Embracing the World of Virtualization
Adam Katz is currently a partner at Marker Advisors, an independent firm providing technology research to a select group of institutional investors. Prior to Marker Advisors, he spent 8 years at M.S....
View ArticleRed Hat's Curious Valuation
Red Hat's (RHT) stock price is the eighth wonder of the world. First a little background... Red Hat essentially provides its version of a Linux operating system, maintenance, and a bridge to a...
View ArticleBreaking Down the Tech Sector
I'm looking at a few cross currents that support the thesis that we could be in for a secular run in technology (and heath care, but that's not where I live). IT budgets have been growing at around...
View ArticleMinyan Mailbag: Three Reasons Credit Levels Will Stay High
Editor's Note: The following is an email exchange that began when Prof. Katz read Minyan Peter's letter "A Bird's-Eye View of the Credit Conundrum".Minyan Peter,With respect to the potential for banks...
View ArticleWhy It's Not All Bad
There's too much negativity, though it's probably got some merit here in the very short term and the tape definitely feels heavy to me. However, I wouldn't confuse the apprehension by managers to put...
View ArticleMinyan Mailbag: Up, Up and Away For Omniture?
Professor Katz,When you have a second, take a look at Omniture (OMTR). I have a position that I started at $17. The stock got as high as $39 but has retreated with the market. Seems to me to be in a...
View ArticleQuick Hits: McAfee Secures Computers, Outlook
McAfee's (MFE) annual Analyst Day in New York was well attended, and management spent most of its time focusing on strategy and product. McAfee is making investments aimed at gaining market share and...
View ArticleToo Late for Tech Negativity
At my firm, we have been of the mind that 2009 will be the worst year for IT spending since 2002 for some time now. Thus we have expected that Street expectations for technology would come down for...
View ArticleGolden Opportunity for Tech Investors
As I said in a recent post, this is an excellent time to be an investor in technology. If I had to summarize what we're seeing in a single sentence, I would offer that we're seeing 2 phenomena...
View ArticleTech Can Still Outperform Street's Expectations
There are 2 major parts to this economic slowdown: Credit contraction and a slowdown in consumer spending. The credit contraction part is reasonably quick and sharply painful, much like getting hit...
View ArticleBuying Lower Lows, Selling Lower Highs
I've spent this week doing the round robin throughout NYC, Boston and Conneticut, visiting with exisitng and prospective clients alike. There's one common thread between almost all of the shops I...
View ArticleIBM's Buyout of Dim Sun Brighter Than It Looks
I don't know enough about Adobe's (ADBE) development efforts to comment one way or the other on them: The company could be off shoring or outsourcing development environments as ways of cutting costs,...
View ArticleDawn of the Decade: When Will Tech Spending Increase?
So long 2009. It's been a wild year, but now everyone's attention is on the future.Minyanville sat down with 15 of our professors to get their take on what to expect in 2010. What will be the dominant...
View ArticleObservations on Real Estate and the Housing Market
After spending the past year in the real estate trenches with my latest endeavor, F4 Designs, I am ready to begin contributing to the wonderful and informationally rich community that is Minyanville....
View ArticleOn the Business of Being a House Flipper
Though I am working to build out the investment side of my real estate business to focus on developing a long-term residential rental model, I do actively manage the portfolio and "flip" a lot of...
View ArticleHome Ownership Is in Secular Decline
I have been getting bombarded with questions about what the state of the debt ceiling debates and now the downgrade of U.S. Treasury debt does to the already flattened housing market. So let's talk...
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