Rob DeFrancesco

Robert DeFrancesco is a seasoned technology-stock analyst, who for 13 years covered the sector for Louis Rukeyser's Wall Street newsletter. In 2003, he launched Tech-Stock Prospector (TSP), a research, analytics & advisory service focused on emerging and established tech companies. Robert, managing editor of TSP, uses a combination of fundamental and technical analysis to identify and capitalize on inefficiencies within the tech-stock sector. In addition to conducting in-depth company-specific research, he keeps track of the latest developments across the entire tech landscape, paying particular attention to the major themes--including cloud computing, Web 2.0, social networking, Internet of Things, analytics, virtualization, datacenter consolidation, collaboration, security and mobility. Robert attended Villanova University and American University Law School. He lives in Los Angeles.

Analyst Articles

Businesses these days are spending more money on analytics software because they realize there are a lot of strategic insights that can be gleaned from all of their data. The overall business intelligence (BI) analytics software market, expected to grow about 9% annually over the next few years, is going… Read More

The $50-billion global business communications market is ripe for disruption from the cloud. Older on-premise phone communications systems no longer meet the needs of a highly mobile and distributed workforce. People simply aren’t tethered to their desks anymore, so organizations need to adapt by changing the way they enable workers… Read More

The $50-billion global business communications market is ripe for disruption from the cloud. Older on-premise phone communications systems no longer meet the needs of a highly mobile and distributed workforce. People simply aren’t tethered to their desks anymore, so organizations need to adapt by changing the way they enable workers… Read More

Internal corrections can be harsh, but they remove a layer of froth, improving the health of the overall market. The Nasdaq Composite index since the start of March has traded in a broad sideways range, but many individual tech stocks (especially smaller-caps) during this time have experienced sharp pullbacks. Even… Read More

I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%.  Gigamon should… Read More

I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%.  Gigamon should… Read More