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Thought Leaders In Cloud Computing: Willie Tejada, Senior VP And GM Of The Enterprise Cloud Division, Akamai (Part 6)

Posted on Monday, Sep 12th

Sramana Mitra: Even on the private network, I am not sure that is working so well. One of the popular collaboration tools these days is Google Docs. You open up a spreadsheet in Google Docs, and 10 people around the world are able to see it. It is a smooth, real-time, convenient function. In the CAD

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Thought Leaders In Cloud Computing: Willie Tejada, Senior VP And GM Of The Enterprise Cloud Division, Akamai (Part 5)

Posted on Sunday, Sep 11th

Sramana Mitra: There is an interesting company we track called ON24. It is more than $50 million company out of San Francisco, and they do large events. Are you familiar with them?

Thought Leaders In Cloud Computing: Willie Tejada, Senior VP And GM Of The Enterprise Cloud Division, Akamai (Part 3)

Posted on Friday, Sep 9th

Sramana Mitra: Let me ask you a question about that. You gave the example of Adobe or Autodesk, right? These are media or CAD tool vendors, and typically CAD files or video files that are being edited are extremely heavy files. So, people tend to not edit these files in the cloud; they tend to edit them in their

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Cadence Takes a Page Out of Microsoft’s Playbook

Posted on Tuesday, Jun 17th

With the Microsoft-Yahoo! drama fresh on everyone’s mind, Mike Fister and the Cadence board have finally done something that shows a bit of boldness, some imagination, and possibly some courage. Cadence has made a hostile takeover bid for Mentor Graphics.

Catching Up on Readings: Hydro Alchemy

Posted on Saturday, May 10th

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

Vision India 2020: MIT India

Posted on Tuesday, May 6th

Twelve years ago, in 2008, it was clear that the labor arbitrage–based IT services industry that had made India a player in the global technology market was facing a threat. The key issue was supply-demand equilibrium. India’s engineering education system simply could not keep up with the demand for talent.

Cadence Languishes On

Posted on Tuesday, Apr 29th

Cadence, (Nasdaq: CDNS) continued to be bothered with the woes of the EDA industry. Q1 results reported last week saw the quarter’s revenue drop by 21% annually and and 37% sequentially to $287 million. However, the revenue still beat market expectations of $285 million. EPS for Q1 met analyst expectation of $0.04, recording a fall

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Will Magma Die on the Vine?

Posted on Monday, Dec 31st

Magma Design Automation, Inc. (LAVA) provides electronic design automation software products and related services, and is our fourth and final company in the EDA review. In February 2007 I reviewed Magma and noted they were a potential acquisition target given their legal problems in a losing patent fight with Synopsys. I pondered on the possibility

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