Archive for October, 2009

• Juniper attacks Cisco
  Chris Selland, October 30th, 2009 at 10:03 am, Comments: 0

  Fair amount of chatter about the announcements from $JNPR yesterday, but traders seem unimpressed. My opinion?  Juniper’s announcements are fine – nothing wrong with having a unified strategy and story.  Also a smart move by $JNPR to position themselves as the alternative to $CSCO – effectively marginalizing $STAR, $TLAB and others. They probably weren’t big [...]

• SAP lowers guidance
  Chris Selland, October 28th, 2009 at 8:37 am, Comments: 0

  Can’t say I’m at all surprised this morning at the news out of $SAP. The enterprise software market has been mature and consolidating for years – $SAP has ridden it out as the high-end market leader in what has basically become a two-horse race between $SAP & $ORCL.  However, given worldwide economic weakness, increasing corporate [...]

• Is $AAPL ‘closing down’ the smartphone market?
  Chris Selland, October 27th, 2009 at 4:35 pm, Comments: 0

  Read an interesting post from Ultimi Barbarorum musing on whether $AAPL is ‘closing down’ the smartphone market. I doubt it. Clearly as I mentioned the other day, $AAPL is hitting on all cylinders right now.   But you could also argue (I would) that it’s priced for perfection. Yes $RIMM is badly wounded and $PALM is [...]

• Tech M&A Continues
  Chris Selland, October 27th, 2009 at 10:03 am, Comments: 0

  Couple of (relatively) small deals today $CSCO does yet another acquisition (What’s left of) $KANA acquired by KKR

• Net Neutrality – Winners & Losers
  Chris Selland, October 23rd, 2009 at 9:19 am, Comments: 0

  Regardless of how free-marketeers (like me) feel about it, ‘Net Neutrality‘ is about to be upon us, as the FCC yesterday voted unamimously to begin drafting new rules on network providers. Challenges are already being posed, and if there is a significant change in the makeup of Congress in the 2010 elections this legislation could [...]

• Will the road ahead be rougher for Apple and Amazon?
  Chris Selland, October 21st, 2009 at 4:49 pm, Comments: 0

  I loved @dasan‘s piece on Apple ($AAPL) – this is what market leadership – make that dominance – looks like.  It’s a very pretty picture – and it held up today. Apple & Amazon ($AMZN) have been riding high based on their market leading iPod/iPhone and Kindle platforms.  And deservedly so. But even market leaders [...]

• Rise of the Machines
  Chris Selland, October 21st, 2009 at 8:24 am, Comments: 0

  Fascinating article today from Peter Kafka on Demand Media and the value of old vs. new media. In essence, Kafka asserts that the traditional model for content creation, which “revolves around well-paid professionals who rely on their experience and judgment” and is practiced by old-media types such as the New York Times ($NYT) and Washington Post [...]