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

Read Full Article »

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

Read Full Article »

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. 

Disney And Time Warner Hopeful For 2010

A recent report estimates that previous quarter’s global ad spend fell 9.9% over the year. By region, North American spend fell 13% over the year, compared with a drop of 21% in Central and Eastern Europe; 11% in Africa, the Middle East and Western Europe; and 3% in Asia-Pacific. Only Latin American spend grew, at a

Read Full Article »

Priceline, Expedia Making Me Dizzy

The Travel Industry Association estimates that total travel spending in the United States has fallen to $712 billion in 2009 from $772 billion a year ago. Recovery is expected in 2010, with travel spending expected to grow 5% to $745.2 billion driven by improvement in leisure travel sales. By 2012, total travel spending is expected

Read Full Article »

Wireless Carrier Roundup

There has been a buzz of activity in the wireless market with several Android phones being launched, including the Droid by Motorola on Verizon. Since the launch of the iPhone, AT&T has been increasing its subscriber base and Verizon has managed to keep up with the competition. However, Sprint and T-Mobile are finding it hard

Read Full Article »

Video Conferencing Consolidation in Full Swing

Ever since I first covered Polycom (NASDAQ:PLCM) two years ago, I have speculated about consolidation in the sector. Videoconferencing has gained importance due to globalization, offshoring, the financial crisis and the attendant recession, and the need to save more in travel dollars. Now there is a flurry of acquisition activity and consolidation in video conferencing which

Read Full Article »

HP Acquires 3Com For $2.7 Billion

There were several options for HP to combat Cisco in the networking arena, including Brocade and Polycom. It looks as though they have chosen to go after Cisco front and center by acquiring 3Com. The latter has done a marvelous turnaround in the past three years. The stock has moved steadily up, and now HP

Read Full Article »