Archive for November, 2009
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What’s next for Salesforce.com ($CRM)?
Chris Selland, November 18th, 2009 at 10:27 am, Comments: 0Still 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: 0Back 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: 0Not 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: 0As 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: 0Spent 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: 0Lively 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: 0I 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 [...]
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