360globalnet – another ‘loss’ to the US?
We don’t seem to make it easy for new technology to remain in the UK. Just the other day I met up with Paul Stanley and Mark Jones, the top team at digital technology firm 360globalnet. They were...
View ArticleSmiles for Microsoft’s Q1- but hiding a frown?
Microsoft delivered a good set of results for Q1 2012 with revenue up 7% to $17.37bn - roughly on target against external expectations - and net income of $5.74bn, which was up 6%. Much of the credit...
View ArticleNokia Back to Basics
For the last few years I’ve used the relative performance of Nokia v the other smartphone manufacturers as the extreme example of our ‘Diversity of Performance’ theme. From over 80% of the market back...
View ArticleBubbles revisited
I’ve been questioned more times in the last year about "are we in the midst of another internet-type bubble?" than any other topic. My reply everytime is that 1) YES when it comes to Web 2.0 companies...
View ArticleNext gen mobility: the guide dog in your pocket
We all know that advances in mobile technology are opening up unprecedented opportunities for ever more powerful tools and applications. The potential for helping blind and partially sighted people...
View ArticleMouchel pipes out pipeline design business
Still very much in the ‘nits and lice’ category, support services firm Mouchel – for whom the word ‘troubled’ seems so wholly inadequate – has now disposed of its pipeline design business to...
View ArticleSalesforce.com takes aim at SAP’s social networking weakness
Defending their markets against disruptive cloud competitors is par for the course for traditional enterprise software vendors like SAP and Oracle, but Salesforce.com is adding a new dimension to its...
View ArticleCassis ups Parseq offer
The offer by CEO Rami Cassis for AIM-listed software and BPO provider for the financial services sector, Parseq, is now on the table, and it’s 20% higher than that mooted last month (see Parseq...
View ArticleRM slims down its US spread
Education products and services player RM has been good to its word and disposed of a business in the US. The operation in question, Computrac, is being sold to Troxell Communications Inc for an...
View ArticleSDL circling troubled Alterian
Translation and web content management provider SDL is considering the purchase of beleaguered Alterian, but Alterian is having none of it and rejected the idea the day the possible offer came to...
View ArticleAlterian on SDL’s interest: undervaluation
Alterian’s take on SDL Group’s interest in the company is emphatic - that the possible cash offer of 80 pence per share undervalues the company so the board has unequivocally rejected it (see SDL...
View ArticleUnisys gets some pain relief in Q3
Unisys shares leapt 22% in after hours trading overnight after the company surprised the markets with a healthier than expected set of Q3 results. But this looks like a temporary respite from...
View ArticleSIS-enhanced Atos steers steady course
Given the sheer scale of the challenge for Atos of absorbing Siemens IT Solutions & Services (SIS), the fact that the combined organisation held revenues broadly flat in Q3 on a pro forma basis...
View ArticleOracle acts to acquire SaaSy RightNow
Acquisitions are a standard part of business life but every now and then you find one that fills you with dismay and Oracle’s planned $1.5m/$43 per share acquisition of cloud pure play RightNow...
View ArticleMore changes at the top for RM
RM’s CEO Terry Sweeney, who’s been at the company in various guises for 13 years, is stepping down “to pursue his career outside RM”. His replacement, of sorts, is Rob Sirs. When RM announced its...
View ArticleXerox Q3: a little growth, not enough integration
Technology and document services giant Xerox made a little more profit in Q3 than expected, but the numbers on contract signings and growth continue to point to tough market conditions. Shares in the...
View ArticleAmazon - revenue growth not profits
The market reacted rather badly to Amazon’s results last night. If after-hours trading, expect a double-digit decline in their share price today. At the top line, Amazon is storming. Revenues were up...
View ArticleRatcliffe to put more skin in RM’s game
You have to be either a brave soul or supremely confident – or Martyn Ratcliffe – to bet your remuneration on a troubled company’s share price. Since joining the RM board in June (see RM appoints...
View ArticleLombard Risk Management
It’s going the right way for Lombard Risk Management at the half year point, demonstrating that it has truly put the bad times behind it (see Lombard Risk has turned the corner). CEO John Wisbey told...
View ArticleIBM pitches Rometty to face off HP’s Whitman
It’s taken the company a century to get there, but IBM finally has a woman in the top job, following the announcement that Virginia (‘Ginni’) Rometty is to succeed Sam Palmisano as CEO at the beginning...
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