AMD and Nvidia Beat Estimates

Last week, Intel entered into an agreement with AMD and also agreed to pay $1.25 billion to the former for dropping its antitrust lawsuits. According to the latest report from IDC, PC processor unit shipments in 3Q09 rose 23% q-o-q, and Intel increased its share by 2.2% to 81.1% while AMD had a share of

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SaaS Talent Management Roundup

In the SaaS talent management space, Taleo is expanding with its acquisition of Worldwide Compensation. SuccessFactors has yet to make such a move, but I had suggested earlier that it could roll up a smaller company like Salary.com. Let’s take a closer look at these two players’ recent performances. 

Wireless Carrier Roundup

There has been a buzz of activity in the wireless market with several Android phones being launched, including the Droid by Motorola on Verizon. Since the launch of the iPhone, AT&T has been increasing its subscriber base and Verizon has managed to keep up with the competition. However, Sprint and T-Mobile are finding it hard

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Video Conferencing Consolidation in Full Swing

Ever since I first covered Polycom (NASDAQ:PLCM) two years ago, I have speculated about consolidation in the sector. Videoconferencing has gained importance due to globalization, offshoring, the financial crisis and the attendant recession, and the need to save more in travel dollars. Now there is a flurry of acquisition activity and consolidation in video conferencing which

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HP Acquires 3Com For $2.7 Billion

There were several options for HP to combat Cisco in the networking arena, including Brocade and Polycom. It looks as though they have chosen to go after Cisco front and center by acquiring 3Com. The latter has done a marvelous turnaround in the past three years. The stock has moved steadily up, and now HP

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Broadcom, Qualcomm, Legal Battles

The two leading chipmakers, Broadcom (NASDAQ:BRCM) and Qualcomm (NASDAQ:QCOM) have recently reported their results. While Qualcomm is enjoying a more stable legal environment after ending its disputes with Nokia and Broadcom and extending its patent deal with Samsung, Broadcom is getting involved in a legal tug-of-war with Emulex. Let’s take a closer look.

Cisco, Juniper, and Acquisitions

Yesterday, Cisco announced a strong quarter, and rival Juniper also reported a strong quarter recently, signaling early stages of recovery in the industry. While last month Cisco announced plans to acquire four companies, including Tandberg and Starent, Juniper says that it will focus on organic growth. Let’s take a closer look.

SAP Needs To Make Some Significant Moves

On October 28, (NYSE:SAP) SAP, the enterprise software leader with annual revenue of €11.57 billion ($16.3 billion), reported a mixed third quarter and disappointing outlook as it faced “a particularly challenging environment in the emerging markets and Japan.” Let’s take a closer look.