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  • The Incredible Shrinking Company [View article]
    Has anyone produced a detailed account of the incredible blunders around the Autonomy acquisition? To me it beggars belief that anybody could be so dumb as to spend $11bn on Autonomy.
    Aug 23, 2013. 09:15 AM | Likes Like |Link to Comment
  • Rackspace (RAX) now -15.8% AH following its Q1 revenue miss. Server count rose 4% Q/Q to 95.1K, but average revenue/server fell $2 to $1,308 after steadily rising in 2012. Also, the net upgrade rate fell to 0.9% from Q4's 1.2% and Q3's 1.6%, and installed base growth fell to just 0.1% from Q4's 0.5% and Q3's 0.8%. Dedicated cloud (hosting) revenue +15% Y/Y (+18% in Q4) to $271.3M and still 75% of total. Public cloud (OpenStack) +40% (+49% in Q4) to $90.9M - investors might be looking for faster growth, given Amazon and Microsoft's growth rates. Capex was $125.4M (35% of revenue), +43% Q/Q and +52% Y/Y. (PR[View news story]
    Is the party over? Sales growth slowing, market twitchy ...
    May 9, 2013. 07:36 AM | Likes Like |Link to Comment