Sector Spotlight

The times are clearly changing, both in the markets and in our focus. It’s a big world and there are a lot of companies out there who do special things. Read More

Virtual reality (VR) is on its way to becoming an important new computing platform. While still in its early stages, VR is expected to start gaining real traction this year. VR represents an entirely new tech ecosystem. Using a VR headset, it’s an immersive experience for users providing “presence” in… Read More

Mobile apps are primed for continued strong growth in the year ahead. That’s because mobile is now the leading digital platform for media and communications. Smartphone penetration in the U.S. has reached 80%, while nearly 90% of all Millennials have their smartphones with them at all times.Total activity on smartphones… Read More

Analytics will be one of the main growth areas in software next year. As more organizations realize the power of their internal, machine-generated and customer data, they are increasingly turning to business intelligence/analytics software, particularly solutions that visualize information in an easy-to-understand format that shows key trends and insights. The… Read More

A new round of consolidation could be about to work its way through the semiconductor industry. There were various reports circulating last week about some potential large deals percolating across the space. In an overall industry that is only getting more competitive, chipmakers know that if they get bigger via… Read More

I remain positive on Next Wave Portfolio holding Qualys (QLYS) for the long term based on a number of factors, and believe the recent sharp pullback in the stock provided a more attractive entry level from a risk/reward perspective. Shares of the provider of cloud-based enterprise security solutions fell to… 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