Tibco Silver Spotfire – Social BI? Why Not?
Tibco, fresh from a Q2 with license revenue up 23% over last year’s, continuing a two year run of beating consensus earnings estimates, has stepped up and out ahead to pursue the long-coveted mid-market customers who don’t use BI but find that spreadsheets don’t do enough. Tibco believes, like Microsoft, that many are social technology [...]
Tech in 2010 – Growth with a Quality Bias
Tech is poised for growth in 2010 but it’s increasingly looking like a much better year for the well-established and well-respected tech companies, and a challenging environment for the second-tire companies.
After the iPad – Wireless Price Wars?
Image by Getty Images via Daylife First I should get my opinion on the $AAPL iPad out of the way. Yes, I want one – but I will probably get rid of my iPhone if I do. Lack of multitasking and a keyboard drives me nuts. I want a $GOOG Android phone. iPad is cool media [...]
Ten Tech Tells for ‘10
This is by no means a comprehensive list – it’s admittedly biased toward the tech sectors I follow most closely (software and wireless) – but here are a few companies I’ll be keeping an eye on as we move into the new year – some as short-term opportunities, others with a longer time horizon. If, [...]
Palm – Going for Volume with the Pixi?
Image by louisvolant via Flickr I was initially skeptical this morning on MKM’s buy call on $PALM, but thinking it through the scenario is at least interesting. While the Sprint-only ($S) Pre has had a very tough time competing with the iPhone and other high-end smartphones, the newer and lower-end Pixi is being heavily promoted [...]
