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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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.