categories

HOT TOPICS

SaaS Talent Market Consolidates

Posted on Thursday, Feb 11th

The SaaS talent management market is clearly going for market consolidation. Over the past year, there have been numerous acquisitions in the space, the most recent being the $15 million acquisition of Inform by SuccessFactors (NASDAQ:SFSF). Let’s take a closer look.

Acquisition Strategies At EMC And VMware

Posted on Wednesday, Feb 10th

Global spending on IT is slowly but steadily coming back, an increase that is evident from the results of the various tech companies that we have seen in the past two weeks. Microsoft did come out with a strong set of numbers driven by the Windows 7 uptake. Google, as always, did well. Forrester Research

Read Full Article »

Significant Design Wins For QCOM, BRCM

Posted on Monday, Feb 8th

Qualcomm (NASDAQ:QCOM) recently provided a disappointing outlook and lowered its 2010 guidance, citing competitive pricing and a slow recovery in developed markets. But the good news is that the company has design wins in Google’s Nexus One, as does Broadcom (NASDAQ:BRCM). Broadcom is also believed to be in the iPad.

Cisco To Continue Gobbling

Posted on Friday, Feb 5th

Cisco (NASDAQ:CSCO), the networking giant with annual revenue of $36.1 billion, has made good use of the economic crisis to lap up companies in new and adjacent markets that position it for a battle of the titans as the market recovers. While Cisco is looking to expand to new horizons, its competitors are consolidating and trying to

Read Full Article »

Amazon, Netflix, And Me

Posted on Wednesday, Feb 3rd

With the economy in recession, there were concerns in early November about how strong the holiday season sales would be. But once the numbers from Thanksgiving week were out, industry players started to feel more confident, and National Retail Foundation data confirms that the 2009 holiday season was much better than expected. Specifically, December retail

Read Full Article »

Microsoft’s Future Remains Cloudy Despite Windows 7

Posted on Monday, Feb 1st

A recent IDC report indicates that the global PC market recovered in the fourth quarter of 2009 driven by sales of cheaper laptops, a clear sign of demand returning to some extent. Global PC shipments in the fourth quarter of 2009 were up 15.2%, Y-o-Y, while the United States saw a 24% increase to 20.7

Read Full Article »

Will SAP Open Its $7 Billion Wallet For SaaS In 2010?

Posted on Friday, Jan 29th

This week, SAP (NYSE:SAP), the German enterprise software company, reported its fourth quarter and fiscal year 2009 results. Revenue exceeded the company’s target thanks to a strong fourth quarter. As the economy recovers, SAP also expects to return to revenue growth in 2010. Let’s take a closer look.

Yahoo! Beating A Path To Nowhere

Posted on Thursday, Jan 28th

In an earlier post, I had discussed how Google is maintaining its search leadership and how Microsoft, thanks to Bing, is gaining some ground at Yahoo!’s expense. Yahoo! has been steadily losing its share of the global search market, which is now at 17.3%. To try to gain lost ground, Yahoo! finalized and executed a

Read Full Article »