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28 93 $IBM Cloud
by martyc
Nov 1, 2017 11:49:28 GMT -6
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NEWBookmarkLockedFalling SaaS HCM market
martyc 4 301 by martyc
Jun 24, 2017 9:01:57 GMT -6
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NEWBookmarkLockedFalling Unified Communications
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martyc 10 254 by martyc
Oct 28, 2017 8:42:49 GMT -6
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NEWBookmarkLockedFalling Edge Computing
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martyc 34 1,060 by martyc
Aug 30, 2017 10:39:26 GMT -6
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NEWBookmarkLockedFalling SaaS Enterprise market
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martyc 15 571 by martyc
Jul 7, 2017 6:39:45 GMT -6
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NEWBookmarkLockedFalling SaaS Collaboration segment
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martyc 11 448 by martyc
May 28, 2017 14:52:40 GMT -6
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NEWBookmarkLockedFalling Blockchain as a Service BaaS
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martyc 17 933 by martyc
Apr 22, 2017 10:23:55 GMT -6
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NEWBookmarkLockedFalling Market research
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martyc 91 3,383 by martyc
Nov 29, 2017 17:46:30 GMT -6
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NEWBookmarkLockedFalling $ORCL Oracle Cloud
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martyc 39 1,356 by martyc
Dec 14, 2017 15:53:33 GMT -6
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NEWBookmarkLockedFalling Cloud Tracks
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martyc 28 2,591 by martyc
Dec 4, 2017 12:56:15 GMT -6
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NEWBookmarkLockedFalling $NTNX Nutanix
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martyc 74 2,609 by martyc
Dec 1, 2017 7:49:08 GMT -6
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NEWBookmarkLockedFalling Sony Media Solutions Division
martyc 0 5 by martyc
Dec 14, 2017 18:40:37 GMT -6
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NEWBookmarkLockedFalling US Gov: Modernizing Government Technology Act
martyc 1 14 by martyc
Dec 14, 2017 14:34:08 GMT -6
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NEWBookmarkLockedFalling $CLDR Cloudera
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martyc 18 719 by martyc
Dec 14, 2017 11:50:25 GMT -6
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NEWBookmarkLockedFalling Blockchain: Disrupting to disrupt the cloud?
martyc 1 10 by martyc
Dec 13, 2017 11:42:42 GMT -6
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NEWBookmarkLockedFalling Cloud Infrastructure Revenues
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martyc 15 491 by martyc
Dec 3, 2017 11:43:37 GMT -6
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NEWBookmarkLockedFalling $VMW VMWare
martyc 8 181 by martyc
Dec 1, 2017 13:57:34 GMT -6
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NEWBookmarkLockedFalling $WDAY Workday
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martyc 16 484 by martyc
Nov 30, 2017 12:09:19 GMT -6
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NEWBookmarkLockedFalling FedRAMP
martyc 6 27 by martyc
Nov 24, 2017 10:32:19 GMT -6
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NEWBookmarkLockedFalling $CRM Salesforce.com
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martyc 21 964 by martyc
Nov 23, 2017 9:43:55 GMT -6
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NEWBookmarkLockedFalling Uber Cloud Partner
martyc 3 60 by martyc
Nov 21, 2017 17:49:27 GMT -6
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NEWBookmarkLockedFalling $TWLO Twilio, Inc
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martyc 23 755 by martyc
Nov 8, 2017 17:27:35 GMT -6
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NEWBookmarkLockedFalling $BL BlacklLine Inc
martyc 9 290 by martyc
Nov 8, 2017 10:52:49 GMT -6
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NEWBookmarkLockedFalling $NEWR New Relic
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martyc 15 478 by martyc
Nov 8, 2017 10:29:49 GMT -6
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NEWBookmarkLockedFalling Enterprise CRM market
martyc 0 17 by martyc
Nov 6, 2017 9:19:46 GMT -6
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NEWBookmarkLockedFalling $APTI Apptio
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martyc 12 299 by martyc
Nov 2, 2017 18:28:58 GMT -6
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NEWBookmarkLockedFalling SaaS Database as a Service
martyc 3 100 by martyc
Oct 28, 2017 8:07:59 GMT -6
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NEWBookmarkLockedFalling $MDG MongoDB
martyc 8 104 by martyc
Oct 28, 2017 8:02:06 GMT -6
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NEWBookmarkLockedFalling $NOW ServiceNow
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martyc 17 683 by martyc
Oct 25, 2017 15:42:37 GMT -6
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NEWBookmarkLockedFalling $SAP
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martyc 13 475 by martyc
Oct 22, 2017 8:38:11 GMT -6
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NEWBookmarkLockedFalling $ADBE Adobe
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martyc 18 546 by martyc
Oct 21, 2017 18:10:24 GMT -6
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NEWBookmarkLockedFalling $MULE Mulesoft
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martyc 13 287 by martyc
Oct 21, 2017 15:22:53 GMT -6
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NEWBookmarkLockedFalling Smartvue
martyc 1 37 by martyc
Aug 29, 2017 17:41:10 GMT -6
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NEWBookmarkLockedFalling Hybrid Cloud
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martyc 12 366 by martyc
Aug 3, 2017 6:44:55 GMT -6
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NEWBookmarkLockedFalling $NFLX Netflix
martyc 2 37 by martyc
Jul 18, 2017 13:23:49 GMT -6
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NEWBookmarkLockedFalling $VG Vonage
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martyc 10 483 by martyc
Jul 15, 2017 10:49:32 GMT -6
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NEWBookmarkLockedFalling SaaS Access Management
martyc 0 41 by martyc
Jul 7, 2017 6:31:20 GMT -6
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NEWBookmarkLockedFalling milCloud 2.0
martyc 3 72 by martyc
Jun 26, 2017 14:33:02 GMT -6
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NEWBookmarkLockedFalling SaaS: HCM Talent Management
martyc 0 138 by martyc
Jun 24, 2017 8:53:26 GMT -6
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NEWBookmarkLockedFalling Master Data Management Solutions
martyc 2 97 by martyc
May 13, 2017 10:11:32 GMT -6
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NEWBookmarkLockedFalling Enterprise Data Centers
martyc 1 43 by martyc
May 5, 2017 17:22:19 GMT -6

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Under: DIS finally getting some traction.? Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread Dec 14, 2017 11:05:16 GMT -6 *
Under: Great posts on $DIS Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path. Nov 28, 2017 15:11:20 GMT -6
martyc: Wrote a couple blogs on streaming content. This one is probably most useful seekingalpha.com/instablog/400846-marty-chilberg/5074802-direct-consumer-content-still-king Nov 21, 2017 18:57:38 GMT -6
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
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