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- The Accelerator Conundrum
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Technology Stocks
Newspapers Down, But Not Out
Even as newspapers fold and circulation numbers shrink, a recent study by the Pew Research Center shows that Americans are not completely abandoning the print medium in favor of digital formats, which is not surprising considering that radio did not totally replace newspapers nor TV totally replace radio. According to the study, 92% of the population surveyed accesses news using more than one source and 59% of users access news both online and offline. >>>
Marvell And Infineon Target New Markets
The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week, and in this post we will look at Marvell and Infineon (OTC: IFNNY.PK). >>>
Semiconductor IP: lntel vs. ARM and Tessera’s Expiring Patent
The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. And this year, Intel responded with an LG smartphone built on its Atom Moorestown platform. Let’s take a closer look at ARM and the other semiconductor IP players, Tessera (NASDAQ:TSRA) and InterDigital (NASDAQ:IDCC). >>>
Online Travel Industry Growing Nicely
The World Travel & Tourism Council (WTTC) estimated the global travel and tourism industry to have generated $1.87 trillion in direct global revenues in 2009, registering a drop of 3.5% over the previous year. The council expects overall travel industry revenue to grow at 3.6% to $3.39 trillion by 2019. Business is already improving: in January, Orbitz noted that business class fares for tickets booked on its site had grown 4% over the year. Much of the travel growth is coming from international segments. >>>
SaaS Also Rules In Security
An IDC report published in October of last year projects that the Web security market will grow at a 12% compounded rate to reach $2.5 billion in 2013, up from $1.4 billion in 2008. The biggest growth for the industry is expected to come from the SaaS segment, which is projected to grow at a compounded annual rate of 46%. Compare that with projected growth of 4% for software and 20% for applications. >>>
Major SaaS Players Become Consolidators
According to Gartner, the content, communications, and collaboration segments are the largest SaaS revenue generators, followed by customer relationship management (CRM) with a total of $2.3 billion in revenue in 2009. SaaS has continued to represent a key driver of growth in the CRM market over the past four years, from 8% of the market in 2005 to 15% in 2007 and 20% in 2008, with about $1.9 billion in revenue. By 2011, SaaS is expected to account for 25% of the CRM market. >>>
Intuit Moving Ahead With Connected Services Strategy
In fiscal 2008, Intuit’s (NASDAQ:INTU) new CEO, Brad Smith, announced the company’s connected services strategy, which targets a market where people and businesses are increasingly connected, whether through desktop, laptop, or handheld devices. Last year, Intuit made two major acquisitions – PayCycle (now Intuit Online Payroll) and Mint.com, that support this strategy. More than 56% of the company’s $3.2 billion in fiscal 2009 revenue came from connected services. >>>
Indian IT Services: Globalization and Products
A recent Morningstar report on the IT services and consulting industry projects client demand to rise. Morningstar notes that the U.S. Tech Pulse Index has been rising since May of last year and registered 14.2% annualized growth in December 2009. No wonder ITO and BPO players in India are hiring and expanding their delivery capabilities to cater to the growing demand. >>>