Tom Taulli

Ready for another buzzword? How about Software Change Management (SCM)? Well, as for SERENA Software , it is much more than a buzzword. The company was founded in the early days of the PC revolution: 1980. Since then, SERENA has become a powerhouse. About 80% of the Fortune 50 use the company’s products. Essentially, SERENA […]

What looks good for the IPO market this week? Reply: Do not expect much from the IPO market, as investors gear-up for Thanksgiving. There are a mere five deals on tap, with two from overseas. Although, there is a fiber deal in the winds and it is Alliance Fiber Optics Products. The product line is […]

All was quiet on the IPO front last week. However, there were some signs that – yes – the IPO market will make a comeback next year. Evidence came from Conexant , a leading chip maker. You see, it is planning a spin-off. Although, the new entity does not have an official name; rather, it […]

Everyone awaited the earnings release of Cisco a few weeks ago. Would it have a blow-out quarter? Or, would there be ominous signs of problems? Well, Cisco is highly skilled at managing its earnings. Hey, the company can do a virtual close of its books on a daily basis. Consider this: Cisco has beaten Wall […]

As lawyers prepare their briefs and vote counters try to determine what a vote really is, the markets seem to be very clear: IPOs are dead. So far this week, IPO activity has been almost a flat-line. The only tech IPO that is worth mentioning is Novatel Wireless . Yesterday, the IPO gained $1 to […]

Yet again, there was another dot-com e-tailer that liquidated yesterday: Garden.com . It seems as if there are two choices for many e-tailers: either liquidate or sell out. This was a dilemma faced by SmarterKids.com , which decided to do the latter. Here’s the background: The company is an online education store focused on kids. […]

Simply put, genomics is the relationship between genes and their functions. With the mapping of the human genome, companies are trying to find ways to make sense of the complex genetic information. After all, the human genome consists of three billion nucleotide bases that encode about 100,000 genes. Of these genes, perhaps 3,000 to 10,000 […]

Isn’t pornography supposed to sell very well online? Perhaps not. This week, Playboy Enterprises withdrew its IPO for its online division. In fact, the IPO market is starting to change its complexion — going away from, well, less sexy businesses. We are seeing more and more traditional companies in this market. This week, there was […]

The team at JDS Uniphase must have a secret copy of Cisco’s rulebook for success. Since 1999, JDS purchased 11 companies. Like Cisco, the goal is to give customers what they want: end-to-end solutions. The price range is $48-1/4 to $153-3/8 during the past 52 weeks. When the stock was selling at nose-bleed valuations, JD […]

Cellular One has a network that covers more than 20 sites – across most of southwestern Colorado. However, the company faced a big problem; that is, much of the land is vertical. In other words, there are many mountains, ravines and valleys. But there was a solution: Western Multiplex. The company’s products were able to […]

With Nasdaq plunging 5.3% on Friday, it was amazing that there were any IPOs. Yet, Computer Access Technology was able to post a valiant gain. Priced at $12, the stock ended the day at $15.44. But then again, the company has intriguing technology. Basically, it develops sophisticated verification and connectivity tools for the myriad data […]

What looks good for the IPO market this week? Reply: Even though Nasdaq plunged last week, there were still a few strong IPOs. One was Transmeta , which surged over 100% on its first day of trading. As for this week, things do not look good. Although, Novatel Wireless may have a decent offering. The […]