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- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Technology Stocks
Naukri Performing Well, But Should Not Underestimate Competitors
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. >>>
Alibaba, Baidu Leveraging China’s Online Momentum
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. >>>
M&A Scene At Alcatel And Brocade
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. >>>
SanDisk Soaring On Apple’s Wings
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. >>>
Online Travel: More Destinations, More Services, More Apps
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. >>>
The Ideal Carrier For The iPhone
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. >>>
Websense Open For Takeover As Security Firms Strengthen Mobile Offerings
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. >>>
New Twist In The Intel–ARM Tale
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. >>>