The adoption of Kubernetes-enabled infrastructures and applications has revealed the challenge involved in enabling persistent, reliable data storage in an ephemeral compute…
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First Solar Beats on Revenue, Profit But Margins Slump
First Solar (s fslr) posted stronger than expected revenue and profit in the final quarter of 2010, defying some of the bearishness that had hounded the stock in recent months and suggesting that the company is managing its way through a time of rising competition from more efficient solar modules. But weaker margins and unchanged guidance are giving some investors pause.…
Read MoreGoogle the 21st Century Conglomerate? Bad Idea
Google's obsessive desire to organize information and our access to it is turning the company into a 21st century conglomerate. And whether you consider that a good thing or a bad thing for web users, it’s going to be a big problem for Google.…
Read MoreWhy Is PayPal Still So Hard to Find on Mobile Devices?
Seven months isn’t a long time for most companies, but it’s practically an era in itself on the hyperkinetic mobile web. One thing that hasn’t changed in the last seven month is PayPal’s visibility on smartphones -- it's there, but it's hard to find.…
Read MoreEnerNoc Back in the Red, Sees Return to Profits in 2010
EnerNoc (s enoc) is back to posting losses, but the company says it’s not for long. Although the demand-response company saw its…
Read MoreWhat Rupert Murdoch Still Doesn't Get About the Internet
When it comes to media, one important idea is starting to become clear: Content isn’t a product anymore, it’s a service. Because for consumers, content is less and less a thing they buy and more a thing they experience.…
Read MoreAdmit It, Microsoft: You Suck at the Web
Microsoft is many things, but it’s not a successful web company. For 15 years, Microsoft has tried time and again to become a major player online. Yet despite having the most popular browser, it's never really monetized the web in a significant way.…
Read MoreWill Amazon Be the New Wal-Mart?
As analysts scratch their heads try to explain why Amazon's stock defies gravity, they’re coming up with theories that are of interest even to non-investors. A Cowen & Co. analyst argues that Amazon “can eventually achieve a Wal-Mart-like share of the U.S. retail market.”…
Read MoreIs it Time to Roll the Closing Credits for Blockbuster?
In Hollywood, the opposite of a blockbuster is a flop. This week, it’s starting to look like Blockbuster (s bbi), the video-rental…
Read MoreeBay's Turnaround Is in Jeopardy — What Now?
What happens when your turnaround takes an about-face? Although eBay CEO John Donahoe has implemented changes to drive new business in the company’s core marketplace division, it’s looking like he needs to come up with some additional new ways to bring consumers back to the site.…
Read MoreGoogle, the Internet and Civil Disobedience As a Business Strategy
Everyone, it seemed, had a strong reaction to Google’s decision this week to stop censoring its search results on Google.cn. But my first thought was -– hmm, Google has turned civil disobedience into a business strategy.…
Read MoreSolar Rally Cut Short by Europe's Tariff Moves
For a while there, it looked like 2010 might be the first banner year for solar stocks since 2007. It still could…
Read MoreWhy Tech May Rebound in 2010
While the economy’s longer-term health remains as uncertain as ever, the outlook for tech is - for the next several months, at least - getting brighter. Companies feel more comfortable spending on new technology as well as online ads. And consumers are spending more.…
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