EDA Consolidation Continues

The EDA Consortium recently announced a second consecutive quarter of sequential revenue growth for overall electronic design automation (EDA) revenues. For Q4 2009, EDA industry revenues of $1.26 billion grew 8.1% over the quarter while declining 4.2% over the year. The consortium noted that the biggest upticks came in the categories of CAE, IC Physical Design, and semiconductor intellectual property (IP). >>>

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Accenture Can Be Near-Shore Leader

After five successive quarters of revenue declines, Accenture’s (NYSE:ACN) Q3 revenues finally grew, by 8% over the year to $5.57 billion to exceed the market’s projected revenues of $5.46 billion. On a constant currency basis, revenues grew 4% over the year. EPS for the quarter of $0.73 was significantly higher than the market’s expected $0.69. >>>

Oracle’s Next Move: Data Security

Oracle (NASDAQ:ORCL) has successfully integrated Sun, and in the first full quarter after the acquisition the company reported a 25% jump in profit. Now that the integration is complete, Oracle is looking at greener pastures. Last month, it announced another acquisition in a new but important sector: database security. Let’s take a closer look. >>>

Dell-RIM Merger In The Cards?

Last week, Research in Motion (RIM) (NASDAQ:RIMM) reported a disappointing quarter that narrowly missed its guidance. While RIM made its entry into top 5 mobile phone vendor list, replacing Motorola, its share in the smartphone market declined slightly as Motorola in turn became one of top 5 smartphone vendors. Apple’s iPhone and Android devices from Motorola and HTC are eating into RIM’s share of the market. Let’s take a closer look.
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New Era Of Personal Computing Pits Apple Against Adobe

After a long wait, Adobe (NASDAQ:ADBE) has managed to release its Flash Player for smartphones running on the latest version of Android, Froyo. Adobe has shipped Flash Player 10.1 for Mobile to all the major smartphone vendors save Apple. Let’s take a closer look. >>>

Beneficiaries Of China’s 518 Million Internet Users

According to the China Internet Network Information Center, China has nearly 384 million Internet users – that is more than the entire U.S. population. However, it is still a mere 29% penetration rate for the country’s 1.3 billion population, compared with near 70% penetration in the United States. >>>

TiVo, Garmin Losing Their Luster

TiVo (NASDAQ:TIVO) reported its fifth straight quarterly loss and received a disappointing ruling in its patent infringement case against EchoStar and Dish. This is a big setback for TiVo, which also has lawsuits against AT&T and Verizon. Garmin (NASDAQ:GRMN) is also losing out to the trend of integrating navigation applications in smartphones. Let’s take a closer look. >>>

Online Real Estate Sector Still Sluggish

The economy may be recovering, but there is still a long way to go before the housing sector returns to its pre-recession boom. As the April deadline for the home owner tax credit expired, sellers have responded by reducing their house prices. U.S home prices are estimated to have dropped by $25 billion from March to April – a phenomenal 10% decline, according to real estate reports. The reduction continued in the month of May when 43% of sellers reduced their prices compared with 41% in April. >>>

Apple Will NOT Buy ARM

The beauty of intellectual property (IP) businesses is that they do not have to wrangle over component prices: A single innovation and they collect royalties for years. ARM Holdings (NASDAQ:ARMH), InterDigital (NASDAQ:IDCC), and Tessera (NASDAQ:TSRA) are examples of such IP businesses in the smartphone sector. And all three have benefited from the market coming their way in recent years. Let’s take a closer look. >>>

Marvell And Infineon: Two Sides Of A Coin

Apple is selling a million iPads a month, reports Om Malik. The iPad is galvanizing the mobile device market. According to a new forecast from IDC, worldwide media tablet shipments will grow from 7.6 million units in 2010 to more than 46 million units in 2014, representing a CAGR of 57.4%. Chipmakers such as Marvell (NASDAQ:MRVL) are benefiting from this trend. However, Infineon (NYSE:IFX; IFX.DE) is not as lucky: It is looking to sell its wireless arm. Let’s take a closer look. >>>