Does everything disrupt everything? Do partnerships solve the unsolvable? Do cultures meld so easily that deals make all the difference?
I am out in San Francisco this week to cover the latest tech and get a read on everything from the cloud to digitization to internet of things and companies that are forging ahead and companies that are falling behind.
But I am also here to sort through the hype. What's the real deal behind the Adobe (ADBE) -Microsoft (MSFT) -SAP (SAP) partnership? How serious is the Apple (AAPL) -Salesforce.com (CRM) tie-up? What's the real deal with the subscription economy? Is Dropbox (DBX) really as successful as I thought? Is FireEye (FEYE) being left behind in cyber theft and terrorism?
Has Intel (INTC) fallen so far behind in its core business that Advanced Micro Devices (AMD) really can go to $40?
And what's the story with the decline in the social media stocks, including Twitter (TWTR) and now, of course, Facebook (FB) , with the departure of the Instagram founders?
I think there's a lot of confusion and leadership changes going on right now in software, hardware, social, the web, the tools for the cloud and I know that I don't have the answers.
We need them.
Other that our own Eric Jhonsa I don't get a lot of insightful commentary.
Time to start digging.
Microsoft, Apple, Salesforce and Facebook are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells these stocks? Learn more now.
