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Posts Tagged ‘cloud computing’

Cloud: Barron’s Puts IBM, Cisco, Hewlett-Packard et al on Notice

Cloud: Barron’s Puts IBM, Cisco, Hewlett-Packard et al on Notice

Courtesy of Joshua M Brown, The Reformed Broker 

This weekend’s must-read is Mark Verveka’s cover story in Barron’s on the next phase of the cloud migration.

Veverka’s story Sky’s the Limit in January was my first exposure to the cloud investing theme and I’ve made an obscene amount of money riding the stocks he introduced me to all year.  In his latest missive on the topic, he looks at the downside of cloud adoption and what investors should watch out for.

Cloud computing for large enterprises has been successful – too successful – and now large enterprises want to take it even further.  By contracting out more and more of their IT operations, these businesses are eliminating their own internal need to buy a lot of the equipment that is baked into next year’s forecasts.

The ramifications for many large cap tech stocks may be huge.

The message of the article is that no one is really ready for this shift to happen quite this quickly, many companies will be caught flatfooted.  Large OEM equipment and IT vendors like Cisco, Oracle, Hewlett-Packard, Dell and IBM have the most to lose from this premature migration. Amazon, Microsoft and Google on the other hand look to extend their dominant positions in cloud services.

If you trade or invest in tech stocks, make sure to read this article this weekend.

Source:

A Private Party (Barrons) - sub req 


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Meaty With a Chance of Cloud Calls

Meaty With a Chance of Cloud Calls

Courtesy of Joshua M Brown, The Reformed Broker 

And the winner is…Cloud!  The tech industry sub-sector with perhaps this year’s meatiest move is undoubtedly cloud computing.  Names like Riverbed ($RVBD), Akamai ($AKAM) and 3Par ($PAR) have all been putting up insane numbers this year, performance-wise.

My awakening to the group’s potential back in January came courtesy of a kickass cover story in Barron’s (Sky’s The Limit)- ever since then the cloud computing stocks mentioned (and some that were omitted) have been nothing but fire – in a market that is unchanged year-to-date.

Here’s a peek at the majesty that is Cloud Stock-age thus far in the Twentyten:

Regular readers know that I’ve been hammering away at the cloud theme all year, even hoping for the advent of a Cloud Computing ETF at one point this past spring, albeit in a tongue-in-cheek sort of way (we still haven’t gotten one).

What’s next for the group?

* I have a hard time believing that Cisco has much interest in trailing behind Riverbed in market share for very much longer.  Riverbed’s Steelhead product suite speeds up transmission of applications and data from the cloud to the end user, this is a corporate IT Holy Grail as it allows for the efficient decentralization that global entities need.  I could see Cisco or one of its rivals making a move for this name as this would give them the number one offering in this crucial space instantly.

* Akamai’s global "private web" video serving solution will probably continue to be the delivery method of choice as Web TV becomes a reality and online streaming continues to be monetized.  The wake up call for me on Akamai was when I learned that it was their technology that was the backbone for NBC’s serving of Winter Olympics video to everyone’s mobile devices.

* The bidding war over 3Par (between Dell and H-P) kinda gilds Rackspace’s ($RAX) lilly a bit when you think about it.  Rackspace took over an abandoned shopping mall in downtown San Antonio and built an amazingly scaled-up cloud hosting center.  Their fanatical reputation for customer service to their cloud hosted customers is the heart of their story, however – anyone can build a server farm.

* Microsoft’s CEO Ballmer said a few months ago that he was "betting…
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Living in the Cloud

Living in the Cloud

Courtesy of Joshua M Brown, The Reformed Broker 

Businesswoman tearing up documents

The hippest of hipsters are slowly becoming "Techno-Nomads" or "21st Century Minimalists", the very antithesis of the old consumer materialism, and I find this very admirable.  The cloud computing revolution is making it so that we will all eventually be able to shed a lot of our proverbial baggage as more and more items can be stored online indefinitely.

Here’s an article on the BBC about this new "Cult of Less" movement.  As someone who is a former "Hoarder", I’m highly intrigued…

Let’s face it – digital files, applications and web services are replacing the need for many of the physical goods that pepper our homes, crowd our desks and fill our closets.

From online photo albums to virtual filing cabinets to digital musical instruments, hi-tech replacements are becoming ubiquitous.

But as goods continue to make the leap from the bookshelf to the hard drive, some individuals are taking the opportunity to radically change their lifestyles.

Meet Kelly Sutton, a spiky-haired 22-year-old software engineer with thick-rimmed glasses and an empty apartment in Brooklyn’s Williamsburg neighbourhood – a hotbed for New York’s young, early adopters of new technology.

Mr Sutton is the founder of CultofLess.com, a website which has helped him sell or give away his possessions – apart from his laptop, an iPad, an Amazon Kindle, two external hard drives, a "few" articles of clothing and bed sheets for a mattress that was left in his newly rented apartment.

This 21st-Century minimalist says he got rid of much of his clutter because he felt the ever-increasing number of available digital goods have provided adequate replacements for his former physical possessions.

"I think cutting down on physical commodities in general might be a trend of my generation – cutting down on physical commodities that can be replaced by digital counterparts will be a fact," said Mr Sutton.

Can we all become Techno-Nomads overnight?  Of course not, there is a degree of unrealisticism here for grown ups with houses and families.  That said, going possession-less is a fantasy that may be closer than you think to being possible. 

Source:

Cult of Less: Living Out of a Hard Drive (BBC) 


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Gathering Clouds

Here’s a very good assessment of the Google-China conflict by Nicholas Carr writing in The New Republic.

Gathering Clouds

Cebit Technology Fair

Google is being widely hailed for its announcement yesterday that it will stop censoring its search results in China, even if it means having to abandon that vast market. After years of compromising its own ideals on the free flow of information, the company is at last, it seems, putting its principles ahead of its business interests.

But Google’s motivations are not as pure as they may seem. While there’s almost certainly an ethical component to the company’s decision—Google and its founders have agonized in a very public way over their complicity in Chinese censorship—yesterday’s decision seems to have been spurred more by hard business calculations than soft moral ones. If Google had not, as it revealed in its announcement, "detected a highly sophisticated and targeted attack on our corporate infrastructure originating from China," there’s no reason to believe it would have altered its policy of censoring search results to fit the wishes of the Chinese authorities. It was the attack, not a sudden burst of righteousness, that spurred Google’s action.

Google’s overriding business goal is to encourage us to devote more of our time and entrust more of our personal information to the Internet, particularly to the online "computing cloud" that is displacing the PC hard drive as the center of personal computing. The more that we use the Net, the more Google learns about us, the more frequently it shows us its ads, and the more money it makes. In order to continue to expand the time people spend online, Google and other Internet companies have to make the Net feel like a safe, well-protected space. If our trust in the Web is undermined in any way, we’ll retreat from the network and seek out different ways to communicate, compute, and otherwise store and process data. The consequences for Google’s business would be devastating…

Full article here.>>

 


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Help One Of Our Own PSW Members

"Hello PSW Members –

This is a non-trading topic, but I wanted to post it during trading hours so as many eyes can see it as possible.  Feel free to contact me directly at jennifersurovy@yahoo.com with any questions.

Last fall there was some discussion on the PSW board regarding setting up a YouCaring donation page for a PSW member, Shadowfax. Since then, we have been looking into ways to help get him additional medical services and to pay down his medical debts.  After following those leads, we are ready to move ahead with the YouCaring site. (Link is posted below.)  Any help you can give will be greatly appreciated; not only to help aid in his medical bill debt, but to also show what a great community this group is.

http://www.youcaring.com/medical-fundraiser/help-get-shadowfax-out-from-the-darkness-of-medical-bills-/126743

Thank you for you time!

 
 

Zero Hedge

Saturday Humor: iPhone 6 Plus vs Samsung Galaxy S5

Courtesy of ZeroHedge. View original post here.

Submitted by Tyler Durden.

As untold millions unwrap their shiny new iPhone 6's this weekend, we thought the following would be useful for some context...

 

Source: The Onion

...

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Phil's Favorites

French Farmers Upset Over Falling Prices, Torch Tax and Insurance Offices, Dump Produce

Courtesy of Mish.

As a direct result of sanctions on Russia, there is an overabundance of fruits and vegetables in France, Spain, Poland, and elsewhere in Europe. Basic law of supply and demand dictates prices of crops would fall. And they did.

While most foolishly want to stick it to Russia, few actually are willing to pay the price if it affects them.

Here is another case in point: French Farmers Torch Tax Office in Brittany Protest.
French vegetable farmers protesting against falling living standards have set fire to tax and insurance offices in town of Morlaix, in Brittany. The farmers used tractors and trailers to dump artichokes, cauliflowers and manure in the streets and also smashed windows, police said.

Prime Minister Manuel Valls condemned protesters for p...



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Chart School

Weekly Market Summary

Courtesy of Doug Short.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

SPX, DJIA and NDX all ended the week at new highs. For them, the trend remains higher.

What is most interesting is the small cap index, RUT. Not only did it lose 1.2% this week while the other indices gained, but it is now more than 5% off its peak. For the year, RUT is negative and SPX is up 9%.

Is this divergence between SPX and RUT bearish? It would seem it should be. When small caps underperform, it indicates weakness in breadth as investors concentrate their buying in a relatively small number of large companies.

The problem is these divergences have usually not been bearish in the past few years. The yellow highlights below are times when small caps underperformed large caps (lower panel). Ea...



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All About Trends

Mid-Day Update

Reminder: David is available to chat with Members, comments are found below each post.

Click here for the full report.




To learn more, sign up for David's free newsletter and receive the free report from All About Trends - "How To Outperform 90% Of Wall Street With Just $500 A Week." Tell David PSW sent you. - Ilene...

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Option Review

IV Implodes On 4-hour YHOO Options As BABA Commences Trading

Investors are dumping shares in Yahoo, sending the stock down 5.0% to $40.08 after shares in Alibaba made their debut on the floor of the NYSE just before midday. Shares in BABA for their part initially traded up to a high of $99.70, a near 47% increase over the IPO price of $68.00. Typically, one would expect put options that are 5% out of the money with roughly 4-hours left to trade to see waning implied volatility. But, at the start of the trading session and ahead of the first trade for BABA, the Sep 19 ’14 40.0 strike put options were trading with 271% volatility or $0.30 per contract amid uncertainty as to how the start of trading for Alibaba would take shape.

...

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Market Shadows

Selling PVD

Selling PVD

Administradora de Fondos de Pensiones Provida S.A. (PVD) shares will not be trading on the NY Stock Exchange after today. Tomorrow, shares will be harder to sell. Strangely, I wasn't able to find information on the internet, but Paul just sent me a copy of the email he received from Interactive Brokers.

We're selling PVD out of the Virtual Portfolio today at $87.18. 

More details:

From: Interactive Brokers   dated July 18, 2014

Holders of AFP Provida S.A. American Depository Receipts (ADR) are advised that the Company has elected to terminate the Deposit Agreement effective 2014-09-18.

As of the te...



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Promotions

Last Chance! See The 'Google-Like' Trading Algorithm 'Live' TODAY

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Sabrient

Sector Detector: Bulls go down swinging, refusing to give up much ground

Courtesy of Sabrient Systems and Gradient Analytics

Although the stock market displayed weakness last week as I suggested it would, bulls aren’t going down easily. In fact, they’re going down swinging, absorbing most of the blows delivered by hesitant bears. Despite holding up admirably when weakness was both expected and warranted, and although I still see higher highs ahead, I am still not convinced that we have seen the ultimate lows for this pullback. A number of signs point to more weakness ahead.

In this weekly update, I give my view of the current market environment, offer a technical analysis of the S&P 500 chart, review our weekly fundamentals-based SectorCast rankings of the ten U.S. business sectors, and then offer up some actionable trading ideas, including a sector rotation strategy using ETFs and an enhanced version using top-r...



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OpTrader

Swing trading portfolio - week of September 15th, 2014

Reminder: OpTrader is available to chat with Members, comments are found below each post.

 

This post is for all our live virtual trade ideas and daily comments. Please click on "comments" below to follow our live discussion. All of our current  trades are listed in the spreadsheet below, with entry price (1/2 in and All in), and exit prices (1/3 out, 2/3 out, and All out).

We also indicate our stop, which is most of the time the "5 day moving average". All trades, unless indicated, are front-month ATM options. 

Please feel free to participate in the discussion and ask any questions you might have about this virtual portfolio, by clicking on the "comments" link right below.

To learn more about the swing trading virtual portfolio (strategy, performance, FAQ, etc.), please click here ...



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Stock World Weekly

Stock World Weekly

Newsletter writers are available to chat with Members regarding topics presented in SWW, comments are found below each post.

Here's the latest Stock World Weekly. Enjoy!

[Sign in with your PSW user name and password, or take a free trial here.]

Image courtesy of Business Insider, Jay Yarow's This Is The Best Description Of How Apple's Business Works Right Now.

 

...

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Digital Currencies

Making Sense of Bitcoin

Making Sense of Bitcoin

By James Black at International Man

Despite the various opinions on Bitcoin, there is no question as to its ultimate value: its ability to bypass government restrictions, including economic embargoes and capital controls, to transmit quasi-anonymous money to anyone anywhere.

Opinions differ as to what constitutes "money."

The English word "money" derives from the Latin word "moneta," which means to "mint." Historically, "money" was minted in the form of precious metals, most notably gold and silver. Minted metal was considered "money" because it possessed luster, was scarce, and had perceive...



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Pharmboy

Biotechs & Bubbles

Reminder: Pharmboy is available to chat with Members, comments are found below each post.

Well PSW Subscribers....I am still here, barely.  From my last post a few months ago to now, nothing has changed much, but there are a few bargins out there that as investors, should be put on the watch list (again) and if so desired....buy a small amount.

First, the media is on a tear against biotechs/pharma, ripping companies for their drug prices.  Gilead's HepC drug, Sovaldi, is priced at $84K for the 12-week treatment.  Pundits were screaming bloody murder that it was a total rip off, but when one investigates the other drugs out there, and the consequences of not taking Sovaldi vs. another drug combinations, then things become clearer.  For instance, Olysio (JNJ) is about $66,000 for a 12-week treatment, but is approved for fewer types of patients AND...



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