Sometimes you have to help clients understand how to use your services.Â Â Microsoft is a great example as are recent updates on Akamai, Limelight and Citrix.
First of all we published an positive update on Microsoft in our May monthly (free) pointing out the fact that most people, especially in the investment community were missing some fundamental improvements in the Microsoft product set in part because everyone focused too much on Vista.Â
Then on October 23rd we published an email alert to clients about switching out of Google and Apple into Microsoft.
Although just a short-term move thusfar it’s been very potent from a return standpoint.Â Linking longer-term fundamental shifts with near and medium-term investment opportunities is exactly how our work is best used.
The October update also had similarly effective short-term recommendations on Citrix, Akamai, Limelight and Tibco which have collectively done quite well over the same period and are linked to prior fundamental reports on content delivery networks (AKAM, LLNW), virtualization (CTXS) and Business Intelligence (TIBX). — Kris Tuttle
Disclosure: We still own AKAM, LLNW, CTXS, TIBX and MSFT although we are trimming positions.