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• What IP Was Stolen From Google, And Where Does Morality Come Into The Picture?
  Posted by DigiCha on January 17th, 2010 at 12:34 pm, Comments: 0

  There is still much speculation and little true knowledge about what really drove Google’s ($GOOG) decision to publicly state that it is “no longer willing to continue censoring our results on Google.cn” and may consider shutting down their operations in China. We know Google was hacked, some of their intellectual property was stolen, and they now [...]

  
  

• What’s Up at RealNetworks?
  Posted by Chris Selland on 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?
  Posted by Chris Selland on 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 [...]

  
  

• Ten Tech Tells for ’10
  Posted by Chris Selland on 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
  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) [...]

  
  

• 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), [...]

  
  

• 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 [...]

  
  

• 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 [...]