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Hope For TiVo; Garmin’s Flawed Strategy

Posted on Monday, Mar 15th

Last quarter, we saw how Garmin (NASDAQ:GRMN) and TiVo (NASDAQ:TIVO) declined in the face of increasing competition in their core businesses. While the integration of navigation applications in smartphones is eating into Garmin’s personal navigation devices (PND) business, TiVo is losing subscribers with the advent of broadband and competing services such as Hulu, Netflix, and iTunes.

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News Corp’s Gangbuster Quarter

Posted on Friday, Mar 12th

The New York Times announced recently that it will adopt a metered model of charging viewers for online content from next year. News Corp ((NASDAQ:NWSA) is already successfully monetizing content with its WSJ.com site. The company’s recent results reflect its ability to charge for superior online content.

Changing Dynamics Of Enterprise Storage Market

Posted on Thursday, Mar 11th

Solid-state drives (SSDs), with faster access times and lower power consumption, are replacing or complementing hard disk drives (HDDs) in communications and consumer electronics equipment. Will they eventually render HDDs obsolete in the enterprise market? Let’s take a closer look.

Wireless Carriers In The 4G Race

Posted on Wednesday, Mar 10th

The 4G race should pick up steam this year with Sprint (NYSE:S) and Verizon (NYSE:VZ) accelerating their handset development efforts. Sprint and its joint venture Clearwire are betting on WiMax while Verizon, AT&T (NYSE:T), and T-Mobile are investing in the Long-Term Evolution (LTE) technology for 4G. Let’s take a closer look.

Newspapers Down, But Not Out

Posted on Tuesday, Mar 9th

Even as newspapers fold and circulation numbers shrink, a recent study by the Pew Research Center shows that Americans are not completely abandoning the print medium in favor of digital formats, which is not surprising considering that radio did not totally replace newspapers nor TV totally replace radio. According to the study, 92% of the population surveyed accesses news using

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Marvell And Infineon Target New Markets

Posted on Monday, Mar 8th

The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week, and in this post we will look at Marvell and Infineon (OTC: IFNNY.PK).

Online Travel Industry Growing Nicely

Posted on Thursday, Mar 4th

The World Travel & Tourism Council (WTTC) estimated the global travel and tourism industry to have generated $1.87 trillion in direct global revenues in 2009, registering a drop of 3.5% over the previous year. The council expects overall travel industry revenue to grow at 3.6% to $3.39 trillion by 2019. Business is already improving: in

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SaaS Also Rules In Security

Posted on Tuesday, Mar 2nd

An IDC report published in October of last year projects that the Web security market will grow at a 12% compounded rate to reach $2.5 billion in 2013, up from $1.4 billion in 2008. The biggest growth for the industry is expected to come from the SaaS segment, which is projected to grow at a compounded

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