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TiVo Set To Benefit From Growing IPTV Market

Posted on Thursday, Sep 3rd 2009

According to iSuppli, the IPTV market grew more than 50% in 2009, and the number of IPTV subscribers is expected to grow an additional 56% to 52 million by 2010 and double to 115.6 million by 2013. Amazon and Netflix should benefit from this trend and from the increasing momentum in the video-on-demand space. TiVo (NASDAQ:TIVO), the pioneer in digital video recorders (DVRs) with annual revenue of $249.67 million, should also benefit as a result of its partnerships with these two companies. Let’s take a closer look at TiVo. >>>

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MercadoLibre Still Has Growth Ahead

Posted on Wednesday, Sep 2nd 2009

MercadoLibre (NASDAQ:MELI) recently announced their Q2 results, and at a time when other online retailers are providing disappointing numbers, the company continues to outperform the market. Q2 revenues of $40.9 million grew 19% over the year and a whopping 42% in local currency terms. Net income grew 127% over the year to $6.7 million. >>>

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Still No Smartphone Strategy From Dell

Posted on Tuesday, Sep 1st 2009

Computer manufacturer Dell (NASDAQ:DELL) recently reported a better-than-expected second quarter as IT spending levels showed signs of stabilizing. During the quarter, the company reclaimed its top spot from HP in the US PC market. However, Dell has not been making adequate progress on its smartphone strategy. Let’s take a closer look. >>>

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EDA Industry: Consolidation Remains a Priority

Posted on Monday, Aug 31st 2009

As per a recent report by the EDA Consortium, the industry’s revenues have declined 10.7% over the year in the first quarter of 2009 to $1.192 billion after registering single-digit growth in 2008 and double-digit growth in 2007. Computer-Aided Engineering, the largest product category, saw revenues fall 19% over the year in the first quarter to $427.9 million, while IC Physical Design & Verification revenue, the second-largest category, fell 5% over the year to $302.2 million. Asia-Pacific was the only region in which there was growth. >>>

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Internet Sector Roundup

Posted on Friday, Aug 28th 2009

We’ve looked at some Internet sector acquisition prospects last week. Today, we look at more companies, this time in printing and real estate.

An online company that has been faring well with its excellent business model even in the current times is Vistaprint (NASDAQ:VPRT). The manufacturer of personalized products and services for small businesses and the home recently announced impressive full-year results. Many believe that the current retrenchment by large companies has led to growth in small businesses, the segment Vistaprint caters to. >>>

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Semiconductor IP Sector Overview

Posted on Thursday, Aug 27th 2009

There has been a boom in the wireless industry driven by increased demand for smartphones such as the iPhone, Palm Pre, and BlackBerry and for netbooks as well as evolution of high-speed technology. Just yesterday, Nokia announced its new netbook, Booklet 3G. According to Gartner, smartphone sales grew 27% to 41 million units in Q209, while mobile phone sales declined by 6% to 286 million. Sales of mini-notebooks or netbooks are expected to reach 21 million in 2009, and 30 million in 2010, while PC shipments are likely to shrink by 6% to 274 million this year. In this post, let’s examine how semiconductor IP players Tessera, InterDigital, and ARM are benefiting from this boom. >>>

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Acquisition Outlook: Intuit, ADP

Posted on Wednesday, Aug 26th 2009

This post looks at the recent performance of Intuit and ADP. Strengthening its SaaS strategy, Intuit recently acquired PayCycle, which was at the top of my recommendation list for a SaaS roll-up.Its lineup of SaaS offerings now accounts for about $900 million in revenue, an increase of 22%, faster than the company average. We will also look at what companies it can acquire next. >>>

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Networking Landscape: Major Changes Ahead?

Posted on Tuesday, Aug 25th 2009

Last week, Brocade missed its earnings estimates for the first time in four years while last month, Alcatel-Lucent posted its first profit in 11 quarters. Let’s take a closer look at their recent performances as well as that of F5. >>>

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More Strong Performance From SaaS Market Leaders

Posted on Monday, Aug 24th 2009

In an earlier post this month, we observed that Salesforce.com, pioneer in the SaaS sector with annual revenue of $1.077 billion, has a 10.6% share in the CRM market, and SaaS accounts for 20% in the CRM market. Salesforce.com reported a strong second quarter last week. Also last week, the CEO of Taleo, Michael Gregoire, rang the opening bell of NASDAQ to mark a decade in the talent management industry. My interview with him, conducted last year, is available here. Let’s take a closer look at Salesforce.com as well as the SaaS talent management sector. >>>

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Internet Sector: Acquisition Prospects

Posted on Friday, Aug 21st 2009

As per a recent comScore report, US online retail sales fell 1% over the year in the second quarter, following flat sales in the first quarter and a 3% drop in the fourth quarter of last year. Obviously, the unemployment levels, rising gas prices and increased savings are keeping consumers’ discretionary spending down. >>>

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