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- Google analyst sees falling revenue and board conflict
- Google analyst sees falling revenue and board conflictTrip Chowdhry is a guy!"Chowdhry in my experience isn't the conservative sell-side analyst type. She takes shots."Hello, Trip Chowdhry is a man.RE: Google analyst sees falling revenue and board conflictThis article mentions nothing about Google diversifying it's revenue-sources. Google has done a great...
- Discussion threads 2008-12-02
- Google analyst sees falling revenue and board conflict
- Global Equities Research analyst Trip Chowdhry predicts Google's revenue will fall in the next two years and the company is about to hit its adolescent stage with board conflicts and layoffs. In a research note, Chowdhry lays out the case. The gist: The economy is putting pressure...
- Blog posts 2008-12-02
- Microsoft-Yahoo: The end game nears; Was there an Amazon-Yahoo deal in the works?
- Yahoo will reportedly have a special board of directors meeting to discuss Microsoft's $44.6 billion unsolicited bid. Meanwhile, the game theories abound. According to TechCrunch Yahoo's fate could be decided today. My guess is that Yahoo's fate won't be completely decided, but the end game is definitely...
- Blog posts 2008-02-08
- Can Vista's search poke a hole in Google's armor?
- One analysts survey doesnt make a trend. But a Global Equities research analyst said this week that he found "many Vista owners that once used Googles desktop search feature have switched to Microsofts" desktop search which is built into Windows Vista. According to MarketWatch, Analyst Trip Chowdhry said "consumers...
- Blog posts 2007-02-16
Additional Resources
- VMware's SpringSource purchase sparks head scratching; Still doesn't solve the Microsoft problem
- VMware's purchase of SpringSource for $420 million has sparked a fair amount of head scratching among analysts who argue the virtualization software company paid too much and still failed to solve its Microsoft problem. Global Equities analyst Trip Chowdhry noted that SpringSource had roughly $10 million in...
- Blog posts 2009-08-11
- Google's AdWords everywhere. Now optimized for iPhone.
- If you cast a large enough net, you'll eventually snag a fish or two. In some ways, it feels like that's what Google is doing with its AdWords program. The company said today that it's extending AdWords reach, optimizing it to include ads that are specific to iPhone and G1...
- Blog posts 2008-12-08
- Google feeling the pinch?
- ZDNet correspondent Sumi Das talks with senior editor Sam Diaz about Google's financial future according to Global Equities Research analyst Trip Chowdhry. Diaz also discusses what the outlook may mean for the company's employees and its competitors.
- Videos 2008-12-02
- Oracle first quarter expected to be mixed, but 'not a disaster'
- Oracle steps up to the earnings plate Thursday and could face a rough crowd. Wall Street is battered and has no tolerance for any earnings--even decent reports. No matter what Oracle says every word will be parsed to gauge the demand outlook. Adam Holt, analyst at Morgan...
- Blog posts 2008-09-18
- Are third party Oracle support providers losing momentum?
- Oracle's lawsuit against SAP and its TomorrowNow unit may be paying off for the company. A Wall Street research firm argues that TomorrowNow and Rimini Street are losing momentum. According to Trip Chowdhry, an analyst at Global Equities Research, his research indicates that TomorrowNow and Rimini Street are losing...
- Blog posts 2007-11-02
- Will Vista's search upend Google Desktop?
- Is Vistas desktop search good enough to supplant Googles Desktop search? Apparently the Vista search bandwagon is filling up. In a research note dated Feb. 26, Global Equities analyst Trip Chowdhry said his informal consumer checks indicate that new Vista...
- Blog posts 2007-02-26
- Analyst: Wall Street doesn't quite get SOA yet
- To paraphrase Gordon Gekko, is SOA a "dog with fleas"? Shouldnt analysts be excited over the prospect that enterprises are finally getting the tools and knowledge they need to break down their internal silos and move forward with confidence into the new digital realm? Would Gekko, the corporate raider in...
- Blog posts 2007-02-05
- BriefingsDirect SOA Insights analysts examine iPhone for enterprises, Wall Street's interest in SOA for profit
- Read a full transcript of the podcast.This weeks BriefingsDirect SOA Insights Edition, Vol. 8, tackles two meaty issues: Whether SOA as a trend will make more money for IT vendors and systems integrators, and which ones.Our panel of IT analysts also debate the role of the forthcoming Apple iPhone --...
- Blog posts 2007-01-28
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