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SAP profits take a dive as costs rise
SAP opened the results cupboard door earlier this month when it released Q4 and FY prelims (see here) and saw its share price drop despite a good top line because operating profits and margins dipped...
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Security, Symantec and Check Point
Looking at the latest results from vendors in the security software space, there is some consistency in terms of growth but it is surprisingly low given the risks in this mobile and cloud...
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Semetric strikes the right chord with Imperial Innovations
Imperial Innovations (IVO) the AIM-listed tech ‘incubator’ arm of London’s Imperial College, has been on a bit of a software kick over the past year, investing in ‘Little British Battler’ Featurespace...
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StatPro on track with Cloud move
A trading update from AIM-listed asset management portfolio analysis provider, StatPro, confirmed management’s half-time expectations (see StatPro's move to the cloud progressing well) that they would...
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FCO framework procurement supports Oracle ERP
We have been trying to work out the implications of the Foreign & Commonwealth Office (FCO) issuing a pre-tender notice for the provision of Oracle ERP systems including business intelligence (BI)...
View ArticleIndustryViews Quoted Sector 2012 Review
Eligible TechMarketView subscription service clients can download the latest edition of IndustryViews Quoted Sectorto see our review of the stock performance of UK-listed software and IT services...
View ArticleInfrastructureViews Predictions 2013 - extended note
In the final part of TechMarketViews’ Predictions 2013 series, we assess what the year holds for infrastructure services suppliers in the UK. We look at some of the challenges they face this year in...
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KBC experiences Q4 energy boost
In its pre-close trading update for the year to December 31 2012, KBC Advanced Technologies referred to a ‘very strong’ final quarter and says results will be slightly ahead of market expectations,...
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More proof of Diversity of Performance
I’ve written many articles along the theme ‘Diversity of Performance’ since I introduced the theme in 2005. Most recently (See 6th Dec 12 Diversity of Performance) I showed how the Top Quartile of...
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Surprise year end warning from EMIS
A nasty surprise year-end revenue and profit warning for EMIS investors, drove them to slash 13% off its share price and downgrade FY13 expectations. EMIS blamed a variety of factors for the expected...
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WPP catches Salmon
Advertising giant WPP has bought IT consultancy and services firm Salmon Group from holding company Okam Ltd for an undisclosed sum. Salmon is a very old Little British Battler, formed back in 1989,...
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Xerox misses FY12 earnings target
Despite three successive quarters downgrading FY12's adjusted earnings per share (EPS) target (see Xerox lowers guidance, again and work back), Xerox’s FY12 adjusted EPS still missed the mark. At $1.03...
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Intellect Cobalt Conference 14th Feb 2013
Intellect have joined forces with Cobalt Corporate Finance LLP this year for this long-standing Annual Conference at the Lancaster in London on 14th Feb 13. As usual, the event will try to identify key...
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Lenovo expresses interest in RIM
Further to my More evidence of Diversity of Performance and many other posts on RIM/Blackberry, the FT (and other media) has revealed that Lenovo has held talks with RIM about a possible deal. See RIM...
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Microsoft 'OK' in Q2 - is it enough?
Microsoft’s Q213 results did not set the world alight last night (ditto this point in time last year - see here) but they were OK. The share price moved down 2% in after-hours trading. Actually, that...
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Pining for my Panny
We’ve been living with our new ‘Sammy’ (Samsung 7000) TV for a week now (see RIP CRT) and we’re still very much into the ‘getting to know you’ stage. We didn’t get off to a brilliant start when the...
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Samsung profits soar
Further to my post last night – Further evidence of Diversity of Performance– Samsung has announced a 88% rise in operating profits and a 18% rise in sales in Q4 2012 (yoy); mainly due to a doubling of...
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Totvs boosts vertical ERP with PC Sistemas
Totvs (pronounced ‘tot-us’), Brazil’s (and indeed Latin America’s) largest ERP software firm – and arguably 6th largest worldwide – has boosted its presence in the domestic Retail, Wholesale &...
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Compuware bid
I wonder how many readers of HotViews (other than me) were involved in the IT sector when Compuware was formed back in 1973? Very few non-corporate IT people even now will have heard of Compuware....
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Lotus 1-2-3
I am indebted to The Register for reminding me that Lotus 1-2-3 was launched exactly 30 years ago on 26th Jan 1983. I know there were spreadsheets before – like Visicalc on the Apple 11 which had been...
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