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

Web 3.0 & Walt Disney (Part 5)

Conclusion Walt Disney Co., the second-largest U.S. entertainment company, reported on Thursday a 12% rise in quarterly profit, driven by sports network ESPN, more visitors at theme parks, and increased sales of consumer products but revenue just missed Wall Street’s target. Disney reported net income of $877 million, or 44 cents per share, for the

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Accenture Has Survived the India Onslaught Well

Based out of Bermuda, one first wonders if Accenture is a fly-by-night. But this is hardly the case. The former Andersen Consulting, tainted by Enron, is now a $20 billion strong management consulting, technology services, and outsourcing company. For Accenture, consulting represented 60% of revenue ($11.86 billion) and outsourcing 40% ($7.84 billion). Despite the current

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Web 3.0 & Walt Disney (Part 4)

Acquisition Targets Disney has made quite a few acquisitions in the past. Recently it acquired Club Penguin, a kid-friendly virtual world where children can play games, have fun and interact with each other. The Company is evaluating various other opportunities and here we will take a look at the possible acquisition targets for Disney. Disney

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McAfee After the Troubles?

McAfee (MFE) is a boxing fighter in the 7th round of an ongoing, drag-down fight. Its core services are data and system protection but it’s name was dragging mud until a drastic management changeover took place. McAfee’s CEO was replaced with Dave DeWalt formerly from EMC in March 2007. DeWalt cleaned out old management, quickly

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Web 3.0 & Walt Disney (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Walt Disney sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context We all know that

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