Microsoft Stock Predictions: JEDI Cloud Contract Win Is A Big Boost To Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Investors should increase their long-term position on Microsoft.
  • Microsoft outplayed IBM, Amazon, and Google. Microsoft recently won the hotly contested 10-year $10 billion U.S. Joint Enterprise Defense Initiative or JEDI cloud-computing contract.
  • Going forward, this contract win can add $1 billion/year in new revenue to Microsoft’s fastest-growing segment, Intelligent Cloud.
  • The halo effect of the JEDI cloud computing contract victory will attract more enterprise/government customers away from Amazon Web Services.
  • The U.S. government’s JEDI contract obviously needed the best security and reliability. Microsoft Azure’s reputation therefore was greatly enhanced from this contract win.

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AMD Stock Forecast: Leading A New Era Of Tech

This article was written by Ari Herzog, a Financial Analyst at I Know First

Summary

  • Current trade tensions and AMD’s uninspiring earnings report, which included an EPS value of $0.01 - a 75% decrease QoQ, drive my ‘wait-and-see’ short-term forecast
  • Recently announced contracts with top tech companies show AMD’s continued rise in market share, up over 4% YoY, over the graphics processing sector
  • How the markets respond as AMD approaches $30 per share will be a vital indicator of its short-term price direction

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NVDA Stock Prediction: Positioned for the Future

This article was written by Gabriel Rodan, a Financial Analyst at I Know First.

Summary

  • NVDA has had tremendous run in last few years but is down almost 50% from highs
  • Major pullback triggered by international trade fears and slump in cryptocurrency mining
  • Business core is GPU segment ($10.18 billion) but Tegra processors ($1.54 billion) have vast potential in AI sector

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BABA Stock Forecast: Alibaba Cloud Is Winning In The Asia Pacific

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I reiterate my February 13 buy rating for Alibaba. Alibaba is emerging as a potent rival of Amazon Web Services (AWS) and Microsoft Azure.
  • As per Gartner, Alibaba Cloud was no. 1 in the Asia Pacific with 19.6% market share. This is greater than AWS’ 11% and Azure’s 8% market shares.
  • The Belt and Road program of China will accelerate Alibaba Cloud’s growth. Developing countries needing Chinese loans will embrace Alibaba Cloud.
  • Like it is in the Philippines, Chinese government’s loans comes bundled with multi-billion deals involving Chinese companies.
  • As of Q4 2018, Alibaba Cloud is ranked no. 5 global cloud infrastructure services. It has around 1 million paying customers.
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VMW Stock Forecast: VMware Is A Good Bet On Cloud Computing

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • In spite shelling out $11 billion as special dividend payment to 81% owner Dell, VMWare still touts more than $11.6 billion in cash & short-term investments.
  • VMWare therefore has enough cash for R&D and expansion purposes.
  • Hybrid Cloud is VMware’s best bet to become a major player in global Software-as-a-Service.
  • VMWare’s next growth driver is data virtualization. Data virtualization is projected to have a market size of $278 billion by year 2023.
  • Server virtualization, which VMware dominates, is only expected to have a market size of $8 billion by year 2023.

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Alibaba Stock Forecast: BABA Brings Bright Future

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

“We will continue to invest in strategic business opportunities and innovation to sustain our competitive advantage and for long term growth.”

-Daniel Zhang, Chief Executive Officer of Alibaba Group

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MSFT Stock Forecast: Cloud Computing Keeps Microsoft Afloat In Race With Amazon

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

“Our investments and business model are fundamentally aligned with our customers' long-term interests and success. This opportunity and responsibility grounds us in our mission to empower every person in every organization on the planet to achieve more”

- Satya Nadella, chief executive officer of Microsoft.

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Extreme Networks Stock: A Minimal Player in a Competitive Market

 

 

This article was written by Mingyue Liu, a Financial Analyst at I Know First.

Extreme Networks Inc. SWOT Analysis

Summary:

  • Business Description
  • SWOT Analysis
  • Analyst Bullish Forecast
  • I Know First Bullish Forecast on EXTR

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