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The big beneficiary of coronavirus — Video conferencing

Why go there when you do all your work on video on your laptop?

Three companies have great video conferencing services — Zoom Video, RingCentral and Microsoft.

Zoom and RingCentral are the best. Personally I like Zoom as a stock since it hasn’t run as far as RingCentral. What you can do on the services of Zoom and RingCentral and how many people you can accommodate on one call is mind-boggling.

My love for technology is focused on the new applications and markets it creates. There’s a Harvard Business School professor who’s teaching a class to 100 students all over the world. They all see him. When he calls on one student, the camera switches to that student and they can see and hear him/her. When I went to HBS, we sat in one room with name tags ahead of us. And we used a blackboard with white chalk. The only “technology” was that the blackboards could slide up and down revealing yet more blackboards. No one had ever seen sliding blackboards. It was neat in 1967.

Zoom and RingCentral’s prices for their video conference have come way down. There’s a mini-price-war underway. If you have distant people and distant offices, you need to use Zoom Video and/or RingCentral.

Here’s the chart comparing the three over the last two years”

Good news for coffee drinkers

From the New York Times

In examining more than 200 reviews of previous studies, the authors observed that moderate coffee drinkers had less cardiovascular disease, and premature death from all causes, including heart attacks and stroke, than those skipping the beverage.

In addition, experts say some of the strongest protective effects may be with Type 2 diabetes, Parkinson’s disease, and liver conditions such as cirrhosis, liver cancer and chronic liver disease. For example, having about five cups of coffee a day, instead of none, is correlated with a 30 percent decreased risk of Type 2 diabetes, according to a meta-analysis of 30 studies.

This is British humor at its best.  Clean and funny.

Life’s meaning

Pop-psychology from Catamount Mountain ski area, Mass, displayed for the kids. We took Sophie skiing there. She loved skiing.

My favorite image from last Friday’s Valentine’s Day

My favorite image of our First Family

I like the view.

Today’s stockmarket

As I finish this blog at 10:15 AM, our portfolio is up, except for Apple which is pulling it down because of their depressing announcement this morning. Here’s today and the previous day’s trading, i.e. Friday:

I suspect Apple is a good buy today. Notice how it dropped, then bounced early this morning.

See you tomorrow. — Harry Newton

 

 

4 Comments

  1. Angry_Dfns_Eng says:

    Harry, if there is a price war going on between RING and Zoom, wouldn’t that make them a short? Ro

  2. Lucky says:

    They were not the First Family when that photo was taken.