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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
Incumbents And Innovators In SaaS
Yesterday we looked at the performances and acquisition prospects of SaaS players NetSuite, SuccessFactors, and Citrix. Let’s now take a closer look at their peers Omniture, Concur, and RightNow. >>>
Acquisition Prospects in SaaS
The global recession, which not surprisingly has forced companies to cut operating costs and streamline IT operations, has been something of a boon for the SaaS sector, with major companies turning to cloud computing. I expect to see acquisitions in the SaaS space this year. SaaS companies like NetSuite, SuccessFactors, and Citrix, which all recently reported solid quarters, are likely targets. Let’s take a closer look. >>>
Chip Makers AMD, NVIDIA Recovering
According to recent report published by research firm IDC, the PC microprocessor market was weak in Q109 but that the decline is slowing due to inventory replenishment by OEMs at the end of the quarter. The report further noted market share gains for AMD. NVIDIA also reported market share gains. Let’s take a closer look at their performances this quarter. >>>
Nightmare In Networking, IBM Sniffing Around
Yesterday Cisco, the networking giant with annual revenue of $39.5 billion, reported a mixed third quarter that beat analyst expectations even as profits and sales declined. Like its rival Juniper, Cisco saw signs of stability in the industry. >>>
Akamai Continues To Be Critical To Net’s Future
Akamai (NASDAQ:AKAM), the leading web acceleration provider with annual revenue of $790.9 million, reported first quarter results on April 29. The increasing use of online video and IP connected mobiles are the trends driving Akamai’s growth even during the current economic conditions. An interesting read to understand these trends is my discussion with Tom Leighton, co-founder of Akamai. In this post, let’s look at the performance of Akamai and its rival, Level 3. >>>
Wireless Only Ray Of Light For Chip Vendors
Last week, in our post on the three chip companies, Qualcomm, Broadcom, Texas Instruments, we saw that demand had improved, especially in China. In its first quarter report on April 29, STM, which had annual revenue of $10 billion in 2008, observed improved demand in Asia but said it needed time to confirm the trend. Let’s take a closer look at its performance as well as that of Infineon and Tessera. >>>
How About SAP + Salesforce.com?
While Oracle and IBM have been in the news with their strong quarters and acquisition bids and plans, their competitor, SAP (NYSE:SAP), the world’s leading provider of business software with 2008 revenue of €11.57 billion or $16.3 billion, has been lying low. On the eve of its first quarter earnings report, which missed estimates, let’s see how these acquisition moves affect SAP. >>>
Cellular Wars
Cellular wars are heating up by the day. AT&T and Verizon are fighting hard for the smartphone infused momentum in the consumer and prosumer markets. Verizon just overtook AT&T as the No. 1 wireless carrier. Last week AT&T (NYSE:ATT) reported declines in revenue and profits but still beat estimates, mainly due to the iPhone, which had strong sales even in this gloomy economy. And this week, Verizon (NYSE:VZ) reported a strong quarter driven by the Alltel acquisition. Let’s take a closer look at their performances in the context of the wireless industry. >>>