By Bill Maurer : While it seems that earnings season just finished, or at least is winding down, we are more than halfway through calendar Q2 already. We're less than a week from Memorial Day, and June is almost upon us. While the summer months generally see lower trading volumes, there will be ...
By Futuristics : Software defined networking, or SDN, is the latest buzz in networking operations after virtualization, cloud, and mobility. It is gaining momentum because of its ability to decouple network logic and policies from the underlying network, resulting in security, scalability, and ...
drastically lower switch/router demand, the firm says talks suggest SDN overlay solutions - Cisco , Juniper , and VMware ( VMW ) are pushing them - are gaining traction relative to products requiring big hardware changes, and that this should
By StockRiters : Besides being the number one e-retailer, Amazon ( AMZN ) is also a growing provider of Internet services. Through its Amazon Web Services (AWS), the company is trying to create a company that will be a hybrid of technology and retailing. Details on AWS Founded in 2006, AWS provides
By Fusion Research : EMC ( EMC ) recently reported its first-quarter results . It posted revenue of $5.39 billion, rising 5.4% year over year. This result was slightly below consensus estimates of $5.43 billion, but it came as a relief for investors, as its other peers reported worse results. Its
SDN startup Big Switch, which in March unveiled an open standards-based SDN solution declared an alternative to Cisco and VMware /Nicira's more proprietary offerings. Gandhi helped develop Cisco's ONE SDN controller . Tom Black, another key member
sends Wall Street two clear messages, according to SearchSDN : "SDN will not cannibalize our hardware business" and " VMware ( VMW ) will not eat our network virtualization lunch." Cisco's SDN (software-defined networking) strategy, better
By Dana Blankenhorn : The key to understanding VMware ( VMW ) and the Pivotal Initiative is that its cloud won't be based on the unstructured data that makes Amazon.Com ( AMZN ) so compelling
By Bill Maurer : As someone who covers a lot of short ideas on this site, one of the most important items I follow is short interest data. One must always be aware of the short interest in a stock. A large short base could spark a short squeeze on good news, while low short interest could spark a
VMware ( VMW , EMC ) continues its housecleaning , selling the assets for its WaveMaker ..... incubator Pramati (likely for a small sum). The deal comes 2 years after VMware bought WaveMaker, arguing it complements its SpringSource Web app tool