Apple Needs to Execute, No Longer Innovate

Yesterday, Apple released its earnings for its first quarter of fiscal 2008 that ended December 29, 2007. Revenue was $9.6 billion, up 35% y-o-y and 54% sequentially driven by the strong sales of Macs, iPhones, and iPods. Net income was $1.58 billion, or $1.76 per diluted share, up 58% y-o-y. Gross margin was 34.7%, up

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ZipRealty – Challenging Times, But

We have discussed the online real estate industry and Zip Realty in 2007. Here we will take a look at Zip Realty’s recent situation, it performance and its options.

IBM Also Looks Safe

Yesterday, International Business Machines Corporation (NYSE: IBM) officially released its financial results for Q4 and the fiscal year following preannouncement on Monday. Fourth quarter revenue was $28.9 billion, up 10% y-o-y and diluted earnings were $2.80 per share, up 24%y-o-y. For the full fiscal year 2007, total revenues were $98.8 billion, up 8% and diluted

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Forbes Column 08: A Recession-Proof Corner of the Tech Sector

Check it out here.

HP Looks Recession Proof

Gartner and IDC have just released preliminary results for Q4 that declare Hewlett Packard Co (NYSE:HPQ) as the leader of the worldwide PC market in 2007. Gartner says it has 18.2% share versus Dell at 14.3%. In 2006, HP and Dell were in a tie for the top slot. It was not just the PC

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What Will SAP Acquire Next?

On Monday, preannouncements from IBM and SAP brought a fresh breath of air to the tech sector. And today, there are two major acquisitions in the enterprise software market. Looks like the dealmaking in the enterprise software sector will continue in 2008.

Today’s Two Big Acquisitions

Sun is buying open source database maker MySQL for $1 Billion. More than 100 million copies of MySQL’s database software have been downloaded and 50,000 copies are downloaded daily. MySQL had raised $39 million from Benchmark, Index, IVP, Intel, and SAP, and was in IPO discussions. It’s good to see that MySQL has found a

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Viacom – Discovering its Mojo

We did a lengthy review of Viacom’s (NYSE: VIA-B) vertical strategy in the Fall. Meanwhile, revenues were up 24% in 3Q07 to $3.27 billion. Adjusted net earnings grew 20% to $437 million and diluted EPS were $0.65, a 27% increase over 3Q06. The solid performance was due to the DreamWorks-Paramount blockbuster Transformers. Earlier this month,

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