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  • U.S. Gulf Coast Infrastructure Provides For Crude Oil Exports Without Delay  [View article]
    Volumes slowed but haven't declined in the Permian. And they can quickly get ramped back up. This will help the likes of Pioneer, Concho, & Diamondback, as well as integrated a like Oxy & Anadarko with strong Permian acreage positions
    Dec 26, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • Ambarella Earnings Preview  [View article]
    I would really like to see Nvidia make a run at AMBA. Such moves by the graphic chip giant have been rare. And, Nvidia already has a leading presence in autos. On the surface, however, it appears that such a move would compliment specific markets which both companies have addressable products. I don't think it is likely to occur, or have a verifiable reason to believe such a move by Nvidia is desired or warranted. Simply, it would be a bold move by Chen, who typically prefers growing organically.
    Nov 24, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • GoPro -17.3% after issuing weak Q4 guidance; Ambarella -8%  [View news story]
    there are any number of moat-less companies that can not only survive but thrive. I'm out of the stock for now. however, in the low 20's I'll be a buyer again. why? there's something to be said for having first-ever advantage. The $300 million buyback will put a floor under the stock as the renew a marketing campaign, bring new products to market, integrate internally-developed software to enhance utility & finally enter a new market as they roll out a couple of drone models of their own & as they supply cameras to other drone manufacturers who find economic benefits to outsourcing the camera portion of their various models.

    in a related case, I think the sell-off in Ambarella is overdone. I'm not saying it won't go lower, but the smart money realizes that while GoPro is AMBAs largest company they are not their only customer, like Xaoimi. GoPro losses marketshare , but it's a safe bet AMBA supplies some of their competitors. also, AMBA is rolling out chips for the drone market, and with so many unknowns at this point, most analysts aren't yet modeling drone revenue into AMBAs forecasts. if anything, it's my belief the street is grossly underestimating the potential size of this new market. I'll become aggressive buying more shares around $45. if it doesn't get there, I'll be satisfied with my current cost basis of $54.
    Oct 30, 2015. 03:27 AM | 1 Like Like |Link to Comment
  • Tableau: Incentives For Conservatism Make An Attractive Long  [View article]
    Very interesting "hypothesis" regarding DATAs awarding of shares internally & conservative guidance. I want to dismiss it, as one would not like to think that a company would sandbag in such a way as to risk, albeit temporarily, their respective growth perception in the marketplace~whether clientele, target market, analysts &/or investors.

    I appreciate the author's work to provide a lot of factual data/ratios that are beneficial when understanding how a company is performing, growing, and/or fairing as it pertains to its financial position.

    However, I am disappointed by the comparison of DATA to SPLK. Yes, they are both considered "Big Data" stocks, a sector that's just emerging...just getting out of the batter's box & making its way down the first base line at a brisk pace. Nevertheless, their respective software offerings/functions are quite different. What they are trying to help each client achieve is very different. No mention is made (unless I missed it myself) that Tableau and Splunk have an ongoing partnership to cross sell each other's product offerings. Microsoft didn't do this with Apple many moon's ago. AMD has never done so with Nvidia. And, I doubt we'll see SAP & Oracle shake hands anytime soon. Simply stated, Splunk and Tableau compliment each other, with very little overlapping offerings, and the two companies know it.

    Yes DATA failed to rally & continued its breakdown after the latest raise & beat in May.Yes, they failed to inspire (though I find it moronic) on every metric with their beat & raise forecast/conference call. However, Oracle reported, or as it has been perceived, an ugly number on Sept 16th. I heard a couple of calls from sell-side analysts, one on CNBC live, saying in the Big Data sector, Tableau's software serves more of the enterprise data clientele & that ORCL's weak guidance was hurting DATA's stock performance. Yes it was noted that DATA is virtually exclusively a Cloud play vs an Out-of-the-Box play (though ORCLs long been trying to change that when even Ellison could no longer ignore Salesforce.com was kicking his butt) A few analysts noted that DATA has been & will continue to take marketshare away from the ORCL and SAPs of the world. One even suggested that Microsoft buyout Tableau now, as he surmised that DATA's data visualization software was & will continue to market share away from MS Office Suite, specifically MS Excel. No mention made of SPLK by ANY of them as far as "competition."

    Look, I agree DATA's a great stock & this pullback is a rare buying opportunity with extremely oversold conditions. I also believe that if you own DATA you ought to own SPLK as well, instead of actual overlap in the form of Workday (who the article correctly points out serves the HCM niche) What we have here are the two best known BIG DATA companies, as they were first to market with disruptive offerings in a disruptive/emerging sector of our economy. DATA in taking massive amounts of data & rather simply allowing customers to mine massive amounts of that data for answers and then providing a great bridge to expressing those "answers" in easily understood virtual form. Splunk has a wide array of offerings, from Hunk for Hadoop to Cybersecurity.

    Put quite simply, there exist far more differences in offerings/solutions via software b/w Tableau & Splunk than commonalities and/or direct competition with one another. Buy them both IMO, and do so on this rather steep decline in both companies & the broader market as a whole.
    Sep 26, 2015. 04:32 PM | 3 Likes Like |Link to Comment
  • Factors That Could Potentially Trigger Movement In Tableau's Stock Price  [View article]
    This isn't Eastern Airlines & the Gordon Gekko's of the world rarely play in the world of high-tech. If anything, you "might" see a merger of partners, namely Splunk. But, I certainly wouldn't buy Tableau for such an improbability. Buy it because it represents growth @ a reasonable price & has 1st mover advantage
    Sep 2, 2015. 08:05 AM | 1 Like Like |Link to Comment
  • Why Facebook's 1 Billion Milestone Is A Big Deal  [View article]
    The author's 4th summary bullet-point is pure speculation. There's no technical correlation b/w "recent developments" & buy points. Don't get me wrong, I like the company, management, & the stock. That said, "if" we continue to see global volatility & multiple compression here at home in momentum/growth stocks, one simply cannot state that FB will be immune & break technical levels on the upside to make all-time highs "by the 1Q of 2016." Thus, my only contention is with the final point, in that it has no if-then correlation.
    Aug 29, 2015. 08:10 AM | Likes Like |Link to Comment
  • After Second Quarter Earnings, Splunk Or Tableau Are No-Brainers  [View article]
    Jazz, perhaps I'm missing your point to the author. But, stock price in & of itself doesn't give you the worth of the company/size in terms of market cap. You have to multiply the share price by the # of shares outstanding to get that. Perhaps you were referring to the respective % declines from their recent highs to the current share price?
    Aug 29, 2015. 07:57 AM | 2 Likes Like |Link to Comment
  • After Second Quarter Earnings, Splunk Or Tableau Are No-Brainers  [View article]
    FYI, I distinctly remember on one call SPLK's Sullivan noted that it takes a talented software sales rep newly hired by Splunk approx 1 year to effectively learn the breadth of SPLKs offerings & in turn articulate that to new & existing clients. Splunk, like many emerging software companies, must put a heavy emphasis on sales & marketing, at the expense of profitability. Otherwise, that profitability you want now will quickly turn into declining growth, sales and then back to losses. Meanwhile, your competition captures market share. Splunk is doing exceptionally well IMO~has first mover advantage, a disruptive technology, an increasingly wide array of offerings, a ridiculously high % of recurring/license revenue, and a very wide moat.
    Aug 29, 2015. 07:47 AM | 2 Likes Like |Link to Comment
  • After Second Quarter Earnings, Splunk Or Tableau Are No-Brainers  [View article]
    I concur. I'd love to see a merger here.

    Tableau's forte btw is taking all that data & helping clients easily define-mine-& display the targeted data. Think something along the lines of MS Excel/PowerPoint only easy to use, despite the massive amount of data being poured through it.
    Aug 29, 2015. 07:37 AM | 1 Like Like |Link to Comment
  • After Second Quarter Earnings, Splunk Or Tableau Are No-Brainers  [View article]
    While they both get lumped into the Big Data Analytics sector, SPLK & DATA are two very different companies. Notably, they have a cross-selling agreement with each other, which certainly validates my point. IMO both should be owned.
    Aug 28, 2015. 02:08 PM | 6 Likes Like |Link to Comment
  • What's Really Impressive About CyberArk Software's Business  [View article]
    Finally. Someone gets it! Now, here's hoping the investing community wakes back up to the superior story unfolding at CyberArk!
    Aug 13, 2015. 05:13 PM | 2 Likes Like |Link to Comment
  • The Best Way To Bet On Virtual Reality  [View article]
    Lay off the wacky weed my friend. Checkout AMD's earning disappointments after earnings disappointments. Check out FB Oculus, MS Sony's VR entries as well. AMD has & always will be an also ran. Two years ago, all anyone was talking about with respect to NVDA is how it was going to succumb to pressures from Intel & AMD in PCs and Qualcomm in mobile. But, NVDA had a great strategic plan & has executed that plan rather well. Move up the food chain to where their true competitive advantage lay. And did Nvidia ever execute on that front. Higher end has, though to varying degrees, resulted in higher margins. While AMD continues to report awful earnings that have some rightfully questioning the viability of their commoditized business, while Intel continues to try and be all things to all people, and while Qualcomm has stubbed their toe and are in the midst of restructuring to appear as if their once vibrant growth isn't a thing of the past, Nvidia has capitalized on developing markets that require what NVDA does better than anyone, as this article (along w other recent articles on NVDA) correctly points out. No one builds a better GPU than Nvidia. And, with growing opportunities in cloud with GRID's adoption by the likes of Amazon, Microsoft, and VMware; with workstation & server partnerships with the likes of IBM, enter NVDA's Quadro & Telsa; Google's customizable tablet for specific industries, enter Nvidia's Tegra X1...Nvidia has 1st mover advantage in VR, a rather significant competitive advantage, a wide moat, and I believe a CEO/Management team that has learned from the missteps of the past, to borrow the phrase, "the sky is the limit" doesn't even accurately assess the opportunities that lies before Nvidia, opportunities that they cleverly recognized long before the investing community and their "competitors" even had a clue. What will truly be exciting from an investors standpoint, not that a 100% gain over the past 3 years hasn't been enjoyable, but when analysts start viewing Nvidia as a growth play instead of a value play, then NXPI type of appreciation will be possible. Yes, I believe that 3D will finally find its niche', VR will be a gamechanger, and automotive will provide both a significant, consistent revenue stream as a solid base and tremendous growth opportunities we find difficult to even conceive at this juncture. At the forefront of all of that is & will continue to be Nvidia's superior products, patents & ultimately profits.
    Aug 7, 2015. 02:54 PM | Likes Like |Link to Comment
  • Tableau's Data Visualization: Where's The Moat?  [View article]
    Btw ladies & gents, it's been about 6 months, or so it seems...could be longer, since Tableau & Splunk entered in a joint venture with respect to Big Data Analytics & Visualization. Any thoughts on a possible merger? **Note: I am in no way suggesting a merger bw the two leaders is necessary for either company, as they offer decidedly different, yet potentially complimentary services.
    Jul 31, 2015. 08:22 PM | 1 Like Like |Link to Comment
  • Tableau's Data Visualization: Where's The Moat?  [View article]
    Okay let's all breakout our key phrases from MBA school. Tableau Software (DATA) is disruptive, as it's rapid adoption would indicate. If Microsoft provided software that addressed the compression & visualization of Big Data analytics, thereby allowing customers to pinpoint key metrics & display its findings with such simplicity, there would be know need for Tableau Software. However, we know that Microsoft, Oracle, Adobe & Business Objects all missed the boat on this one. One might say the moat is so very wide, Mr Softy or perhaps Larry Ellison in one of his America's Cup yachts will have to take a boat in order to cross DATAs moat just to knock on its door with a buyout offer!
    Jul 31, 2015. 08:17 PM | 1 Like Like |Link to Comment
  • The Best Way To Bet On Virtual Reality  [View article]
    Excellent article in that you correctly identified what I expect Wall Street will begin to take greater & greater note of, and that's Nvidia's new market opportunity in VR. It will be substantive, considering the leading devices that we know of right now all use NVDA's high-end GPUs. In fact, I almost don't need to make the "high-end" distinction in that Nvidia has focused solely on the higher-end, customized, graphic intensive and high margin business for sometime now. This sea change has as a corporate strategy has been underway for several quarters. But, like anything, it takes time, interest, and momentum. We've seen that in the automobile industry. We are seeing that with Google's Project Tango. And now, the broader public will be made aware of Nvidia's strategic move into VR, as I suspect FB will spend a fair amount of tomorrow afternoon's quarterly conference call discussing the emergence of Oculus devices hitting the market in a few months. The ONLY thing I find curious in this article is the inclusion of AMD.
    Jul 28, 2015. 02:15 PM | 1 Like Like |Link to Comment
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