September 19, 2016 by Dan • FREE ACCESS

Thirty years ago, in March 13th, 1986, a little company named Microsoft (MSFT) went public. Split adjusted the IPO price was below 10 cents!. At the time the Nasdaq Composite (CCMP) was trading very near 300.  MSFT …

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September 6, 2016 by Dan • FREE ACCESS

Smart money is constantly hunting for the next big technological service, standard or platform.  To get a sense what that smart money is looking at (to eventually bet on), I follow a bunch of VC …

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September 1, 2016 by Dan • FREE ACCESS

Last night Salesforce.com (CRM) reported fiscal Q2 results that were generally inline. They guided the current quarter down a touch, and left full year guidance intact.  The stock was down 8% last night in the …

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August 18, 2016 by Dan • FREE ACCESS

The technology industry is full of ‘collaborations’.  Established players that are slow to innovate and adapt to increasingly rapid change often invest in, or partner with smaller companies for a whole host of reasons. I …

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July 20, 2016 by Dan • Commentary

Event: Intel (INTC) reports Q2 results after the close. The options market is implying about 3.5% one day post earnings move which is a tad higher than the 4 quarter average one day post earnings …

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July 19, 2016 by Dan • Trade Ideas

Event: Microsoft (MSFT) reports fiscal Q4 results tonight after the close. The options market is implying about a 4.5% one day move, which is well below the 4 qtr average one day move of about 6.6%, and inline …

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June 21, 2016 by Dan • Commentary

Back in August if 2011, Marc Andreessen, co-founder and general partner of venture capital firm Andreessen-Horowitz penned a prescient essay in the Wall Street Journal explaining; Why Software Is Eating The World. At the time, skeptics wondered …

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June 15, 2016 by CC • Trade Updates

On more than one occasion over the last few days since Microsoft’s (MSFT) announcement that they are buying LinkedIn (LNKD) for $26 billion, Dan has offered some skeptical thoughts on the reasoning for such an acquisition (read here). …

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June 13, 2016 by Dan • Trade Ideas

Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a long line of failed attempts …

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