Category Tech

Salesforce.com (CRM) : Breakout and consolidation

Marc Benioff reported Salesforce.com results on August 19 with the following quotes: Second quarter revenue of $394 million rose 25% year-over-year. Even with an annual revenue run rate approaching $1.6 billion, our revenue growth is accelerating. At 25%, second quarter revenue rose at its fastest rate in six quarters and it represents the third quarter [...]

3PAR (PAR) : Will Oracle join in the bidding game?

I am not vested in 3PAR. But, here’s a little musings. Will Oracle join in the bidding for 3PAR? 1. Founders of 3PAR, Jeff Price and Ashok Singhai, both hail from SUN (now Oracle) 2. Is Oracle’s storage technology stack covering the entire industry’s needs? 3. 3PAR, with their thin provisioning, will it provides an [...]

Research In Motion (RIMM) : Watch out for the bounce

If you are short, watch out for the bounce.