Online Real Estate: ZipR, Move

Here is a quick update on how ZipRealty (NASDAQ:ZIPR) and Move (NASDAQ:MOVE), the key online real estate players, are faring in the troubled US housing market.

Accenture: Two Options Ahead

Although it has traditionally been a nimble player in a competitive market, Accenture again stumbled as it ended the first half of a rather depressed fiscal year. Not only were the Q2 results slightly lower than the company’s outlook, but Accenture also reduced its outlook for the entire fiscal year.

Sun: Now What?

I was never happy about the prospect of the IBM-Sun merger, and am glad to see that the deal has fallen through. But the question now looms even larger: what happens to Sun next?

Micron, National Semi: Big Layoffs

In our Semiconductor Sector Overview, we saw how the tough memory market, driven by oversupply and weak demand, was leading to a decline in the chip sales. In this post, we will review the performance of Micron and National Semiconductor.

Does RIM See The Gap in iPhone’s Defenses?

Yesterday, Research In Motion Limited (RIM) (Nasdaq: RIMM; TSX: RIM), a world leader in the mobile communications market reported a strong fourth quarter that beat estimates driven by the success of its BlackBerry Storm, which initially had some technical problems in its release in Q3.

Paychex: SaaS Roll-Up, Please

On March 25, Paychex, Inc (NASDAQ:PAYX) reported third quarter results that met analyst estimates. However, the company cut its fiscal-year revenue forecast for a third time and said it expects the economy to continue to be difficult through 2009 and into fiscal 2010. I have been tracking the performance of this leading payroll and personnel services

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3Com’s Turnaround Looks Promising

3Com, one of the key networking players with annual revenue of $1.3 billion, has been steadily improving. In its 3Q results for fiscal 2009 reported on March 19, 3Com Corporation (NASDAQ:COMS) reported a third consecutive quarter of profits that beat estimates. The company’s performance was driven by its cost control efforts and strength in China

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Oracle’s SaaS Targets

In my recent piece on Oracle, I said, Oracle’s entry into SaaS is inevitable, and it will happen probably as early as this year. Let’s look at two companies that are potential acquisitions for Oracle this year.