READ: SDxCentral's AI Infrastructure Supplement

Analysis

  • sdx-placeholder

    Slip, Sliding Away: Google's Superpoke!

    It's Friday, so rather than do any real work, I've been soaking in the news, networking, and catching up on all the gossip surrounding the developing sale of Slide
  • sdx-placeholder

    News Brew: Jobs, Yoko Ono, and the iPod

    The engine of value creation, economic growth, and mortgage payments is jobs. To build stuff, you still need to hire people. Unfortunately this morning's jobs report was a bit
  • sdx-placeholder

    WSJ's "DataGate": Did They Forget Google?

    You have to commend the Wall Street Journal for assigning the resources and churning out the investigative pieces as part of the "What They Know" series. But I thought
  • sdx-placeholder

    Marketing & Ads: it's the Metrics, Silly

    There is a lot of buzz, hype, critical analysis, and downright drivel out there about trends in marketing and ad spending. Some have even asked whether advertising is dead.
  • sdx-placeholder

    Synaptics: Good Play on Tablets, Touch

    A great why to find advantageous companies is to look at those driving key technology market trends and generating good business results when the rest of the market is
  • sdx-placeholder

    RightNow: Steady as She Goes

    RightNow Technologies, a scrappy CRM company that is starting to become a more serious competitor with CRM giants such as SAP, Oracle's Siebel, and Salesforce, just announced a solid
  • sdx-placeholder

    News Brew: Google Googles Gaming

    The bandwagon story of the day is Google looking into creating a "Facebook competitor" by talking with popular online gaming companies (Wall Street Journal). That's funny, I thought Facebook
  • sdx-placeholder

    Apple's Secret: The Billing Relationship

    Very interesting article by Peter Kafka in AllThingsD this morning about Time Inc.'s frustration with Apple. Apparently Time executives are mystified as to why Apple won't give them control
  • sdx-placeholder

    What Happened to Calix Shares? R&D Spending.

    Calix shares got hammered pretty hard on Friday after the company issued weak earnings guidance on the quarter. But investors might have been panicking about a whole lot of
  • sdx-placeholder

    Tech Earnings Winners & Losers

    Tech earnings reports are rolling in like Budeweisers in a NASCAR infield, and we've got it covered. What's striking is the range of results, from earnings bombs like Netflix,
  • sdx-placeholder

    Calix Breaks Out on First Earnings

    Broadband equipment maker Calix is rallying on its first post-IPO earnings release, after it announced that revenue increased 50%.
  • sdx-placeholder

    Two Markets: Technology and the Rest

    One thing becoming clear in as the volatile stock market marches into they unknown world of bank stress tests, serious government intervention, and bank roulette -- technology is set
  • sdx-placeholder

    Adtran Ramps on Connectivity Buildout

    One of the themes we've been following here is the buildout in more telecom connectivity -- whether it be Ethernet connections or all those data connections to mobile-phone towers
  • sdx-placeholder

    Time for Microsoft to Reorg and Focus

    Yesterday, I pointed out that it's absurd to consider Microsoft a declining company when in fact it's been making an average of $15B a year in profit and has
  • sdx-placeholder

    AT&T: Software Patch Will Fix Data Problems

    Following the reports yesterday of dysfunctional data downloading on the iPhone 4 via AT&T's network, AT&T sent us an email today with an offical response -- saying it's a
  • sdx-placeholder

    The Absurdity of a Microsoft "Death"

    It had become popular in the mainstream media to popularize the "dying" of Microsoft. This is absurd. What is common with a "dying" company is a deterioration of its
  • sdx-placeholder

    iPhone 4 Upload Caps: More to Come?

    Word on the street is that more iPhone 4 users are complaining about mobile data upload caps (hat tip to Gizmodo). Shocking, isn't it, that as carrier networks are
  • sdx-placeholder

    Google Gets ITA for $700M

    After a long, drawn-out bidding process, Google has finally scooped up ITA for $700 million.