ORCL Stock Outlook: Oracle’s Self-Driving Cloud is Aiming at Long-term Win

  The article was written by Amber Zhou, a Financial Analyst at I Know First.

ORCL Stock Outlook

"People are not afraid of AI taking their jobs and instead want to be able to quickly and easily take advantage of the latest innovations” – said Emily He, designated SVP of Oracle's Human Capital Management Cloud Business  

Highlights:

  • A Dramatic Slide despite Satisfying Q4 Results
  • Grasp Market Demand by Autonomous Database and AI-Featured Applications
  • Valuations and I Know First Algorithm Agree on Bullish Long-term Forecast

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JNPR Stock Forecast: PTX, 400 Gig, and Contrail will Drive Juniper Networks’ Revenue

   


This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.    




Summary

  • Juniper Networks Delivers Better-Than-Expected Results for Q1 2018

  • Cloud Routing is Suffering Short Term due to the Transition from MX to PTX

  • Cloud Switching has Positive Outlooks Attributable to 400 Gig Development

  • Service Provider is Looking Strong Thanks to Contrail and SD WAN

  • Valuations Methods Suggest JNPR is Currently Underpriced

  • I Know First’s Algorithm Forecast is Bullish for JNPR in the Long Run

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Microsoft Stock Outlook: 3 Reasons To Go Long 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

Microsoft Stock Outlook

Summary:

  • Microsoft may not catch up with Amazon on Infrastructure-as-a-Service. Investors are not happy that Azure is a far second to AWS on cloud computing infrastructure.
  • However, I am listing here three good reasons why you should stay long MSFT.
  • First, Microsoft is revising its Skype for Business collaboration app and is integrating LinkedIn on Office 365.
  • Secondly, Microsoft and Facebook completed their 4,000-mile 160-terabits-per-second undersea cable in the Atlantic Ocean. This should ensure optimal delivery of Microsoft cloud services.
  • Lastly, Microsoft is leveraging its Artificial Intelligence assets to build a new health care division.

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Google Stock Forecast: Why Google Should Compete More With Adobe In SaaS

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

Google Stock Forecast: Google vs. Adobe in SaaS

Summary:

  • Formerly just a software developer of creative/design/content creation software, Adobe has branched out to digital marketing/advertising.
  • Adobe is now encroaching on the digital advertising business of Google. It’s time Google lashes back and start competing with Creative Cloud.
  • Google bought photography-related software companies Picasa and Nik Software. It is time Google buys rival software developers that can compete with Adobe Creative Cloud.
  • Buying creative/design software products and making them subscription-only could help Google compete better in Software-as-a-Service. G Suite is not enough anymore for Google to take the lead in SaaS.
  • Google’s current inability to do better in enterprise SaaS is maybe why I Know First has negative algorithmic forecasts for its stock.

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