Intuit Sees Strong Growth With Acquisitions

Intuit (NASDAQ:INTU), the leading small business accounting and tax software provider, last week reported strong fourth quarter results that beat estimates. Early in the month, it acquired the assets of personal finance management application Cha-Ching. Let’s take a closer look.

Dell Should Hire Mark Hurd, Acquire RIM

Both HP (NYSE:HPQ) and Dell (NASDAQ:DELL) reported strong results last week. Early this month, HP rattled the market when it announced the resignation of CEO Mark Hurd. In his five years at the helm of HP, Hurd has turned around the company and steered it through the recession and through many strategic acquisitions such as EDS, 3Com,

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Massive Attrition At Cognizant, Genpact

According to Gartner’s latest IT spending report, worldwide enterprise IT spending across all industry verticals is projected to grow 2.9% in 2010 and at 3.5% in 2011. As IT budgets grow, discretionary spend will rise. Revenues at U.S.-headquartered Cognizant Technologies (NASDAQ:CTSH) have already grown as a result of such demand.

VMWare, EMC Going Gangbusters

Lazard Capital Markets estimates that the server virtualization software market will grow 14% in 2010 to $1.28 billion. Software needed to manage virtual environments is expected to grow 44% over the year to $1.88 billion, and desktop virtualization sales are projected to grow 184% in 2010 to $847.8 million.

Consolidation In Talent Management

Taleo (NASDAQ:TLEO) and SuccessFactors (NASDAQ:SFSF) are the leaders in the talent management market with revenues of almost $200 million each. The rest of the market is trying to catch up through acquisitions. Let’s take a closer look.

Nile, Monster Bank On International

The Federal Open Market Committee believes that the U.S. recovery has slowed in recent months, and employers remained reluctant to add to payrolls. With unemployment at 9.5% in June, retailers, especially luxury retailers, are beginning to see sales weaken. May’s research report released by SpendingPulse found luxury retail sales in the month to have fallen

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Android Phones Outselling iPhones, But . . .

In my previous post on Samsung and Motorola, I observed that the two companies, which have launched many devices based on the Android operating system (OS), are gaining share in the smartphone market. Let’s take a look at their recent performances.

Should Mark Hurd Run Cisco?

Concern over the economic recovery continues after last week’s employment report and this week’s signals of global weakness. This week, Cisco (NASDAQ:CSCO) reported a mixed fourth quarter that missed the average sales estimate. Its weak first quarter sales forecast also missed estimates as CEO John Chambers warned of a slower economic recovery. Last month, Juniper’s (NYSE:JNPR)

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