Search Results for: "cloud computing"

Quack Quack: Demand, meet Supply.

We have an old saying on Wall Street – “When the ducks are quacking, feed them.”   No one knows exactly who coined this phrase, its first known published usage came from a May 1991 article in which the head of First Boston’s equities desk was quoted as saying it. Keep in mind that 1991…

Intel: Anatomy of a Tech Value Trap

Is Intel “cheap”? Sure, at ten times earnings, why not? Only it’s more like 12 times forward earnings given the drop in gross margins and operating income The Street is now expecting on the heels of last night’s call. Revenue growth is stangnant-to-collapsing too, depending on the season. There is a piddling amount of growth…