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Pan American Silver PAAS

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    1. Oracle's Third Quarter a Reminder That It May Be Slow Growing, But It's Not Being Disrupted


      Tue, 17 Mar 2015

      term model. We believe GAAP operating margins have been temporarily depressed by the Micros acquisition and growth in the PaaS (Platform-as-a-Service) products, but significant operating margin expansion may prove challenging. While we don

    2. A Story of Decline and Recovery for This Wide-Moat Tech Trailblazer


      Wed, 31 Dec 2014

      business. Despite fears that the shift to PaaS is yet another structural headwind for ..... Technical considerations will drive a slower PaaS adoption; (2) IBM is well-entrenched ..... SaaS) markets, but the middleware ( PaaS ) market has not been affected in the same

    3. More of the Same in Oracle's Fiscal 2Q Results; Steady Progress in Cloud; Shares Fairly Valued


      Thu, 18 Dec 2014

      5%, led again by the software license updates and product support (up 5.6%) and the small but quickly growing SaaS/ PaaS and IaaS businesses (up 39% and 60%, respectively, off of $100 million-plus bases, but not in the billions). Legacy

    4. Oracle's 4Q Neither Concerns nor Excites Us; Shares Decline Close to Our Fair Value


      Fri, 20 Jun 2014

      revenue) did not grow versus the prior year, although maintenance revenue (42% of revenue) grew 7% and the smaller SaaS and PaaS product lines (3% of revenue) grew 25%. As the prior year did not include revenue recently acquired Responsys, we caution

    5. Surviving and Thriving in the Cloud


      Mon, 2 Jun 2014

      service (SaaS), platform as a service ( PaaS ), infrastructure as a service (IaaS ..... party. Cloud providers offer IaaS and PaaS services to customers. IaaS is the allocation ..... software or development environments. In PaaS , the cloud provider offers machines

    6. Emerging Markets Equity Commentary: January 2014


      Tue, 18 Feb 2014

      Strong silver prices in 2006 resulted in increasing cash balances that we expect Pan American Silver PAAS will spend on exploration. Initial indications are that the silver producer's exploration program for 2007 aims to build on

    7. Fear: Biggest Threat to an Investing Plan


      Wed, 9 Oct 2013

      Pan American Silver 's PAS third-quarter results continued the company's recent ..... Alamo Dorado and Manantial Espejo projects are on schedule. Pan American Silver will soon achieve its goal of production of 25 million ounces

    8. New Territory Brings Risk for Salesforce.com


      Mon, 9 Sep 2013

      place downward pressure on the company's growth rate. Furthermore, we expect Microsoft's Azure platform to be a leading PaaS platform, as the company has deeper financial and technical resources, as well as a much larger base of third-party software

    9. Oracle and Microsoft Team Up in the Cloud


      Mon, 24 Jun 2013

      provides a more robust cloud platform ( PaaS ) and cloud infrastructure (IaaS) environment ..... platforms, encompassing both IaaS and PaaS platforms. For Microsoft, we think the ..... Microsoft burnish its brand-agnostic IaaS and PaaS credentials by allowing Windows Azure to

    10. A Closer Look at Microsoft's Wide-Moat Server and Tools Business


      Mon, 17 Jun 2013

      enterprise software products, the firm launched Windows Azure, its cloud application platform, in 2010. By offering IaaS, PaaS , website hosting, and data management--the spectrum of cloud computing services--Azure brings enterprise-class data

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