Incumbents And Innovators In SaaS

Yesterday we looked at the performances and acquisition prospects of SaaS players NetSuite, SuccessFactors, and Citrix. Let’s now take a closer look at their peers Omniture, Concur, and RightNow.

Acquisition Prospects in SaaS

The global recession, which not surprisingly has forced companies to cut operating costs and streamline IT operations, has been something of a boon for the SaaS sector, with major companies turning to cloud computing. I expect to see acquisitions in the SaaS space this year. SaaS companies like NetSuite, SuccessFactors, and Citrix, which all recently

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Chip Makers AMD, NVIDIA Recovering

According to recent report published by research firm IDC, the PC microprocessor market was weak in Q109 but that the decline is slowing due to inventory replenishment by OEMs at the end of the quarter. The report further noted market share gains for AMD. NVIDIA also reported market share gains. Let’s take a closer look

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eCommerce Growth Continues In Latin America

MercadoLibre (NASDAQ:MELI), Latin America’s eCommerce leader, continues on its growth path despite the poor global economy. Recently announced Q1 revenues of $32.3 million were 12% higher than the previous year’s revenue. The company missed the Street’s expectations of $32.9 million. However, EPS of $0.12 exceeded the market’s expectations of $0.10 and represented growth of 140% over

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33% Of Planet Earth Will Face Water Shortages By 2025

We have been watching the BBC’s wonderful documentary, Planet Earth. The dangers facing the planet are many. One of them is water shortages. Water desalination technology leader Energy Recovery Inc (NASDAQ:ERII) had a mixed quarter. Q109 revenues grew 39% to $12.6 million to beat the market’s expectations of $12 million. EPS of $0.03 was in

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Nightmare In Networking, IBM Sniffing Around

Yesterday Cisco, the networking giant with annual revenue of $39.5 billion, reported a mixed third quarter that beat analyst expectations even as profits and sales declined. Like its rival Juniper, Cisco saw signs of stability in the industry.

WedMD Healthy, Shutterfly Should Acquire Blurb

Here is a quick look at some of the recently announced results for a few Internet stocks which have done well in the current depressed times.

Disney Should Study Slumdog

There was a little less sparkle in the Magic Kingdom this quarter with the announcement of Disney’s Q2 results. Revenues fell 7% to $8.09 billion, which was slightly lower than the Street’s expectations of $8.15 billion. EPS of $0.43 was marginally higher than the market’s expected $0.40.