Author Archive

• After the iPad – Wireless Price Wars?
  Chris Selland, January 29th, 2010 at 10:04 am, Comments: 0

  First I should get my opinion on the $AAPL iPad out of the way.  Yes, I want one – but I will probably get rid of my iPhone if I do.  Lack of multitasking and a keyboard drives me nuts. I want a $GOOG Android phone.
  iPad is cool media consumption device, but those who buy it [...]

• What’s Up at RealNetworks?
  Chris Selland, January 14th, 2010 at 1:21 pm, Comments: 0

  Lots of activity in $RNWK this morning as the share price is up ~16% at the time of this post – following yesterday’s announcement that founder and longtime CEO Rob Glaser is stepping down.  Investors are clearly seeing this as a path to the sale of the company as Canaccord Adams upgrades them on buyout speculation and [...]

• Salesforce going shopping?
  Chris Selland, January 12th, 2010 at 11:56 pm, Comments: 0

  Looks like there’s a good chance my predictions that Salesforce.com ($CRM) will get more aggressive on the M&A front in 2010 are coming true.  Fellow Enterprise Irregular Larry Dignan has more details on the $500 million convertible bond issue.
  Of course, $500M likely does not a ‘game changer’ acquisition buy, but it can certainly help fund [...]

• Ten Tech Tells for ‘10
  Chris Selland, December 22nd, 2009 at 10:34 pm, Comments: 0

  This is by no means a comprehensive list – it’s admittedly biased toward the tech sectors I follow most closely (software and wireless) – but here are a few companies I’ll be keeping an eye on as we move into the new year – some as short-term opportunities, others with a longer time horizon.  If, [...]

• Two out of Three Ain’t Bad
  Chris Selland, December 17th, 2009 at 5:42 pm, Comments: 0

  3 key tech earnings announcements this afternoon:

  Oracle ($ORCL) beats both revenue and profit forecasts and expects the Sun ($JAVA) acquisition to close in January.  They also got in some nice shots at IBM ($IBM) and SAP ($SAP)
  Research in Motion ($RIMM) also reports a solid quarter including record shipments and increases guidance.
  Palm ($PALM) announces higher shipments [...]

• Palm – Going for Volume with the Pixi?
  Chris Selland, December 15th, 2009 at 12:36 pm, Comments: 0

  I was initially skeptical this morning on MKM’s buy call on $PALM, but thinking it through the scenario is at least interesting.

  While the Sprint-only ($S) Pre has had a very tough time competing with the iPhone and other high-end smartphones, the newer and lower-end Pixi is being heavily promoted & discounted at Amazon ($AMZN), Wal-Mart [...]

• Cloud Storage Pricing – Where’s the Bottom?
  Chris Selland, December 8th, 2009 at 4:10 pm, Comments: 0

  Amazon ($AMZN) and Google ($GOOG) have recently announced dramatic declines in cloud (hosted) storage pricing – what does this mean for smaller providers?

• Is Apple on the Acquisition Trail?
  Chris Selland, December 5th, 2009 at 11:24 am, Comments: 0

  Interesting news about $AAPL acquiring online music company LaLa Media.  Although a spokesperson’s statement that ‘we acquire smaller technology companies from time to time’ is true, it has been quite some time since the company’s last deal (PA Semi in April 2008).
  The acquisition has received generally positive reviews so far – although LaLa is not [...]

• Some Predictions for 2010
  Chris Selland, December 1st, 2009 at 11:36 am, Comments: 0

  Late last week the team at SiliconANGLE asked me for a set of predictions for 2010 – which I’ve slightly edited here for the StockTwits community.  The original post can be found here.
  I’ll admit it – I love ‘holiday prediction’ time.  It gives us all a chance to reflect on the year past and think [...]

• 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 [...]