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Dell and SilverLake?
Further to my post – Private Dell?– earlier today, Reuters is reporting tonight that SilverLake is leading the deal with support from Credit Suisee, BoA, Merrill Lynch and Barclays. As usual none of...
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Facebook launches Graph Search
Many years ago, when I introduced the world to the concept of MyTop, I mused of a portal which you would never leave. You would run your life from within its walls. Facebook has always been the closest...
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Further positive signs from WANdisco
There was another positive update from WANdisco this morning as it provided a Q4 bookings update which saw subscriptions rise 76% YOY to reach $2.5m. Full year bookings were up 71% to $7.9m which...
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No let up in ‘challenges’ for Michael Page
Steve Ingham, CEO of UK-headquartered international recruitment firm, Michael Page, warned of ‘another challenging quarter’ in the new year as he updated the market on trading conditions last quarter...
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Pipedreaming in the Brazilian IT Market
In his most incisive analysis yet, Anthony Miller, TechMarketView managing partner (and self-styled 'Born-again Brazilian') challenges the view propagated in the media that the Brazilian IT market...
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Private Dell?
Rumours emerged that Dell was contemplating taking itself private. See FT Dell surge on buyout hopes. These were enough to send Dell’s share price up 13% yesterday. HP rose 5% in sympathy! Rather than...
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Quindell's buoyant FY12 update
Shares in insurance buy-and-build BPS provider Quindell Portfolio jumped another 8% following a buoyant year end update, pointing to FY12 revenue of c£165m, and adjusted EBITDA (before exceptional...
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Should we cry over HMV?
After writing Should we cry over Jessops? just last week, I guess I could just repeat the article with Should we cry over HMV? now that they too have gone into administration. I guess I would get the...
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TCS holds on to margin crown
TCS, the largest of the India-centric services players, widened the profitability gap with archrival Infosys last quarter (to 31st Dec. 2012) reporting operating margins at 27.3%, well over a point...
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Top and bottom line separation for SAP
SAP’s Q4 and full year prelims (the full results are due later this month) tell an appealing tale of top line growth but the positive story was not repeated for the bottom line where investment in new...
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Make or Break: An evening with TechMarketView
Didn’t make the BAFTA shortlist this year? Never fear, you can still enjoy a stimulating evening at BAFTA, London, in the company of leading figures from across the UK software and IT services...
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Capgemini signs IT migration deal with Direct Line Group
Capgemini’s Infrastructure Services unit has signed a significantly-sized IT migration deal with insurance firm, Direct Line Group (DLG). Royal Bank of Scotland (RBS) was ordered to sell the insurer...
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CGI announces unified go-to-market brand
Although the Logica brand as we’d known it was ‘retired’ on completion of its acquisition by CGI on August 20th 2012 (see Logica remembered) – as was the strapline ‘Be Brilliant Together’ - the...
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Datatec warns on full-year performance
South Africa-based reselling and services player, Datatec, has said that it will fall short on both revenue and profit after tax forecasts for its financial year to end February 2013. It is now...
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Great Companies vs Great Stocks
As I read yet another excoriating review in the media of the Salesforce.com business model (see Techcrunch), I am prompted to remind readers that there is a difference between a Great Company and a...
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Hunt wants ‘paperless’ NHS by 2018
According to numerous press reports, Health Secretary Jeremy Hunt will set out a timetable for the NHS to be “paperless” by 2018 in a speech at the think-tank Policy Exchange later today. Hunt’s plans...
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Should we cry over Blockbuster?
Unfortunately, I have to add a Should we cry over Blockbuster? to my previous posts Should we cry over HMV? and Should we cry over Jessops?. As BlockbusterUK enters administration, another 528 High...
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Computacenter ends solid FY12
Computacenter has updated the market on its results for FY12 for the 12 months to end December 2012. Ahead of the numbers being reported in full on 12th March, the company has said overall revenue...
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Corero ‘FloD’ still a trickle
It’s been a disappointing year for ‘born-again’ network security and education software firm, Corero Network Security, with sales growth of its core ‘first line of defence’ (FloD) security appliance...
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HCL still rolling along
Noida-headquarteredIT/BP services firm HCL Technologies (HCLT) grew even faster in the last quarter of the calendar year, with revenues rising by 13% to $1.15bn, faster than much larger peer Infosys...
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