Why is Salesforce.com’s S&M Expense so High?

And it is finally official that Salesforce.com is integrating Google Apps into its CRM applications to provide the first cloud computing suite for enterprises. Called Salesforce for Google Apps, it leverages the Force.com Platform and Google’s open APIs. Sridhar Vembu, CEO of Adventnet, whose company also competes with both Salesforce.com and Google with productivity suite

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Micron’s Challenges

In an earlier post, I had looked at Micron’s prospects with the iPhone design win for its imaging chip. And just last month, Micron launched a separate division for its CMOS imaging business, Aptina Imaging that will provide it with more manufacturing flexibility. It also launched a new 9MP image sensor.

Marvell: Storage Market Leadership

By Vijay Nagarajan, Guest Author In the prequel, I looked at Marvell’s fiscal 2008 financials focusing especially on the company’s expenses. As we move ahead, let me dissect its position in the storage industry in general and the hard disk drive market in particular.

Marvell: Fiscal 2008 financials

By Vijay Nagarajan, Guest Author In my previous article on Marvell, I provided a brief overview of the company strategy and product portfolio. Before we move on to dissect the various business areas, let us take a brief look at the fiscal 2008 financials.

Good Time to Buy Autodesk

I have worked a lot with CAD businesses in their various forms, so I have a fair bit of visceral knowledge of the market. I own Autodesk stock, and have no intention of selling it anytime soon. With that backdrop, let’s look at their most recent financials and business metrics.

Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

Don’t get Nervous with NetSuite

Just like SuccessFactors, this was the first quarter since Netsuite went public. Earlier coverage is available here and here. Let’s look at how they are faring in this current climate of gloom.

Buy SuccessFactors for the Long Term

In February, SuccessFactors (NASDAQ: SFSF) released its results for Q4 and fiscal year 2007 that ended 31 December 2007. This was the first quarter since they went public in November. I recently did an interview with its CEO, Lars Dalgaard, which is available here. I will summarize some thoughts here, but highly recommend that you

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