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    1. Some positives from H-P's FQ2 earnings call (webcast): The company passed Dell to become the world's #1 enterprise PC vendor; PC ASPs rose; the 3PAR storage unit again saw 100%+ Y/Y growth; Gen 8 ...

      Headlines

      Wed, 23 May 2012

      FQ2 earnings call ( webcast ): The company passed Dell to become the world's #1 enterprise PC vendor; PC ASPs rose; the 3PAR storage unit again saw 100%+ Y/Y growth; Gen 8 server ramp strong; Americas revenue was flat Y/Y (-4% in FQ4). Some

    2. New Morningstar Analyst Report - NetApp

      Stock Reports

      Mon, 7 May 2012

      continuity. Many of NetApp's competitors have greater scale, including EMC and IBM IBM. Recent upstarts Compellent, Isilon, and 3PAR developed cutting-edge features and have been acquired by competitors that can provide distribution. NetApp may also find

    3. Confirming recent fears of tougher competition (I, II), Gartner estimates NetApp's (NTAP) share of the enterprise storage system market fell 230 bps Q/Q and 70 bps Y/Y, to 10.7%. Archrival [[EMC]], ...

      Headlines

      Thu, 8 Dec 2011

      partly responsible for NetApp's struggles, saw its share rise 360 bps Y/Y, to 32.1%. IBM 's share rose slightly to 12.9%; HPQ 's rose 80 bps to 10.4% (thanks to 3PAR ); and DELL 's fell 60 bps to 7.8%. Post your comment!

    4. H-P ([[HPQ]] -3.4%) remains lower following its FQ4 report; bulls are trumpeting H-P's enterprise opportunities and low valuation, while bears are downbeat on near-term issues and management's ...

      Headlines

      Tue, 22 Nov 2011

      sees Meg Whitman's CC remarks about H-P halting its M&A binge as a mixed blessing, given its "uncertain organic growth;" it's worth noting 2010 acquisition 3PAR had another quarter of 100%+ growth. ( more ) Post your comment!

    5. Meg Whitman's First Moves At HP Look Promising

      Headlines

      Fri, 21 Oct 2011

      on a buying spree, gobbling up one company after another, arguably at sky high prices . After acquiring EDS, 3COM, Palm, 3Par , and now the very expensive Autonomy, it appears the company is finally ready for a much needed rest. Soon after HP gave Leo

    6. Gartner expects sales of cloud storage systems to grow 56% this year, to $417.3M, and surge to $1.45B in 2015. H-P's (HPQ) 3PAR unit, whose sales have taken off over the last year, is one of the ...

      Headlines

      Tue, 4 Oct 2011

      expects sales of cloud storage systems to grow 56% this year, to $417.3M, and surge to $1.45B in 2015. H-P's ( HPQ ) 3PAR unit, whose sales have taken off over the last year, is one of the early leaders in the cloud storage space. NetApp ( NTAP

    7. Though H-P (HPQ) was blasted for the steep price it paid for storage specialist 3PAR , the acquisition appears to be paying dividends. 3PAR's sales have doubled since H-P bought the company, and the ...

      Headlines

      Tue, 23 Aug 2011

      Though H-P ( HPQ ) was blasted for the steep price it paid for storage specialist 3PAR , the acquisition appears to be paying dividends. 3PAR 's sales have doubled since H-P bought the company, and the federated storage capabilities

    8. Option Spotlight: Our Favorite Large Value Stocks for Put Sales

      Headlines

      Fri, 12 Aug 2011

      HP is benefiting from recent investments in storage and networking technologies (including recent acquisitions of 3Com and 3PAR ) that have improved the functionality of its product portfolio and led HP into higher-margin territory. In contrast, Cisco

    9. No wonder it’s hostile at Southern Union…

      Commentary

      Fri, 24 Jun 2011

      a 17% sweeter bid, and more so at the potential for an all-out bidding war — remember how Dell and HP’s brawl over 3Par drove the selling price from an initial $1.2 billion to a final $2.3 billion ? ETE is already condemning Williams’ higher

    10. Our Outlook for Tech Stocks

      Headlines

      Wed, 30 Mar 2011

      HP HPQ raised some investor concerns over the lofty premiums it paid for data networking firm 3Com and storage systems vendor 3PAR in order to gain a larger footprint within its customers' data centers. However, positive results from HP's enterprise hardware

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