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    1. The application delivery controller ((ADC)) market grew 5% Q/Q in seasonally weak Q1, according to Dell'Oro. Especially positive for market leader F5 (FFIV) is Dell O'ro's estimate that sales of ...

      Headlines

      Tue, 22 May 2012

      software-based) ADCs grew 167% - while F5 sells virtual ADCs , they risk cannibalizing hardware sales. Citrix Systems ( CTXS ) and Cisco ( CSCO ) also participate in the ADC market. ( previous ) Post your comment!

    2. VMware (VMW) is acquiring Wanova, a developer of software for managing and syncing enterprise PC "images" that contain a user's apps and data, for an undisclosed sum. Wanova's software should ...

      Headlines

      Tue, 22 May 2012

      offerings for the PC virtualization market, a business where ( unlike server virtualization) the company trails Citrix Systems ( CTXS ), and also faces strong competition from Dell's ( DELL ) Wyse Technology unit. Post your comment!

    3. Nvidia's (NVDA) cloud-based graphics processpor ((GPU)) solution is a big deal, argues industry consultant Patrick Moorhead. Unlike present-day GPUs, Nvidia's offerings can handle multiple PC users ...

      Headlines

      Wed, 16 May 2012

      the confines of a data center. That could provide a lift to the PC virtualization market in general, especially since market leaders Citrix ( CTXS - previous) and VMware ( VMW , EMC ) are supporting Nvidia's solution. Post your comment!

    4. Alcatel: Citrix-Ready Could Mean It's A 5-Bagger

      Headlines

      Mon, 14 May 2012

      By Stock Croc : Alcatel-Lucent ( ALU ) has had a very rough couple years. It went from a dividend paying company with a stock price of about $14 in 2007 to a company that pays no dividends and has a stock price between $1 and $2 currently. More than most companies, Alcatel-Lucent's success depends

    5. Cisco Gives Investors A Chance To Buy The Cloud

      Headlines

      Thu, 10 May 2012

      hardware and software plays tied to managing, securing and leveraging big data, such as F5 Networks ( FFIV ), Citrix Systems ( CTXS ), VMWare ( VMW ) and Salesforce.com ( CRM ) fell sharply. But while Mr. Chambers expressed worry over Europe

    6. Ahead of today's FQ3 report, Cisco (CSCO) discloses it's working on a new product called Cloud Connect, which seeks to enable secure links between data centers hosting and accessing cloud apps. The ...

      Headlines

      Wed, 9 May 2012

      enable secure links between data centers hosting and accessing cloud apps. The company adds it's working with VMware, Citrix Systems , Red Hat, NetApp, and EMC on the solution, which comes as enterprise spending on public and private cloud infrastructures

    7. Review Of Analyst Upgrades This Week - Part III

      Headlines

      Sun, 29 Apr 2012

      By Robert Broens : Analysts have been sending out their research reports to their clients again this week. The following is a review of the most important upgrades for the week of April 23-27. Amazon.com Nomura raised its advice for Amazon.com ( AMZN ) from neutral to buy with a $285 target. ...

    8. Jim Cramer Vs. Data Center Sector: If You Can't Beat Them, Join Them

      Headlines

      Fri, 27 Apr 2012

      By Paolo Gorgo : In the past few years, few people have been completely wrong on the data center sector like Jim Cramer. Back in October 2009, he covered Equinix ( EQIX ) in his "sell block" on CNBC, with several negative comments on the whole industry that can be resumed by the following ...

    9. Cramer's Mad Money - Amazon, Keep On Spending (4/26/12)

      Headlines

      Fri, 27 Apr 2012

      Bancorp ( USB ), JPMorgan ( JPM ), American Express ( AXP ), Suntrust ( STI ), AIG ( AIG ), Equinix ( EQIX ), Citrix ( CTXS ), Salesforce.com ( CRM ), Xilinx ( XLNX ), Amazon ( AMZN ), Exxon ( XOM ), Chevron ( CVX ), Continental Resources

    10. Housing, profits lift Wall Street, Amazon up late

      Headlines

      Thu, 26 Apr 2012

      NEW YORK (Reuters) - U.S. stocks rose for a third day on Thursday after upbeat housing data and stronger-than-expected results from companies, including Citrix Systems Inc , overshadowed some high-profile earnings misses.

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