Cisco's January sales were down 20% from a year ago. Its customers are
holding off their purchasing decisions under the current economic climate.
The only growth potential the company has today is in the virtualization
market, which is expected to increase by more than 40% in 2009.
Cisco is not exactly a software company. Like Dell they need to come up with
a sustainable proposition for their customers. So far what we have seen from
Cisco is a virtual router. The word on the street is that next week they are
expected to announce their game plan, perhaps a virtualization product and
solutions portfolio in partnership with VMware. Cisco owns 2% of VMware. The
big chunk of VMware is owned by its parent EMC. The only meaningful way for
Cisco to get a sizable chunk of the Virtualization market in the long run
would be through acquiring EMC.... (more)
Today marks the 30th day of Ulitzer's public beta. We had an amazing month
and perhaps one of the most widely discussed launches of a "new
media" site. Gartner recently asked, "Will Ulitzer dominate news content on
the Web eventually?" The answer is yes, and I'll explain why.
First, I'd like to share some of the 30-day stats with you. We had more than
140,000 visitors who read 197,000 pages of articles, blogs and news stories.
The syndicated page views (outside the Ulitzer domain) exceeded 1,369,983
page views. The legendary technology reporter Maur... (more)
At SYS-CON Media we see our inventories are filling up to 100% capacity for
the months of November, December, and January, and we are seeing
better-than-normal RFP activity for the first quarter of 2010.
When I say this, I am comparing the current insertion order activity to the
same period last year. We will be closing 2009 roughly 32% below 2008 in
revenues (far better than any other tech media company), which forced us to
reduce our expenses for the same period by around 40%. Last fall, while the
world was falling apart, we were preparing for a ... (more)
In my October 2, 2008 blog entry, I shared the unfortunate news of Web 2.0's
demise. This news is now hitting Silicon Valley and Silicon alleys around the
Soon all Web 2.0 events will either be "cancelled," or their organizers will
make a last-minute attempt to pull together a last show, but throw in the
towel after that, IMHO.
If they buck all business logic, and go ahead with their final scheduled Web
2.0 events, they'll lose millions of dollars and find out after their last
show that Web 2.0 was DOA (as a software business model) anyway. I... (more)
The short answer is yes. In our estimation, roughly 70% of today's PR firms
with their traditional public relations and communications business
structures will not survive the fast-approaching social media avalanche. The
remaining 30% that need to reinvent their position real fast in their newly
morphed industry will prosper, compared to where they were and what they were
For publicly traded companies, current rules dictate that information can be
made public by a press release or by a telephone conference call but not
simply on a we... (more)