Stocks and Sectors

Outsourcing Insider submits:

By: John V.

Cloud Computing is a computer concept that is starting to appear in the limelight of outsourcing and IT companies. It is an alternative solution for computer services where one service is shared by many through a collection of servers. This means that instead of installing a program into a single computer unit in the company, the program can be accessed by multiple units via the internet. Now what does that mean? It means savings on licensing original products and cost reduction on IT maintenance, a problem that has become a vital and important issue for chief information officers according to experts.

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Naveen Selvaraj submits:

I guess anybody following the US stock markets on a weekly basis would know how keenly the jobless claims and other employment-related metrics are tracked.

With this mind, I collated the headcount data for around 168 Tech stocks from data available on the Gridstone Platform (of the 400 Tech stocks, 168 had headcount data for 2008 and 2009) and the numbers are pretty interesting. Remember that the data is based on the headcount figures provided in company filings (10-K typically) and so are accurate.

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Dennis Byron submits:

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Fred Wilson submits:

Ben Horowitz has a post called The Case For The Fat Startup on the All Things D blog. I don’t agree with Ben’s take on this issue but I have enormous respect for Ben and his partner Marc Andreessen. They have started and built multiple successful businesses and all I do is write checks. So take everything I have to say with that in mind.

I’d also like to say that my comments are only related to software-based businesses. I don’t think it is applicable to greentech or biotech. Those sectors are much more capital intensive than software.

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Trefis submits:

Microsoft’s (NASDAQ:MSFT) Office Suite is a group of desktop applications used primarily for word processing (Word), spreadsheet preparation (Excel), presentations (PowerPoint), and email (Outlook).

Microsoft is releasing the full version of the new Office 2010 to businesses starting in May 2010. The May release will include a web-based version of Office for the first time. This is response to Google’s (NASDAQ:GOOG) cloud-based Google Apps productivity software which has been available online since 2007 and is increasingly gaining traction amongst both consumers and businesses.

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TechCrunch submits:

By Leena Rao

There’s no question that Google (GOOG) is setting its sights on taking some of Microsoft’s (MSFT) marketshare in the productivity suite space. Last year, Google announced a new plug-in that syncs Google’s enterprise versions of Apps, including Gmail, contacts, and calendar, with Microsoft’s Outlook. And Google just acquired Docverse, an application lets users collaborate directly on Microsoft Office documents. Today Google is taking another swipe at Microsoft with a new tool that makes it significantly easier to make the switch over to Google Apps from Microsoft Exchange.

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Majesco Entertainment Co. (COOL)

F1Q10 (Qtr End 01/31/10) Earnings Call

March 16, 2010 4:30 pm ET

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Asif Suria submits:

With 38 games currently in the Apple (AAPL) app store, San Mateo, California based Glu Mobile (GLUU) is smack in the middle of the nearly $3 billion Apple app store ecosystem discussed in the first part of this two part article.

Founded in 2001, Glu was once a successful start-up, focused on producing and publishing games for mid-range handsets that were the prevailing, dominant phone of the time. The years 2000-2001 were when cell phone usage became a widespread trend and Glu had precociously jumped on the idea that gaming would take off on this technology.

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Zacks.com submits:

The world’s leading information technology (IT) management software company CA Inc. (CA) recently disclosed through a press release that its virtualization management solutions now support Sun’s Solaris Zones virtualization platform.

This enhanced service from CA is expected to help enterprise and service customers realize greater cost optimization, increase efficiency and enhance their cloud computing infrastructure. This is one of the biggest joint ventures that CA has entered in recent times. This combination creates a win-win situation, as it also helps customers to simplify management of their complex IT environments.

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optionMONSTER submits:

By Jon Najarian

Loss Is Worse Than Expected

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