CLDR

It is Monday morning, the start of the 4th week since the world turned upside down. Stocks are down 2%-3% after yo-yoing up and down overnight. The issue today, so it is said, is the partisan bickering about the stimulus bill. Either it will be resolved in 24 hours or there will be drama and angst.…

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Tuesday is often condemned for its mediocrity. While every couple of years it provides the excitement of electoral drama, much of the time, at least in popular culture, it is derided for lacking the drama of the start of the week, or even the sense of accomplishment of “hump” Wednesday. Today is one of the…

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As mentioned, we are making a change in our high-growth portfolio. We are selling our position in Cloudera and buying CRWD at the closing prices of Tuesday. We had 1500 shares of CLDR in the portfolio which we sold for $11.90. That raised $17.850. This was a noticeable loss from our initial investment but represented…

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Last week,  2 of the sick men in our coverage reported their results. One of them is sitting up and taking nourishment as southerners might say. Cloudera had what was considered a decent quarter, and the shares appreciated noticeably, continuing a recovery that started last summer in the wake of a significant investment from Carl…

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Cloudera launches CDP Last week Cloudera announced CDP and held a round-table with analysts. It appears that most analysts at the event seemed impressed with the product launch. I do not want to cast myself in the role of reviewing products. There are plenty of 3rd party consultants who occupy that space. But I will say…

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Last week was one of frustration and concern for investors in highly valued IT names. This segment of the tech space saw another difficult week in terms of share price performance. Sector rotation has continued. Some subscribers are quite concerned at the share price evolution since July 26. While the QQQ index was only down…

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Cloudera reported the results of July ending quarter last week. The results showed the first signs of achieving the opportunity that the company had when it combined with Hortonworks at the start of the year. It was just basic blocking and tackling-the real opportunity will come with  the launch of CDP which is now formally…

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Friday was not a fun day in which to be engaged in high-growth tech names. Almost all of them, except those with some unusual parameter, were being sold aggressively by investors in the wake of NetApp’s preannouncement and its comment that it is seeing a macro-slowdown in storage demand. And in addition, Arista’s commentary that…

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Earnings season has gotten underway in earnest. It is very early days, but the IT space is reflecting a continuation of strong demand growth. It has been interesting to see that the early semi-conductor earnings are also showing growth better than had been expected. While the rest of the economy seems poised between recession and…

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Cloudera For just a day, Cloudera shares responded positively to positive news. The company announced what is almost certainly a multi-million dollar order form Mizuho Americas.  I am not too sure when the order was actually committed-although the press release talks about implementation and the solution was developed in conjunction with a leading technology research…

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