Telecom/Technology

Micro Equities expects significant growth is ahead for Bulletproof as businesses increasingly migrate their IT infrastructure to the cloud.

Technology One’s potential in cloud software is unquestioned but brokers remain concerned about the near-term revenue impact from migrating customers.

Data centre provider NextDC is moving from strength to strength, bringing forward forecasts for profitability by around six months.

Fledgling data security provider Covata has achieved product commercialisation and is rapidly reaching for the clouds.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Amcom has announced east coast fibre infrastructure deals which bring into question merger discussions with Vocus.

The Chartist reports technical indicators suggest it’s time to get back on board with Telstra.

Moelis is unconcerned about the rally in Netcomm’s shares, believing the company’s trajectory is sound.

Michael Gable of Fairmont Equities suggests that while Telstra may yet see another dip, a strong buying opportunity would emerge.

Medibank Private IPO; testing times for general insurers; implications of Harper Review for telcos; and discounter threats to supermarkets.

TPG Telecom fulfilled expectations in FY14, delivering a robust result, but several brokers question whether such growth rates can be sustained.