Microsoft-Yahoo Talks End

The WSJ is reporting that Microsoft no longer wants to acquire Yahoo!. Shares of Yahoo lost 10%, or $2.63, to $23.52 as of 4 p.m Eastern. It will go down much further. Jerry Yang will be fired soon. The executive exodus will march on, and Kara Swisher is making a career out of reporting on

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Is United Online Doing a Roll-up?

United Online, Inc. (UNTD) is a provider of connectivity and online media services and is now famous for its withdrawn Classmates.com IPO. Its primary Content & Media segment services include social networking site Classmates.com which it acquired for $131.4 million in November 2004 and online loyalty marketing service MyPoints. Their Communications segment includes Internet access

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3G iPhone Going For Market Share

The rumor mill was proved right this time round. The new 3G phone delivers on all that was expected from it the past few weeks – 3G, low price, GPS, push e-mail, tighter security, and longer battery life. The surprise factor was surprisingly not there. But then, we expect a lot from Apple, read somewhere

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SaaS Updates: NetSuite and CRM

Following Taleo’s acquisition of Vurv, Netsuite followed with the consolidation trend in the SaaS sector (and in its majority shareholder Larry Ellison’s footsteps). On June 2, it announced its plans to acquire OpenAir, a leader in on-demand project management software, for $26 million.

IDCC, National Semiconductor Trending Up

National Semiconductor (NYSE: NSM) reported its Q4 and fiscal year 2008 results that beat analyst estimates and also gave a strong forecast. Earlier coverage is available here, here, and here.

Talent Management Sector Getting Stronger

Last month, Taleo announced its plans to acquire Vurv for approximately $128.8 million. This acquisition adds scale and Taleo continues as a leader in the talent management sector. The combined company will have over 3,400 customers, including 48 of the Fortune 100, and more than 2,800 small and medium-sized businesses. However, Gartner says the acquisition

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Bullish on Seagate and Sandisk

Tremendous growth in digital content is driving the performance of storage vendors. Seagate recently crossed the milestone of shipping 1 billion hard drives and it expects to ship another billion over the next 5 years.

Synopsys Better Than the Rest

In continuation with the EDA industry review of Magma yesterday, here is the Q2 analysis for Synopsys’ (SNPS) results announced last month.