With trillions of dollars sitting in corporate coffers, the spigots of capital flowing to technology are finally opening up again. Gartner Research projects 5.1% growth in information technology spending in 2011. So which compa…
Watching which way the talent is flowing in Silicon Valley can tell investors a lot. Even if a big brain drain isn’t a sure death knell for a major player, it can’t be ignored. And during the last couple of years, a lot of tale…
On Wall Street, the retail sales figures that count aren’t absolute numbers. Investors act based on how those numbers compare to what was expected, and in the case of Black Friday Internet sales, reality beat the predictions. T…
IBM, Oracle, Hewlett Packard and Intel have been on a buying spree of late, and it’s virtually guaranteed that they’ll be purchasing more companies over the next several months. But which companies will they target next? Here a…