How much longer for tech's acquisition addiction?
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Everybody's seemingly for sale these days, but some companies may be trying to compensate for a lost ability to innovate.
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By Mike Keller, The Sun Herald, Biloxi, Miss.  Jun. 2--Don't look at getting rid of that old computer as the chance to make a profit, or even to garner much more cash than it will take in time and energy to pawn it off.
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Is the chip giant bargain-shopping or just wasting money?
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Can Ned Hooper keep the magic of Cisco's acquisition machine alive? A lot depends on the answer to that question.
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Of all the comments on the hard drive, and there have been hundreds, this one explains it best. I'm sorry to hear about your experience at the Apple Store. I was a "genius" for a year and can assure you that the policy regarding HDs was frustrating to us as well. In warranty it wasn't so hard to justify, but out of warranty customers often had a problem with it. My recommendation to them (and to you) is the same. AASPs often do not have the same contractual obligations with HD manufacturers that Apple does, so they may very well let you keep it. If you still wanted to have it done through an Apple store, take a magnet to it before you hand it over. The techs have better things to do than trawl through your personal data (there are exceptions, of course), but if it sets your mind at ease- go for it. Honestly, I would do this in your position because I have read of people getting reman drives with other people's data still on them. But that would have nothing to do with Apple and everything to do with the companies contracted to remanufacture the HDs.Not much more to say after that. I will probably write a summary tomorrow.
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Ponders options as ContentGuard gains third owner
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Does this down-and-out telecom have any juice left?
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Businesses buying more machines as consumer growth slows
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Direct sales aren't working the same magic they once did for the PC maker. Can it now cash in at retail?
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By Paul Gromosiak  I must admit that I am a bit of a Luddite, but I have accepted my fair share of technology in my daily life. What concerns me is how rapidly technology seems to be taking complete control of our lives. Once our servant, I think it is now our master.
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People once bought just-on-the-market gadgets because they wanted the innovative functionality those gadgets provided. Now, it&#8217;s common to buy a device and then immediately try to figure out how to change or enhance its capabilities.
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The FASB delays stock option expensing by six months. That's just more time for Big Tech to lobby.
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The Motley Fool - It's no secret that Internet frenzy 2.0 has included a fair share of small Web start-ups getting bought out by Internet giants. Yahoo!'s (Nasdaq: YHOO - News) reported interest in buying social networking site Facebook last week is yet another case in point. However, craigslist founder Craig Newmark went on the record saying he's not in the least bit interested in a buyout. And guess what -- nobody should be in the least bit surprised.
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Blog: For too long, technology companies have been living large by making the rest of us pay for their shoddy workmanship. Worst of all, we consumers keep playing along.
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A new report from Forrester Research declares that the wave of mega-acquisitions in the software industry is over for now, though big vendors will continue to snap up smaller firms as they round out their portfolios.&quot;We do expect more consolidation to occur, but predict that the acquisitions of&#160;Business Objects by SAP,&#160;Cognos by IBM, and&#160;Oracle&#39;s renewed bid for BEA&#160;will be the last hurrahs in this cycle for super-sized acquisitions within the software industry of vendors with more than $1 billion in revenues and deal sizes of $5 billion or more,&quot; analysts R. &quot;Ray&quot; Wang and Andrew Bartels said in the report.The analysts noted that the market could see hardware vendors like Cisco make major software buys, but said such scenarios do not constitute software vendor consolidation in the traditional sense.Three major factors will staunch the flow of megadeals, they argued.Citing projections showing double-digit growth in global software revenue for 2007 and 2008, Wang and Bartels argued that vendors will not need to grow through large purchases in the immediate future, and will instead choose &quot;organic growth and spot acquisitions&quot; to satisfy shareholders.Second, the credit crunch caused by the subprime mortgage meltdown is making it harder to borrow large sums. And thirdly, there are simply fewer large ISVs to buy, the analysts noted. They identified 18 large independent software vendors that are potential targets and said many of those can be eliminated because of &quot;poor fit with strategy, financial or business questions, high price, or other considerations that stymie acquisitions.&quot;IBM will be the most aggressive with acquisitions and may go after packaged applications, a field it has largely avoided to date, according to the report.&quot;The most likely scenario involves smaller acquisitions of key ISVs building on Websphere. But if IBM makes a move for packaged apps to compete with Oracle, top apps targets could include IBM partners like Infor, IFS, Lawson, or even SAP. Industry-specific targets could include Amdocs, Deltek, and Primavera Systems,&quot; the authors state.Wang said he was comfortable making this prediction despite IBM&#39;s insistence that it has no designs on packaged applications. &quot;Last year, they spent the whole year saying they were never going to buy a BI vendor,&quot; Wang said, referring to IBM&#39;s deal to buy Cognos.As for Oracle, it will buy companies tied to middleware and vertical business applications, according Forrester. &quot;We expect Oracle to make midsize bets in key verticals like project base solutions (e.g., Computer Methods International or CMiC, Manhattan CenterStone), financial services (e.g., Temenos), retail (e.g., Escalate), and telecom, utilities, and public services (e.g., SunGard).SAP will make small purchases to flesh out NetWeaver, according to the analysts. These may include vendors of user interface tooling, master data management software and business process management products, they said, citing SAP&#39;s recent buy of Yasu Technologies, which makes a business rules engine, as evidence. &quot;Additional acquisitions could come from existing partners like AmberPoint SOA Management, F5, Magic Software Enterprises, OpenText, Savvion, and Worksoft,&quot; they added.Among the big four players, Microsoft will be &quot;the least active&quot; in terms of acquisitions, according to Forrester. &quot;Expect the Redmond giant to make selective acquisitions that do not conflict too much with its ecosystem strategy,&quot; they wrote. Possible targets include &quot;middleware solution providers like VisionWare in the customer data integration space, Riversand Technologies in the personal information manager space, and Web 2.0 specialists that enhance its Information Workplace platform.&quot;Software executives offered mixed reactions. Tom Hogan, senior vice president of HP&#39;s software division, said his firm will likely continue to acquire companies, but is focused more on organic growth. Last year HP spent about 70 percent of its roughly $3.5 billion research and development budget on software, according to Hogan.&quot;That&#39;s a lot of internal R&amp;D that should ... generate commercially viable software over the next couple of years,&quot; he said. &quot;If you want to really hit the home run for shareholders, you build it yourself. When we can&#39;t build it because we don&#39;t have the DNA or the time, then we will turn to strategic M&amp;A.&quot;Executives at smaller vendors offered other takes. Informatica, a data integration vendor, is competing with the likes of IBM but enjoying strong growth, reporting this week that its 2007 revenues rose 21 percent to $391 million. CEO Sohaib Abbasi said mergers and acquisitions in the software industry should be examined beyond the size of a given deal.The pace of consolidation is much more aggressive in established categories like business applications, he noted. &quot;At the other extreme is emerging categories such as software as a service, where there is no consolidation to speak of.&quot;Informatica is doing well thanks to the relative newness of its space, he said: &quot;We are in the very early days of the data integration market. Half of our deals are uncontested.&quot;Patrick Durbin, CEO of the portfolio-management-software company Planview, said in a recent interview that his privately held firm, which has 450 customers, has &quot;critical mass&quot; and can survive as an independent.Durbin&#39;s firm partners with various companies, including Microsoft. He couldn&#39;t say for sure what would happen if it or another firm came knocking: &quot;The moment I tell you I&#39;ll never sell is the moment someone&#39;s going to back up a truck with a boatload of money.&quot;
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The TC40 conference, which (important caveat) I did not attend, had a big impact on the space I occupy. Sometimes I think we put too much emphasis on Techmeme, but it is important, and for the two days of TC40, most of the top articles had something to do with the conference. Yet most of the people in the TechMeme loop were not there. This makes me wonder if we can do better with these conferences that become the cursor for a few days. And the answer is of course we can. But it may mean reconfiguring the conference to take the emphasis off the people in the room and put it on the people on the net. As Jim Forbes points out, if you wait for hotels to change, you're going to wait a long time. They're not really in the conference business, they're in the bedroom business. So anything that keeps people out of the hotel is likely to stay out of the conference -- like really terrific networking. So that suggests a different approach, one that does not rely on hotels.  I've done four conferences, three of them at universities, and one at CNET in San Francisco. At two of them, we hosted as many people as they did at TC40, because we had multiple tracks, and a very large facility. And the last three were all very much present on the net. The first, not so much. If I do another conference, we'd try to push the envelope on the net side of things, and probably not try to host as many people in person. Instead of 500 to 1000 people, I'd try for 50 to 100 people. Kind of a middle-ground between the experts at the TC40 conf, and the audience. More like a TV studio than a conference. Everyone would be either a blogger or reporter. All would be encouraged to participate. And everyone would lead a chat room, or a blog comment section, or a video track. We could have much more diverse video nowadays, because of services like justin.tv and ustream.tv, and I'm sure many others, who provide outbound bandwidth. All we'd need at the facility is enough bandwidth to connect to these services, and if you're not at a hotel, that's not at all hard these days. You could do it at Stanford or Cal, or even the Hillside Club. If you're not deep inside a building with thick walls, EVDO can serve as a backup. If you can't get on through the LAN, try a WAN instead.  I'd also like to see less of a focus on the interests and success stories of venture capital. Something has really changed, even the VCs seem to know it. Money is undifferentiated, so why pay so much attention to what the money people say. Let's get people with big ideas to contribute them, and to disagree with other people with big ideas. That's not to say I'd exclude the money people. But I would insist that they be people who are participating in the networked conversation, not just at the show, but 24 by 7, on blogs, on Twitter, on whatever. I had this discussion with Loic last week. I didn't think and still don't think that it was a good idea for him to have French politicians speak at LeWeb last year. I didn't think it was a good idea for Chris to invite John Edwards to speak at Gnomedex in 2006. Why? Because these people don't have blogs, they don't understand the net. They want to use it, for sure, to get money and votes, but they don't have a vision for it, beyond that, so what they have to say is uninteresting. "Give me money. Vote for me." That's all they say. If they want to come, great, let them listen and ask questions. And look for politicos (as with the VCs) who are making a difference on the net. People like Fred Wilson or Paul Kedrosky, for example. I'm sure there are many more. And I'd work to develop more ways for the back-channel to participate, to come to the front. That's the key to the future of conferences, how to extend them into the net, so the communication path is every way imaginable, not just from the venue out to the world. I want to feel like I'm in a nerve center, whether I'm at the venue or sitting in my living room in Berkeley. I had that feeling, btw, or an inkling of it, watching the AlwaysOn conference eariler this year, which had excellent presence on the net, real-time. The TC40 conference promoters, amazingly, actively thwarted the back channel. I don't know what their thinking was, but I think it was wrong.  Maybe someday these conferences could host real-time development, where media hackers put together new communication systems and deploy them before the conference is over. The moon mission approach to development, if you want to get something done quickly, make sure you know where you're going and are excited about it. Sometimes it's amazing how quickly these things can bootstrap. I'd also like to see a mix of interviews and debates, and open discussion. Dinners in every major city that wants to have them. The truly great tech conferences of the future will be world wide events, as the web itself is world wide, and will be inclusive, not exclusive, and cost very little to participate in, if not $0. Mundeemo: "Don't forget a row of suicide booths.."
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Time is running out for prospective investors to submit their offers to buy shares of Google Inc. (GOOG.O: Quote, Profile, Research) , the Web&#39;s No. 1 search company.