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Newspaper Stocks: NYTimes, Gannett, McClatchy

Posted on Monday, Aug 25th

US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest

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Deal Radar 2008: Telanetix

Posted on Monday, Aug 25th

Telanetix is a communications service provider which offers telepresence and VoIP services to businesses. The company was founded by Thomas A. Szabo, Rob Arnold, and Bob Alford in 2001 and is headquartered in Bellevue, Washington. The trio had previously worked together on digital distribution provider Digital on Demand and multimedia solution provider RedDotNet (both of

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Still Bullish On Salesforce.com

Posted on Friday, Aug 22nd

Despite crossing the $1 billion annual revenue milestone, Salesforce.com’s shares plunged amidst concerns about its “slow growth” and lower-than-expected deferred revenue and guidance.

Deal Radar 2008: Ning

Posted on Friday, Aug 22nd

Ning is a social publishing platform that allows users to create their own social websites and social networks. It was founded in 2004 by Marc Andreessen and Gina Bianchini as a stealth startup called 24 Hour Laundry. The Palo Alto, California-based company changed its name to Ning, which means peace in Chinese, in October 2005.

Deal Radar 2008: ID Analytics

Posted on Thursday, Aug 21st

ID Analytics is the leader in on-demand identity intelligence. The company’s original focus was identity fraud and identity risk management solutions, but it has now evolved to cover visibility into individual identities.

EDA Industry Roundup

Posted on Thursday, Aug 21st

Mentor Graphics (MENT), has had a roller coaster second quarter. Cadence made a hostile takeover bid for Mentor in June of this year, only to revoke it last week. Mentor’s stock slipped 20% after the end of bidding to $10.33.

True Blue Chips: HP and IBM

Posted on Wednesday, Aug 20th

In my last post on HP, I looked at how its acquisition of technology services firm EDS could place it in a challenger position behind IBM. In this post, we will look at both companies’ recent performances.

Consumer Internet Roundup: WebMD, Blue Nile

Posted on Wednesday, Aug 20th

Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD (WBMD) and Blue Nile (NILE), who recently announced their results.