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Analysis

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    Ten Interesting Trends To Look At

    For those of you new to the Rayno Report (oh wait -- I'm new too), one of our big themes is investigating, analyzing, and playing the big trends, whether
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    News Brew: Bomber Busters, Euros, and iPads

    Yesterday I remarked about the proliferation of bad news. Well, here's some good news: The NYPD did an incredible job defusing a bomb in Times Square, conducting a quick
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    Interop News Brew: The Future is Cloudy

    LAS VEGAS -- You've heard about the "cloud," yeah? That's a fancy marketing term for connecting to computer services over a wire. In the old days they called that
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    Palm Wednesday: HP Can Do Everything

    HP is starting to sound like the first year of the Obama Adminstration. They have their own version of fixing the economy, winning a war, and giving everybody health
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    Broadpoint AmTech: Mad About OVTI

    Research firm Broadpoint AmTech, which has been on top of the solid rally in specialty chipmakers, yesterday raised its earnings estimates and price target for Omnivision (OVTI), a chipmaker
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    HP CTO: Cisco Gear Costs Too Much

    LAS VEGAS -- Demonstrating HP's feisty attitude in its escalating networking row with Cisco, HP Network Chief Technologist Paul Congdon attacked Cisco's dominant position in the networking business, saying
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    Cloud Computing in 400 Words or Less

    LAS VEGAS -- I entered the show floor here at Interop, a long-running IT and networking technology conference, only to be bombarded with the words "cloud computing." For those
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    Facebook Wants Everything

    Sometimes it's nice to get away a few days, disconnect, and refresh the mind. And then you come back, and find out that Facebook wants to rule the world.
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    Google's Rumored $1B ITA Deal: Bing Travel Killer?

    Bloomberg has scooped everybody this morning with the news that Google is talking to travel-technology power ITA Software about a potential acquisition in the $1B range (article available to
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    Apple's Mac Attack Adds to Cash Stash

    It gets to the point where you wonder of maybe Apple will make enough money that they can help us bail out the U.S. government. Apple announced earnings last
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    Apple, Gizmodo, and the Stolen iPhone

    Tech blog Gizmodo has acknowledged paying for the acquisition of prototype next-generation iPhone that was allegedly "found in a bar" in Redwood City (oohhh, what was the Apple employee
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    Key Trends from Google Earnings Call

    This is a big year for new Google products, as the company has introduced its own smartphone, the Nexus One, and is in the process of trying to buy

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    Is Twittermania Justified? My IPO Roadmap

    Well, Twittermania has taken full hold in Silicon Valley. Maybe it has something to do with the fact that Techmeme, a news aggregation site frequented by technology trade journalists,
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    Paid Tweets Are Here!

    Well, they did it: Twitter has announced a business model. It's called advertising. Heard of it before? They are calling it "Promoted Tweets." What's interesting is that the social
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    Who Would Buy Palm?

    Yesterday, Palm (PALM) shares traded up on lots of option-buying activity and chatter that it could be acquired. Today, the shares are backing off. Financial reporters, traders, and stock-message
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    The FCC Broadband Circus

    The whole National Broadband Plan discussion is turning into a circus, at tax-payer expense. The way I see it, the FCC is standing in front of the operators with
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    Rupert Still Railing on Google

    You gotta love Rupert Murdoch. While many media executives are hunkered down in their bunkers, whimpering about lost revenue streams and afraid to say anything remotely offensive to people
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    Google-Apple War Escalates with Ads

    I have been looking forward to a big Google-Apple brawl which I'm sure is only going to get more nasty. It looks like it's escalating quite rapidly, with AllThingsD
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    KP "Doubling Down" on iPad Apps

    Gold-plated Silicon Valley venture firm Kleiner Perkins Caufield & Byers (KP) is upping its bet on iPad applications. The partners, in a post on TechCrunch, say that the immense
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    The Economy: Startups Must Lead

    I have been working for about 20 years, pretty much straight through since college, in the same industry (media). I have survived three recessions (1990-1991, 2000-2002, and 2008-2009). What's