Accenture Sees Light At The End Of The Tunnel

The IT services and consulting space, which until mid-2009 was on a declining trend, seems to be stabilizing. Key players in the industry such as Infosys, Wipro, Cognizant, IBM, Tata Consultancy Services, and Accenture are sounding more confident going into 2010 than they were six to nine months ago. The companies are making small to

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Optics Overview: Better Time Ahead?

Last year was tough for the optical component manufacturers JDS Uniphase and Finisar as telecom operators reduced their IT spending. However, the two companies recently reported good quarters as the economy recovers.

Adobe Projects Optimistic 2010

Last month, Adobe (NASDAQ:ADBE) reported its fourth quarter and fiscal year 2009 results. It swung to a loss in the quarter as it faced a $192 million tax charge relating to its recent $1.8 billion Omniture acquisition.

Semiconductor Stocks See Light

The year just ended must have been one of the worst for the semiconductor sector. However, the recent strong earnings results from Infineon, Micron, and National Semi indicate that 2010 may be more promising.

Changing Networking Sector Dynamics

It is not just the HP-3Com deal that is worrying Cisco, the networking Goliath. In a recent analyst meeting, Cisco CEO John Chambers conceded that over the past 12 months, Cisco has lost market share in both routing and switching, its core franchises. In the niche area of application delivery controllers (ADC), F5 overtook Cisco

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Oracle’s Plans Beyond Sun?

Last week, Oracle (NASDAQ:ORCL) reported a strong second quarter and gave strong guidance that exceeded expectations. This year, with the economy recovering, the company made quite a few acquisitions. The biggest was Sun Microsystems for $7.8 billion, a deal that has yet to be approved by European regulators.

Bullish on RIM and Palm

Last week, Research In Motion Limited (NASDAQ:RIMM; TSX:RIM), the BlackBerry maker with annual revenue of $11.07 billion, reported stellar third quarter results while Palm, Inc. (NASDAQ:PALM) reported second quarter results that missed estimates. However, both companies beat estimates for device shipments. Let’s take a closer look.

EDA Market Stabilizing?

The economy is limping back on track, as is evident from the increase in the number of PC shipments and smartphones, sales of which grew in Q309. In fact, silicon revenues were up in Q309 over Q209 in a reversal of the declines of the last few quarters. This is of course good news for

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