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HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Electronic Arts Pushing Digital
The gaming industry is going through a turmoil: demand is there, but margins seem to be disappearing. Higher sales are driven by price cuts, and profitability is an issue. The industry is looking for a new idea or a game console that will shake up the gaming world. Sony seems to be planning to release such
Securing Cyberspace: Websense, McAfee, and Symantec
IDC forecasts the global Web security market to grow at a CAGR of 12.3% to $2.5 billion in 2013 from $1.4 billion in 2008, with SaaS Web security being the fastest-growing segment at a CAGR of 46.5% between 2008 and 2013. Also, with the increasing use of Web 2.0 by corporations and more spam, data leaks
Dell Declining
According to IDC, Dell (NASDAQ:DELL), which had annual revenue of $61.1 billion, has lost market share and it has lost its No.2 spot to Acer in the global market. It has, of course, lost the top spot in the U.S. market to HP. Dell’s recently reported third quarter results were also disappointing, missing both earnings
Wireless Chips and IP: MRVL, IDCC, ARM, TSRA
It may still be a bit of a bumpy ride for semiconductor manufacturers, even as the smartphone market grows at a steady clip. According to Gartner, semiconductor revenue in 2010 is expected to increase 13% and rebound to 2008 levels of $255 billion as the PC market continues to strengthen, but in 2009, it is
CRM And RNOW Hook Onto Social Networking
According to Gartner, worldwide CRM market revenue was up 12.5% to $9.15 billion in 2008, and Salesforce.com continues to rise rapidly with a 10.6% share. The company recently announced its social networking product Chatter, which was inspired by Facebook and Twitter. While Chatter has been developed in-house, rival SaaS customer relationship management (CRM) vendor RightNow is
ZipRealty, Move, Monster, Shutterfly: Signs of Recovery
To help revive the real estate sector, the Obama government approved the extension of an $8,000 tax credit for first-time home buyers until April 30, 2010. The credit, earlier scheduled to lapse in November of this year, is now available till the end of 2010 in a phased out fashion. The goverment is also controlling mortgage rates
For Comcast and Viacom, It’s All About Content
The recently released results of most U.S. media companies offered optimistic views for the future and reflected an upbeat quarterly performance. The slowly recovering economy is driving negotiation of big deals within the industry. Comcast, for instance, is looking to purchase a controlling stake in NBC Universal from GE. News Corp and Scripps Network are
Intuit and ADP Make SaaS Acquisitions, But High Unemployment Hurts
This month, both Intuit and ADP made some SaaS acquisitions. Intuit has followed an aggressive acquisition strategy this year. It began its SaaS rollup with PayCycle for $170 million in June, and early this month it bought Mint.com for $170 million. ADP made its first acquisition this year with HRinterax, which has an award-winning Web-based