Yahoo! Continues Aimlessly On

Yahoo! (NASDAQ:YHOO) continued its struggle to grow during the second quarter. While earnings managed to exceed market projections, the fact that revenue is not growing as strongly as it should remains a cause for concern. Q2 revenues of $1.13 billion fell short of the market’s projected $1.16 billion. EPS of $0.15 grew a whopping 50%

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Apple Gains Share Across Markets

Apple reported yet another strong quarter this week driven by the success of its new products, the iPad and the iPhone 4. Despite the criticism of the newest iPhone’s antenna design, Apple reports that there has not been any decline in the demand for the phone and issued a strong forecast. Apple has cannibalized the

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IBM’s Acquisition Strategy

This week, IBM (NYSE:IBM) reported a mixed second quarter by beating bottom-line estimates but missing the top-line sales estimate. Earlier this month, Big Blue announced its plans to acquire BigFix, a network management and security specialist. In the recent quarter, IBM announced two more acquisitions: Cast Iron, a cloud computing integration company, and Coremetrics, a

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Google Acknowledges Need To Enhance Search

After years of ignoring context-sensitive search in major vertical categories, Google (NASDAQ:GOOG) finally entered vertical search within the travel domain earlier this month with a bang. It acquired ITA Software, the Boston-based specialist in organizing airline data, flight times, seat availability, and pricing, for $700 million. While the move is sure to be subject to scrutiny

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Intel In The Price War Era

Intel (NASDAQ:INTC) just reported the best quarter in its history with a record profit of $2.9 billion driven by the boost in corporate PC buying. Intel has been eyeing the smartphone microprocessor market, which is dominated by ARM. Let’s take a closer look.

Red Hat And NetApp Reap Cloud Computing Momentum

According to Gartner, 2010 IT spending on cloud computing is expected to increase 17% over the year to $68.3 billion. By 2014, that number is expected to grow to $148.8 billion. The open source leader Red Hat (NASDAQ:RHT) is already benefiting from the addition of a virtualization layer to its software products with giants such as

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Apple Showers Riches On Component Vendors

The iSuppli teardown analysis of the iPhone 4 is out. It estimates the bill of materials (BOM) on a $600 16GB iPhone 4 to be $187.51. That is a fat profit margin of more than 60% for Apple. Samsung, Infineon, Broadcom, and LG Display are the major beneficiaries in the supply chain. This estimate does

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Electronic Arts On Digital Gear

A recent PricewaterhouseCoopers report for 2010–14 predicts the global entertainment and media (E&M) market to grow 5% annually to $1.7 trillion by 2014, with the U.S. market to grow 3.8% annually to $517 billion in 2014 from $428 billion in 2009. Globally, the online and wireless video game market will grow 10.6%, compounded from $52.5

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