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HOT TOPICS
- The Accelerator Conundrum
- 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
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
A New App, But Sharply Lower Revenues At Autodesk
CAD market researchers expected the industry to sustain growth despite the recession. In an overall U.S. market of $5.2 billion in 2007, the industry was expected to grow 15% in 2008 and another 10% in 2009 to $6.6 billion, and to maintain a CAGR of 11% through 2012. However, Autodesk’s (NASDAQ:ADSK) most recent performance does
AMD and Nvidia Beat Estimates
Last week, Intel entered into an agreement with AMD and also agreed to pay $1.25 billion to the former for dropping its antitrust lawsuits. According to the latest report from IDC, PC processor unit shipments in 3Q09 rose 23% q-o-q, and Intel increased its share by 2.2% to 81.1% while AMD had a share of
SaaS Talent Management Roundup
In the SaaS talent management space, Taleo is expanding with its acquisition of Worldwide Compensation. SuccessFactors has yet to make such a move, but I had suggested earlier that it could roll up a smaller company like Salary.com. Let’s take a closer look at these two players’ recent performances.