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ZoomInfo-One of the hotter IPO’s of 2020 ZoomInfo went public in early June. The company’s offer price $21 and the company sold 44.5 million shares. It has so far been the largest IPO of 2020, although I imagine Snowflake will surpass this company in the size of offering when it goes public. The shares started…

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On Thursday, the Raymond James FinTech analyst, John Davis, downgraded the shares of Square (SQ) to sell from hold And the Rosenblatt IT analyst, Yuri Kim downgraded Anaplan shares from buy to neutral.  And earlier today, Rod Hall of Goldman, Sachs downgraded many of the names on his coverage list including Nutanix. The GS downgrade…

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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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I was recently asked by a subscriber to comment about Zoom. I confess that I had barely heard the name until I decided to look at it more thoroughly. I have looked at meeting/collaboration vendors for a long time now-since WebEx first pioneered the technology of creating on-line collaboration and meetings and extended that technology…

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