Author Archive
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Salesforce going shopping?
Chris Selland, sellandc | January 13th, 2010 at 7:45 am
Looks like there’s a good chance my predictions that Salesforce.com ($CRM) will get more aggressive on the M&A front in 2010 are coming true. Fellow Enterprise Irregular Larry Dignan has more details on the $500 million convertible bond issue.
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Ten Tech Tells for ‘10
Chris Selland, sellandc | December 23rd, 2009 at 7:46 am 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, as expected, 2010 is a big year for tech, these are some companies that should be worth watching.
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Palm – Going for Volume with the Pixi?
Chris Selland, sellandc | December 15th, 2009 at 12:34 pm I was initially skeptical this morning on MKM’s buy call on $PALM, but thinking it through the scenario is at least interesting.
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Clash of the Networking Titans – What’s Next for $HPQ?
Chris Selland, sellandc | November 12th, 2009 at 1:45 pm Not surprisingly, there’s a lot of interest and speculation in what happens next after the $HPQ acquisition of $COMS.
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Today’s Deals Extend – Will Tomorrow’s Expand?
Chris Selland, sellandc | November 10th, 2009 at 8:33 am As I (and many others) have been speculating, Tech M&A is most definitely back.
$GOOG is, as expected, very active, acquiring mobile advertising provider AdMob for $750M as well as Voice over IP (VoIP) provider Gizmo5 for $30M. Neither acquisition opens up any new markets for the company, but deepens and doubles down their presence in mobile and IP telephony.
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Should $RIMM sell?
Chris Selland, sellandc | November 5th, 2009 at 9:42 am Lively debate going on this morning regarding whether it’s time for $RIMM to find a buyer, as Dan Frommer argues that they have become an enterprise dinosaur in an increasingly consumer-driven market. So should they sell?
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Taking the Next Hill
Chris Selland, sellandc | November 2nd, 2009 at 1:25 pm I’ve been spending a lot of time recently thinking about market dynamics in tech – big picture stuff. Perhaps it’s my background as an economist and analyst, but I’m sensing a not-so-subtle fundamental change going on in ‘tech’ – and I figured this would be a great time and place to talk about it.
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Juniper attacks Cisco
Chris Selland, sellandc | October 30th, 2009 at 10:57 am Fair amount of chatter about the announcements from $JNPR yesterday, but traders seem unimpressed.
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Is $AAPL ‘closing down’ the smartphone market?
Chris Selland, sellandc | October 28th, 2009 at 11:36 am Read an interesting post from Ultimi Barbarorum musing on whether $AAPL is ‘closing down’ the smartphone market.
I doubt it.
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Net Neutrality – Winners & Losers
Chris Selland, sellandc | October 23rd, 2009 at 10:44 am Regardless of how free-marketeers (like me) feel about it, ‘Net Neutrality‘ is about to be upon us, as the FCC yesterday voted unamimously to begin drafting new rules on network providers.
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Will the road ahead be rougher for Apple and Amazon?
Chris Selland, sellandc | October 21st, 2009 at 4:57 pm I loved @dasan’s piece on Apple ($AAPL) – this is what market leadership – make that dominance – looks like. It’s a very pretty picture – and it held up today.
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Rise of the Machines
Chris Selland, sellandc | October 21st, 2009 at 9:38 am This post was written by @cselland on the StockTwitsTech Blog
Fascinating article today from Peter Kafka on Demand Media and the value of old vs. new media.
