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Strong Rupee Does Not Dampen Outlook At Infosys

Posted on Tuesday, Oct 13th

Just when it seemed as though the Indian IT industry might be getting a breather, players now have to deal with the rising rupee, which stresses the margins and revenues of export-oriented firms. Earlier this month, the rupee reached a 52-week high, sending worry signs in the Indian sector. But despite such concerns, the number two

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Will Connected Toys Propel LeapFrog Forward?

Posted on Monday, Oct 12th

Before going into analysis of LeapFrog’s (NYSE:LF) recent quarter, let’s take a look at some numbers that put the company’s situation into context: Worldwide toy sales reached $78 billion in 2008, registering a 0.8% decline over the year, according to a recently released NDP Group report. At constant exchange rates, sales would have increased 2.3% over

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RealNetworks: A Turnaround Situation

Posted on Friday, Oct 9th

RealNetworks, Inc. (NASDAQ:RNWK) is a digital entertainment company that provides digital media services and software. It is known for Rhapsody, a subscription- and advertising-funded music service that offers downloads and on-demand streaming services; RadioPass, an Internet radio subscription service; and RealMusic. The company also has a gaming business that owns and operates subscription services for

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athenahealth Continues Aggressive Growth

Posted on Thursday, Oct 8th

SaaS within health care continues to remain a viable avenue for growth, and athenahealth’s (NASDAQ:ATHN), recently announced results were representative of the opportunities within the segment. As the New York Times notes, Congress is trying to restructure one-sixth of the US economy through the health care portion of the $787 billion stimulus package and through legislation

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Micron Beats Estimates; Memory Market Recovering?

Posted on Wednesday, Oct 7th

On September 29, Micron Technology, Inc. (NYSE: MU), the leading memory chipmaker, reported its fourth quarter and fiscal year 2009 results. Although the company booked its fourteenth straight quarterly loss, there was one bright spot in that losses were less than last year and beat estimates. Micron’s shares have more than quadrupled since the beginning of the year. Are these

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Is Accenture On Cisco’s Radar?

Posted on Tuesday, Oct 6th

M&A activity has picked up greatly in tech, including in services. Xerox announced the acquisition of outsourcing firm Affiliated Computer Services Inc., and Dell announced its acquisition of Perot Systems. Many believe that such mergers will soon threaten Accenture’s (NASDAQ:ACN) foothold in the services segment. Will it?

Sprint and T-Mobile Merger?

Posted on Monday, Oct 5th

Rumors are going around about the possible acquisition of Sprint-Nextel by the parent company of T-Mobile, Deutsche Telekom, which recently merged T-Mobile UK and Orange UK to be the leading UK carrier. Both Sprint and T-Mobile have been losing subscribers due to the intense competition between the iPhone, available on AT&T, and the BlackBerry, available

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Cisco Buys Tandberg, HP To Buy Polycom?

Posted on Thursday, Oct 1st

There’s tremendous momentum in video conferencing right now, and I was sure Cisco was going to acquire either Polycom or Tandberg. Well, this morning, the news is that Cisco is acquiring Tandberg for $3 billion. This of course, puts Polycom in play in a big way, and the likelihood of HP acquiring them just went

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