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More Kodak Moments
Tuesday night we reported on Stunning Apple. In a global economy that is ‘difficult’ to say the least, ‘stunning’ results from one player just must be reflected in some awful results elsewhere. Tonight...
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Steady progress at Aveva
Heading into the final part of the financial year and engineering software supplier Aveva is still on target to meet - but probably not exceed - expectations. From the sparse interim statement for...
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CA benefits from virtualisation and security
In marked contrast to some other enterprise software vendors, there was nothing downbeat about CA Technologies Q3 2012 results the other day. It proudly presented revenues that were up 10% (reported...
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Claesson baulks at K3 buy
The mooted bid by Per Johan Claesson, non-exec director and near-20% stakeholder of mid-market ERP firm K3 Business Technology Group, seemed a sound move for both sides in my view (see Claesson looks...
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Little British Battlers battling – and winning (2)
Here are the highlights of two more ‘small but perfectly formed’ UK software and IT services companies whose CEOs we met at our inaugural Little British Battler event the other day (see here). There’ll...
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Symantec shines – except for EMEA
It’s been a rather mixed week for Symantec with some of the shine taken off of its (mostly) excellent Q3 results when it had to advise PCAnywhere users to disable the software because source code theft...
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Citrix follows a strong year with a soft outlook
Citrix Systems ended fiscal 2011 positively but is not carrying that confidence through to the new year judging by its downbeat outlook for Q1 2012. While Q4 revenue came in at $619m, Q1 is expected to...
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Poor sales execution scuppers Compuware’s Q3
With net income down 36% and revenue only squeezing up by 2.4%, Compuware did not come out of Q3 with a smile on its face. The numbers were poor but the reasons were actually more concerning. Poor...
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Facebook's IPO
News media is awash this weekend with speculation that Facebook will, this week, file the first papers leading to its keenly awaited IPO in April/May. The filings will provide the first concrete view...
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Little British Battlers battling – and winning (3)
Here are the highlights of two more ‘small but perfectly formed’ UK software and IT services companies whose CEOs we met at our inaugural Little British Battler event last week (see here). There’ll be...
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Delcam still achieving enviable growth
Delcam has matched its record breaking H1 with a record breaking H2 (to December 31 2011) despite earlier concerns about the unpredictability of the market (see here). It expects full year revenue to...
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A (good) year of two halves for SThree
We remain mildly in awe of the way that CEO Russell Clements has steered SThree from being a successful pure-play UK ITSA (IT staff agency) into an even more successful international, multi-discipline...
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Capita catches Fish for insurance broking
Capita has bought disability insurance broker Fish Administration to expand its reach in general insurance services. Capita is paying £21m in cash to private equity owner Inflexion - quite a premium of...
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HgCapital assesses new owner for SHL
According to media reports, private equity firm HgCapital is looking to sell off ‘talent assessment’ (read ‘psychometric testing’) firm SHL. HgCapital took SHL private in October 2006, financing a...
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Acquisitions boost GB Group in Q3
Identity management specialist GB Group has had an encouraging third quarter. The three acquisitions that it made last year appear to be integrating well and CEO Richard Law is confident that full year...
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SDL/Alterian: now the work begins
SDL has now completed the acquisition of Alterian (see here for the background), paying £69.7m in cash, and Alterian shares have been taken off the stock exchange. Now the work begins to meld the two...
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Atos secures £74m deal with DH
Atos has reason to celebrate today having signed a five year IT services contract with the UK’s Department of Health (DH) worth at least £74m. Under the deal, Atos will provide IT desktop and...
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@UK optimistic after beating expectations
E-procurement software and services minnow @UKPlc is bullish about its prospects, having raised new capital and cut costs following a faltering performance last year (see @UK revenue down 11%). Its...
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ARM powers ahead
No one should doubt the respect I have for ARM as (now that Autonomy is owned by HP) the UK’s premier tech company. Latest results for FY ending 31st Dec 11 show revenues up 21% at £491.8m, PBT up 37%...
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Born-again Ultima looking for believers
Why precisely it should take the board of not-quite-yet re-branded Ultima Networks (see Ultima de-networks) almost 5 months to tally the books is a complete mystery to me, given the company only turned...
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