| Wall Street Beat: Red Hat, Tibco and Apple Lead Tech Charge Red Hat, Tibco and Apple helped buoy technology investor confidence this week even as economic concerns caused volatility in the markets. Red Hat - Wall Street - Tibco - Linux - Operating Systems feeds.pcworld.com |
Walmart to Begin IPad Sales on Friday The iPad's transition into the mainstream retail market appears to be largely complete with Tuesday's report that retail giant Walmart will begin selling Apple's... feeds.pcworld.com |
Yahoo Messenger 2.0 for IOS Brings Video, Voice Chat Tired of waiting for FaceTime support for your Mac, or Skype to bring video calls to its iOS client? A recent 2.0 update to Yahoo Messenger’s iOS app enables... feeds.pcworld.com |
VASCO Data Security Int., CEO Discusses Q3 2010 Results – Earnings Call Transcript VASCO Data Security International (VDSI)Q3 2010 Earnings CallOctober 26, 2010 10:00 am ETComplete Story » seekingalpha.com |
Salesforce.com: Difficult to Justify Share Valuation Geoff Abbott submits: Salesforce.com (CRM) is trying to position itself to benefit from the cloud computing movement, and the market has rewarded its efforts thus far. However, it is now difficult to justify the valuation on CRM's shares, even if one makes exceedingly optimistic assumptions about the company's future. There are two key flaws in the bull case on CRM. The first is that there is little scalability in CRM's operating model. The second is that the company operates in a competitive industry that will only get more so. To justify a valuation like the one presently on CRM shares, a company needs rapidly increasing sales, an operating model to push sales growth through to the bottom line, and some competitive advantage to allow the company to capitalize on its strengths free of major threats.Complete Story » seekingalpha.com |