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NetApp Gains Market Share

Posted on Thursday, Oct 1st

The storage industry recently witnessed another bidding war between the top vendor EMC and the No.4 vendor, NetApp (NASDAQ:NTAP), over data de-duplication specialist Data Domain. NetApp had in May announced its plans to acquire Data Domain for $1.5 billion. EMC won the bidding warwith a $2.3 billion offer that is more than seven times Data

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Paychex Will Get Strong Competition From Intuit

Posted on Wednesday, Sep 30th

On September 23, payroll processing company Paychex (NASDAQ:PAYX) reported its first quarter results. Although there was no improvement in the company’s key indicators, one positive aspect of the results is that this quarter is the first in the past four quarters in which the decline in checks per client has slowed significantly. Intuit recently acquired SaaS

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3Com Turnaround Progressing Nicely

Posted on Tuesday, Sep 29th

Last week 3Com Corporation (NASDAQ:COMS), which is on my list of top 10 networking stocks, reported a strong fiscal 2010 first quarter that beat estimates and increased its guidance. As per a Dell’Oro Group report, 3Com has for the fourth consecutive quarter increased its market share for enterprise Ethernet switching ports. There are strong signals

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Atheros Expanding in Tough Times

Posted on Thursday, Sep 24th

It looks to be a season of acquisitions, and one of the latest companies to make a notable addition to its portfolio is chipmaker Atheros. Atheros (NASDAQ:ATHR), with annual revenue of $472 million, is best known for its Wi-Fi chips. It recently announced plans to buy Intellon Corporation (NASDAQ:ITLN), a provider of HomePlug® compatible products,

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Adobe’s Enterprise Strategy

Posted on Wednesday, Sep 23rd

Last week, Adobe (NASDAQ:ADBE) announced third quarter results and its plans to buy Omniture, the SaaS industry leader in web analytics and online business optimization, for about $1.8 billion. It looks as though Adobe is going towards an enterprise software strategy and steering away from creative professionals, where Apple (NASDAQ:AAPL) looms as a major threat. In that

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Alibaba, Baidu Riding The China Boom

Posted on Tuesday, Sep 22nd

According to a recent report published by China Internet Network Information Center (CNNIC) on Internet development in China, that country added 40 million users to the Web community within the first half of this year. China is home to the largest number of broadband subscribers and Internet users in the world.

New Faces And Lower Prices As Palm Continues to Challenge Apple

Posted on Monday, Sep 21st

Last week Palm (NASDAQ:PALM) reported its first quarter results that included the first full quarter of Palm Pre sales. Although the company would not give out the number of Palm Pre sales, it is expected to have sold about 500,000 units. Palm Pre sales are riding the uniqueness of its operating system, webOS, which is

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What Will Oracle Acquire This Fall?

Posted on Friday, Sep 18th

This week, Oracle reported a mixed first quarter, with revenue declining for the second straight quarter. Oracle has spent $30 billion to acquire 56 companies over the past five years, and its annual revenue is now about $23.3 billion. However, the company has run into some trouble over its Sun acquisition. The closure of its

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