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.

Autonomy Going Gangbuster

While most stocks across tech sectors are reflecting the economy’s depressed condition, Autonomy (AUTNF.PK)(LSE:AU), a leader in unstructured data management software, has been growing since its founding in 1996 and posted impressive results for the December quarter.

Apollo Takes People Back To School Amidst Recession

The educational program provider Apollo Group (NASDAQ:APOL), which owns the for-profit University of Phoenix, has been exceeding market expectations on a regular basis even in these depressed conditions, a testament to the company’s good execution capabilities and perhaps the popularity of going back to school as layoffs continue.

Optics Overview: JDSU, Finisar

Let’s take a look at what’s happening in the optical component sector. On February 5, JDS Uniphase (NASDAQ:JDSU) a leading optical component provider with annual revenue of $1.53 billion, reported its second quarter fiscal year 2009 results. Net revenue was down 10.5% to $357 million. Net loss was $705.3 million or $3.28 per share compared

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