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
If it doesn't end soon, the frenzy for select tech names could last until vaccines drive changes in consumer spending, or until inflation begins picking up.
Microsoft just made a rival cloud data warehouse service generally available to customers, while Amazon and Google continue to improve their rival offerings.
If AT&T is serious about making HBO Max a top-tier streaming player, it needs to provide first-day access to Warner Bros. films permanently, rather than until the end of 2021.
Electric car makers, high-growth software firms and select tech companies operating in consumer-facing industries have been bid up to nosebleed valuations.
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.