Infosys, Wipro Still Ignoring SaaS

The Indian IT industry does not seem to be on a recovery path. With the way most players are going, I am doubtful the industry will find its way to recovery in the near future.

Yahoo!’s Godot-like Wait for a Compelling Vision

Like its peer Google, Yahoo! (NASDAQ:YHOO) seems to be suffering from the window-shopping phenomenon that has touched online consumers as was reflected in yesterday’s Q1 results announcement.

Will IBM Shift Application Software Strategy?

Yesterday, IBM reported a strong first quarter that beat earnings estimates. Q1 revenues were down 11% to $21.7 billion, short of Street estimates of $22.5 billion. Net income was down 1% to $2.3 billion. However, EPS was up 4% to $1.73 per share, beating Street estimates of $1.69 per share. Let’s take a closer look.

Oracle Acquires Sun. OpenSource, First. SaaS, Next.

The media chattered and twittered about the mega players HP, Cisco and IBM following the news of IBM’s desire to acquire Sun. No one talked about Oracle as one of the mega players in data centers. Larry Ellison’s ego apparently didn’t like that very much!

Google Must Look At Verticalization

It looks as though the recession has finally caught up with Google. Yesterday the search giant announced Q1 results which reflected the troubled economy and more particularly the decline in clients’ advertising budgets. This post discusses Google’s missed opportunity in verticalization.

Polycom An Acquisition Target?

Yesterday Polycom, a leading player in telepresence, video and voice communications solutions with annual revenue of $1.1 billion, reported its first quarter results. As more and more companies are looking to cut their travel expenses, video conferencing is emerging as a strong market. Let’s take a closer look at Polycom’s results and the sector.

Intel Beats Expectations

Yesterday, Intel Corp. (NASDAQ: INTC) the world’s largest chip maker with annual revenue of $37.6 billion reported its first quarter results that beat estimates. Its CEO Paul Otellini said “We believe PC sales bottomed out during the first quarter and that the industry is returning to normal seasonal patterns. “ It however did not issue

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Red Hat Could Also Roll-Up OpenSource

Last month IBM, when it showed interest in buying Sun, set off a flurry of speculation about the takeover of the open source giant, Red Hat, by Oracle. Let’s take a closer look.