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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Seagate, SanDisk Recovering Nicely

Last year, Seagate was expected to take over SanDisk as part of its plan to enter the solid-state drive (SSD) market. That did not happen, but Seagate has entered the market organically. The company recently launched Pulsar, its first enterprise SSD for blade and general servers. On the other hand, pSSD Gen2 SSD from SanDisk

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Moving To The Cloud: Informatica And Autodesk

The business intelligence (BI) tools market continues to grow at a healthy pace, primarily driven by maintenance revenue rather than new license revenue. According to an IDC report published in mid-2009, the BI tools market is estimated at $7.8 billion in 2008, up 10.6% over 2007. SAP is the market leader in BI with a

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Samsung, Motorola Filling Smartphone Gaps

Samsung, which started out as a small manufacturer of black-and-white televisions, was able to celebrate its fortieth birthday last month as the world’s leading manufacturer of not just television sets but also memory chips and LCD panels. It is also the No. 2 cell phone handset vendor with an approximate 21% share, while Motorola has

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Garmin, TiVO On The Decline

Google recently signed an audience research deal with TiVo while at the same time making things difficult for personal navigation device (PND) maker Garmin, since Google’s Android smartphones provide navigation applications free. For the first time in its history, Garmin posted a year of revenue decline as more and more smartphones are being sold with add-on

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SaaS Consolidation Overview

The SaaS sector has seen quite a few acquisitions this year, the major ones coming from Adobe, Intuit, and ADP. The recent economic downturn has spurred this acquisition activity in the sector, which has turned out to be relatively less vulnerable to the effects of the economic downturn.