • Microsoft can build a mobile cloud around its own mobile devices to make way for more business applications delivered through mobile devices.
    • Microsoft should measure its ultimate success by customers' wider use of its software and applications, rather than its hardware sales.
  • Big Blue Hopes To Move Closer To The Cloud By Taking The Mobile Route
    Thu, Jul. 24 BBRY, IBM 48 Comments

    Summary

    • For business customers, it's still not a clear choice between upgrading outdated in-house IT and investing in cloud-ready computing systems.
    • IBM hopes to use business customers' existing mobile platforms to help them jump onto certain cloud offerings.
    • IBM's business applications and cloud infrastructures are the key to its planned mobile-based cloud offerings, rather than Apple devices.
  • Oracle May One Day Be Your Software Superstore, On The Ground If Not From The Cloud
    Tue, Jul. 15 MCRS, ORCL 5 Comments

    Summary

    • On-premise software installation remains Oracle's focus, as evident in its Micros Systems acquisition.
    • Oracle currently derives an overwhelming portion of its software sales from software installation and licensing, rather than subscriptions from the cloud.
    • Some software makers may focus on innovative software distributions, while others may center on new software contents.
    • Oracle's industry-specific strategy may aid in its continued software development, and thus, sales.
  • Alcoa Still Has Some Heavy Lifting To Do With Its Lightweight Aluminum Business
    Mon, Jul. 7 AA 31 Comments

    Summary

    • Mixing the primary aluminum business with the value-added industrial aluminum business is hindering Alcoa's growth.
    • Alcoa currently gets 75% of its sales from its primary aluminum business, and only 25% from the engineered products and solutions business.
    • Alcoa should get out of its commodity aluminum business of mining, refining and smelting, and focus on the higher-value industrial aluminum business.
  • Tyson Foods May Have Served Shareholders A Raw Deal By Overpaying Hillshire Brands
    Fri, Jun. 27 HSH, TSN 9 Comments

    Summary

    • It may be challenging for future operations that the less valuable and efficient Tyson Foods is acquiring the more valuable and efficient Hillshire Brands.
    • Tyson Foods is overpaying Hillshire Brands, and the downward adjustment in Tyson Foods' stock price reflects the overvaluation.
    • Hillshire Brands may not perform as well as Tyson Foods is hoping for.
    • Combining Tyson Foods and Hillshire Brands may lead to a less competitive market for prepared meat products.
  • Combining Sprint And T-Mobile Is Just Another Attempt In Wireless Consolidations
    Thu, Jun. 12 S, T, VZ 10 Comments

    Summary

    • Combining Sprint and T-Mobile only makes the merged entity a more able competitor and poses no antitrust concerns.
    • Both AT&T and Verizon have merged their way to becoming leaders in the wireless industry.
    • Consolidations between smaller and bigger companies are how the wireless industry works.
  • How Monsanto Can Prevent Investors From Planting The Seed Of Doubt
    Thu, May. 22 MON 38 Comments

    Summary

    • Monsanto needs to be more adaptive to the changing agricultural business environment to continues its corporate success.
    • Monsanto's current business model seems to contradict traditional farming practices, creating potential obstacles for continued business growth.
    • A potential seed licensing scheme would be more accommodative to farmers' needs, helping Monsanto smooth out its customer relationships.
    • Certain changes in farming may disrupt Monsanto's current business practice, making its future investment results unpredictable.
  • How Coal Companies May Not Burn Out In A Low-Carbon Environment
    Thu, May. 1 ACI, ANR, BTU 21 Comments

    Summary

    • The absence of coal mining companies in the pursuit of advanced coal technologies is making them vulnerable to reduced profitability in the future.
    • Coal mining companies could increase their value proposition by looking into clean-coal technologies.
    • Investing in coal-related technologies, coal companies are poised to transform themselves beyond mining and provide value-added non-commodity coal.
  • Boeing Should Go Beyond Commercial Airplane Market Given Private Jet Travel Growth
    Tue, Feb. 4 EADSF, BA 26 Comments
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing
    Tue, Jan. 28 IBM 28 Comments
  • Growing Pains For Starbucks As It Seeks New Ways For Continued Expansion
    Tue, Jan. 21 SBUX 9 Comments
  • FedEx Will Likely Benefit The Most From Continued E-Commerce Development
    Dec. 13, 2013 EBAY, UPS, FDX 2 Comments
  • Refiners May Get More Out Of Crack Spread By Self-Transporting Crude To Refineries
    Dec. 9, 2013 PSX, VLO 7 Comments
  • Tyson Foods May Find Convenient Stores Unsuitable For Selling Packaged Foods
    Dec. 3, 2013 XLP, HSH, HRL 4 Comments
  • Oil Majors Can Boost Investor Payouts Amid Potentially Changing Energy Supplies
    Nov. 27, 2013 CVX, XOM, BP 4 Comments
  • Amazon's Continued Growth Strategy May Put Pressure On Its Future Finances
    Nov. 21, 2013 AMZN 32 Comments
  • BlackBerry Can Revive Its Handset By Building A Business Ecosystem
    Nov. 12, 2013 AAPL, GOOG, BBRY 200 Comments
  • Banking On Large Banks May Yield Poorer Returns For Investors
    Nov. 5, 2013 BAC, JPM, WFC 2 Comments
  • Microsoft Needs To Reprogram A Solid PC Business For The Future
    Oct. 31, 2013 MSFT 20 Comments
  • Netflix Is Vulnerable To Future Competition From Those With Own Device Platforms
    Oct. 27, 2013 AMZN, GOOG, NFLX 26 Comments
  • Hewlett-Packard May Have To Consider A Breakup In Its Turnaround Efforts
    Oct. 15, 2013 IBM, MSFT, HPQ 16 Comments
  • Cisco Systems Is Upgrading Its Networking Offerings To Be More Software Defined
    Sep. 27, 2013 JNPR, CSCO 8 Comments
  • Oracle Can Sell More Software If It Offers Cloud Infrastructure As A Service
    Sep. 24, 2013 CRM, ORCL 2 Comments
  • BlackBerry Still Has A Chance To Pull Out A Win On Its Own
    Aug. 26, 2013 BBRY 63 Comments
  • J.C. Penney May Have To Stage An Expensive Comeback
    Aug. 12, 2013 JCP 18 Comments
  • Coca-Cola Should Consider Offering Snacks To Increase Beverage Sales
    Aug. 1, 2013 MDLZ, PEP, KO 43 Comments