Latest ideas and analyses related to application software

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DOCS

+35 pts



DOXIMITY, INC. (DOCS-NYSE) Success Isn't Measured on "Spring Break" - Secular Growth Will Trump Seasonality

By Thomasidea on May 18, 2022, 1:01 a.m.
Tagged topics: application software

Views: 16, Votes: 3, Responses: 0, Attachments: 1
HPE , IBM , CSCO , DELL , VMW

+40 pts



The losers are mostly in hardware and infrastructure software

By phenphen on Dec. 17, 2019, 11:23 a.m.
Tagged topics: cloud hyperscalers , Red Hat , hardware , infrastructure software , application software , EMC , BMC , Terradata

Views: 128, Votes: 4, Responses: 1, Attachments: 0