Microsoft (MSFT) – Acquisition of LinkedIn Problematic for Salesforce.com
Palo Alto, CA – December 12, 2016 In spite of Salesforce.com’s (CRM) appeal to the European Commission to review the LinkedIn acquisition by Microsoft (MSFT), the deal…
Amazon (AMZN) – Quick Takeaways on AWS re:Invent
Palo Alto, CA – December 6, 2016 We attended the sold out (40K attendees) Amazon (AMZN) AWS re:Invent 2016 conference in Las Vegas and came away impressed with…
Apple (AAPL) – Samsung’s Harman Grab Points to More Challenges for Apple in Auto
Palo Alto, CA – November 15, 2016 Our standing view is that the scaled-down car strategy that Apple is apparently pursuing holds risks for the company. Samsung’s announced…
Oracle (ORCL) – NetSuite Acquisition Positive for Midmarket Cloud
Palo Alto, CA – November 7, 2016 Oracle completed the acquisition of ERP competitor NetSuite (N). We believe this acquisition fills a large hole in Oracle’s Cloud Fusion…
Qualcomm (QCOM) – NXP Acquisition Positions Qualcomm as a Leader in the Automotive Market, But Opportunities Remain
Palo Alto, CA – October 31, 2016 We believe Qualcomm’s NXP purchase is an important and comfortable fit, improving Qualcomm’s positioning in the key automotive and IoT markets…
Salesforce.com (CRM) – TWTR Frenzy Clouds DF16 Benefits
Palo Alto, CA – October 7, 2016 The media frenzy around the potential acquisition of Twitter (TWTR) obscured the major announcements of Dreamforce 2016, much to the frustration…
SCTE Notes – Remote Phy Architecture Poised for Investment Cycle Beginning 2017
Palo Alto, CA – October 4, 2016 To view the full report
Fleetmatics – Acquisition to Bolster Verizon’s Strong Play in Mobile IoT
Palo Alto, CA – August 2, 2016 On 8/1 BMO, Verizon announced that it is set to acquire mobile IoT leader Fleetmatics (FLTX) for $2.4bn. We view the…