Cloud Computing

Getting back in touch with Constant Contact

December 2, 2010

A couple of years ago I was happily short Constant Contact in the mid-$20′s (Nasdaq: CTCT) and enjoyed some gains as investor enthusiasm immediately after the IPO wore off and the shares traded closer to my Intrinsic Value estimate (which was $14 at the time.) The core of the short argument in the past was [...]

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It’s an avalanche for GPU makers.

December 17, 2009

The last couple of months have been marked by a broad set of positive developments for the GPU makers, especially Nvidia and AMD. Some of the highlights have been: Application acceleration goes mainstream. – The leading creative application providers, Adobe and Autodesk, are embracing the GPU and driving the requirement for one into space of [...]

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IBM with Sun Software?

March 18, 2009

Less than a week after Cisco delivered on their announced intent to get deeper into the cloud computing space with their own line of servers IBM is said to be in serious talks to acquire Sun Microsystems (JAVA).  This is the just one of what should be many moves to consolidate positions to address the [...]

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Looking at cloud computing from CIO’s perspective

March 6, 2008

You can read what CIO magazine’s Bill Snyder is saying about cloud computing here. In addition to quoting Research 2.0 he talked to a number of forward-thinking IT department executives (and some other analysts, of course; he had to be unbiased). I like the quote from Barney Pell, founder and CTO of Powerset, a San [...]

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