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  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again?
    Tue, Aug. 12 AAPL, MSFT, GOOG 37 Comments

    Summary

    • Chromebook sales are growing at an ultra-fast speed because it now matches Windows and Mac notebooks in terms of usability and specifications yet costs much less.
    • Chromebook’s market share is approaching the critical 40% level and may double in a couple of years just as Android phone did.
    • If history repeats itself, Google’s stock will ride Chromebook’s wave and enjoy a new period of fast appreciation starting from this year.
  • Benefitfocus's IPO And 6 More Event-Driven Investment Opportunities In The Cloud
    Sep. 24, 2013 BNFT, CRM, CSCO 8 Comments
  • Has Apple Finally Found New Engines For Super Growth?
    Sep. 12, 2013 CHL, DCM, AAPL 58 Comments
  • The War In Cloud Computing And SaaS Is Heating Up For VMware And Others
    Aug. 21, 2013 CRM, CTXS, MSFT 14 Comments