Author Archive

• 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 [...]

• 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 [...]

• 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 fans of [...]

• 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 [...]