Technology & Telecommunications
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Enterprise cloud cruising – what’s next for software migrations (Part II)
Amit Nath
September 10, 2020
In Part I of this series we explored enterprise digital transformations and some of the least penetrated software applications that are just beginning their shift to cloud solutions. We highlighted Enterprise Resource Planning (ERP) and Supply Chain Management (SCM) as particularity attractive software verticals in this regard, and today we will explore them further. continue…
by Amit Nath Posted in Technology & Telecommunications
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Enterprise cloud cruising – what’s next for software migrations (Part I)
Amit Nath
September 8, 2020
It is increasingly clear that in the post pandemic world, digital transformations are being prioritised and accelerated across enterprise companies. As the need to navigate an entirely new business environment is born, multiple opportunities are also created. continue…
by Amit Nath Posted in Technology & Telecommunications
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Could the slow moving database market get disrupted?
Amit Nath
August 13, 2020
Oracle is the dominant player in on-premise databases, with a market share of around 43 per cent, about twice that of Microsoft’s SQL (23 per cent) followed by IBM (14 per cent) and SAP (8 per cent). continue…
by Amit Nath Posted in Companies, Technology & Telecommunications
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The great digital acceleration
David Buckland
August 13, 2020
Despite the incredibly strong market recovery since the COVID-19 lows recorded in late-March, price moves have been far from uniform. Areas that have been hardest hit from various shutdowns include resorts and cruise lines, airlines, energy stocks and financials. At the other extreme, companies deemed to be clear beneficiaries from the work from home theme have enjoyed excellent share price moves. continue…
by David Buckland Posted in Companies, Technology & Telecommunications
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When will cloud computing crest?
Amit Nath
July 30, 2020
It certainly seems “cloud computing” has been around for a very long time hence we must be close to approaching its crest before the “next big thing” takes its place. In reality however, the cloud has barely scratched the surface of its potential. continue…
by Amit Nath Posted in Companies, Technology & Telecommunications
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The future of computing
George Hadjia
July 24, 2020
For the longest time, advances in computing have tracked Moore’s Law. However, as we nudge up against the practical limits of Moore’s Law, the future of computing could lie in a new paradigm that was previously thought to be only theoretical: neuromorphic computing and quantum computing. continue…
by George Hadjia Posted in Technology & Telecommunications
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Investors coming out on top in M&A shakeup
Lachlan Mackay
February 17, 2020
T-Mobile and Sprint stock surged 12 per cent and 78 per cent respectively after the Wall Street Journal reported that they are expected to be given the green light on their US$26 billion merger. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Why the government’s new NBN bill is bad policy
Andreas Lundberg
December 6, 2019
The Minister for Communications, Paul Fletcher MP, recently reintroduced the Telecommunications (Regional Broadband Scheme) Charge Bill 2019 to Federal parliament. The purpose of the bill is to introduce a levy of $7.10 per month on any home or business that opts not to use the National Broadband Network (NBN) to connect to the internet. For several reasons, I think this is bad public policy. continue…
by Andreas Lundberg Posted in Technology & Telecommunications
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Uniti continues to Unify at an electrifying pace
David Buckland
August 26, 2019
In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. continue…
by David Buckland Posted in Companies, Technology & Telecommunications
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Why technology is the big advantage for small companies
Gary Rollo
August 20, 2019
Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe small companies represent an attractive area of investor opportunity. continue…
by Gary Rollo Posted in Technology & Telecommunications
