AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
Strong App Store Activity Could Prove a Silver Lining for Apple and Google
As Apple and Google respectively deal with softening smartphone and ad demand, mobile app downloads and usage are growing strongly.
Smartphone Demand Appears to Be Getting Hit Hard
With retail stores shut and many consumers viewing smartphone upgrades as discretionary purchases, signs are mounting that smartphone demand has fallen sharply in recent weeks.
Richly-Valued Tech Firms Could See Multiples Drop if There Isn't a Fast Recovery
Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.
Microsoft Has No Problem Blurring Lines Between Consumer and Enterprise Software
With its latest moves, Microsoft is wagering that it can drive greater usage of apps such as Excel and Teams for non-business purposes.
Some Tech Stocks Have Run Up Too Fast This Week
This week's rally has yielded big gains for many companies that are seeing demand plunge right now and could take a while to see business fully recover.
Snap Could See a Lot of Cash Burn Over the Next Few Months
The Snapchat parent was burning cash going into this year, and it's now likely seeing its ad sales slump and its cloud infrastructure expenses spike.
Facebook Is Investing for Both the Short and Long Term as Ad Sales Slump
The social media giant is adding capacity as it contends with record traffic, and is also reportedly in talks to buy a stake in India's biggest mobile carrier.
Many Cash-Rich Tech Firms Look Poised to Get Stronger in This Environment
In fields ranging from food delivery to e-commerce to enterprise software, deep-pocketed tech firms look strategically advantaged right now.
Apple's Latest Hardware Launches Have Some Important Strategic Implications
Apple showed off what appears to be a superior 3D depth-mapping solutions, and it also gave the iPad trackpad support.
Tech Investors Shouldn't Lose Sight of How Markets Are Forward-Looking in Nature
While the arrival of additional bad news could lead markets to fall further in the near-term, investor sentiment will likely turn before conditions on the ground see big improvements.
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