Accenture Beats Expectations, Adjusts Strategy

Accenture (ACN) reported their Q3 earnings yesterday, and they don’t seem to be finding current economic conditions a challenge. >>>

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Teradyne: Strong Results, But No Design-Test Bridge

Continuing my coverage of the ATE industry, in this post I discuss Teradyne, the leading supplier of Automatic Test Equipment. Teradyne (TER) is a global leader in electronics testing and inspection solutions and is the world’s largest supplier of semiconductor test equipment for logic, RF, analog, power, mixed-signal, and memory technologies. >>>

Verigy Recognizes Design-Test Integration Needs

Yesterday I talked about the trend of the design and test sides of the semiconductor industry coming together. The industry is moving towards inserting “testers” into chips, thereby eliminating/reducing the need for high-end testers in most cases. In the next few years, we will see tighter integration between design and testing, and potentially more conversations between the EDA and the ATE industries. >>>

Credence and LTX Merging

I have repeatedly expressed my views on the faltering EDA industry and recommended that it needs to innovate and consolidate. I had predicted the necessary tech takeover battle in the semiconductor industry and talked about the industry’s need to find adjacencies. Cadence’s bid to acquire
Mentor was yesterday followed by the announcement of Credence’s merger with LTX in an adjacent space. >>>

Naukri Can Roll-up Indian Consumer Internet Sector

Info Edge (BOM: NAUKRI), which owns Naukri.com – the largest job portal in India – announced its Q4 results last month. Comscore data over the last 3-6 months shows that Naukri holds around 50% of the market share. >>>

Sonic Eyeing Digital Media Roll-Up

Sonic Solutions (SNIC) is a provider of digital media software for consumer and professional users. Last week, the Company announced their annual results for the fiscal year ending March ’08. >>>

Where is Adobe Going vis-à-vis Apple?

Adobe has been around for more than 25 years now and a significant part of that period is marked by its successful symbiotic relationship with Apple. However, over the past few years, this relationship has turned sour with their products competing with each other (e.g. Final Cut and Aperture from Apple). >>>

Nokia In Light of the 3G iPhone

In a recent post on the impact of 3G iPhone on RIM, we saw how RIM and Nokia stand to gain from the iPhone momentum in the smartphone industry. In April, Tom Libretto, vice president of Forum Nokia, talked about a new touch-screen mobile phone that is supposed to take on the iPhone. Called the Tube, it will support Java and is most likely to have a keyboard, GPS, and run on the Symbian S60 platform. In October 2007, Nokia developed a touch screen version of the OS that will support finger and stylus input as well as tactile feedback. >>>

3G iPhone Impact on AT&T and Verizon

The new 3G iPhone has changed the game plan for AT&T. AT&T is still the exclusive carrier in the US and the iPhone comes with a 2-year plan but AT&T will no longer be sharing subscription revenues with Apple. >>>

Digital River Up, WebSense Down

Digital River, Inc. (DRIV), provider of outsourced e-commerce solutions to various companies in the software and high-tech products, consumer electronics, computer and video games, announced Q1 results last month crossing $100 million for the quarter for the first time ever. >>>