Apple’s Momentum Will Continue

I have written extensively on the iPhone. You can find them under the iPhone and the Future series as well as the iPhone’s Component Ecosystem series. My last post on Apple (NASDAQ: AAPL) was just a month after the release of iPhone. A month or so later on September 5, it announced a $200 reduction

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Interdigital: Visionary Beginning, Rocky Past

By Vijay Nagarajan, Guest Author Interdigital Communications Corporation (IDCC) is a King of Prussia, Pa based mid-cap company that thrives primarily on income from its intellectual property (IP) portfolio spanning 2G and 3G wireless technologies. Before I present my outlook on the company, let me throw in some historic perspective. International Mobile Machines Corporation (IMM),

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Openwave Going Nowhere Fast

Openwave Systems Inc. (OPWV) describes itself as one of the world’s leading innovators of software applications and infrastructure designed to enable revenue-generating, personalized services, including merchandising and advertising, which converge the mobile and broadband experience across devices. The company announced Q1 earnings ending September 30, 2007. Total revenue was $63.0 million, lower than YoY where

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Tessera’s Growth Should Continue

Tessera Technologies, Inc. (TSRA) was last reviewed here in February 2007, where I covered the basic strategy of the company in rolling up important technology modules essential in the miniaturization trends in consumer electronics. On November 1, 2007, Tessera announced earnings for Q3 ending September 30, 2007. Versus previous Q2 guidance of total revenue approximately

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Amidst Volatility, Be Opportunistic with EMC & VMWare

When I last looked at VMWare’s (VMW) IPO performance in August 2007 (first IPO’d at $26 and closed at $58/share), I noted there was no disappointment. Well, until recently, that was a subtle understatement. EMC’s spinoff hit a high of $125/share in October, only to be let down due to the general tech selloff last

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Sun: Promise of Red-Shift, Risk of Virtualization

I last looked at Sun Microsystem (JAVA) back in April of this year, focusing on Sun’s approach to start targeting “red-shift” markets, and taking advantage of new opportunities being created by disruptive technologies like SaaS and Web 2.0/3.0 to open up new growth markets. This was an interesting direction given that Sun’s CEO of 22

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Watch Out Google, Vertical Ad Networks Are Coming

As predicted in multiple prior articles, vertical ad networks are gaining momentum. The newest is Martha’s Circle, a Lifestyle blog network powered by Adify. Samir Arora’s much touted Glam Media has competition! Expect to see more coming, especially a Business Blog network that I know is cooking, since I have been approached by the major

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More on ADP and SaaS

Here’s Phil Wainewright’s piece on ADP and SaaS: ADP Sees incentive for SaaS. My related articles: * ADP Can Become a Powerhouse through Acquisitions * Can PayChex become a SaaS Aggregator? * Intuit Bets on SaaS, Not Yet on International * Concur’s SME Opportunity