cowen & co.

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Cowen: Debating SaaS slowdown; Google Apps and AMD market share

Cowen & Co. outlined its top 10 potential technology surprises for 2008 and a slowdown in software as a services is front and center on the list. There are also a few wild-cards such as Google Apps adoption and AMD giving up on the market share war. ...

Tags: Software, Google Inc., Google Apps, Software-as-a-service, Cowen & Co., Market Share, Advanced Micro Devices Inc., Intel Corp., Software As A Service (SaaS), Tools & Techniques, Emerging Technologies, Management, Larry Dignan

Blog posts 2008-01-14

Survey: SMBs more aggressive with Vista upgrade plans

Among small and mid-sized enteprises 47 percent of them plan to upgrade to Microsoft’s Vista operating system in the fourth quarter of 2007, according to a Cowen & Co. survey.The survey, which is done in conjunction with CRN magazine, also found that 78 percent of small and mid-sized businesses will...

Tags: Vista, Software Infrastructure, Microsoft, General

Blog posts 2007-06-08

Additional Resources

Oracle's big plan: Double revenue in five years

Oracle capped off its OpenWorld conference with a powwow with analysts where management was described as extremely confident about the company's prospects. Although I'm not sure you could ever describe Oracle management as timid---does Larry Ellison allow that?---analyst notes seem to portray executives as exceedingly confident. Judging...

Tags: Revenue, Oracle Corp., Ross MacMillan, Tools & Techniques, Operational Accounting, Management, Finance, Larry Dignan

Blog posts 2009-10-16

RIM's second quarter revenue light as is the outlook

Research in Motion's second quarter revenue and third quarter outlook fell short of expectations. RIM reported second quarter earnings of $475.6 million, or 83 cents a share, down from $643 million, or $1.12 a share, a year ago statement. Adjusted net income for the second quarter was...

Tags: Revenue, Research In Motion Ltd., Sales Strategy, Operational Accounting, Sales Force Management, Sales, Finance, Larry Dignan

Blog posts 2009-09-24

Cisco's fourth quarter's crib sheet: Gauging enterprise spending

Cisco reports its fourth quarter results Wednesday and analysts are looking for a few signs that the enterprise business has stabilized and an outlook that's a touch optimistic. Cisco is expected to report fourth quarter earnings of 28 cents a share on revenue of $8.5 billion. Cisco...

Tags: Router, Cisco Systems Inc., Routers & Switches, Sales Strategy, Network Technology, Networking, Sales, Larry Dignan

Blog posts 2009-08-05

Analyst: Kindle to reach 10 percent of Amazon's customer base; Ending Target deal a risk

The great Kindle sales guessing game continues. Cowen and Co. analyst Jim Friedland upgraded Amazon to outperform from neutral on Tuesday and his case depends heavily on future Kindle sales---along with the power of Amazon Prime subscriptions and new businesses like Amazon Web Services. However, Friedland also...

Tags: Amazon.com Inc., Target.com, Jim Friedland, Business Structures, Web Site Development, Sales Strategy, Web Technology, Strategy, Finance, Internet, Sales, Management, Larry Dignan

Blog posts 2009-06-30

Tuesday Silicon Valley news link report

Google CEO urges grads: 'Turn off your computer' -AP "Turn off your computer. You're actually going to have to turn off your phone and discover all that is human around us," Schmidt said. "Nothing beats holding the hand of your grandchild as he walks his first steps."...

Tags: Google Inc., Advertisement, Social Media, Tom Foremski

Blog posts 2009-05-19

E-commerce's looming question: Will consumers show up?

The fourth quarter for e-commerce will be very telling. Will online sales continue to grow even if the consumer is strapped? Or will e-commerce increasingly look like the rest of the retail sector? To wit: Amazon's fourth quarter outlook, which had a range so...

Tags: Consumer, GSI Commerce Inc., Analyst, Amazon.com Inc., E-business, Web Technology, E-business/E-Commerce, Internet, Larry Dignan

Blog posts 2008-10-23

Dell's second quarter: Another milepost in the turnaround tale

Dell reports its fiscal second quarter results on Thursday after market close and analysts are turning optimistic about the company's turnaround prospect amid better consumer notebook designs, emerging market revenue and solid server sales growth. Dell is expected to report fiscal second quarter earnings of 36 cents...

Tags: Revenue, Dell Computer Corp., Miscioscia, Sales Strategy, Operational Accounting, Marketing Research, Financial Services, Sales, Finance, Marketing, Larry Dignan

Blog posts 2008-08-28

Tech giants may face dollar daze

Technology bellwethers with a big chunk of their businesses overseas have benefited from a weak dollar compared to other currencies, but the gravy train may be coming to a stop. A weak dollar has helped technology giants such as Google, Amazon, eBay, IBM, HP and others even...

Tags: Revenue, Google Inc., Yahoo! Inc., Dollar, Currency, Internet Company, IBM Corp., Internet, Operational Accounting, Finance, Larry Dignan

Blog posts 2008-08-26

HP's bid for EDS: Opportunity costs loom

The debate around Hewlett-Packard's purchase of Electronic Data Systems follows three primary questions. Is the EDS acquisition another Compaq--a deal that will take years to pay off? Is EDS the right acquisition for HP? Are there other places where HP should spend its money? HP on Tuesday...

Tags: Hewlett-Packard Co., Electronic Data Systems Corp., Dennis, Tools & Techniques, Business Process Outsourcing (BPO), Outsourcing, Mergers & Acquisitions, Management, It Operations, Business Operations, Outsourcing & Subcontracting, Investment, Finance, Larry Dignan

Blog posts 2008-05-13

Oracle closes BEA deal; Last 'logical' purchase?

Oracle said Tuesday that it closed its acquisition of BEA Systems following European Commission approval. In a statement, Oracle president Charles Phillips BEA will help the company's vision of a "a modern service-oriented architecture SOA infrastructure" and provide "a series of complementary and well-engineered middleware products." ...

Tags: BEA Systems Inc., Oracle Corp., Wall Street, Service-Oriented Architecture (SOA), Mergers & Acquisitions, Construction, Middleware, Corporate Law, Web Services, Enterprise Software, Software, Investment, Finance, Business Operations, Larry Dignan

Blog posts 2008-04-29

Google not so recession proof after all: Monetization down in January

The handwringing over Google's 0.3 percent decline in web search paid clicks in January from a year ago is palpable. Apparently folks are just coming around to the idea that Google may not be completely immune to a slowing economy. Google shares got whacked on Monday and...

Tags: Google Inc., Larry Dignan, Monetization, News, Search, Text Advertisement

Blog posts 2008-02-26

Sun Microsystems: Can it grow?

Sun Microsystems has made a lot of progress in recent quarters: It has become more efficient, stabilized spending, transitioned to new products and made smart acquisitions like MySQL in a quest to offer a complete software stack. But there is one lingering question: Can the company grow? ...

Tags: Dell Computer Corp., Growth, Sun Microsystems Inc., Construction, Open Source, Databases, Enterprise Software, Software, Data Management, Larry Dignan

Blog posts 2008-01-25

Microsoft: Technology's Warren Buffett (at least when it comes to acquisition rumors)

Take an industry that's worried about future demand technology. Add in a bunch of geeks drunk in Las Vegas CES. And what do you get? More merger rumors than you can handle--and most of them include Microsoft buying a company. On Thursday, Microsoft is reportedly buying most...

Tags: Acquisition, Microsoft Corp., Warren Buffett, Mergers & Acquisitions, Corporate Law, Investment, Finance, Business Operations, Larry Dignan

Blog posts 2008-01-10

Will consumers scrimp on paid security software?

Symantec and McAfee could face headwinds in 2008 amid weak consumer spending, according to Cowen & Co. Meanwhile, the two are duking it out over a Acer-Gateway OEM deal. Cowen analyst Walter Pritchard downgraded Symantec from "outperform" to "neutral" on the theory that the company will face weakening security...

Tags: Software, McAfee Inc., Symantec Corp., Argument, Security Software, Security, Larry Dignan

Blog posts 2007-12-17

Can Sprint be saved?

You're a potential CEO of Sprint Nextel. You're interviewing with the recruiters and whether you get the job or not depends on one question: What would you do with Sprint Nextel? The question is a tough one. Would you keep former Sprint CEO Gary Forsee's big WiMax plan? Some...

Tags: Palm Inc., Sprint Communications, WiMAX, Wi-Fi, Wireless, Larry Dignan

Blog posts 2007-11-01

The virtualization market: The real scrum is just beginning

VMware's first quarter as a public company was a humdinger, but the real battle in the virtualization market is just getting started. Over the next year or so the virtualization landscape is going to become a lot more interesting. VMware is a company with a lead and...

Tags: VMware Inc., Microsoft Corp., Return On Investment Case, Simon Crosby, Virtualization, Storage Management, Utility Computing, Hardware, Storage, Larry Dignan

Blog posts 2007-10-25

Parsing IBM's weak hardware sales

IBM reported a solid third quarter, but there are some real worries about Big Blue's weak hardware results. IBM's quarter--as usual--was a tale of software and services. That tandem allowed the company to report earnings of $1.68 a share on revenue of $24.1 billion, just ahead of...

Tags: Virtualization, Financial, Financial Service, Quad-core, Hardware, IBM Corp., Hardware Sale, Sales Strategy, Financial Planning, Sales, Finance, Larry Dignan

Blog posts 2007-10-17

SAP-as-a-Service: Will SMBs Bite?

ZDNet blogging colleague Phil Wainewright has welcomed SAP to the ever more boisterous SaaS party. SAP's venture into SaaS may be its boldest move since MySAP.com. But are companies ready for such heavy-duty SaaS? That's because of the launch of SAP-as-a-Service this week. There's...

Tags: Software-as-a-service, Vendor, SAP AG, Small And Medium Business, SAP-as-a-Service, Dan Farber, Software As A Service (SaaS), Smb/Sme, Enterprise Software, Emerging Technologies, Software, Joe McKendrick

Blog posts 2007-09-21