categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Autonomy Going Gangbuster
While most stocks across tech sectors are reflecting the economy’s depressed condition, Autonomy (AUTNF.PK)(LSE:AU), a leader in unstructured data management software, has been growing since its founding in 1996 and posted impressive results for the December quarter.
Apollo Takes People Back To School Amidst Recession
The educational program provider Apollo Group (NASDAQ:APOL), which owns the for-profit University of Phoenix, has been exceeding market expectations on a regular basis even in these depressed conditions, a testament to the company’s good execution capabilities and perhaps the popularity of going back to school as layoffs continue.
Online Real Estate: ZipR, Move
Here is a quick update on how ZipRealty (NASDAQ:ZIPR) and Move (NASDAQ:MOVE), the key online real estate players, are faring in the troubled US housing market.
Accenture: Two Options Ahead
Although it has traditionally been a nimble player in a competitive market, Accenture again stumbled as it ended the first half of a rather depressed fiscal year. Not only were the Q2 results slightly lower than the company’s outlook, but Accenture also reduced its outlook for the entire fiscal year.
Sun: Now What?
I was never happy about the prospect of the IBM-Sun merger, and am glad to see that the deal has fallen through. But the question now looms even larger: what happens to Sun next?
Promising athenahealth
In a season in which so many companies are producing disappointing results, gems like athenahealth still exist. athenahealth (NASDAQ:ATHN) is a leading provider for the healthcare industry’s billing and practice management solutions. athenahealth just completed its first year as a public company. I recently spoke with Jonathan Bush, athenahealth’s CEO. You can read the interview here.
LeapFrog Lows
The recession does not seem to be good for the educational gaming company LeapFrog, which announced rather depressing Q4 2008 results earlier this month. The company has been trying to do a turnaround and with its new product, Tag, the 2008 holiday season was extremely critical.
EDA Industry Update
All four major EDA players recently announced their results which, as expected, were not too encouraging. In this piece, we will provide an analysis of the industry’s recommended moves for the immediate future.
