As an old saying goes, a bird in the hand is worth two in the bush: I tend to keep that in mind when I delve into the valuation of stocks, company’s balance sheets and growth prospects. News News News There’s been lots of talk about FB’s latest strategic moves… Read More
There Is No Place To Hide For Microsoft
Call it the “new normal”. “Microsoft plans to announce a major new round of layoffs as early as Wednesday, as the company seeks to further cut costs in a shifting technology landscape,” The New York Times reported today. At the end of March, Microsoft had more than 118,000 employees globally,… Read More
Why Google May End Up In Bed With Yahoo
“Yahoo organics and ads (are) powered by Google,” Aaron Wall, the founder of SEO Book, informed the market on Wednesday. “I am uncertain to what degree they are testing search results from Google,” Mr Wall said, noting that “a cynic might question how much actual choice there is if on many searches the… Read More
Cisco’s OpenDNS Buy Doesn’t Move The Needle
As we continue to screen M&A deals in the tech space, our attention today was caught by Cisco Systems. Here’s our quick take. Growth Problem Cisco has a growth problem, so it’s looking at targeted deals to bulk up in the right places at a time when rivals are keen… Read More
Microsoft’s AOL Deal Is A Bing Headache For Google
It’s showdown time at Microsoft: it announced on Monday a 10-year partnership with AOL — which made a big bang, but was essentially a non-event for investors. For SEO monkeys like me, however, the question is whether Microsoft will secure more such deals with other clients, replacing Google as the preferred search engine of choice.… Read More
Numbers That Matter Behind The £1bn IPO Of Security Firm Sophos
So, today we were informed that Sophos has priced its stock on the London Stock Exchange. “Following the announcement by Sophos Group plc on 3 June 2015 of its intention to proceed with an initial public offering, the company today announces the successful pricing of the offer at 225p per share. Based… Read More
Adapting To Google’s World
Are you focused on content? Is that part of your daily duties? It’s going to get tougher. It may be well time to make up your mind if you do not fancy Google, and learn a bit more about search engine optimisation (SEO) — whether you are a writer, a… Read More
Microsoft Flirts With Google As It Launches Office For Android
Focus is on Office for Android smartphones, and you read all the nitty gritty details about Microsoft’s latest announcement here. Cross-Platform One key quote on the topic has made the rounds in the market in the last few hours. “This is the beginning of Microsoft’s real push to say we are… Read More
Verizon Wraps AOL Deal, But Was It Worth It?
Update one-of-many-to-come as we monitor M&A activity in the TMT sector: since 12 May, when Verizon announced it would acquire AOL for $4.4bn — roughly 2.2% of its market cap at the time — there had been no real news to report until yesterday. Done Deal The deal has now completed,… Read More
Put Down That Basket & Go Shopping With Twitter
Folks at Twitter are desperate to come up with the next new big thing following a shaky stock performance that reads -30% over the last three months of trade. It is not that easy, though. The More The Merrier? As it keeps adding new features, Twitter has no intention to stop… Read More