WedMD Healthy, Shutterfly Should Acquire Blurb

Here is a quick look at some of the recently announced results for a few Internet stocks which have done well in the current depressed times.

Disney Should Study Slumdog

There was a little less sparkle in the Magic Kingdom this quarter with the announcement of Disney’s Q2 results. Revenues fell 7% to $8.09 billion, which was slightly lower than the Street’s expectations of $8.15 billion. EPS of $0.43 was marginally higher than the market’s expected $0.40.

Fifteen Years Of eCommerce

Almost 15 years after the advent of the Internet browser in the mainstream market, it is interesting to see how the major eCommerce companies have progressed. Each pioneers in their original niches, are today starting to step on others toes. Amazon’s logical progression will inevitably lead them into Netflix’ territory. They are already squarely in

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Three Acquisition Targets For Microsoft

The recession took its toll on Microsoft this quarter. For the first time in the software giant’s 23-year history as a public company, revenues declined year on year.

Infosys, Wipro Still Ignoring SaaS

The Indian IT industry does not seem to be on a recovery path. With the way most players are going, I am doubtful the industry will find its way to recovery in the near future.

Yahoo!’s Godot-like Wait for a Compelling Vision

Like its peer Google, Yahoo! (NASDAQ:YHOO) seems to be suffering from the window-shopping phenomenon that has touched online consumers as was reflected in yesterday’s Q1 results announcement.

Oracle Acquires Sun. OpenSource, First. SaaS, Next.

The media chattered and twittered about the mega players HP, Cisco and IBM following the news of IBM’s desire to acquire Sun. No one talked about Oracle as one of the mega players in data centers. Larry Ellison’s ego apparently didn’t like that very much!

Google Must Look At Verticalization

It looks as though the recession has finally caught up with Google. Yesterday the search giant announced Q1 results which reflected the troubled economy and more particularly the decline in clients’ advertising budgets. This post discusses Google’s missed opportunity in verticalization.