Credence and LTX Merging

I have repeatedly expressed my views on the faltering EDA industry and recommended that it needs to innovate and consolidate. I had predicted the necessary tech takeover battle in the semiconductor industry and talked about the industry’s need to find adjacencies. Cadence’s bid to acquire
Mentor was yesterday followed by the announcement of Credence’s merger with LTX in an adjacent space. >>>

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Naukri Can Roll-up Indian Consumer Internet Sector

Info Edge (BOM: NAUKRI), which owns Naukri.com – the largest job portal in India – announced its Q4 results last month. Comscore data over the last 3-6 months shows that Naukri holds around 50% of the market share. >>>

Sonic Eyeing Digital Media Roll-Up

Sonic Solutions (SNIC) is a provider of digital media software for consumer and professional users. Last week, the Company announced their annual results for the fiscal year ending March ’08. >>>

Where is Adobe Going vis-à-vis Apple?

Adobe has been around for more than 25 years now and a significant part of that period is marked by its successful symbiotic relationship with Apple. However, over the past few years, this relationship has turned sour with their products competing with each other (e.g. Final Cut and Aperture from Apple). >>>

Nokia In Light of the 3G iPhone

In a recent post on the impact of 3G iPhone on RIM, we saw how RIM and Nokia stand to gain from the iPhone momentum in the smartphone industry. In April, Tom Libretto, vice president of Forum Nokia, talked about a new touch-screen mobile phone that is supposed to take on the iPhone. Called the Tube, it will support Java and is most likely to have a keyboard, GPS, and run on the Symbian S60 platform. In October 2007, Nokia developed a touch screen version of the OS that will support finger and stylus input as well as tactile feedback. >>>

3G iPhone Impact on AT&T and Verizon

The new 3G iPhone has changed the game plan for AT&T. AT&T is still the exclusive carrier in the US and the iPhone comes with a 2-year plan but AT&T will no longer be sharing subscription revenues with Apple. >>>

Digital River Up, WebSense Down

Digital River, Inc. (DRIV), provider of outsourced e-commerce solutions to various companies in the software and high-tech products, consumer electronics, computer and video games, announced Q1 results last month crossing $100 million for the quarter for the first time ever. >>>

Is United Online Doing a Roll-up?

United Online, Inc. (UNTD) is a provider of connectivity and online media services and is now famous for its withdrawn Classmates.com IPO. Its primary Content & Media segment services include social networking site Classmates.com which it acquired for $131.4 million in November 2004 and online loyalty marketing service MyPoints. Their Communications segment includes Internet access and email services through NetZero and Juno. >>>

RIM Thunders

With the 3G iPhone targeting enterprise users with push-email, better security, and low price, Apple’s race with RIM has started to get interesting. There are reports of a touch-screen enabled iPhone killer from RIM called the Thunder. Photos of the device posted a day before the 3G iPhone release may be stealing the thunder from the iPhone. >>>

3G iPhone Going For Market Share

The rumor mill was proved right this time round. The new 3G phone delivers on all that was expected from it the past few weeks – 3G, low price, GPS, push e-mail, tighter security, and longer battery life. The surprise factor was surprisingly not there. But then, we expect a lot from Apple, read somewhere that even video conferencing was on the wish list. No video conferencing in this one but the highlight of the event was that the 3G iPhone will launch in 22 countries on July 11 and will roll out to 70 countries by the end of the year. And of course the enterprise features. Recent coverage on Apple is available here which discusses Apple’s moves towards vertical integration. >>>