Archive for November, 2009

• What’s next for Salesforce.com ($CRM)?
  Chris Selland, November 18th, 2009 at 10:27 am, Comments: 0

  Still growing, if a bit less briskly
  $CRM was pounded in after-hours trading post yesterday’s earnings announcement, despite beating revenue estimates and raising guidance, largely due to the company lowering revenue growth expectations for 2011.
  The poster child for Software-as-a-Service (SaaS), by all accounts, continues to execute very well in a tough business environment.  $CRM is richly-valued [...]

• Waiting For Juniper To Make a Move
  techstockradar, November 17th, 2009 at 9:21 am, Comments: 0

  Back in April 2005, $JNPR made a big splash in WAN optimization when it paid $337 million in cash and stock for Peribit Networks.
  But $JNPR stumbled and wasn’t able to maintain sales momentum for Peribit’s product line. Today it’s a marginalized player in this growing networking segment. On a recent $RVBD earnings call, [...]

• Clash of the Networking Titans – What’s Next for $HPQ?
  Chris Selland, November 12th, 2009 at 2:04 pm, Comments: 0

  Not surprisingly, there’s a lot of interest and speculation in what happens next after the $HPQ acquisition of $COMS.
  First of all, yes of course $HPQ is going after $CSCO (who isn’t these days?) – but as usually happens when the leader gets attacked, I expect the damage, at least in the near-term, to be minimal. [...]

• Today’s Deals Extend – Will Tomorrow’s Expand?
  Chris Selland, November 9th, 2009 at 4:31 pm, Comments: 0

  As I (and many others) have been speculating, Tech M&A is most definitely back.
  $GOOG is, as expected, very active, acquiring mobile advertising provider AdMob for $750M as well as Voice over IP (VoIP) provider Gizmo5 for $30M.  Neither acquisition opens up any new markets for the company, but deepens and doubles down their presence in mobile and [...]

• Nuance
  Chris Selland, November 5th, 2009 at 11:43 am, Comments: 0

  Spent time yesterday with $NUAN – company is very well-positioned in two major growth markets – Healthcare and Wireless.  This on top of their solid presence in core enterprise telecom/speech recognition market.  Good example of my ‘Taking the Next Hill’ theory.
  Liked what I heard – added some shares in my own account.

• Should $RIMM sell?
  Chris Selland, November 5th, 2009 at 9:46 am, Comments: 0

  Lively debate going on this morning regarding whether it’s time for $RIMM to find a buyer, as Dan Frommer argues that they have become an enterprise dinosaur in an increasingly consumer-driven market.  So should they sell?
  As I argued here recently, $GOOG is rapidly ascending and $AAPL has quickly become the leader in attention if not [...]

• Taking the Next Hill (reposted from SiliconANGLE)
  Chris Selland, November 2nd, 2009 at 2:12 pm, Comments: 0

  I posted this earlier today (actually late last week, but it went live this morning…) on SiliconANGLE, where I write on technology trends.
  It’s a ‘big picture’ post but much of this thinking was catalyzed by $SAP’s miss last week.  And I’d love to hear thoughts from this community as well.
  For the original post, click here.
  I’ve [...]