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Amazon’s Huge Cloud Lead – Looking for #2

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Monday, 18 November 2013
in Cloud Computing

Road Notes – Amazon re:Invent Conference in Las Vegas, Nov. 11-14, 2013

The re:Invent conference, Amazon’s annual gathering of its cloud computing customers, prospects, and partners, has become the barometer of industry adoption of cloud computing. It’s become a massive event, hosted in Amazon’s distinct style, and underscores Amazon’s lead in the nascent, but growing market for cloud-based IT services.  Organizations of all sizes are looking at Amazon, and practical hurdles limit the path of adoption.  The success of the event also highlights the lack of a clear #2 player in the market.  This is a real issue for competitors, because there is ample room for Amazon to improve its messaging and sales pitch.

© 2013 MGI Research, LLC
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ORACLE: Break-on Through to the Other Side?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 19 June 2012
in Tech Giants

The overall tenor of Oracle management comments post its latest earnings announcement was very upbeat. While multiple headwinds persists, i.e. EU, stronger US dollar, launch of multiple new product initiatives such as Public Cloud, - the stock looks ready to try to attempt a break to the other side of the downward trend line.

 

Oracle: Scaling back the negative trendline

© (c) 2012 MGI Research, LLC
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The Future of Mobile Apps - Conversation with Sam Lakkundi, Head of Strategy for Kony Solutions

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Monday, 16 April 2012
in Mobile Computing

We recently interviewed Sam Lakkundi, - VP of Strategy for Kony Solutions, - a rapidly growing supplier of mobile enterprise development tools. During this candid,  in-depth session, we touched on a number of key questions that help frame the perimeter and growth characteristics of mobile applications markets. Specifically, the session focused on a number of core topics such as:

© 2012 MGI Research, LLC
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MGI Research Analysts to Host a Session on Mobile Banking

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 28 February 2012
in Mobile Computing

On Feb 28th at 12 noon EST (9AM PST) MGI Research Managing Directors Andrew Dailey and Igor Stenmark will host an interview with COO of KONY Solutions and until recently a senior mobile banking executive Anirban Roy. This session is aimed at bank business and technology executives and will focus on the following key issues:

© 2012 MGI Research, LLC
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Buffett and Cooperman Commit Billions to IBM and RIM: New Tech Up Cycle?

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Monday, 14 November 2011
in Tech Industry Current Events

Over the last couple of days, two mega investors, - Warren Buffett of Berkshire Hathaway and Leon Cooperman of Omega Advisors have announced large stakes in IBM and Research in Motion (RIM) respectively. On the heels of these announcements questions have been raised, if these two events represent a beginning of a new up cycle for tech equities.

© 2011 MGI Research, LLC
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Too soon to be excited by an HP recovery

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Thursday, 06 October 2011
in Tech Giants

Real recovery in HP shares is not around the corner

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