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• Two out of Three Ain’t Bad
  Posted by Chris Selland on 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?
  Posted by Chris Selland on 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?
  Posted by Chris Selland on 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?
  Posted by Chris Selland on 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
  Posted by Chris Selland on 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)?
  Posted by Chris Selland on 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
  Posted by techstockradar on 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?
  Posted by Chris Selland on 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?
  Posted by Chris Selland on 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 [...]