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UNIT4 has hidden talents
Catching up with Unit4 at its customer conference in Birmingham yesterday, we were struck by the momentum of this enterprise software company, across multiple areas. There is its first of a kind joint...
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LinkedIn exceeds expectations
Yesterday, at the Intellect Regent Conference, I sat next to Ariel Eckstein, MD for LinkedIn EMEA. Although he was as tight-lipped as only regional heads of US quoted companies can be, he was pretty...
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Tech Mahindra growth stumbles
Telco-focused, India-based offshore services firm, Tech Mahindra, saw its revenues slip back in the quarter in dollar terms, though the weak Rupee helped push the top line forward in local currency....
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Let MPs buy their own iPads
I was ‘called to task’ by UKAuthorITy.com for my iPads for MPs? post. In their response – Parliamentary iPad row takes BYO policy national – the point was made that, as the trend towards BYOT was...
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Oracle cranks up SaaS acquisition engine
RightNow is on board, now Oracle is on to the next SaaS acquisition. This time it is offering $1.9bn for Taleo, the SaaS-only provider of HR talent management software. We can be sure these two deals...
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CACI sees a future in Tomorrow
We’ve just heard from Cobalt Corporate Finance about a noteworthy piece of M&A announced this week. The deal in question saw US-based CACI buy privately-held, London-based Tomorrow Communications....
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Cisco stays on track with Q2 growth
Cisco’s Q2 results this week highlighted strong demand in some key growth areas of its business, as the Silicon Valley stalwart did a little better than analyst expectations on revenue and EPS. Overall...
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Paying your fair share
At the Intellect Regent Conference last week, a panel discussed (amongst other things) what could be done to help the UK tech industry. I think the answer was “Spend more on tech with us”. The panel...
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Sopra UK goes shopping (again) to double size
I had been saying since forever that Paris-based Sopra Group needed more scale in the UK and that was never going to happen fast enough organically. Well, it looks like management has taken the message...
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Kofax profits slump, revenue flat lines
Document imaging software and now business process management (BPM) provider Kofax has really let the wind out of its sails since missing its FY11 targets and then warning on Q112 (see here and here)....
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Telecity results impress once again
Telecity has delivered a characteristically strong set of full-year results this morning. The company’s shares are up just a fraction (0.3%) in trading so far today. 2011 revenue was up 22% at £239.8m....
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Fidessa ends 2011 with increased revenue but remains cautious
Challenging conditions in global financial markets impacted Fidessa during 2011 with the result that it saw revenue growth of 6% versus the 10% of the previous year. There was growth in all regions,...
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Vodafone and C&W: just browsing thank you
The Sunday Times yesterday revealed that “Vodafone is considering a £700m takeover bid for Cable & Wireless Worldwide”. The mobile giant has this morning confirmed that “it is in the very early...
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Apple at $500
I note that Apple shares have just (briefly) breached the $500 mark (3.00pm) giving them a market value of $467b. As any regular reader of HotViews will know, I bought into Apple at $10 in early 2004....
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Paying your fair share - reaction
I’ve had a number of comments on my Paying your fair share article earlier today. None of them were particularly critical of the companies who had minimised their UK Corporate taxes. Instead, the point...
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Telecity 2011 results: further comment
As promised, eligible HotViewsExtra subscribers can now find more analysis and comment on Telecity's impressive 2011 results, following our discussion with management. Follow this link to Telecity:...
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Rackspace powers on in Q4
There was no let up in the stellar growth at US-based hosting player Rackspace in Q4. Another impressive quarter saw the company beat revenue and earnings expectations, pushing the stock price up 7% in...
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Apprenticeships
I owe my ‘career’ in IT not to a university degree but to being offered an entry-level IT apprenticeship by the Kings Fund for London back in 1966. That is at least one reason why I have been such a...
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HCL backtracks on UK local jobs promise
After heralding a “continuing cognizance of our social responsibility” (i.e. more local employment) just a month ago (see HCL plays ‘local jobs’ theme as BPO losses mount), fifth-ranked India-based...
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Capita trumps Serco for key Army recruitment contract
Capita has been awarded preferred supplier status on the Armed Forces Recruiting Partnering Project (RPP) - a potential £500m ten-year deal to deliver ICT and recruitment services for the armed forces....
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