Old School
Old School
Silicon Valley banker Frank Quattrone says enterprise technology is going retro. In the late 1980s specialists -- Microsoft in software, Cisco in networking equipment -- dominated business computing. But in recent years many of those specialty companies have lost market value or stalled, and the industry is going back to a vertically integrated model. "There's no surprise why Oracle and IBM are the only two of the legacy companies on this list that have added market cap since 2007," he says. "It's because they both have embraced and put forth this vertical strategy. The old mini-computer mainframe model is coming back." So how can narrowly focused companies broaden their portfolio? Surely Quattrone, whose boutique advisory firm, Qatalyst Partners, has recently helped sell PopCap to Electronic Arts for $1.35 billion and National Semiconductor to Texas Instruments for $6.5 billion, would be happy to help.


Last updated August 05 2011: 6:37 AM ET
Join the Conversation
How Twitter makes money

CEO Dick Costolo on how his company's business works, what ad products its customers are buying, and how Twitter sells to them.

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.