• Exclusive: Blue Apron serves up half a million meals per month

    The subscription startup that mails cooking kits to your door has quietly hit a considerable milestone, but it has a growing number of competitors in a hot space.

    By Daniel Roberts, writer-reporter

    FORTUNE -- Tech has finally caught on to the food revolution. Even as dining culture explodes and innovative restaurants with celebrity chefs gain exposure and foot traffic, a slew of recent startups cater to the opposite activity: eating in.

    Seamless MORE

    Mar 24, 2014 7:00 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
  • Tech investors brace for a cruel summer

    The living will most definitely not be easy. A sense of deep unease is settling in among technology investors as second-quarter earnings approach.

    By Kevin Kelleher, contributor

    FORTUNE – Summertime may be when the living is easy for many people, but not for tech investors this year. As the time draws near for many companies to report their second-quarter earnings, a last-minute sense of unease is setting in among investors and analysts.

    Since MORE

    Jul 13, 2012 9:50 AM ET
  • Silicon Valley's new fashion: The stock dividend

    Over the past two decades, investing earnings in buybacks or future growth has trumped the stodgy old dividend ­ and nowhere more so than in the tech industry. That is changing.

    By Kevin Kelleher, contributor

    FORTUNE -- As long as there have been dividends, there have been arguments between shareholders and company managers over whether to pay them. The strongest argument against paying dividends was profit growth: If a company can reinvest MORE

    Jun 29, 2012 6:44 AM ET
  • Why are blue-chip tech stocks so blue?

    May -- not April -- was the cruelest month for quality tech stocks. And not just because of the botched Facebook IPO.

    By Kevin Kelleher, contributor

    FORTUNE -- April, as T.S. Eliot famously said, is the cruelest month. But for investors who put their faith in tech stocks, it's hard to look back on the past month and feel good. No, the merry month of May has been cruel. And there's MORE

    May 31, 2012 6:01 AM ET
  • So, is there a tech bubble or not?

    The results of Facebook's IPO last week may indicate there isn't -- at least not in the public markets.

    By Kevin Kelleher, contributor

    FORTUNE – Does anyone want to talk about a bubble now?

    In the weeks leading up to Facebook's (FB) much-trumpeted IPO, a debate simmered over whether Silicon Valley was entering another bubble. Some cited "bizarre activity" like spending big on companies with no revenue. Others dismissed fears of a MORE

    May 21, 2012 11:04 AM ET
  • Oracle: Warning of another tech slowdown?

    The enterprise giant's stumble may not bode well for the technology sector -- and not just enterprise providers, but all big cap tech companies.

    By Kevin Kelleher, contributor

    FORTUNE - Oracle missing its earnings guidance is like Mariano Rivera blowing a save opportunity, or Bob Dylan putting out a disappointing record. It happens, but not very often. And when it does, the only real question is: Why?

    The answer matters beyond the world MORE

    Dec 22, 2011 11:50 AM ET
  • Oracle: Learning to love the cloud

    Three years ago, CEO Larry Ellison trashed the cloud, calling the idea 'gibberish.' Now, he's changed his tune, trying to embrace the cloud. Question is, does the cloud really want to embrace Oracle?

    By Kevin Kelleher, contributor

    FORTUNE – First, Oracle ignored the cloud. Then Larry Ellison, its CEO, ridiculed the cloud. And now Oracle is trying to buy its way into the cloud. The question is: what exactly does the cloud MORE

    Nov 3, 2011 1:45 PM ET
  • The gloom about tech IPOs

    Investors may be swayed by the hype around hot tech IPOs in advance and immediately after their public debuts. But data shows that hype-driven momentum fades soon enough.

    By Kevin Kelleher, contributor

    FORTUNE -- Tech startups hoping to find an exit strategy in the public stock market might reconsider. First, market turbulence and the prospect of a double-dip recession led the likes of Zynga and Groupon to consider delaying their debuts. Now MORE

    Sep 13, 2011 8:42 AM ET
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  • How LinkedIn's bankers justify its price

    The banks that believed LinkedIn was worth $45 a share last month now think it's a great investment at $85. Nothing changes on Wall Street.

    By Kevin Kelleher, contributor

    FORTUNE -- Consider the research analyst. Toiling in a job on Wall Street that is at once one of its most visible and least glamorous. Expected to write with integrity while serving - all too often - at the pleasure of the underwriting MORE

    Jun 29, 2011 11:26 AM ET
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