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Naukri Performing Well, But Should Not Underestimate Competitors

Posted on Thursday, Sep 16th 2010

According to the latest Job Seach Index released by Naukri.com (NAUKRI.BO) for the Indian market, hiring activity in the country has grown 28% over the year this August. The index reported hiring activity across industries, functions, and cities, with the banking sector reporting 14% growth followed by information technology enabled services’s (ITES) 6% and construction’s 5% growth. >>>

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Alibaba, Baidu Leveraging China’s Online Momentum

Posted on Wednesday, Sep 15th 2010

Of the 384 million current internet users in China, reports estimate that a mere 9% of people shop online. However, the numbers are growing fast. Analysts project China’s online population to reach 650 million in five years and the percentage shopping online to grow to 19% in 2012. Recent research conducted by BCG on 1,700 Chinese has shown that almost 99% of university students and professionals aged between twenty-two and thirty-five spend almost four hours online per day. Given such positive trends, Chinese Internet players are delivering strong results. >>>

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M&A Scene At Alcatel And Brocade

Posted on Tuesday, Sep 14th 2010

Alcatel-Lucent, (NYSE:ALU), the telecommunications equipment company with annual revenue of €15.57 billion ($21.19 billion), recently made two acquisitions in the mobile applications space. Mikael Ricknäs of ComputerWorld says Alcatel-Lucent has realized the importance of applications and developers and hopes to become the intermediary between service providers and developers. Let’s take a closer look. >>>

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SanDisk Soaring On Apple’s Wings

Posted on Friday, Sep 10th 2010

Last quarter, we observed how the soaring sales of Apple’s iPad benefitted the storage industry. Eric Savitz of Barron’s reports that there are at least two dozen companies planning tablets that rely on NAND flash memory chips for data storage. Let’s take a closer look. >>>

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Online Travel: More Destinations, More Services, More Apps

Posted on Thursday, Sep 9th 2010

The online travel sector has been abuzz with activity. In July of this year, Google announced its intention to enter the vertical and acquired flight search engine ITA Software for $700 million. The deal is still under antitrust investigation. More recently, MakeMyTrip, an India-based online travel services provider, debuted on the Nasdaq through its IPO; the stock appreciated 89% on the first day of trading. >>>

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The Ideal Carrier For The iPhone

Posted on Wednesday, Sep 8th 2010

The upcoming end of iPhone exclusivity on the AT&T network is bound to change the equation in the carrier industry. According to Shaw Wu with Kaufman Bros., details are being worked out for a Verizon iPhone and that it would be “premature” to rule out T-Mobile and Sprint. In an earlier note, Wu said that T-Mobile USA is the most likely candidate given that it uses similar cellular technology as AT&T. Also, T-Mobile needs the iPhone more than Verizon does, but it seems that Apple needs Verizon more than any other carrier. Let’s take a closer look. >>>

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Websense Open For Takeover As Security Firms Strengthen Mobile Offerings

Posted on Tuesday, Sep 7th 2010

The security market seems to be riding a consolidation wave. Earlier last month, Intel agreed to acquire McAfee for a staggering $7.7 billion. HP also added to its security portfolio by buying the application security provider, Fortify Security. IBM had recently bought another security firm, BigFix, to accelerate its smart data center and security initiatives. Meanwhile, Websense’s (NASDAQ:WBSN) CEO, Gene Hodges, has said that Websense is open to a takeover bid. >>>

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New Twist In The Intel–ARM Tale

Posted on Friday, Sep 3rd 2010

The Intel–ARM rivalry took a new turn this week with Intel announcing plans to acquire Infineon’s wireless chip business for $1.4 billion. Intel, the world’s largest chipmaker, has been eyeing the smartphone microprocessor market, which is dominated by ARM (NASDAQ:ARMH). ARM, on the other hand, is pushing its low-power processors for netbooks. Let’s take a closer look. >>>

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Efficiency Is The Priority For First Solar, SunPower

Posted on Thursday, Sep 2nd 2010

With Germany’s feed-in tariff cuts for the solar industry kicking in from February 2011 and Spain having announced 45% tariff cuts for new solar farms, 25% for large rooftop installations, and 5% for residential systems, solar players are looking at alternative markets for growth. The United States itself offers tremendous opportunity because solar demand is expected to grow 75% over the year in 2011. According to Bloomberg New Energy Finance, in 2009, Germany was the leader in global installed solar capacity with 9.79 GW, followed by Spain with 4.01 GW, Japan with 2.68 GW and the United States with 2.09 GW. But analysts estimate installed capacity within the United States to grow faster than international capacity growth, making it a more dominant market by 2014. Today, 23 GW, equivalent to the needs of 4.4 million households, is already under development in the country. >>>

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Citrix Becomes Latest Cloud Consolidator

Posted on Wednesday, Sep 1st 2010

Early this week, Citrix (NASDAQ:CTXS), a leader in virtualization with annual revenue of $1.58 billion, announced its plans to acquire VMLogix, a leading provider of virtualization management for private and public clouds. The VMLogix acquisition is expected to close in the third quarter, and Citrix plans to use the technology from VMLogix to extend the Citrix OpenCloud platform and add an intuitive self-service interface to to its popular XenServer virtualization platform. Gartner expects the market for server virtualization management to reach $2 billion in 2014, growing at a compound annual rate of 39.2%. Let’s take a closer look. >>>

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