SaaS Updates: NetSuite and CRM

Following Taleo’s acquisition of Vurv, Netsuite followed with the consolidation trend in the SaaS sector (and in its majority shareholder Larry Ellison’s footsteps). On June 2, it announced its plans to acquire OpenAir, a leader in on-demand project management software, for $26 million. >>>

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IDCC, National Semiconductor Trending Up

National Semiconductor (NYSE: NSM) reported its Q4 and fiscal year 2008 results that beat analyst estimates and also gave a strong forecast. Earlier coverage is available here, here, and here. >>>

Talent Management Sector Getting Stronger

Last month, Taleo announced its plans to acquire Vurv for approximately $128.8 million. This acquisition adds scale and Taleo continues as a leader in the talent management sector. The combined company will have over 3,400 customers, including 48 of the Fortune 100, and more than 2,800 small and medium-sized businesses. However, Gartner says the acquisition will not enhance Taleo’s immediate market position beyond e-recruitment. In this post, I will review the performance of Taleo and its top competitor, SuccessFactors. >>>

Bullish on Seagate and Sandisk

Tremendous growth in digital content is driving the performance of storage vendors. Seagate recently crossed the milestone of shipping 1 billion hard drives and it expects to ship another billion over the next 5 years. >>>

Synopsys Better Than the Rest

In continuation with the EDA industry review of Magma yesterday, here is the Q2 analysis for Synopsys’ (SNPS) results announced last month. >>>

Magma Squeezed From Both Sides

I have not been too optimistic about the EDA industry’s growth potential. (Read: Future of EDA and Future of EDA Addendum). Last December, I had also recommended that investors stay away from Magma(LAVA). Their Q4 results, announced last month, were in line with my predictions. >>>

Dell Acknowledges Need For Convergence Device Strategy

Dell yesterday reported strong Q1 FY 2009 results driven by strong growth in commercial and consumer products and services and lower operating expenses. Revenue grew 9.6% y-o-y to $16 billion beating analyst estimate of $15.68 billion. Net income at $784 million (up 4%) or EPS of $0.38 (up 12%) also beat analyst estimates of $0.34. The market is upbeat about its turnaround and its shares jumped 10% in after hours trading to about $24. Earlier coverage is available here, here, and here. >>>

Marvell’s Price Target Looks Achievable

Yesterday, Marvell reported a strong Q1 2009 that beat analyst estimates helped by its cost-cutting and strong sales of wireless products. Earlier coverage is available here and here. >>>

Can ST Become Fabless?

Yesterday, Vijay Nagarajan completed his in-depth of analysis of ST Microelectronics . I will review his analysis as well as STM’s recent financials in this post. >>>

Mentor, PDF Solutions Climb

Mentor Graphics (MENT), the third largest player in the EDA space, announced their Q1 results yesterday. >>>