Mobile
Business Week, 12/6/04: The Squeeze On BlackBerry
As rivals close in, the wireless e-mail champ is looking to defend its head start
Mike Lazaridis and James L. Balsillie, the co-CEOs of Research in Motion Ltd. (RIM ) (RIM), have plenty of reason to feel on top of the world. After 20 years spent in the quiet university town of Waterloo, Ont., developing technology to deliver wireless e-mail, their BlackBerry gizmo is an outright phenom. What the iPod is to mobile music lovers, the BlackBerry is to workers on the go. For the fiscal year ending in February, company sales should more than double, to $1.35 billion, as net profits soar from $52 million to around $300 million and the number of global BlackBerry subscribers leaps from 1 million to 2.5 million. The stock price has quadrupled in the past year, to $84. Amid all the hoopla, the chief executives calmly explain that they never doubted that they were on the right track. "We beavered away for years," says Balsillie. "We never knew when the market was going to pop, but we never worried much that it would eventually happen."
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Security
Computerworld, 12/1/04: HP to release Virus Throttler for Windows in 2005
ProLiant servers and ProCurve switches to gain virus-throttling technology
News Story by Tom Krazit
NOVEMBER 30, 2004 (IDG NEWS SERVICE) - Hewlett-Packard Co. is planning to build virus-throttling technology into ProLiant servers and ProCurve switches starting in early 2005, an HP executive said today.
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Security/Microsoft
C|net, 12/1/04: Flaw opens crack in Windows servers
By Matt Hines
A flaw in popular Windows server software could allow remote attacks to be launched against systems, Microsoft has confirmed.
The vulnerability is in Windows Internet Name Service, or WINS, a network infrastructure component of server products such as Windows NT 4.0 Server, Windows 2000 Server and Windows Server 2003, Microsoft said Tuesday. The company has issued a temporary work-around for the problem while it works on an update to fix the vulnerability.
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Leadership
The Wall Street Journal, 11/30/04: BOSS TALK: Carly Fiorina's Rough Ride
H-P Chief Talks About Cuts, Compaq, Profit Miscues -- And Tech's Hard New Reality
By PUI-WING TAM
The jury is still out on whether Ms. Fiorina's strategy is working. H-P's stock is down about 55% since her arrival, more than the 30% decline at IBM and 7% decline at Dell Inc. over the same period.
WSJ: H-P had a chance to buy the consulting arm of PricewaterhouseCoopers before IBM bought it in 2002. Was it a mistake not to complete the deal?
Ms. Fiorina : I don't regret my decision around PWC, and I actually made it eight times. I could have bought PWC at multiple price points between $18 billion and $3 billion. I had a meeting right in this office two weeks before IBM bought PWC for $3.5 billion, and I could've had them for $3 billion. I didn't make that decision because I believe the consulting industry broadly has a lot of transformation and consolidation left to do. It's a people business, and the reality is there are too many high-priced people in the wrong places. Customers don't want long projects with high-priced people.
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