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Technology Stocks
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. >>>
Is United Online Doing a Roll-up?
United Online, Inc. (UNTD) is a provider of connectivity and online media services and is now famous for its withdrawn Classmates.com IPO. Its primary Content & Media segment services include social networking site Classmates.com which it acquired for $131.4 million in November 2004 and online loyalty marketing service MyPoints. Their Communications segment includes Internet access and email services through NetZero and Juno. >>>
RIM Thunders
With the 3G iPhone targeting enterprise users with push-email, better security, and low price, Apple’s race with RIM has started to get interesting. There are reports of a touch-screen enabled iPhone killer from RIM called the Thunder. Photos of the device posted a day before the 3G iPhone release may be stealing the thunder from the iPhone. >>>
3G iPhone Going For Market Share
The rumor mill was proved right this time round. The new 3G phone delivers on all that was expected from it the past few weeks – 3G, low price, GPS, push e-mail, tighter security, and longer battery life. The surprise factor was surprisingly not there. But then, we expect a lot from Apple, read somewhere that even video conferencing was on the wish list. No video conferencing in this one but the highlight of the event was that the 3G iPhone will launch in 22 countries on July 11 and will roll out to 70 countries by the end of the year. And of course the enterprise features. Recent coverage on Apple is available here which discusses Apple’s moves towards vertical integration. >>>
SaaS Updates: NetSuite and CRM
Following Taleo’s acquisition of Vurv, Netsuite followed with the consolidation trend in the SaaS sector (and in its majority shareholder Larry Ellison’s footsteps). On June 2, it announced its plans to acquire OpenAir, a leader in on-demand project management software, for $26 million. >>>
IDCC, National Semiconductor Trending Up
National Semiconductor (NYSE: NSM) reported its Q4 and fiscal year 2008 results that beat analyst estimates and also gave a strong forecast. Earlier coverage is available here, here, and here. >>>