Tag Archives: earnings analysis

Nutanix IPO Analysis: Suspect Timing, Significant Risks, But Thriving Business

By | December 30, 2015

Coming a couple days before Christmas, the timing of Nutanix’s IPO filing, a document that’s undoubtedly been in preparation for months, was more than a little suspect. What was the company trying to hide while everyone else was distracted by holiday festivities? As I detail in this column, a thorough analysis doesn’t uncover any smoking guns or even… Read More »

PC Fixation Blinds Wall Street To Strategic Pivots By Intel, Microsoft: Thriving In The Post-PC World

By | April 21, 2015

It’s a tiresome routine. Every quarter Wall Street analysts calibrate their earnings estimates for Intel Intel, Microsoft Microsoft, Micron and other ‘old tech’ companies according to the latest IDC and Gartner Gartner PC sales figures. PC sales down? Intel and Microsoft are sure to take a beating. It’s as if these are still monolithic businesses stuck in 1995.… Read More »