I recognize that a lot of tech investors read blogs in order to get a sense of the pulse of the market and gather opinions on companies. Accordingly, I’ve tried to make my blog investor-friendly by tagging posts of material interest (i.e., posts that might change an investor’s opinion of a name) with the ticker symbol of the company. In general, I’ll do this only with more in-depth analysis posts, not with my quick links to news.
I work at Gartner, so I’m explicitly disallowed from making any recommendations to buy or sell stocks, nor do I hold any technology stocks. (Gartner does not allow its analysts to hold related investments of any sort.) My commentary, whether positive or negative, is simply information, not a recommendation.
If you’re a client of Gartner Invest (a service for buy-side institutional investors), and you want to talk to me about anything in my blog or a related topic, please schedule an inquiry through the normal means. I’ll be happy to talk about everything in greater depth via inquiry; I generally will not post the full scope of my thoughts on this blog, in order to preserve the value of client relationships.
The public companies I follow are given here for easy reference.
Content Delivery Networks and Other Internet-Related Services
Colocation and Managed Hosting
Data Center REITs (Real Estate Investment Trusts)
Cloud Computing Vendors (strictly in the cloud context)