Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Recent Articles By The Author
Salesforce beat estimates, issued mixed quarterly guidance, confirmed the Slack acquisition and outlined its post-acquisition plans for Slack.
Salesforce could see value both in how Slack is used to collaborate with co-workers and in how it's increasingly used to engage with customers.
The company is doing a lot better than some peers right now and could see demand surge as 2021 progresses. But a difficult cost structure and competitive pressures shouldn't be ignored either.
This year has probably created long-term changes in the adoption curves for things such as e-commerce and gaming.
The lion's share of App Store revenue appears to be unaffected by Apple's policy change, which follows a lawsuit from Epic Games and multiple antitrust probes.
The current hype surrounding U.S. and Chinese electric car upstarts brings to mind past manias involving promising technologies that were seeing growing adoption.
The networking giant reported another quarter of large hardware revenue declines, but did suggest demand is improving.
Changing the business practices that have been criticized by Chinese antitrust regulators might not carry a massive financial hit, and past selloffs on regulation fears proved to be buying opportunities.