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Content Players Contemplating iPad Effect

Posted on Tuesday, Feb 23rd

Ad spend analysts labeled 2009 as one of the worst years in terms of ad numbers. Ad spending in 2009 fell 10.2% over the year, according to ZenithOptimedia. Numbers are expected to improve in 2010, which should see 0.9% growth over the year to $448 billion. Overall ad spend is expected to continue to grow

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Changing Business Mix At HP And Dell

Posted on Monday, Feb 22nd

Over the past decade, IBM (NYSE: IBM) has exited commoditized businesses and shifted its focus to high-margin software and services. HP is taking a different path of diversifying its portfolio to capitalize on the trend towards converged infrastructure products that integrate storage, networking, servers, and management software. In 2008, HP acquired EDS for $13.9 billion,

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30,000-foot SaaS Trends: Huge Growth

Posted on Friday, Feb 19th

The recession has highlighted the importance of SaaS and its cost efficiencies. In a report released this week, Global Industry Analysts projects the SaaS in enterprise application software (EAS) market to reach $23.15 billion by 2015.

Mobile Phone Market Movements

Posted on Wednesday, Feb 17th

IDC recently reported that the worldwide mobile phone market grew 11.3% in the fourth quarter of 2009 after five consecutive quarters of decline. The smartphone market, which grew consistently even through the downturn, was up 39% in the quarter. Motorola (NYSE:MOT) returned to the top 5 smartphone vendors list, while in the mobile phone market its share

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CDN Market Trends

Posted on Monday, Feb 15th

Content delivery network (CDN) market leader Akamai (NASDAQ:AKAM) has long charged a premium for its services, and rivals such Level 3 (NASDAQ:LVLT) have survived by being much cheaper. However, over the past quarter Akamai has been very aggressive in its prices, matching those of its rivals and sometimes undercutting them. The CDN market is crowded

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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

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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.