Mellow Micron

The financial markets are scary, and amidst this turbulence, earnings season is under way. Micron (MU) reported a larger-than-expected fourth quarter loss yesterday. The company was affected by the oversupply situation in the DRAM and NAND markets. Semiconductor prices continued to plunge and NAND ASP declines outpaced cost reductions; as a result Micron had to writedown its

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Will Amazon Kindle Vertical Integration?

I wrote a controversial Forbes column, How Amazon Could Change Publishing, in the spring. In this column, I submitted that Amazon could disintermediate traditional publishers and agents, and free up money that they could share with authors. My hypothesis was based on the fact that since Amazon has a technology-based merchandising system capable of figuring

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Top 12 Enterprise Software Stock Bargains

Here is a compilation of top 12 enterprise software stocks worth watching, especially after yesterday’s beating in the stock market. If you have the nerve for it, you can consider buying some.

Paychex Should Consider SaaS Acquisitions

On September 24, Paychex, Inc. (NASDAQ: PAYX), the leading payroll and personnel services provider, reported first quarter results that met earnings estimates but missed revenue estimates. In earlier coverage,  I suggested that it could be a SAAS aggregator.

Accenture Confirms My Confidence

The global outsourcing and consulting giant, Accenture (ACN), reported Q4 earnings yesterday, beating analysts’ expectations and supporting their position at the head of my Top 10 Outsourcing Stocks list.

RIMM Sinks, I’m Holding On

Yesterday, Research In Motion Limited (RIM) (Nasdaq: RIMM; TSX: RIM) reported second quarter results that were in line with guidance but slightly below analyst estimates. A major reason for missing estimates was the delay of the BlackBerry® Bold in the US market due to battery and 3G connectivity issues.

Deal Radar 2008: IVT

Online Video is becoming a powerful business tool, spawning a significant number of innovative companies. My continued interest in the sector stems from the fact that I am very interested in seeing gratuitous business travel disappear. [See my Forbes column, Kill The Business Trip] On this installment of the Deal Radar, I will review IVT,

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Deal Radar 2008: Sportgenic

Sportgenic is a San Francisco-based digital media and technology company that is focused on monetizing sports sites. The company, formerly named Active Athlete Media, was founded in 2005 by Robert Tas. Sportgenic has more than 350 publisher sites in its vertical ad network and 21 million unique users. The company was ranked the #2 sports

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