by Tiernan Ray, Blogger, Barron's, Tech Trader Daily
Beleaguered software vendor Novell, which has been fighting a lawsuit by bankrupt SCO Group for the last several years, could see a silver lining, writes Ladenburg Thalmann analyst Aaron Schwartz in a note this morning.
Ultra-low prices on portable computers are nothing new, and in fact have increasingly become the norm since the debut of netbooks–small and light ultraportables that are virtually defined by their low cost.
by Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily
Canaccord Adams software analyst Peter Misek today cut his rating on Microsoft (MSFT) to Hold from Buy, while lowering his price target to $24 from $30.
Misek cited two reasons for his more cautious stance. One, he thinks consensus estimates are overly aggressive given the worsening macro spending environment. Misek points out that Microsoft had based its guidance on seeing some improvement in conditions in the second half of the year; Misek says he now questions the validity of that assumption.
by Joe Nocera, Columnist, Talking Business, New York Times
“Chrome is not going to replace Windows. A computer requires an operating system such as Windows, Apple’s OS X or Linux to make the machine work. It does, however, have the potential to do what Mr. Gates feared: make the choice of operating system less important.”
Cisco Systems today announced a deal to acquire privately held PostPath, a Mountain View-based provider of Linux-based e-mail and calendaring software, for $215 million. Cisco said the deal will extend the email and calendar functions of its Webex Connect collaboration platform.
Google vowed that its Linux-based Android mobile platform would empower enthusiasts and amateur developers, but today we have seen compelling evidence that this is an empty promise. Third-party Android application developers, who have grown increasingly frustrated with the lack of SDK updates, were shocked to discover that Google has been secretly making new versions of the Android SDK available to the Android Developer Challenge (ADC) finalists under non-disclosure agreements.
After almost a decade of leading Red Hat, I have decided to transition my CEO and president role for the personal reasons I have already discussed. It’s my privilege to continue serving this great company in the role of chairman of the board. Red Hat will be in the capable hands of a world-class executive team under the leadership of Jim Whitehurst as president and CEO.
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