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Summary SaaS companies turned it a stunning share price performance in 2020. The CLOU index which I consider the best way of measuring share price performance rose by 80% during the course of 2020. More than a few SaaS names rose by 2X-4X. Concerns exist that SaaS names will not reprise their performance in 2021.…

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Amazon’s strength; Amazon reported one of it stronger quarters relative to expectations last week. I generally do not comment at any great length about Amazon these days. It probably trails only Apple and Tesla as the most covered company in the tech space and I feel as though I am not likely to be able…

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The deluge of earnings reports has just started now, but I thought I would focus my effort this morning on Amazon. I do get quite a number of questions about Amazon shares from subscribers, and many subscribers have positions in the shares that I see when I provide portfolio consultations. I suppose I might have…

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I am trying to provide brief commentary about companies that may be of interest to subscribers-but I realize there are many other names of interest to some on which I have not commented. Eventually, I will get to them. Thematically, Q4 results that have been reported by IT vendors are very strong. Not across the…

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Most subscribers are probably aware that Amazon has launched a product called DocumentDB that is compatible with MongoDB. In consequence, MongoDB shares have dropped by 13% today and they were down 4% yesterday as the information about the Amazon product started to be disseminated. I have been asked by quite a few subscribers what they…

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Summary Last week Amazon reported its results. Results were considered mixed in that while earnings far exceeded expectations revenues were slightly short of the prior First Call consensus. The company’s guidance-which provided a very broad range of revenue growth and operating margin expectations was considered to be below the consensus. There are absolutely no signs…

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Another day encompassing a cascade of earnings reports. I have chosen 4 names to review in this post, given their potential interest to subscribers. I encourage subscribers looking for comments on other names that have been reporting to ask away. I will try to answer quickly. The cascade of earnings will continue for the next…

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Summary Microsoft reported another blow-out quarter last week. The company handily exceeded prior consensus estimates for revenues and EPS and most analysts raised forward estimates and price targets. Azure revenues continue to outperform and rose 85% in constant currency, again, out-growing AWS on a percentage basis. Other major stars last quarter were gaming with 39%…

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IBM IBM reported the results for its fiscal Q2 Wednesday afternoon to kick off IT earnings season. The results included an earnings beat, in-line revenues, and an in-line guide. The shares have responded noticeably trading up by more than 3% after hours. The share price reaction should be carefully looked at in context; IBM shares have been…

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Yes, that is a bit of hyperbole but not all that much. On Friday, a publication called “The Information” carried a story that Amazon is planning to sell its white box switches to business customers. Amazon has made what are called white box switches for years to facilitate its own network. By definition, white box…

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