With Etao, Alibaba Seeks To Challenge Baidu’s Search Dominance

According to the latest China monitoring report issued by the China E-Business Research Center, the transaction values of B2B, B2C, and C2C e-commerce services in China reached RMB2.25 trillion (~$337 billion) in the first half of the year.  The transaction value of B2B services topped at RMB 2.05 trillion (~$307 billion). The total trading value of e-commerce is expected to exceed RMB 4.3 trillion (~$644 billion) for the year 2010. China’s leading internet e-commerce player, Alibaba, is also having a good run.

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Symantec Releases Mobile Solutions; Websense A Good Buy For Oracle Or HP

Gartner projects worldwide security software revenues to grow 11.3% over the year in 2010 to cross $16.5 billion. The consumer security software market will remain the largest security software segment, with 2010 revenues projected to reach $4.2 billion in 2010, compared with $3.9 billion in 2009. The enterprise market is expected to reach $3 billion in 2010 from $2.9 billion in 2009. Computer security players Symantec (NASDAQ:SYMC) and Websense (NASDAQ:WBSN) also delivered results that exceeded the market’s targets for the quarter.

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Impact Of AMD’s Fusion Chips

According to iSuppli, about 80% of PCs shipped in 2014 are expected to have hybrid chips. AMD (NYSE:AMD) recently shipped its first chips combining graphics and microprocessor capabilities in a single chip. Intel is close behind with a similar hybrid chip. Such hybrid chips mean a loss of business for NVIDIA (NASDAQ:NVDA) as they can render low-end graphic chips obsolete. But for now, both AMD and NVIDIA posted strong results. >>>

SaaS CRM On A High

The SaaS market had worldwide revenues of $13.1 billion in 2009, and IDC expects revenues to reach $40.5 billion by 2014. Research firm Gartner says SaaS accounted for nearly 24% of total CRM market revenue in 2009. SaaS is forecast to account for 26% of total CRM market revenue in 2010. Let’s take a look at two SaaS CRM vendors, Salesforce.com (NYSE:CRM), the big daddy of SaaS CRM, and RightNow (NASDAQ:RNOW).
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Cisco Rivals Trade Near 52-Week Highs

Cisco recently provided a grim outlook that was far short of analyst estimates. However, its rivals Juniper, F5, and Polycom reported strong results and provided outlooks close to analyst estimates. They are trading close to 52-week highs, while Cisco is close to its 52-week low. Let’s take a closer look.

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Comcast Waits On NBC Merger; Viacom Focuses On International Expansion

Cord cutters are troubling the U.S. cable television market: A recent report by SNL Kagan indicates that the total number of TV subscribers for cable, satellite, and telecom operators fell by 119,000 in Q3 compared with a gain of 346,000 subscribers a year ago. While telecom and satellite providers did get more subscribers, cable television providers saw the subscribers’ base falling by 741,000. This is the largest decline in subscribers in 30 years. >>>

Management And Strategic Changes At HP And Dell

HP (NYSE:HPQ) and Dell (NASDAQ:DELL) recently reported their quarterly results. While HP reported strong results for its first quarter under new CEO Leo Apotheker, Dell reported mixed results. Both companies reported strong demand from enterprises, while consumer spending was softer. Let’s take a closer look.

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Intuit’s Acquisitions Pay Off

Intuit (NASDAQ:INTU), the leading small business accounting and tax software provider with annual revenue of $3.45 billion, last week reported better than expected revenue as it continued to reap the benefits of its recent acquisition spree. Let’s take a closer look.

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Solar Industry Update: New Projects In Arizona And Increased Activity In India

Analysts project solar photo voltaic market demand to grow at 33% per year from 2009–2012 to reach 17.2 gigawatts. During the current year, market demand is expected to grow to 13.5 GW in 2010 from 7.2 GW a year ago. Despite feed-in tariff cuts, growth in 2010 was fuelled by German demand. Germany saw PV market demand grow from nearly 4 GW to 7.2 GW. However, in the coming years, the market is expected to diversify globally as the German market declines. In 2011, the German market is expected to fall to 5.9 GW, expediting the need for solar players to expand globally. >>>

Online Travel Update

According to comScore, online spending on travel in the U.S. grew 9% in July, compared with 8% growth in June and 7% growth in May. Air travel spending in July grew 12% over the year, while hotel spending rose 5%. Air travel spending has grown due to an increase in airfares and reduction in capacity. Bureau of Transportation Statistics reveal that average domestic airfares rose 4.7% over the year in the first quarter of 2010 from a year earlier.

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