Akamai Continues To Be Critical To Net’s Future

Akamai (NASDAQ:AKAM), the leading web acceleration provider with annual revenue of $790.9 million, reported first quarter results on April 29. The increasing use of online video and IP connected mobiles are the trends driving Akamai’s growth even during the current economic conditions. An interesting read to understand these trends is my discussion with Tom Leighton, co-founder

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Wireless Only Ray Of Light For Chip Vendors

Last week, in our post on the three chip companies, Qualcomm, Broadcom, Texas Instruments, we saw that demand had improved, especially in China. In its first quarter report on April 29, STM, which had annual revenue of $10 billion in 2008, observed improved demand in Asia but said it needed time to confirm the trend.

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How About SAP + Salesforce.com?

While Oracle and IBM have been in the news with their strong quarters and acquisition bids and plans, their competitor, SAP (NYSE:SAP), the world’s leading provider of business software with 2008 revenue of €11.57 billion or $16.3 billion, has been lying low. On the eve of its first quarter earnings report, which missed estimates, let’s see

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Cellular Wars

Cellular wars are heating up by the day. AT&T and Verizon are fighting hard for the smartphone infused momentum in the consumer and prosumer markets. Verizon just overtook AT&ampT as the No. 1 wireless carrier. Last week AT&T (NYSE:ATT) reported declines in revenue and profits but still beat estimates, mainly due to the iPhone, which

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Wireless Chipmakers Marching On

Amidst doom and gloom elsewhere, the wireless chipmakers are looking relatively robust. Yesterday, Qualcomm, the leading semiconductor company with annual revenue of $11.14 billion, reported strong sales in the second quarter that beat estimates mainly due to strong demand in China. However, it also reported a loss due to legal costs. Last week, Broadcom and Texas

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Fifteen Years Of eCommerce

Almost 15 years after the advent of the Internet browser in the mainstream market, it is interesting to see how the major eCommerce companies have progressed. Each pioneers in their original niches, are today starting to step on others toes. Amazon’s logical progression will inevitably lead them into Netflix’ territory. They are already squarely in

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Three Acquisition Targets For Microsoft

The recession took its toll on Microsoft this quarter. For the first time in the software giant’s 23-year history as a public company, revenues declined year on year.

What Should Apple Do With The $29 Billion?

Yesterday Apple reported second quarter results that, driven by strong iPhone sales, yet again beat estimates. This June, it will be two years since the iPhone was launched, and Apple has sold over 21 million of them. Apple still seems to be reaping the benefits of its innovative OS, which has transformed the handset sector. Let’s

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