Bank Tech Companies - who will be left standing?
September 29, 2009
Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com
7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?
OPhone may steal the market in China?
September 22, 2009
China's Lenovo unveils homegrown smartphone | www.google.com
Lenovo has developed a serious contender to the iPhone and will launch it within a month (October 2009) in China, the home market for Lenovo. This article looks at the market ramifications this will have for the iPhone.
Dell/Perot, HP/EDS what's the difference?
September 21, 2009
Dell to buy Perot Systems for $3.9 billion | money.cnn.com
Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?
Is the focus on Apple and their Quality their own doing?
September 21, 2009
Apple sends iPhones into 'Coma Mode' | www.theregister.co.uk
Apple's iPhone users are beginning to see problems with the device. Wether it is hardware, software or both is still uncertain or, does it even matter? This analysis looks at the issue from a market share and positioning perspective.
Apple benefits from convergence and fragmentation at the same time
September 18, 2009
Steve Jobs Takes Aim At Competitors | www.forbes.com
Apple has built a silo eco-system around its iPhone and iPod. In doing so, Apple has been able to quickly solve the biggest problem for any other player who is trying to play the compatible game - user experience. The mobile market has suffered from device fragmentation for some time and Apple hasn't...
Interesting niche software solutions find ways to sell even in this environment
September 16, 2009
SuccessFactors: Small cap, big plans | money.cnn.com
While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.
Missing the boat - deduplication is only one piece of the puzzle
July 27, 2009
EMC outlines where Data Domain will fit | blogs.zdnet.com
The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.
April 30, 2009
Sycamore Cuts 30% | www.lightreading.com
Sycamore was my customer at EMCORE Corp and the need for optical switches of Sycamore has been dying lately. I got the news that Cisco also disqualified Sycamore Networks in one of their latest quals of optical switches used in routers. That is a big blow and no doubt their $ revenues will be impacted,...
April 20, 2009
Oracle Acquisition 'Transforms Market' | www.crn.com
The acquisition of Sun MicroSystems will allow Oracle to expand their Software portfolio in many different areas and create a tremendous challenge for other software vendors. On the software side, it makes sense. Especially in business mobility and applications for smart phones, where...
A time for caution, not overreaction
January 9, 2009
Satyam Chief Quits, Fraud Scandal Slams Shares | www.eweek.com
The news coming out of Satyam is serious indeed and has broad implications. However, the article gets a bit sensationalist by implying that accounting irregularities may be occuring at other companies in the industry.
AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!
November 4, 2009
The Effects of US Hispanic Media Concentration for Advertisers and Investors
November 3, 2009
Good news for both the Data Loss Prevention and the Encryption Marketplace
November 3, 2009
Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not
November 2, 2009
The European Commission's Own 2.6GHz Band Decision Is Seriously Flawed
November 3, 2009
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