Intel, BMC, Cisco, Accenture and Salesforce.com

Revenue jumped 22% year-over-year to $13.112 billion, as well ahead of the Zacks Consensus Estimate, which was $12.807 billion. It was Intel's 5th consecutive quarter of record revenue.

The company cited strong corporate demand

The company cited strong corporate demand, the continued rise in mobile devices and Internet traffic, and soaring demand for computing in emerging markets as the main drivers of growth.

Each business segment experienced double-digit revenue growth. The PC Client Group experienced revenue growth of 11% during the Data Center Group rose 15%. Intel® Atom microprocessor and chipset revenue fell 15% over the same period, but.

The second half of 2011

Management expects to carry its strong momentum into the second half of 2011. Management projects annual revenue growth in the mid-20 percent range.

Reported revenue of $562.0 million increased 14.0% year over year. The company is witnessing a significant shift in customer preference as major players in the IT industry are adopting cloud computing solutions, SaaS or virtualization in order to upgrade their existing infrastructure. With a clear focus on these identifiable areas, the company drove significant sales in the quarter.

Moreover, analysts as well believe that BMC's cloud partnerships with Cisco, Accenture, and Salesforce.com will remain strong going forward, and the company is ramping up indirect distribution. Though the partnership with Cisco Unified Computing System has been below expectations, Cisco as so then as Accenture contributed to a number of wins for the company last year given the focus on cloud implementations. Management is working to increase its leverage of the indirect channel.

BMC reported decent fourth quarter results. In addition, the company provided a positive outlook for fiscal 2012. Acquisitions have expanded BMC's product portfolio and facilitated a more comprehensive offering. Growth prospects across most of its business segments, position in the government vertical and strong cash generation abilities are other positives.

However, we are a bit apprehensive about growing competition from big players just as International Business Machines Inc., Hewlett-Packard Company, EMC Corp. and CA Inc., which bundle hardware and software offerings. The debt level as well appears high.

Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc.. International historical chart data, daily updates, fundAnalyst estimates data provided by Thomson Financial Network. All data povided by Thomson Financial Network is based solely upon innovation information provided by third party analysts. Yahoo! has not reviewed, and by no means whatsoever endorses the validity of such data. Yahoo! and ThomsonFN shall not be liable for any actions taken in reliance thereon.