Author Archives: Kevin Kelleher
  • 4 moves Intel's next CEO must make

    The tech giant faces difficulties ahead as the chip market changes. Here's what the company's next leader must do.

    By Kevin Kelleher, contributor

    FORTUNE -- Anyone care to run an $54 billion-a-year tech giant? Anyone have any good ideas how to get it growing again? Intel is looking for a new CEO to take the reins at the Silicon Valley icon next May, when Paul Otellini steps down from the job.

    Since Otellini became MORE

    Dec 5, 2012 7:27 AM ET
  • Cisco: Middle-aged and loving it

    Markets for the products Cisco is best known for have changed. But with a $45 billion cash pile, it has plenty of options for transforming itself.

    By Kevin Kelleher, contributor

    FORTUNE -- As a purveyor of switches and routers that form the Web's backbone, Cisco Systems is responsible for building the Internet. Perhaps more so than any other company. But as the Internet evolves, Cisco has entered a kind of middle age, struggling MORE

    Nov 26, 2012 10:00 AM ET
  • Holiday shopping forecast: Stronger, and predictably crazy

    Expect a big jump in sales on Black Friday and Cyber Monday this year. Online, sales from mobile platforms are expected to surge 110%.

    By Kevin Kelleher, contributor

    FORTUNE – Some day in the future, anthropologists may be able to explain the bizarre shopping rituals of the 21st Century American consumer during the holiday season: Why, for example, so many people look for bargains on one day – Black Friday – MORE

    Nov 19, 2012 11:27 AM ET
  • Online travel: It's going to be bumpy

    A look at the performance of several online-travel companies shows their fates diverging.

    By Kevin Kelleher, contributor

    FORTUNE -- The past several years have been sluggish ones for the travel industry, and it's unlikely to get better: Fiscal uncertainty in the U.S., a sovereign debt crisis in Europe, economic slowdown in China. In the online-travel industry, the sluggishness is separating the strong companies from the weak.

    A look at the stock performance of MORE

    Nov 13, 2012 1:04 PM ET
  • Steve Ballmer at the crossroads

    The Microsoft of the late 1990s wouldn't recognize the Microsoft of 2012 -- for the better. But for every Kinect, there is a Zune.

    FORTUNE -- Legends are tough acts to follow, especially when they leave a mess behind. Just ask Steve Ballmer. Ever since joining Microsoft in 1980, Ballmer has toiled in the shadow of Bill Gates. Gates is the one remembered as the legend who turned Microsoft into a formidable MORE

    - Nov 6, 2012 8:04 AM ET
  • Trulia: A canary in the tech-IPO coal mine

    The lift that Trulia's stock is enjoying in the first few weeks after its IPO suggests that other tech IPOs can safely enter the market.

    By Kevin Kelleher, contributor

    FORTUNE -- Looking at Trulia's performance since it went public last month, you'd almost think that the Facebook IPO debacle never happened. Trulia, a San Francisco-based company that provides online real-estate information, listed its stock on Nasdaq on Sept. 19. Last week, it MORE

    Oct 9, 2012 11:25 AM ET
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  • Facebook vs. Google: It's on! (Again)

    Facebook's IPO woes have taken the spotlight off its rivalry with search giant Google. That's changing. Here's why.

    By Kevin Kelleher, contributor

    FORTUNE -- 2011 was a good year for Facebook. The social network was adding 100 million users every few months. It was on track for an IPO valued as high as $100 billion -- despite a dispirited stock market. And, perhaps most impressively, it had its archrival Google on the run.

    Facebook MORE

    - Sep 24, 2012 7:02 AM ET
  • HP and IBM: Two paths, one future

    Despite bedrock similarities, the two giants have very different philosophies.

    By Kevin Kelleher, contributor

    FORTUNE -- On the face of it, Hewlett-Packard and IBM have a lot in common. Both are storied brands with rich legacies that shaped high-tech. Both are working with companies large and small to help manage their technology. Both are angling for a piece of the markets -- like cloud computing and big data -- that promise years MORE

    - Sep 20, 2012 6:08 AM ET
  • News Corp doesn't have much to show for its boldness

    Relative to its peers in old media, News Corp. made some aggressive moves in technology. Only a few have paid off.

    Update: This story was updated to include information on Hulu and Wsj.com.

    By Kevin Kelleher, contributor

    FORTUNE -- Top executives working in the turbulent arena of digital media are nomadic -- or they quickly learn to be. The business of making and managing content on the Internet changes so quickly that a MORE

    Aug 30, 2012 12:07 PM ET
  • Google's audacious bet on fiber -- and why it could work

    The company is building an Internet Valhalla in Kansas City. Most observers have scoffed at the effort. But they're wrong.

    By Kevin Kelleher, contributor

    FORTUNE -- Last month, Google announced its Google Fiber initiative promising 1 gigabit of Internet speed for $70 a month and throwing in dozens of high-definition television channels for another $50 a month. The announcement was greeted with equal parts enthusiasm and skepticism.

    The news elicited a lot of excitement MORE

    Aug 23, 2012 7:01 AM ET
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