IBM: More Of The Same
IBM's almost at par with the market performance over the course of 2021 could prove to be short-lived. In spite of the glimpse of hope in the Q2...
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Figuring Out the Intel/GLOBALFOUNDRIES Deal
Should Intel acquire GLOBALFOUNDRIES as has been rumored? While this would help Intel to achieve its stated goals more rapidly, those goals seem...
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TMT Weekly: 4 Things That Stood Out the Week of 7/2/2021
Intel has more product delays, Coursera's chief competitor is acquired. IBM's email doesn't work and Redhat chief departs. Amazon tries to form a...
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Weekly Innovation Review (WIRE) #31
Headline Developments A significant breakthrough with IBM (IBM) unveiling the world’s first chip on 2 nanometer (nm) technology. In a nutshell,...
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Qualtrics Valuation Analysis
Our base case valuation of Qualtrics is $19.0 billion in terms of market cap or $31.6 per share, which represents a 32% upside from the high end of...
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