Watch the Blooming Technology Trends

Technology trends, it is easy to see – iPod headphones have become ubiquitous, people casually use the “Google” as a verb – but investment in technology is difficult. For each apple and Google, have been failures, putting the best-performing stocks, but a large number of innovative technology companies.

Therefore, how to make the best choice?

The key is to find the best position to perform a large number of transfers to consumers and businesses the way companies use technology.

In the rise of personal computers become as Intel (INTC, Fortune 500) and Microsoft (MSFT, Fortune 500), has skillfully positioned his own processor and software, respectively, translation company enormous benefits, as the 20th century, almost 90 years each PC, an important part of the sale. Dell Computer (DELL, Fortune 500), which found a more efficient way to produce and sell machines, its stock price soared: a personal computer maker Dell, 1000 U.S. dollars of investment in 1990, was held until the end of 1999, value About allocated 890,000 yuan.

By 2000, the PC is no longer a growth story, the next hot Internet technology, surrounding and music, digital photos and video. Western Digital’s shares (the world’s data centers, Fortune 500), which makes hard drives to store data, up 887 percent over the past 10 years. No use of a company like Google (Google, Fortune 500), whose stock has risen since 2004, listed seven times the Internet penetration.

Many technology companies are at or near its 52-week high, if you are considering an investment in the sector, trade, you will need special care, when you buy, even if you are a long-term investor.

And technology transfer bet is not timid: to promote new ideas, many of the emerging companies, its stock’s performance can be volatile, or can be more innovative to set up high-tech giant to copy.

However, if you are willing to take risks a company may (or may not) into becoming the next Dell, Google, Apple, take a look at scientific and technological development in the next 10 years, the trend scan – 9 companies benefit from the great.
On Demand Software

The technical requirements for the implementation of any enterprise: the next wave of software on the Internet (for example, that Google’s Gmail Web mail service), rather than an application installed on the local company’s desktop machines and servers.

Technical staff (and finance ministers, such as “software as a service”), because they do not invest in massive data centers, they can buy – or cancel – services, increase or decrease in employees.

Salesforce.com pioneered the model (see the “2010 Top Ten Best Stock”), but others, including IBM, Microsoft, Oracle, and even, but also for how the provision of application software through the network time. Small companies, there are application software as a service model, the specific corporate functions.

SuccessFactors’s (SFSF), in San Mateo, Calif., to help the enterprises to employees and evaluating employee performance objectives online. As listed in November 2007, the Unit has been on the map all of the companies face operating losses and economic decline. More recently, however, it has found a customer, after its shares surged 185% so far this year.

SuccessFactors is an area more opportunities to pursue so-called “business execution software,” a new set of applications, their existing employees marry, high-performance tools to help staff to achieve the overall strategic objectives.

The Company believes that such additional software products will increase its target market to reach 36 billion U.S. dollars from 16 U.S. dollars 100 million U.S. dollars in the world today. If the service can help businesses reduce costs, while allowing staff to better implement, SuccessFactors available Wall Street estimates of earnings growth of more than it is.

Medical care is another huge growth area for on-demand software. Information technology has tried for decades with little success, penetration doctor’s office and hospital providers have been cited as a deterrent costs. The U.S. health care system is about to digital, but in health information technology, the federal funds set aside 45 billion U.S. dollars expressed his thanks.

A company benefit from Athenahealth on (ATHN), the main selling doctors on-demand software, automatic billing and payment. Athena, but by the public in September 2007, the current price-earnings ratio 44 times expected earnings, making it a very rich stock.

However, the Athena wisely focused on the doctor’s practice, a difficult, diffuse market scope, and is a huge: There are about 23 million in the United States by giants such as General Electric and McKesson may not have the will or resources to knock on all the these doors.

Another company will benefit from the software as a service-oriented trend is a Seattle-based F5 Networks, Inc. (Kebo En). F5 key to sales of bundled hardware and software, to speed up the network to provide high-speed applications. Customers include on-demand software providers before 98. Despite the economic downturn, F5 key to increased market share, increased net income in the 2009 fiscal year 23%. And shall maintain a rough economy, F5 is the U.S. dollars 317 million in cash sitting in a good cushion.
The rise of smart phones

There are various reasons to study the investment in Apple Computer (AAPL, Fortune 500) hard drives, but perhaps the best reason to own the stock market future iPhone. Even in traditional phone sales slow, and that smart phones can access the Internet continues to rise.

An aggressive expansion into international markets, Apple is currently in such a high (after Nokia and BlackBerry maker Research in Motion Inc.), terminal equipment 14%, in the second quarter of 2009 18% of the global market share. And Apple has just begun.

Apple has established a mobile computing platform, the purpose is to mobile phones, Microsoft’s desktop operating system like Windows. Yes, Apple’s stock price high, but its revenue is expected to grow over the next five years are 19.7%. Remember, Apple Computer, which makes personal computers and music players, has blown past estimation.

Intel Corporation, to become giants in the computer age has been crammed into the computer as much as possible, would like to extend to mobile devices, chips, but another company, Broadcom Corporation (BRCM, and Fortune 500), has a strong position in the wireless world: It enables mobile phone chips to connect to a local wireless network (Wi – Fi and Bluetooth), broadcast video, and offers GPS navigation function. Analysts expected Broadcom will increase 16% with annual revenues in the next five years, more than the market’s overall revenue growth.

In fact, Broadcom’s chips has entered a new iPhone cell phone manner. If you believe that smart phones of the future computer technology, Broadcom is worthy of our attention.
Data, data everywhere

Consumers and businesses are constantly amazing the amount of data generated from the home to the company’s video e-mail and employee records. The company can capture, store, manage and use ever-increasing awareness of the amount of data that will be sitting in the next 10 years, quite. Google (Google, Fortune 500), which is converted into an advertising platform, online information retrieval, is clearly the biggest and the best use of the advantages of the company’s example of the trend.

However, other companies are ready to data overload money. Informatica Corporation (INFA) to help large enterprise customers and to see the sort of information to pour their vast streams of employees, customers and suppliers.

The software company, based in Redwood City, California, sales data integration services, organization of information in multiple enterprise applications. It can, for example, synchronous Web-based sales staff of sales-related activities of internal customer management software, information to help managers find out what customers always ensure maximum discount.

Even in a recession, Informatica has in recent tear, and in the past 12 months, 474 million U.S. dollars in revenue, an increase of more than 6%, compared with a year earlier. The third-quarter earnings rose 26% over the same period last year.

All of this growth and little debt, sales of major products is estimated at about 12% growth in 2010 after the merger has not been overlooked by investors (or potential acquisition, Oracle, Cisco and IBM). Like many technologies, Informatica stock trading near 52-week high, so you may have to wait to purchase fall. When you do this, hold it, because this issue of Informatica Corporation address the situation is getting worse.

CommVault Inc. (CVLT) is another excess use of data. Like Informatica Corporation, CommVault’s arms trading company, how the security problems – end-use – all of the data services from either strategic reasons or regulatory compliance.

Trading at 28 times earnings, the stock is expensive, but analysts expect the company’s earnings growth over the next five years, 17% per annum, while the S & P 500 Index is expected to grow in the same period, only around 11%. Today, the company has a bigger opponent on their own, but analysts believe that CommVault is a large hi-tech equipment prime takeover target.
Power clever

If the future of our environment will depend on solar and wind renewable energy sources more and more, our car is running more and more to the power of our breathing power will need to upgrade.

If you do not have a smarter grid, on the other things are useless, because there is no need to monitor the grid interactive capacity and balance all the activities of the computer. One of the main problems of public utilities, today’s grid faced with an unpredictable demand. When the peak demand, overloading the system may fail, sent to everyone in the dark. And energy prices may increase.

Boston-based EnerNOC (the network) company to develop the energy and utilities and who is sitting customers have signed an agreement to throttle back to the peak of unnecessary energy use in exchange for remuneration.

With this “demand response” system, public utilities have the power they need to ensure that emergency situations, through the peak period of electricity consumers to get their help pay for. As of November, more than 2,500 garments, from the state government to the grocery store of iron and steel plant was signed with EnerNOC, effectively its management under the 3250 megawatts of electricity. The company began in the third quarter profit of 27 million U.S. dollars, the first profitable year since it was founded in the third quarter of 2001, revenues more than doubled, to 103 million.

The company’s stock price has gone up at a later stage, valued at three times the lowest since November last year. However, the stock trading well below 50 U.S. dollars per share in December 2007 hit, shortly after the listing, analysts believe that its revenues are expected to grow 33% in the next 5 years, which indicates that the stock has a great room for maneuver.