MSFT Stock Forecast: Why Microsoft Is Set To Lead In Cloud Gaming

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:

  • Microsoft has spent more than a decade competing against Sony’s PlayStation in video games hardware/software sales.
  • Two days ago, Microsoft and Sony announced a new partnership in cloud gaming. This was a necessary alliance against Google’s Stadia platform.
  • Microsoft needed Sony’s expertise in streaming video games from its years of operating PlayStation Now. Sony needed Microsoft’s Azure global cloud platform.
  • Microsoft’s Azure data center/server farm network is more successful than Google Cloud. Azure therefore gives Sony a better way to grow PlayStation Now.
  • The extra revenue from hosting the streaming video games of Sony can further boost Microsoft’s cloud computing revenue.

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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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ANET Stock Forecast: Why Arista Networks Remains A Strong Buy

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:

  • Cisco and Arista has settled their court battle last year. Arista is now free to keep on taking away networking/data center customers away from Cisco.
  • Compared to Cisco, Arista’s revenue performance over the last five years showed it is the better investment for growth-minded investors.
  • ANET has notably higher valuation ratios than CSCO because it is perceived as the firm with the better growth potential. Cisco is too big and too old, it cannot grow fast anymore.
  • Arista’s management and engineers are former Cisco employees. Arista therefore has the technology and contact lists to disrupt Cisco’s small and large enterprise businesses.
  • I Know First has bullish algorithmic forecasts for ANET.

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AMZN Stock Forecast: The Cloud Dream Drives Amazon Surge

 

The article was written by Yutian Fang, Financial Analyst at I Know First and Master of Science in Finance candidate at Brandeis International Business School

AMZN Stock Forecast: The Cloud Dream Drives Amazon Surge

 Summary:

  • Robust performance in Q1 2018
  • Sustainable growth despite the intense competition
  • Currently I take hold position on AMZN as the current price is at the upper limit based on technical analysis

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Microsoft Stock Forecast (NASDAQ: MSFT): Alibaba And Tencent Can Slow Down Microsoft Azure

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

Microsoft Stock Forecast

Summary:

  • I Know First has pessimistic market trend forecasts for Microsoft’s stock. Investors should do profit-taking while this stock still trades above $90.
  • Microsoft’s recent management team shake-up is not inspiring investors to rally behind the stock.
  • I can explain this algorithmic bearishness to Microsoft’s inability to dislodge Amazon Web Services’ leadership in cloud computing infrastructure services.
  • Based on most-recent quarter signals, hedge fund managers have a very negative sentiment over Microsoft. No real revenue/profit numbers for Azure is discouraging.
  • Azure is unlikely to gain a foothold in China’s $103 billion cloud computing industry. Alibaba Cloud will dominate China and threaten current global leaders.

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