In this video, Cramer sucks the knee caps of TWLO, calling the modern day Vonage ‘the future of cloud computing.’ He was fantastically impressed by the conference call, saying it was ‘one of the great calls.’
They fucking text message alerts. Okay? Not exactly revolutionary stuff.
Canaccord likes the story, but keeps the stock at a hold–due to a thing called ‘valuation.’
If you enjoy the content at iBankCoin, please follow us on Twitter“For investors who care about long-term prospects, we came away incrementally more positive following this call. The punch line here is that Twilio has a very attractive business model in which it gets paid on a consumption or transactional basis. The firm is at the center of a big trend toward mobile apps and, based on our conversations, has best-in-class developer tools, the combination of which bodes well for its long-term prospects.”
You’d think these kids today could run computer programs and find their way around the Internet by themselves. Is it reasonable to say Facebook is today’s AOL for the socially starved, lazy and self-centered? How did the mainframe concept get re-packaged, “remixed” and promoted as cloud computing? I’ll say the smart ones know today’s youth wants an experience, and will pay rent for it.
Cloud computing is nothing more than glorified IBM 360 terminal computing without the punch cards!