Adobe’s Enterprise Strategy

Last week, Adobe (NASDAQ:ADBE) announced third quarter results and its plans to buy Omniture, the SaaS industry leader in web analytics and online business optimization, for about $1.8 billion. It looks as though Adobe is going towards an enterprise software strategy and steering away from creative professionals, where Apple (NASDAQ:AAPL) looms as a major threat. In that direction, a legitimate portfolio would include not only analytics for web sites, but also content management software/SaaS. Let’s take a closer look. >>>

Featured Videos

Alibaba, Baidu Riding The China Boom

According to a recent report published by China Internet Network Information Center (CNNIC) on Internet development in China, that country added 40 million users to the Web community within the first half of this year. China is home to the largest number of broadband subscribers and Internet users in the world. >>>

New Faces And Lower Prices As Palm Continues to Challenge Apple

Last week Palm (NASDAQ:PALM) reported its first quarter results that included the first full quarter of Palm Pre sales. Although the company would not give out the number of Palm Pre sales, it is expected to have sold about 500,000 units. Palm Pre sales are riding the uniqueness of its operating system, webOS, which is in some respects even better than that of the iPhone. Palm has announced another phone based on the webOS. Let’s take a closer look. >>>

What Will Oracle Acquire This Fall?

This week, Oracle reported a mixed first quarter, with revenue declining for the second straight quarter. Oracle has spent $30 billion to acquire 56 companies over the past five years, and its annual revenue is now about $23.3 billion. However, the company has run into some trouble over its Sun acquisition. The closure of its $7.4 billion acquisition of Sun has been pushed to January due to an antitrust probe by the European Union. >>>

Digital River Set To Ride Current Of New E-commerce Strategies

A recent survey of major US retailers found that nearly 70% of the surveyed population plans to maintain their e-commerce budgets despite the economic downturn. But a recent comScore report on e-tailing sales was hardly upbeat. US annual online retail spending of $30.2 billion fell 1% over the year after being flat in the earlier quarter and dropping 3% in the fourth quarter. >>>

Who Will Acquire Informatica?

According to an IDC report published earlier this year, the business intelligence (BI) market is estimated to have grown 10.6% over the year to $7.8 billion in software licensing and maintenance revenues. Among BI tools vendors, SAP has 20% market share followed by SAS at 11% . In another report published in August of last year, IDC reported that the data warehousing revenues grew 15% over the year to reach $6.7 billion in 2007. Oracle led in platform software revenues with a market share of 32% in the year, followed by IBM at 21% and Microsoft at 14%. Today’s Tech Stocks company, Informatica (NASDAQ:INFA), had a market share of 4% and reported revenue growth of 14% over the year. However, Informatica has a bigger piece (19%) in the data warehouse generation software market and is a close third to IBM at 20% and SAS at 19%. >>>

Marvell, National Semi Beat Estimates

According to iSuppli’s teardown of the iPhone 3GS, Marvell’s WLAN chip has been replaced by Broadcom’s single-chip Bluetooth/FM/WLAN chip. However, Marvell still seems to be doing well, as it swung to a profit and beat estimates in its recent quarter. Another component maker in the original iPhone, National Semi, also recently reported results. Let’s take a closer look at both companies’ performances. >>>

KLA, Applied Improving

The Semiconductor Industry Association forecasts worldwide semiconductor sales to fall by 21% over the year to $195.6 billion in 2009 compared with $248.6 billion in 2008. Year-to-date sales of $95.9 billion have already fallen 25% fall over the year. But sales are expected to pick up and grow at a CAGR of 6.5% to reach $221.9 billion by 2011. >>>

SanDisk, Seagate Stabilizing

With an increasing growth in digital content, there is increasing demand for storage. Let’s take a closer look at two beneficiaries of this trend, Seagate and SanDisk. Both have struggled of late, but both seem to be stabilizing. >>>

Electronic Arts: Quality Games, Solid Strategy

A PricewaterhouseCoopers report on global entertainment and media for 2008-12 predicts that the global video game industry will reach $68.3 billion by 2012, growing at a compounded rate of 10.3% per year. Console games will grow at a CAGR of 6.9% to $34.7 billion in 2012 and online games at a CAGR of 16.9%. Wireless games will grow the fastest at 19% annually. >>>