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HOT TOPICS
- 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
Is Accenture On Cisco’s Radar?
M&A activity has picked up greatly in tech, including in services. Xerox announced the acquisition of outsourcing firm Affiliated Computer Services Inc., and Dell announced its acquisition of Perot Systems. Many believe that such mergers will soon threaten Accenture’s (NASDAQ:ACN) foothold in the services segment. Will it? >>>
Paychex Will Get Strong Competition From Intuit
On September 23, payroll processing company Paychex (NASDAQ:PAYX) reported its first quarter results. Although there was no improvement in the company’s key indicators, one positive aspect of the results is that this quarter is the first in the past four quarters in which the decline in checks per client has slowed significantly. Intuit recently acquired SaaS payroll company PayCycle, with the help of which it is looking to increase its penetration in the small business payroll market. Let’s take a closer look. >>>
3Com Turnaround Progressing Nicely
Last week 3Com Corporation (NASDAQ:COMS), which is on my list of top 10 networking stocks, reported a strong fiscal 2010 first quarter that beat estimates and increased its guidance. As per a Dell’Oro Group report, 3Com has for the fourth consecutive quarter increased its market share for enterprise Ethernet switching ports. There are strong signals that a turnaround is happening. Let’s take a closer look. >>>
RIM Needs Prosumer Apps To Reverse Trend
Research In Motion Limited (RIM) (NASDAQ:RIMM; TSX:RIM), the maker of the popular BlackBerry with annual revenue of $11.07 billion, reported its second quarter results last week. Its third quarter outlook was disappointing as Apple and Palm have upped the ante by lowering prices on their phones. >>>
Optics Overview: Tough Times
With the increasing use of high-bandwidth applications to use the Internet to download videos and music, play games, and watch IPTV, there is increasing demand for optical networks. At the same time, the economic slowdown has impacted the revenues of optical component manufacturers, JDSU and Finisar as telecom operators slow down their IT spending. Let’s take a closer look. >>>
Atheros Expanding in Tough Times
It looks to be a season of acquisitions, and one of the latest companies to make a notable addition to its portfolio is chipmaker Atheros. Atheros (NASDAQ:ATHR), with annual revenue of $472 million, is best known for its Wi-Fi chips. It recently announced plans to buy Intellon Corporation (NASDAQ:ITLN), a provider of HomePlug® compatible products, for $244 million. Let’s take a closer look. >>>
Adobe’s Enterprise Strategy
Last week, Adobe (NASDAQ:ADBE) announced third quarter results and its plans to buy Omniture, the SaaS industry leader in web analytics and online business optimization, for about $1.8 billion. It looks as though Adobe is going towards an enterprise software strategy and steering away from creative professionals, where Apple (NASDAQ:AAPL) looms as a major threat. In that direction, a legitimate portfolio would include not only analytics for web sites, but also content management software/SaaS. Let’s take a closer look. >>>
Alibaba, Baidu Riding The China Boom
According to a recent report published by China Internet Network Information Center (CNNIC) on Internet development in China, that country added 40 million users to the Web community within the first half of this year. China is home to the largest number of broadband subscribers and Internet users in the world. >>>