The following is an article, written by Kevin Shalvey, for Investors Business Daily.
"Keynote Systems (KEYN) has gained from the sale of its top competitor, as well as its mobile push.
Compuware (CPWR) bought Keynote's archrival Gomez in late 2009 for $295 million, and Keynote investors were keen to track what the new owner would do with it.
But instead of ramping up Gomez, Compuware seemed to step back, says Curtis Shauger, an analyst with Caris & Co.
"The behavior of Gomez after the acquisition has been a de-escalation of price competition," Shauger said. "That's allowed (Keynote) to more fully benefit from the more fundamental growth of the Internet, where they had been losing (market) share to Gomez the last several years."
Gomez's services have been expanded since the acquisition, responds Mark Hillman, vice president of strategy for Compuware. He says the company is seeking new customers for its "load testing" services, which predict how websites will handle future traffic.
Keynote, too, tracks how fast websites load and perform — both on conventional computers and on mobile devices — for corporate and other enterprise clients. This business, what it calls its Internet business, accounts for more than half of its total sales.
But Keynote began its mobile push about five years ago, and now that business accounts for almost half of its revenue.