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
Telecom and Chip Equipment Capex Could Get a Boost from New Spending Bills
A planned infrastructure bill reportedly includes some funds for 5G and rural broadband spending, while another bill seeks to boost U.S. chip manufacturing capex.
Shopify's 'Rebels' Are Still Up Against a Formidable Empire in Amazon
While Shopify's platform and partnerships make it a disruptive force, Amazon Prime and Amazon's warehouse and logistics infrastructure are still one of a kind.
R&D Scale Can Be an Overlooked Competitive Edge for Tech Leaders
AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.
Many Tech Firms Could See Demand Worsen if There Isn't a Fast Recovery
Should COVID-19 significantly depress economic activity in the second half of 2020, companies seeing only moderate top-line pressures right now could see their sales drop more sharply.
Chip Developers Have More Ways to Differentiate Than Ever
With more ways to differentiate processors, chip markets are fragmenting and R&D activity is growing.
What Chip Suppliers Have Recently Shared About End-Market Demand
Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.
Good News Can Only Explain a Portion of This Tech Rally
There has been a healthy amount of good news for tech companies since mid-March. But some major negatives still exist as well.
High-Growth Software Firms Such as Slack Are Sharing Mixed Signals
While still reporting healthy revenue and billings growth, Slack and some other software high-flyers are also seeing some demand headwinds.
Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off
Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.
Don't Count on HBO Max to See a Reception Like Disney+'s
Though possessing a good content library, HBO Max's pricing and device support work against it, as do a couple other things.
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