Is Cisco Losing Focus?

Cisco (NASDAQ:CSCO) this week reported second quarter results that beat estimates, but the company gave a disappointing outlook because it expects public sector spending to worsen over the next few quarters.

ARM Eyes Computing

For an IP licensing company, ARM Holdings (NASDAQ:ARMH) is doing extremely well. ARM licenses its low-power chip design to over 230 chip manufacturers, and more than 90% of the mobile phone chips are based on its low-power design. With the design for Apple’s iPad under its belt, it has carved a niche for itself in

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Virtualization Reigns

According to IDC, more than 23% of all servers shipped in 2014 will actively support virtual machine technology, and more than 70% of all server workloads installed on new shipments in 2014 will reside in a virtual machine. The researcher estimates that more than $19 billion will be spent on server hardware in support of

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Concur Becomes A Consolidator

Last quarter, we saw how SaaS companies Concur (NASDAQ:CNQR) and NetSuite (NYSE:N) were on a growth track but had yet to get on to the consolidation path. But where there is growth, consolidation follows. And sure enough, Concur recently announced plans to acquire TripIt, a mobile trip manager, for about $120 million.

Netflix Should Not Get Too Comfortable

According to Digital Entertainment Group, in 2010 total revenues from DVD, Blu-ray, and digital sales of movies and television shows in the U.S. fell 3% over the year to $18.8 billion. In 2010, sales and rentals of standard DVDs fell 11% over the year to $14 billion. In the same period, Blu-ray sales and rentals grew 53% over

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Microsoft Scores With Kinect But Needs A Tablet Strategy

According to Gartner, global personal computer shipments in the quarter ended December 2010 increased 3.1% over the year to 93.5 million units, falling short of the anticipated 4.8% growth for the period. Gartner attributed this lower-than-expected growth rate to rising competition in the form of tablets and other devices such as game consoles. For the

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Nokia Wakes Up

Nokia last week reported weak fourth quarter earnings and provided a weak outlook as its market share continues to decline in a competitive market. This was the first full quarter under the new CEO, Stephen Elop. Last quarter, Elop announced plans to restructure Nokia’s smartphone business by cutting 1,800 jobs, and this quarter he acknowledged

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SAP Looking Good

SAP (NYSE:SAP) reported record fourth quarter revenue this week and growth in all segments driven by pent-up corporate demand. However, its profits took a hit due to the $1.3 billion payment to Oracle following the verdict of TomorrowNow lawsuit.