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
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
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
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
Funny how fortunes swing. Just a few weeks ago, BP was racing quickly to the bottom as Apple was contemplating world domination. This week, their fortunes have reversed --
Just because an economy is crummy, or just sub-par, does not mean you cannot make money. Plenty of companies have proven that innovation can create value even in a
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
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
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
If you think about what's happened the last 4-5 years in smartphones, it's truly remarkable. Apple has created an entirely new, multibillion-dollar franchise. Nokia and RIM's dominance have been
Another Monday, another predictable news flow: Apple is selling millions of iPhones, oil is gushing into the Gulf of Mexico, the stock market is falling, and FIFA refs are
There are wide-ranging reports, including this one from the San Jose Mercury News, that Intel and the Federal Trade Commission are in settlement talks and a resolution may be
Millions of people yesterday had to resort to verbal communication with friends and colleagues in addition to returning to actual, productive work as Twitter was down for several hours.
Don't you love the way that Apple dominates the news? Steve Jobs could put out a press release saying he's going to have his teeth cleaned and it would
SAP AG has agreed to acquire Sybase Inc. in a deal valued at $5.8 to beef up its mobile platform and help compete with arch-enemy Oracle Corp. The deal
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