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For corporate users, since generally they have E3 license assigned to use Ms Outlook, Office365 etc.
It comes with free Ms Teams.
As long as Microsoft don't shoot themselves in the feet (as they used to) by messing up with Ms Teams, Zoom shares in corporate usage is going to be reduced.
Time is friend to the product/ company with competitive advantage, in this case, Zoom is not!
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Hi fallscushion,
100%.
That said I will never completely count Eric Yuan out. Let's see what he can come up with over the next few years. They have plenty of cash flows, profits and users to try out many things.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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25-11-2021, 09:03 PM
(This post was last modified: 25-11-2021, 09:04 PM by fallscushion.)
Agree.
I wouldnt want to ever underestimate the single-minded, passionate & driven dudes.
I did it more than once with Tesla.
In this ever changing tech sector, perhaps the main moat is the crazy dudes driving the companies.
But as it is now, Zoom is losing out.
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29-11-2021, 11:21 AM
(This post was last modified: 29-11-2021, 11:21 AM by weijian.)
To be honest, whenever we use the word "long term" on technology growth stocks, I tend to get scared. Case in point, ZOOM was nothing before the pandemic, and everything after that (It is used as a verb now, just like SCOTCH tape or GOOGLE the answer).
Why Zoom Video Communications Looks Attractive To Me Now
With an enticing valuation and room to grow, I think Zoom will provide joy for patient investors of the company. Although the company’s stock price is likely going to be volatile, the long-term outlook remains rosy. If you wish to read more about Zoom, you can find a full investment thesis on Zoom, written by Ser Jing and I, here.
https://www.thegoodinvestors.sg/why-zoom...to-me-now/
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Anecdotally, I'm using the Verb "Teams Meeting" more everyday.
It's the default meetings app in my workplace.
(not vested in Microsoft or Zoom)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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30-11-2021, 04:28 PM
(This post was last modified: 30-11-2021, 06:45 PM by specuvestor.)
I find that the interface for Zoom is still the best all in one window rather than multiple windows for Teams which can be confusing when you already have multiple work windows opened; and maybe more stable as it doesn't try to integrate IM. It is also the default meeting app in my workplace after Zoom was discovered hosting in China last year (which they rectified)
Webex by Cisco seems stable but less flexible while VooV which looks like copycat, doesn't do hardware acceleration?
Didn't really use Google Meet or new FaceTime
Just my own personal experience; keen to know if others experience differently?
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
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Yes, the largest employer is using Microsoft Teams or CISCO webex.
It might be a biased sample, considering how we are only considering from the POV as Singapore consumers when in fact the entire world might be using different apps from us
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03-12-2021, 04:49 PM
(This post was last modified: 03-12-2021, 04:58 PM by Wildreamz.)
Zoom And Gloom: Microsoft Drops A Bombshell
https://seekingalpha.com/article/4473163...ll-zm-msft
Quote:Summary
* Microsoft has released a standalone version of Teams to gain market share in the low-medium price tier.
* Zoom shares fell 6% in response to the news on fears of margin and market share pressure.
* With Zoom's moat already razor-thin, the market is right to worry.
Another Cathie Wood pick that she keeps doubling down.
Will be interesting to see how it fares in the long-term: https://cathiesark.com/ark-combined-holdings-of-zm
(not vested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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(25-11-2021, 09:03 PM)fallscushion Wrote: ..
In this ever changing tech sector, perhaps the main moat is the crazy dudes driving the companies.
..
In recent years, I have come to agreement with Elon, that "pace of innovation" far exceeds the importance of a stagnant "competitive moat" ( https://twitter.com/elonmusk/status/1045...54976?s=20); that will be constantly under siege.
In this day and age, no moat is impenetrable.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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(03-12-2021, 05:03 PM)Wildreamz Wrote: (25-11-2021, 09:03 PM)fallscushion Wrote: ..
In this ever changing tech sector, perhaps the main moat is the crazy dudes driving the companies.
..
In this day and age, no moat is impenetrable.
Which is great.
Imho, companies should be rewarded by their constant value-creation to their stakeholders (not solely shareholders) and not by their constant building of moats.
Companies in milking-cow stage (like Apple and perhaps alphabet not far behind), living in "glorious" borrowed times from their fabulous early innovative products should fade with times (or so I hope).
Back to zoom, from exploring further, I reckon, Eric is well aware of the eventual "fall" of current zoom product, he is trying to move away into adjacent Enterprise-level products, but without the ecosystem (like Microsoft's platforms), it's a huge challenge.
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