READ: How OpenAI made the network 'dumb' for AI

Analysis - Industry

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    Infospace: Growth for Free

    Infospace (INSP) is an interseting stock: Here is a profitable company trading at a Enterprise value/EBIDTA of 1.5, a price to sales ratio of 1, with $223 million of
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    News Brew: $33 for 3Par

    Well, the 3Par bidding war saga looks to be coming to an end as HP's final $33 offer has been accepted and Dell has pulled out of the race.
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    CIO's 10 Loathsome Tech Industry Types

    I'm a key influencer. I'm also a technology evangelist, analyst, and journalist. And I can also leverage core competencies. Uh-oh. Sick of me yet?
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    VMware: Cisco's Big Strategic Dilemma

    If only you could have the problem of having a 2% investment in a company whose share price has gone to the moon, right? Well, that's where Cisco is
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    News Brew: Litigation Central

    What's on my mind this morning? Litigation. Like, Paul Allen suing everybody. And everybody suing Facebook.
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    The M&A Boomlet: Is Big Tech Stuck?

    This bidding war between HP and Dell for 3Par says something to me about big technology companies: They are stuck. They can't grow internally, so they have to look
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    What's So Sexy about 3Par? Virtualization

    Little storage player 3Par Data is suddenly the envy of many, as it gets caught up in a massive bidding war between Dell and HP which have caused its
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    News Brew: Intel Locks Down McAfee for $8B

    Another day, another deal. Intel has agreed to buy security software firm McAfee for $7.68 billion (Wall Street Journal). That's $48 per share, or a 60% premium to Wednesday's
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    News Brew: iPhone 4 Goes to China

    Is there a more explosive economic concept than combining iProducts with China? Didn't think so. In that vein, MarketWatch reports that China Unicom starts to ship iPhone 4 in
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    Coming Privacy Freakout: Ad Industry in Denial

    The Internet advertising industry appears to be in denial about the growing momentum behind Internet privacy -- and it should start to prepare for more protection of data through
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    News Brew: Dell Ponies Up for 3Par

    Dell is making a big move into the data storage market with a $1.15 billion all-cash deal for 3Par Inc. It comes at an interesting time, as 3Par's growth
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    Are Net Neutrality Fanatics Being Naive?

    The "Net Neutrality" debate has taken a interesting turn this week, triggered by Verizon and Google's joint statement to move toward more tiered services on the Internet.
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    Chamberspeak Gone Bad

    Something on Cisco's earnings call last night went terribly wrong. In a rational business sense, Cisco made plenty of money, even though they missed analyst estimates: $1.9B in profit
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    Cisco Misscos!

    Cisco shares are getting hammered nearly 6% after hours after the company missed targets set by analysts.
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    Internet Privacy War Gathers Steam

    The Internet privacy movement appears to be gathering steam and leading to growing paranoia (warranted) among those who have the most to lose: Dozens of venture-backed ad networks and
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    RightNow Opens Up the Customer Cloud

    BIG SKY, MT -- RightNow Technologies (Nasdaq: RNOW), a provider of customer-service software, today launched an ambitious new platform to open up the way customer service applications are built
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    Marketo En Fuego: Close to $20M in Sales

    Service-as-a-software (Saas) company Marketo is riding the trend of real-time analysis of customer behavior, making it one of the fastest enterprise software companies in the venture market and a
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    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
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    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
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    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.