Comments on: Use IT to pick stocks http://www.thebiggertruth.com/2009/12/use-it-to-pick-stocks/ Welcome to the bigger truth! I'll try to add some context around "how" or "why" things might mean more than meets the eye. Thu, 02 Sep 2010 15:09:58 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Steve Smoot http://www.thebiggertruth.com/2009/12/use-it-to-pick-stocks/comment-page-1/#comment-594 Steve Smoot Fri, 04 Dec 2009 02:52:50 +0000 http://www.thebiggertruth.com/?p=476#comment-594 [Full disclosure: Riverbed manager] I've been totally tempted to set up a fund that buys stock in companies that purchase Steelheads and shorts companies that chose the "well known, politically safe, but not leading product" company's wan accelerator. Seems like a really good indicator of the health of their IT org., taking that as a proxy for how much their company as a whole values execution quality over politics. The problem is that who-buys-what is apparently confidential info, so I can't have a fund which trades on it.... Drat, foiled again! [Full disclosure: Riverbed manager]

I’ve been totally tempted to set up a fund that buys stock in companies that purchase Steelheads and shorts companies that chose the “well known, politically safe, but not leading product” company’s wan accelerator. Seems like a really good indicator of the health of their IT org., taking that as a proxy for how much their company as a whole values execution quality over politics. The problem is that who-buys-what is apparently confidential info, so I can’t have a fund which trades on it…. Drat, foiled again!

]]> By: Steve Duplessie http://www.thebiggertruth.com/2009/12/use-it-to-pick-stocks/comment-page-1/#comment-592 Steve Duplessie Thu, 03 Dec 2009 19:44:18 +0000 http://www.thebiggertruth.com/?p=476#comment-592 Clarification: If your CEO knows that IT is a metric Wall St. will use to drive valuation, a CIO should find it easier to get the $$$ and attention it needs to do the job properly. Lets teach our management how investing in IT MAKES us money by jacking our stock value. They may not do it simply because its the smart/right thing to do, but I bet they will if you use that kind of logic. Clarification: If your CEO knows that IT is a metric Wall St. will use to drive valuation, a CIO should find it easier to get the $$$ and attention it needs to do the job properly. Lets teach our management how investing in IT MAKES us money by jacking our stock value. They may not do it simply because its the smart/right thing to do, but I bet they will if you use that kind of logic.

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