By Helix Investment Research : In late July, Goldman Sachs highlighted 25 small-cap stocks that have upside of over 25% relative to the bank's 12-month price targets. Since then, we have been following several companies on the bank's list; chief among them is Infinera (NASDAQ: INFN ). Based in ...
image sensor maker OmniVision [ OVTI ; bid from Chinese Hua Capital may improve; pg 13]; summer discount deals [ BBT, COP, JNPR , UTX ; pg 17]; commercial janitorial services ABM Industries [ ABM ; pg 19]; Schlumberger [ SLB ; cover story; grew quickly
years despite increasing competition from HP, Brocade, and Juniper . The status quo is still the first option for mission-critical ..... Cisco faces increasing competition in switches from HP and Juniper ; gross margins could deteriorate if Cisco is forced to reduce
has given approval for its Trinidad and Tobago subsidiary to proceed with its Juniper natural gas project , which BP expects to produce ~590M cf/day of gas. Juniper , estimated to contain 1.2T cf of gas, lies offshore Trinidad and Tobago
selling off. Cisco's numbers follow a soft outlook from JDS Uniphase , and coincide with light guidance from Oclaro . ALU -1.6% . JNPR -1.8% . FN -7.4% . ZHNE -2.1% . EZCH -3.8% . Prior Cisco earnings coverage 1 comment!
CC ( transcript ), CEO Tom Waechter admitted North American carriers "have ratcheted down wireline spending" (echoes of Juniper ), and that wireless investments "have been tepid due to rapid changes in network technology architectures." On the other
yields better network and app visibility; critics argue it yields higher costs and more complexity. VMware recently stated NSX is now on a $100M+/year run rate. Other partners include Juniper , Dell, and H-P. Post your comment!
Intel, and Marvell. It also indirectly competes against the internal ASIC designs of switch vendors such as Cisco and Juniper . The startup argues its chips are differentiated by superior intelligence and flexibility - traits it declares makes them
BOSTON, July 29 (Reuters) - Hedge fund Elliott Management told investors that it added to its stake in Juniper Networks last quarter and sees opportunities in real estate securities in Europe, but it...
demand from a key customer. Overall, sales to telecom and European customers were up Y/Y. The shortfall comes 6 days after Juniper issued light Q3 guidance, while stating it's dealing with weak near-term demand from U.S. carriers. Gross margin was