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Taking Stock

Posted on Wednesday, Oct 10th 2007

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum.

Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale because of it.

Akam chart new

Autodesk (ADSK) Coverage: Design Collaboration in the Extended Enterprise and Future of CAD and PLM. My bet is largely on the 2D-3D movement in CAD, as well as the high-end to mid-market move.

adsk chart new
Concur (CNQR) Coverage: Concur Set to Conquer Enterprise Travel, Concur’s SME Opportunity, and Interview with Steve Singh, CEO of Concur. The bet is on Enterprise 3.0 and SME.

CNQR chart new

EMC (EMC) Coverage: VMWare’s IPO: Wait? Needless to say, the bet is on VMW, and I found an opportunity to buy EMC at a good price.

EMC chart new

Nokia (NOK) Coverage: iPhone and the Future of Nokia, iPhone Competitors: Nokia, and Nokia Buys Navteq, “Place” Becomes Key. This is one of my Convergence Device movement bets.

Nok chart new

SunPower (SPWR) Coverage: Interview with CEO Tom Werner, Tapping Into the Sun, and Sunpower: Good Planning on PolySilicon. The bet, of course, is on the Solar Energy growth.

sunp chart new

Tessera (TSRA) Coverage: Tessera’s Roll-up Strategy. Another of my Convergence Device movement bets.

tsra chart new

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