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Old opic for research and tracking related to #connectivity and #IoE, including sensors, data, data visualization, service providers. Being replace with new board topic IoT Phase 3

2 188 IoE Infrastructure Portfolio V2
by martyc
Sept 2, 2016 12:51:49 GMT -6

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NEWBookmarkLockedFalling Digital Transformation
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NEWBookmarkLockedFalling Goldman Sachs
martyc 5 156 by martyc
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NEWBookmarkLockedFalling IoT Analytics
martyc 3 164 by martyc
Sept 14, 2016 11:11:20 GMT -6
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NEWBookmarkLockedFalling IoT Research Reports
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NEWBookmarkLockedFalling Mary Meeker Internet Trends
martyc 2 91 by martyc
Sept 8, 2017 17:39:42 GMT -6
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NEWBookmarkLockedFalling IoT Market Projections
martyc 2 169 by martyc
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NEWBookmarkLockedFalling 50+ of the Best Internet of Things (IoT) Blogs
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Feb 15, 2017 10:33:34 GMT -6
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martyc 2 142 by martyc
Feb 4, 2017 8:47:22 GMT -6
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Jan 19, 2017 19:03:19 GMT -6
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martyc 2 49 by martyc
Nov 5, 2016 16:13:17 GMT -6
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NEWBookmarkLockedFalling ABI Research
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Nov 5, 2016 13:32:51 GMT -6
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NEWBookmarkLockedFalling How the IoT will change our lives
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Oct 7, 2016 12:25:07 GMT -6
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martyc 0 89 by martyc
Oct 6, 2016 15:56:50 GMT -6
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NEWBookmarkLockedFalling Enterprise IoT Momentum Builds: IDC Survey
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Sept 23, 2016 12:37:33 GMT -6
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NEWBookmarkLockedFalling Market Info
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Sept 20, 2016 6:45:04 GMT -6
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NEWBookmarkLockedFalling IoT and IoE overview
martyc 4 109 by martyc
Sept 18, 2016 16:36:13 GMT -6
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NEWBookmarkLockedFalling IoT Topical Approach
martyc 0 90 by martyc
Sept 12, 2016 17:53:55 GMT -6
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NEWBookmarkLockedFalling i-Scoop EU
martyc 0 76 by martyc
Sept 12, 2016 15:11:46 GMT -6
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NEWBookmarkLockedFalling DZone/IoT Zone
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Sept 12, 2016 14:04:43 GMT -6
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NEWBookmarkLockedFalling Experton Group: Vendor Benchmark 2016
martyc 0 107 by martyc
Sept 12, 2016 13:47:05 GMT -6

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Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
martyc: I can't figure out how best to play this. QCOM back to where I sold Friday. NXPI I still own and rallying cause it may break up? Nov 6, 2017 10:57:48 GMT -6
martyc: Sure looks like it will be interesting to watch. $70 hostile Nov 6, 2017 7:34:45 GMT -6
Under: Offer on the table for QCOM. 60 in cash 10 in shares seems low. Would be willing to sell at 80. Nov 6, 2017 6:50:15 GMT -6
martyc: I decided to sell before close tho it sure looks like a real offer is coming Nov 3, 2017 18:48:39 GMT -6
Under: $QCOM up nice on rumor! Nov 3, 2017 15:07:54 GMT -6
martyc: Market is brutal these days with poor guides. Just have to pick the right ones to ride. Nov 2, 2017 20:54:41 GMT -6
Under: Beat and in-lines with poor guidance is bringing some opportunities. Nov 2, 2017 14:48:53 GMT -6
martyc: They must not have liked article so I put it in my blog seekingalpha.com/instablog/400846-marty-chilberg/5060931-microsoft-riding-trillion-dollar-cloud-wave Oct 27, 2017 16:22:49 GMT -6
martyc: Bios in trouble again today with CELG report. AMGN as well had some soft numbers. Good that ECB is dovish for overall market Oct 26, 2017 6:43:33 GMT -6
Under: Big rotation today. Still tough to find bargains. Oct 25, 2017 15:29:14 GMT -6
martyc: Adobe is one of the better cloud front runner plays. They are unsurpassed in marketing which is why Microsoft partnered instead of trying to go it alone. I sold mine this week after the runup though on my watch list again. Oct 21, 2017 11:03:35 GMT -6
Under: Been in MSFT since the run from 45. Plan on staying put. I do have a position in ADBE that was not intended to be a cloud play but I will roll with it. Been watching CRM since you posted long ago but never pulled the trigger. Kicking myself. Oct 20, 2017 19:14:52 GMT -6
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