Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?
November 19, 2009
Salesforce.com Announces new Social Applications | www.thestandard.com
Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?
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?
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?
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.
Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.
August 5, 2009
Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com
Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition. Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco. In addition, with $30 plus billion of cash they are better positioned than most.
Carriers running scared of Google (voice)
July 28, 2009
Apple Silences Google Voice On the iPhone | theappleblog.com
Carriers are running scared of Google entering their market with Google Voice. They are trying to block the Google Voice app for the iPhone but they don't seem to bother with the Android phones or the blackberries. Why is this?
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.
As the Twitter security breach and Sarah Palin's email account show: passwords are evil!
July 16, 2009
Lessons from Twitter's security breach | news.cnet.com
Passwords are evil: they are either easy to guess or the password recovery service allows the hacker easy access, as was shown by the Twitter "security breach" and the break-in into Sarah Palin's yahoo email address. But there are companies out there solving this problem, one of them is a stealth start-up called FortKnock.
Why has Yahoo allowed themselves to become the RC Cola of search?
July 16, 2009
Chrome vs. Bing vs. You and Me | www.nytimes.com
Companies providing only Internet search do not have a long lifespan. Microsoft's main interest in acquiring Yahoo was not their Internet search technology but rather to use them in their fight against Google.
Less desktops being sold but more netbooks/laptops being sold, what is going on?
July 14, 2009
Desktop PC Sales Decline For the First Time Since 2001 | gizmodo.com
PC desktop sales in Q1 2009 declined 8.1% compared to Q1 2008. And this is not due to the recession because sales of notebook PCs (laptops and netbooks) are up 11.7% for the same quarter. So what is going on?
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009