It is not just the HP-3Com deal that is worrying Cisco, the networking Goliath. In a recent analyst meeting, Cisco CEO John Chambers conceded that over the past 12 months, Cisco has lost market share in both routing and switching, its core franchises. In the niche area of application delivery controllers (ADC), F5 overtook Cisco in the second quarter while Alcatel-Lucent is poaching market share from Cisco in the edge router market. Let’s take a closer look at the changing dynamics in the networking sector.
Saturday, December 26, 2009
Friday, December 25, 2009
Thursday, December 24, 2009
Wednesday, December 23, 2009
Cramer's 'Mad Money' Recap: 10 Reasons to Buy Tech
1. Cramer cited the trade paper "DRAM Exchange Bulletin," which said that DRAM memory chips are likely to be in short supply next year.
2. New research shows that business at EMC (EMC Quote) is getting stronger by the week.
3. Micron Technology (MU Quote) confirmed on its earnings calls just last night that DRAM prices are up 25% due to strong demand.
4. Jabil Circuit (JBL Quote) is also seeing strength across the board with its big clients like Cisco (CSCO Quote) and Nokia (NOK Quote).
5. Little-known Arrow Electronics (ARW Quote) indicated it sees strength in North America, Europe and Asia across its 130,000 customers.
6. Avnet (AVT Quote) said its seeing accelerating growth going into the first quarter.
7. The CEO of ON Semiconductor (ONNN Quote) said on "Mad Money" that he too is bullish on 2010.
8. Auto electronics maker Infineon has confirmed strength in the auto markets.
9. Research on memory chip maker Sandisk (SNDK Quote) says that company's factories are running at full capacity, something unheard of after the holiday season.
10. Cramer said strong earnings continued from companies like Texas Instruments (TXN Quote) and Xilink (XLNX Quote).
Tuesday, December 22, 2009
Monday, December 21, 2009
Solyndra Files For $300 Million IPO
Solyndra Files For $300 Million IPO
Posted by Eric Savitz [Link]Solyndra, a Fremont based provider of cylindrical photovoltaic systems for commercial rooftops, today filed with the SEC for an initial public offering to be co-managed by Goldman Sachs and Morgan Stanley. According to the filing, the company is seeking to raise $300 million.
Solyndra had sales for the nine months ended October 3 of $58.8 million; in all of 2008, sales were $6 million. The company sold 17.2 MW of panels in the first nine months of the year.
Sunday, December 20, 2009
GreenBeat 2009: Smart Grid Investment Pros and Cons
GreenBeat 2009: Smart Grid Investment Pros and Cons
Vinod Khosla: The Skeptic
FORA.tv Conference: GreenBeat2009: The Conference on the Smart Grid
Silver Spring Example
Vinod Khosla: The Skeptic
FORA.tv Conference: GreenBeat2009: The Conference on the Smart Grid
Silver Spring Example
Wednesday, December 16, 2009
Six Top Tech Trends for 2010
Six Top Tech Trends for 2010
By James Rogers
12/15/09 - 09:34 AM EST
ARMONK, N.Y. (TheStreet) -- From secure cloud computing to tablets and green IT, 2010 will be a busy year for the tech sector. Here are the trends investors need to look out for:
Cloud Computing Changes Shape
Tuesday, December 15, 2009
Career Advice: Stay Away From Chip Making, Wired Phone Service…
Career Advice: Stay Away From Chip Making, Wired Phone Service…And Newspapers
By Eric Savitz
Planning a new career?
Before making a decision, you might want to take gander at a list published a few days ago by the Bureau of Labor Statistics on the 10 industries likely to see the largest employment decline over the next decade.
Cramer's Mobile Internet Tsunami Stocks
Friday, December 11, 2009
Thursday, December 10, 2009
Wednesday, December 9, 2009
WSJ Blog: Cisco Focuses on Growth
Cisco Focuses on Growth
By Ben Worthen
Cisco Systems CEO John Chambers reiterated his long term goal to grow revenue 12% to 17% annually and said the networking company has the product portfolio and leadership structure necessary to get there.
Tuesday, December 8, 2009
More VCE Vblock Details including EMC Ionix Unified Infrastructure Manager
More VCE Vblock Details including EMC Ionix Unified Infrastructure Manager
UPDATED Dec 8th, 2:45pm EST – clarification on VCE support model.
Well – it’s been a busy month since the VMware, Cisco, EMC Virtual Compute Environment coalition launch. Customer reaction has been universally positive in my view, with the only critique being pressure for more details.
If you’re a VMware, Cisco, or EMC employee, or a VCE partner – the official Required/Recommended Bill of Materials (BoM) for the Type 1 (mid-range unified design) and Type 2 (enterprise NAS + block scale-out design) have been published. You can get the BoM by using the VCE portal (www.vceportal.com) and registering the opportunity, or by directly reaching out to the VCE Solutions Support Team or SST (which part of my team is part of) – though if you use the VCE portal, the SST gets engaged automatically.
New details about VCE Vblock emerge
New details about the VMware/Cisco/EMC Vblock emerge
Posted by Alessandro Perilli | Tuesday, December 08, 2009
Monday, December 7, 2009
Sunday, December 6, 2009
Saturday, December 5, 2009
Friday, December 4, 2009
Cramer's 'Mad Money' Recap: How to Play the Surprising Jobs Report
NEW YORK (TheStreet) -- "Things are starting to get better, and that means stocks will going higher," Jim Cramer told the viewers of his "Mad Money" TV show Friday.
He said that today's labor report, which showed a loss of only 11,000 jobs, means the huge wave of firings and downsizings is finally behind us.
Stock quotes in this article: ADCT , CBE , NFLX , ARST , WOOF , PETM , MAR , INTC
Wednesday, December 2, 2009
Friday, November 27, 2009
Acer's Mobile Gamble
Entrepreneurs
Acer's Mobile Gamble
Elizabeth Woyke, 11.25.09, 12:20 PM ESTForbes Magazine dated December 14, 2009
The Taiwanese computer maker is betting big on smart phones. So is everyone else.
Yuhe International: China Watch
Yuhe International: China Watch
NEW YORK (TheStreet) -- Jason Wang, director of investor relations for Yuhe International, explains the company's process of day-old broiler breeding, what the competitive landscape is like in the industry and what sort of impact the bird flu has on the company's business.
http://www.thestreet.com/
Stocks slide on concerns about Dubai debt fallout
Stocks slide on concerns about Dubai debt fallout
US stocks follow world markets lower on concerns Dubai debt problems may hurt economic rebound
NEW YORK (TheStreet) -- Stocks closed lower Friday after spending a day in the red, as markets absorbed concerns about Dubai's request to delay repayment of debt and investors ditched risky investments.
Thursday, November 26, 2009
Wang Zifei, 'Beauty In Black Beside Obama,' Becomes A Sensation In China, Speaks Out
Wang Zifei, 'Beauty In Black Beside Obama,' Becomes A Sensation In China, Speaks Out (PHOTOS)
Wang Zifei, a student at Shanghai Jiao Tong University, attended Obama's town hall at the Shanghai Science and Technology Museum, and happened to have sat in a spot that resulted in her appearing in a number of photos from the event. Soon after, she become something of an Internet sensation, with people referring her to as the 'beauty in black beside Obama,' according to Shanghai Daily. This "Obama girl in black" -- or the "woman in black behind Obama" -- also captured people's attention by having worn a bright red coat to the event, and she became the subject of a popular animation which shows the coat being taken off, which you can watch here.
Source: huffingtonpost.com
Wang Zifei, a student at Shanghai Jiao Tong University, attended Obama's town hall at the Shanghai Science and Technology Museum, and happened to have sat in a spot that resulted in her appearing in a number of photos from the event. Soon after, she become something of an Internet sensation, with people referring her to as the 'beauty in black beside Obama,' according to Shanghai Daily. This "Obama girl in black" -- or the "woman in black behind Obama" -- also captured people's attention by having worn a bright red coat to the event, and she became the subject of a popular animation which shows the coat being taken off, which you can watch here.
Source: huffingtonpost.com
Wednesday, November 25, 2009
Cloud Computing Risk Assessment
virtualization.info
Security: ENISA Cloud Computing Security Risk Assessment
Cloud Computing Risk Assessment
ENISA, supported by a group of subject matter expert comprising representatives from Industries, Academia and Governmental Organizations, has conducted, in the context of the Emerging and Future Risk Framework project, an risks assessment on cloud computing business model and technologies. The result is an in-depth and independent analysis that outlines some of the information security benefits and key security risks of cloud computing. The report provide also a set of practical recommendations.
Publication date: Nov 20, 2009
[Link]
Security: ENISA Cloud Computing Security Risk Assessment
Cloud Computing Risk Assessment
ENISA, supported by a group of subject matter expert comprising representatives from Industries, Academia and Governmental Organizations, has conducted, in the context of the Emerging and Future Risk Framework project, an risks assessment on cloud computing business model and technologies. The result is an in-depth and independent analysis that outlines some of the information security benefits and key security risks of cloud computing. The report provide also a set of practical recommendations.
Publication date: Nov 20, 2009
[Link]
Cramer: Buy Ciena Now
Cramer's 'Mad Money' Recap: Anatomy of a Bull Market
[Link]
Buy Ciena Now
NEW YORK (TheStreet) - - Believe in Ciena and believe in the Nortel deal.
Tue 11/24/09 10:51 AM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: ALU JDSU TLAB CIEN ORCL
[Link]
Wal-Mart vs. Amazon -- No Contest
NEW YORK (TheStreet) - - The price war won't hurt Amazon and both companies benefit from the publicity.
Tue 11/24/09 10:05 AM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: KO AMZN PBG TGT WMT COST
[Link]
[Link]
Buy Ciena Now
NEW YORK (TheStreet) - - Believe in Ciena and believe in the Nortel deal.
Tue 11/24/09 10:51 AM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: ALU JDSU TLAB CIEN ORCL
[Link]
Wal-Mart vs. Amazon -- No Contest
NEW YORK (TheStreet) - - The price war won't hurt Amazon and both companies benefit from the publicity.
Tue 11/24/09 10:05 AM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: KO AMZN PBG TGT WMT COST
[Link]
Donny Osmond Wins 'Dancing With the Stars'
Donny Osmond Wins 'Dancing With the Stars'
By Associated Press Tuesday, November 24, 2009, 8:20 PM
NEW YORK — Donny Osmond was declared the new champion of "Dancing With the Stars" on Tuesday night, taking home the show's mirror ball trophy in the season finale of the ABC contest reality program.
Read More ...
http://tv.yahoo.com/dancing-with-the-stars/show/38356
http://tv.yahoo.com/show/38356/videos/13563942
By Associated Press Tuesday, November 24, 2009, 8:20 PM
NEW YORK — Donny Osmond was declared the new champion of "Dancing With the Stars" on Tuesday night, taking home the show's mirror ball trophy in the season finale of the ABC contest reality program.
Read More ...
http://tv.yahoo.com/dancing-with-the-stars/show/38356
http://tv.yahoo.com/show/38356/videos/13563942
Tuesday, November 24, 2009
Tech Trader Daily: Brocade: Canaccord Downgrades To Hold
Brocade: Canaccord Downgrades To Hold
-->Posted by Eric Savitz
Canaccord Adams analyst Paul Masnky today cut his rating on Brocade (BRCD) to Hold from Buy, cutting his price target on the stock to $8.50 from $10.
Facebook Sets Dual Class Stock Structure; No IPO Plans Just Yet (They Swear!)
-->Posted by Eric Savitz
EMC Sets International Reorg; Tranfers $4B From Overseas
-->Posted by Eric Savitz
Is EMC (EMC) getting prepared to buy something expensive?
Nvidia Says USPTO Rejects 17 Rambus Patent Claims
-->Posted by Eric Savitz
GETTING TECHNICAL
Computers Stocks Are Driving Tech Returns
By MICHAEL KAHN
[Link]
-->Posted by Eric Savitz
Canaccord Adams analyst Paul Masnky today cut his rating on Brocade (BRCD) to Hold from Buy, cutting his price target on the stock to $8.50 from $10.
Facebook Sets Dual Class Stock Structure; No IPO Plans Just Yet (They Swear!)
-->Posted by Eric Savitz
EMC Sets International Reorg; Tranfers $4B From Overseas
-->Posted by Eric Savitz
Is EMC (EMC) getting prepared to buy something expensive?
Nvidia Says USPTO Rejects 17 Rambus Patent Claims
-->Posted by Eric Savitz
GETTING TECHNICAL
Computers Stocks Are Driving Tech Returns
By MICHAEL KAHN
[Link]
Cramer's 'Mad Money' Recap: The Market Reflects Reality
NEW YORK (TheStreet) -- "It's time to set things straight with some cold, hard facts," Jim Cramer told the viewers of his "Mad Money" TV show Tuesday.
He once again took on the naysayers and market bears, this time with plain good old fashioned logic.
Lesson 1: Stocks do not go up idly. Cramer said stocks don't hit 52-week highs because things aren't going well. He said stocks go higher because the companies are hitting the ball out of the park.
Read More ...
Apple's Decade: Getting Into the Games
[Link]
Editor's note: This is the seventh excerpt of an e-book on Apple by Jason Schwarz, an analyst at Lone Peak Asset Management in Westlake Village, Calif. Here are Part 1, Part 2, Part 3, Part 4, Part 5 and Part 6.
By Jason Schwarz
He once again took on the naysayers and market bears, this time with plain good old fashioned logic.
Lesson 1: Stocks do not go up idly. Cramer said stocks don't hit 52-week highs because things aren't going well. He said stocks go higher because the companies are hitting the ball out of the park.
Read More ...
Apple's Decade: Getting Into the Games
[Link]
Editor's note: This is the seventh excerpt of an e-book on Apple by Jason Schwarz, an analyst at Lone Peak Asset Management in Westlake Village, Calif. Here are Part 1, Part 2, Part 3, Part 4, Part 5 and Part 6.
By Jason Schwarz
Monday, November 23, 2009
Google To Acquire Teracent
First Solar Sells 21 MW Project To NRG Energy
Posted by Eric SavitzFirst Solar (FSLR) this morning said it sold a 21 MW AC solar energy project in Blythe, California, to NRG Energy (NRG). Terms were not disclosed.
Google To Acquire Teracent
Posted by Eric SavitzGoogle (GOOG) today in a blog post announced a deal to acquire Teracent, a San Mateo, California, company focused on “intelligent display advertising.”
Ciena Confirms It Won Nortel Auction; Holders Not Happy
Posted by Eric SavitzCiena (CIEN) confirmed this morning that it will pay $769 million for the optical networking and carrier Ethernet assets of Nortel’s Metro Ethernet Networks business. The purchase price will be $530 million in cash plus $239 million in 6% senior convertible notes due 2017.
Clean Tech Indices Show Little Change
PORTLAND, Ore. (Clean Edge) -- Clean Edge and NASDAQ's three benchmark clean-tech stock indexes ended the week very near where they started it.
The NASDAQ Clean Edge Green Energy Index (CELS) declined 0.21%, the NASDAQ OMX Clean Edge Global Wind Energy Index (QWND) ended the week 1.23% lower, and the NASDAQ OMX Clean Edge Smart Grid Infrastructure Index (QGRD) closed unchanged from its close on the previous Friday.
After a bumpy week, the overall market also ended the five-day period slightly lower. The S&P 500 lost 0.19%, NASDAQ declined 1.10% and AMEX Oil retreated 1.11.
Catch the Double in Housing Stocks
NEW YORK (TheStreet) -- Housing is seeing a rolling bottom. There is no value in homebuilder sector but check out this video for the stocks with big upside.
Friday, November 20, 2009
'Mad Money Lightning Round': Stick With Cisco
Don't Miss
Google Chrome Makes Microsoft Shine
Kass: My 'Fast Money' Recap
Latest News
Cramer's 'Mad Money' Recap: Taking Advantage of the Pullback (Final)
'Mad Money Lightning Round': Stick With Cisco
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening.
Cisco Systems (CSCO Quote): "Everyone is dumping on Cisco. This is the most bullish they've ever been. I think Cisco should be bought. All the naysayers will be proven wrong."
...
Baidu.com (BIDU Quote): "People think this is Google (GOOG Quote), but it's not. I want to ring the register on this one. I do not trust the Chinese stock market."
...
Suntech Power (STP Quote): "No way. I don't want you to own this stock. "
Forbes: Google Aims To Remake Computers
Among the design differences of the operating system, the Chrome OS is based exclusively on Flash memory, not the normal spinning magnetic disk of a hard drive.
More ...
See Also:
Google Keeps Disrupting
Google Grows From Within
What Keeps Google Up At Night
Google Chrome Makes Microsoft Shine
Kass: My 'Fast Money' Recap
Latest News
Cramer's 'Mad Money' Recap: Taking Advantage of the Pullback (Final)
'Mad Money Lightning Round': Stick With Cisco
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening.
Cisco Systems (CSCO Quote): "Everyone is dumping on Cisco. This is the most bullish they've ever been. I think Cisco should be bought. All the naysayers will be proven wrong."
...
Baidu.com (BIDU Quote): "People think this is Google (GOOG Quote), but it's not. I want to ring the register on this one. I do not trust the Chinese stock market."
...
Suntech Power (STP Quote): "No way. I don't want you to own this stock. "
Forbes: Google Aims To Remake Computers
Among the design differences of the operating system, the Chrome OS is based exclusively on Flash memory, not the normal spinning magnetic disk of a hard drive.
More ...
See Also:
Google Keeps Disrupting
Google Grows From Within
What Keeps Google Up At Night
Monday, November 9, 2009
Cramer: Cisco Must Be Bought Here
Cisco Must Be Bought Here
NEW YORK (TheStreet) - - The company is as bullish as it can be, but the stock is beaten down. This is a $26-$27 stock.
Mon 11/09/09 08:55 AM EST -- Jim Cramer & Stephanie Link
Stocks in this video: APPL INTC HPQ GOOG CSCO JNPR
Qualcomm - Best 3G or 4G Trade
NEW YORK(TheStreet) - - Look ahead to next year's growth and you see this is the number one way to play 3G and 4G.
Mon 11/09/09 10:00 AM EST -- Jim Cramer & Stephanie Link
Stocks in this video: RIMM TXN QCOM MOT NOK
Best Rally-Resistant Stocks
NEW YORK (TheStreet) - - Looking for the rally-resistant quality stocks.
Mon 11/09/09 12:00 PM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: CY JPM MCD INTC AAPL
NEW YORK (TheStreet) - - The company is as bullish as it can be, but the stock is beaten down. This is a $26-$27 stock.
Mon 11/09/09 08:55 AM EST -- Jim Cramer & Stephanie Link
Stocks in this video: APPL INTC HPQ GOOG CSCO JNPR
Qualcomm - Best 3G or 4G Trade
NEW YORK(TheStreet) - - Look ahead to next year's growth and you see this is the number one way to play 3G and 4G.
Mon 11/09/09 10:00 AM EST -- Jim Cramer & Stephanie Link
Stocks in this video: RIMM TXN QCOM MOT NOK
Best Rally-Resistant Stocks
NEW YORK (TheStreet) - - Looking for the rally-resistant quality stocks.
Mon 11/09/09 12:00 PM EST -- Jim Cramer & Debra Borchardt
Stocks in this video: CY JPM MCD INTC AAPL
Thursday, November 5, 2009
Not so FAST: Responding to Hitachi and HP FAST Claims
the storage anarchist
a blog about advanced storage and technology, written from a unique viewpoint
not so fast, hitachi & hp
Today's post comes verbatim from one of EMC's respected Technical Business Consultants, Jerry Zeisler. Jerry recently posted this analysis of misleading claims that Hitachi and HP are making that they already deliver what EMC's FAST is promising on EMC's internal social media community (EMCOne). With the launch of EMC's first FAST deliverables fast approaching, I thought this article might be of interest to my readers (customers, partners, technical advisors and yes, even competitors alike).
Not so FAST: Responding to Hitachi and HP FAST Claims
More ...
a blog about advanced storage and technology, written from a unique viewpoint
not so fast, hitachi & hp
Today's post comes verbatim from one of EMC's respected Technical Business Consultants, Jerry Zeisler. Jerry recently posted this analysis of misleading claims that Hitachi and HP are making that they already deliver what EMC's FAST is promising on EMC's internal social media community (EMCOne). With the launch of EMC's first FAST deliverables fast approaching, I thought this article might be of interest to my readers (customers, partners, technical advisors and yes, even competitors alike).
Not so FAST: Responding to Hitachi and HP FAST Claims
More ...
A Guide To Cisco's Shopping Basket
Acquisitions
A Guide To Cisco's Shopping Basket
Andy Greenberg, 11.05.09, 06:00 PM EST
Making sense of the networking giant's buying spree.
DVN, ScanSafe, Starent Networks, Tandberg Systems, Pure Digital,
Tidal Software.
What's Cisco's next target? Satellite company Iridium? Smart grid startup Silver Spring?
VMware, HP’s Converged Infrastructure, and the Private Cloud
Posted by Steve HerrodChief Technology Officer and Senior Vice President of R&D
http://blogs.vmware.com/storage/
http://blogs.vmware.com/vmtn/
A Guide To Cisco's Shopping Basket
Andy Greenberg, 11.05.09, 06:00 PM EST
Making sense of the networking giant's buying spree.
DVN, ScanSafe, Starent Networks, Tandberg Systems, Pure Digital,
Tidal Software.
What's Cisco's next target? Satellite company Iridium? Smart grid startup Silver Spring?
VMware, HP’s Converged Infrastructure, and the Private Cloud
Posted by Steve HerrodChief Technology Officer and Senior Vice President of R&D
http://blogs.vmware.com/storage/
http://blogs.vmware.com/vmtn/
The VCE Coalition: Redrawing The Landscape
The VCE Coalition: Redrawing The Landscape
The amount of R+D required to build these next-generation fully virtualized stacks is mind-bending. Combine the targeted R+D from VMware, Cisco and EMC, and you've got literally billions of IT infrastructure R+D dollars to go invest.
More importantly, that money can be spent efficiently. ll three VCE companies are relatively legacy-free in their approach. All three are really, really good at what they do. It's a clean picture - all about Intel, VMware and supporting technologies.
Announcing The VCE Coalition
Industry And Partner Reaction
As the day goes on, I'll post various commentary that I see -- check back for updates!
Chris Mellor from The Register offers up his intelligent speculation ahead of the announcement.
Jay Kidd from NetApp had his "meh" response ready to go.
Nice extended press release from EMC here.
Video from Purdue University discussing VCE here.
Nice to see Terremark on board with vCloud express here. Wasn't NetApp bragging about them as a customer? Guess the logo fell off :-)
Nice 3D model of Vblock here -- only the physical aspects, though ...
Mark Bowker of ESG checks in with a good take.
OMG. Chad Sakac went to town on a whole series of posts -- mandatory reading!
Nick Allen asks some hard questions at Wikibon. BTW, all have good answers!
An expected competitive blast from Val over at NetApp, who are most definitely not fans of this announcement.
Source: http://chucksblog.emc.com/chucks_blog/2009/11/announcing-the-vce-coalition.html
http://chucksblog.emc.com/chucks_blog/
The amount of R+D required to build these next-generation fully virtualized stacks is mind-bending. Combine the targeted R+D from VMware, Cisco and EMC, and you've got literally billions of IT infrastructure R+D dollars to go invest.
More importantly, that money can be spent efficiently. ll three VCE companies are relatively legacy-free in their approach. All three are really, really good at what they do. It's a clean picture - all about Intel, VMware and supporting technologies.
Announcing The VCE Coalition
Industry And Partner Reaction
As the day goes on, I'll post various commentary that I see -- check back for updates!
Chris Mellor from The Register offers up his intelligent speculation ahead of the announcement.
Jay Kidd from NetApp had his "meh" response ready to go.
Nice extended press release from EMC here.
Video from Purdue University discussing VCE here.
Nice to see Terremark on board with vCloud express here. Wasn't NetApp bragging about them as a customer? Guess the logo fell off :-)
Nice 3D model of Vblock here -- only the physical aspects, though ...
Mark Bowker of ESG checks in with a good take.
OMG. Chad Sakac went to town on a whole series of posts -- mandatory reading!
Nick Allen asks some hard questions at Wikibon. BTW, all have good answers!
An expected competitive blast from Val over at NetApp, who are most definitely not fans of this announcement.
Source: http://chucksblog.emc.com/chucks_blog/2009/11/announcing-the-vce-coalition.html
http://chucksblog.emc.com/chucks_blog/
Storage, a Cloud storm or not?
Storage, a Cloud storm or not?
Nov 2, 2009 2:55 PM
Storage, a Cloud storm or not?
In a time when everyone talks about cloud computing everyone seems to forget why or why not we should move our data to the cloud. I wrote an article and was curious about your Commentary.
Do you see some issues I forget?
Nov 3, 2009 5:29 AM in response to: Roy Mikes Re: Storage, a Cloud storm or not?
Have you read Chuck Hollis' blog? He's been talking about one of the questions you ask (hosting your own cloud) from an EMC point of view for a while..see Cloudy Discussions and The Emergence of Private Clouds.
You may also like this post: Can You Call a Big Pile of Disk Cloud Storage?
Source: https://community.emc.com/message/15226#15226
Nov 2, 2009 2:55 PM
Storage, a Cloud storm or not?
In a time when everyone talks about cloud computing everyone seems to forget why or why not we should move our data to the cloud. I wrote an article and was curious about your Commentary.
Do you see some issues I forget?
Nov 3, 2009 5:29 AM in response to: Roy Mikes Re: Storage, a Cloud storm or not?
Have you read Chuck Hollis' blog? He's been talking about one of the questions you ask (hosting your own cloud) from an EMC point of view for a while..see Cloudy Discussions and The Emergence of Private Clouds.
You may also like this post: Can You Call a Big Pile of Disk Cloud Storage?
Source: https://community.emc.com/message/15226#15226
EMC Proven Professional Community
https://community.emc.com/community/connect/emcpp
Re: E20-517 Symmetrix Solutions Specialist Exam for Storage Administrators (available August 28, 2009)
Hello,
I understand how difficult it is right now to get funding for training and certification. Preparing for a Specialist level exam does require both education and experience. One thing I can offer you is a full exam description. That will help you to understand what is on the certification exam, and what you might need to spend time learning. Please be careful, though, not to order study or exam prep materials from anyone except EMC as it may invalidate any credential that you receive.
We also have a practice test for this exam. We recommend taking the practice exam once, reviewing the items you missed, and focusing additional learning there. Passing the practice test isn't a guarantee that you'll pass the exam, but it gives you one indicator.
You can find the exam description and practice test here.
There is a ValPak available, offering an instructor-led or LIVE (remote) class and four eLearning courses to get you fully prepared. I know the cost is an issue for you/your company, but here's the link just in case.
Please let me know if I've helped.
Mchelle
https://community.emc.com/message/15216#15216
Re: E20-517 Symmetrix Solutions Specialist Exam for Storage Administrators (available August 28, 2009)
Hello,
I understand how difficult it is right now to get funding for training and certification. Preparing for a Specialist level exam does require both education and experience. One thing I can offer you is a full exam description. That will help you to understand what is on the certification exam, and what you might need to spend time learning. Please be careful, though, not to order study or exam prep materials from anyone except EMC as it may invalidate any credential that you receive.
We also have a practice test for this exam. We recommend taking the practice exam once, reviewing the items you missed, and focusing additional learning there. Passing the practice test isn't a guarantee that you'll pass the exam, but it gives you one indicator.
You can find the exam description and practice test here.
There is a ValPak available, offering an instructor-led or LIVE (remote) class and four eLearning courses to get you fully prepared. I know the cost is an issue for you/your company, but here's the link just in case.
Please let me know if I've helped.
Mchelle
https://community.emc.com/message/15216#15216
EMC Education Services
https://education.emc.com/default_guest.aspx
EMC Proven Professional Certification »Enhance your credibility. Leverage exclusive benefits!If you have the knowledge and experience, become certified and join the growing community of EMC Proven Professionals.
Top 10 technology skills
Foote says companies are looking to hire enterprise architects as well as system, network, application, data, information and security architects. Among the certifications rising in value are EMC Proven Professional Technology Architect, Security Certified Network Architects, Microsoft Certified Architects, SNIA Certified Architects, and the Open Group’s IT Certified Architect.
Although pay for networking certifications is down over the last six months, many remain on the list of the IT certifications earning the highest pay premiums, according to the Foote report. These include certifications from Cisco, SNIA, EMC, Brocade and Avaya.
– Network World
EMC Proven Professional Certification »Enhance your credibility. Leverage exclusive benefits!If you have the knowledge and experience, become certified and join the growing community of EMC Proven Professionals.
Top 10 technology skills
Foote says companies are looking to hire enterprise architects as well as system, network, application, data, information and security architects. Among the certifications rising in value are EMC Proven Professional Technology Architect, Security Certified Network Architects, Microsoft Certified Architects, SNIA Certified Architects, and the Open Group’s IT Certified Architect.
Although pay for networking certifications is down over the last six months, many remain on the list of the IT certifications earning the highest pay premiums, according to the Foote report. These include certifications from Cisco, SNIA, EMC, Brocade and Avaya.
– Network World
Thursday, October 29, 2009
Cramer's 'Mad Money' Recap: My Defensive Portfolio
[Link]
NEW YORK (TheStreet) -- "The three-legged stool of oils, banks and tech are looking a little dicey these days," Jim Cramer told the viewers of his "Mad Money" TV show Thursday.
As an alternative he offered the "safety" of a "four-legged chair of safety stocks."
Dollar Rally Stocks
NEW YORK (TheStreet) -- The dollar will stabilize, says Jim Cramer, who urges investors to check out these stocks.
Attended Classes:
(1) Remain Calm "THE SEQUEL"
(2) MBTI/Strong Interest Inventory: Personality Types in The Workplace
MBTI - Myers-Briggs Type Indicator
Wednesday, October 28, 2009
Technical Analysis - Four Hidden Stocks With Horsepower
By Alan Farley 10/28/09 - 12:03 PM EDT
What's the best time to add exposure, given the current downturn? My advice is to watch the calendar, because the next options expiration, starting on Nov. 15, signals the start of highly positive end-of-year seasonality that will continue into mid December. It makes sense to use that favorable period to open new positions and to add to winners.
Cramer's 'Mad Money' Recap: Batten Down the Hatches
NEW YORK (TheStreet) -- "Sometimes huge moves in few stocks can signal which ways the market's headed," Jim Cramer told the viewers of his "Mad Money" TV show Wednesday.
He said the key to understanding the markets is to learn what the big movers are signaling.
Case in point, Panera Bread (PNRA Quote), which was up 7% today on a strong quarter as consumers trade up from fast food to better food, along with heavy equipment maker SPX Corp (SPW Quote), which was down sharply on falling new home starts.
To the novice investor, the moves in these two stocks may not seem important. But Cramer said to him, they're signaling that the consumer economy is good, but the industrial economy is not only bad, but may be getting worse.
Cramer said investors are right to worry that a new leg lower may have come to the markets. More...
Kass: My 'Fast Money' Recap
10/28/09 - 11:30 AM EDT
Last night, I did an interview with Melissa Lee and CNBC's "Fast Money" team, and I had a lot of fun doing it.
Here is the tape of the segment.
Melissa started by referencing my generational bottom call back in March and asked where do we go from here? I said that I am sticking to the call. I don't believe that we will see 666 on the S&P 500 again in our lifetime or certainly not before Karen Finerman's two sets of twins give her grandchildren! We have achieved my precise S&P March objective of 1,050-1,070, which seemed an insanely ambitious target back then. (Not surprisingly, we recently overshot that target to the upside last week.)
That said, I mentioned that I have gotten progressively more bearish in recent months. That view has been premature. More ...
Motorola's Droid Launch Impresses
NEW YORK (TheStreet) -- If Motorola (MOT Quote) had a make or break moment, this might be it.
The future of Motorola's phone business rides on the Droid, Motorola's best new phone, powered by Google's (GOOG Quote) Android software and sold exclusively by Verizon (VZ Quote), the nation's largest wireless player.
Motorola and Verizon introduced the Droid Wednesday at a New York City press conference. The initial takeaway: Ladies and gentlemen, we may have a winner.
More ...
Video:
http://www.thestreet.com/video/index.html?bcpid=1815813252&bctid=46751113001
The future of Motorola's phone business rides on the Droid, Motorola's best new phone, powered by Google's (GOOG Quote) Android software and sold exclusively by Verizon (VZ Quote), the nation's largest wireless player.
Motorola and Verizon introduced the Droid Wednesday at a New York City press conference. The initial takeaway: Ladies and gentlemen, we may have a winner.
More ...
Video:
http://www.thestreet.com/video/index.html?bcpid=1815813252&bctid=46751113001
Tuesday, October 27, 2009
Young, powerful - and they're hiring!
These rising stars from Fortune's 40 under 40 list have great jobs to fill. What are they looking for and how can you impress them? More
27. Tony Hsieh
CEO, Zappos.com
Age: 35
Marital status: Single
Highest Education: Bachelor's degree
Hsieh ran a pizza business at Harvard and sold his first company, ad network LinkExchange, to Microsoft for $265 million at age 24. He joined online shoe bazaar Zappos as a consultant and investor in 1999; the next year he became CEO.
He's grown it from $1.6 million in sales to $1 billion, largely by encouraging fierce customer loyalty (Zappos has free, eerily fast shipping both ways). In July, Amazon said it would acquire it for $850 million.
Test of faith: He offers $2,000 to any new recruit to leave the company during training to weed out the half-hearted.
Source: [Fortune]
The server virtualization market continues to shift towards the use of paid hypervisors
IDC also adds that 16.5% of all new servers shipped in the second quarter of 2009 were virtualized, an increase from 14.5% in second quarter of 2008. However, actual shipments decreased 21% year over year to 246,000 physical servers in 2Q09.
Even more interestingly, IDC reports the OEMs market share in the virtualization industry:
- HP - 36% (shipments declined 18% year over year in 2Q09 but grew 1% sequentially)
- Dell - Not Disclosed (market share growth equal to 9% over first quarter 2009)
- IBM - 15%
Android ported to PowerPC
Freescale Semiconductor says it is now accepting orders for a hardware/software platform for developing Android applications on Power Architecture PowerQUICC and QorIQ processors. The initial MPC8536E-ADK Android platform, which combines an Android runtime developed by Mentor Graphics and a board based on the PowerQUICC III MPC8536E, appears to be the first Android port to the PowerPC.
Asustek announces profits for 3Q09
Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Tuesday 27 October 2009]
Asustek Computer has posted revenues of NT$67.06 billion (US$2.06 billion) for the third quarter of 2009 with net profits of NT$6.5 billion, higher than the NT$4 billion profits expected by the market. Read More ...
On the Wires: Smartphone Wars
On the Wires: Smartphone Wars
Both The New York Times and Britain’s Financial Times feature pieces in today’s editions discussing the battle between Microsoft’s (MSFT) Windows Mobile for cell phones, Apple’s (AAPL) iPhone, and phones running Google’s (GOOG
The Times piece, “Big Cellphone Makers Shifting to Android System,” leads with the mention that Microsoft has been working on phone OSes since 1996, but is now “foundering,” and that Google will have dozens more handsets running its code next year. Various executives from Deutsche Telekom’s (DT) T-Mobile to Motorola (MOT) tout the virtues of Android’s open-source software.
Cisco Buys Cloud Security Shop
NEW YORK (TheStreet) -- Cisco (CSCO Quote) sticks to the acquisition path with a $183 million all-cash purchase of closely held ScanSafe, its third deal in the past month.
ScanSafe makes network-based security software for businesses looking to manage data connections between offices and workers. The company, based in San Francisco and London, was founded in 1999 by two investment banking brothers, Eldar and Roy Tuvey.
Wednesday, October 21, 2009
VMware Beats the Street
PALO ALTO, Calif. (TheStreet) -- VMware(VMW Quote) blew past Wall Street's estimates in its third-quarter results, boosted by an uptick in spending by the U.S. government. The virtualization trailblazer reported revenue of $490 million, up 4% on the same period last year, and well above analysts' estimate of $474 million.
Excluding items, the software maker earned 24 cents a share on net income of $95 million, compared to 24 cents a share and net income of $93 million in the prior year's quarter. Analysts surveyed by Thomson Reuters had predicted earnings of 20 cents a share.
Read More...
Excluding items, the software maker earned 24 cents a share on net income of $95 million, compared to 24 cents a share and net income of $93 million in the prior year's quarter. Analysts surveyed by Thomson Reuters had predicted earnings of 20 cents a share.
Read More...
EMC Another Barometer for IT Spending
EMC Another Barometer for IT Spending
Hopkinton, Mass. (TheStreet) -- EMC(EMC Quote) should offer valuable insight into the state of IT spending when it posts its third-quarter results before the market opens Thursday. The storage giant, which recently hit a 52-week high, is expected to earn 21 cents a share and report revenue of $3.45 billion, according to analysts surveyed by Thomson Reuters.
Read More ...
VMware Loaded, Ready to Run
PALO ALTO, Calif. (TheStreet) -- VMware(VMW Quote) is expected to reap the benefits of an improving economy when it reports its third-quarter results after the market closes Wednesday. The virtualization trailblazer's shares have almost doubled in value since the start of the year, and VMware has certainly been feeling the analyst love in recent weeks.
Jefferies & Company recently upgraded VMware on the strength of improved virtualization spending, and the analyst firm also raised the software maker's price target from $30 to $40.
Read More...
Hopkinton, Mass. (TheStreet) -- EMC(EMC Quote) should offer valuable insight into the state of IT spending when it posts its third-quarter results before the market opens Thursday. The storage giant, which recently hit a 52-week high, is expected to earn 21 cents a share and report revenue of $3.45 billion, according to analysts surveyed by Thomson Reuters.
Read More ...
VMware Loaded, Ready to Run
PALO ALTO, Calif. (TheStreet) -- VMware(VMW Quote) is expected to reap the benefits of an improving economy when it reports its third-quarter results after the market closes Wednesday. The virtualization trailblazer's shares have almost doubled in value since the start of the year, and VMware has certainly been feeling the analyst love in recent weeks.
Jefferies & Company recently upgraded VMware on the strength of improved virtualization spending, and the analyst firm also raised the software maker's price target from $30 to $40.
Read More...
Buy Apple Right Now
手機電腦熱賣 蘋果概念股一覽
2009/10/21 09:35
【聯合報╱記者陳雅蘭】
蘋果電腦受惠於電腦和iPhone手機銷售強強滾，上季財報營收和獲利都超乎法人預期，創下歷史新高。蘋果概念股20日多檔上揚慶祝，及成、毅嘉更亮燈衝上漲停板。
蘋果手機概念股包括鴻海、鴻準、正崴、勝華、大立光、晶技、及成、欣興、華通、毅嘉等；電腦概念股包括廣達、可成、新日興、新普、順達科、友達、奇美電、奇鈜、能緹等；iPod供應鏈則有英華達、今皓、同協、連展、台達電等。
蘋果公布，至9月底為止的2009年會計年度第4季中，共賣出305萬台電腦，比去年同期成長17%，賣出手機740萬支，比去年同期成長7%，iPod音樂隨身聽下滑8%、僅約1,020萬台，和第2季水準相同。
蘋果指出，去年7月開賣的第二代iPhone（iPhone 3G）在一季賣出690萬支，今年6月開始銷售的第三代iPhone（iPhone 3GS ）一季就賣出740萬支，再創佳績。
蘋果日前內部調高本季iPhone訂單約二成，本季手機出貨量有機會進一步上看1,200萬支水準。蘋果對10月開始的2010年會計年度第一季業績樂觀，認為營收可成長至113至116億美元，每股稅後純益約1.7至1.78美元。
蘋果供應鏈如大立光、晶技等第3季營收都已經陸續創單月新高、單季新高等紀錄，大立光第3季合併營收24.54億元，2季成長39%，比去年同期成長14%，第4季即便只比第3季個位數增長，也將比去年低點成長高達八成。
Read More ...
Buy Apple Right Now
NEW YORK (TheStreet) - This multi-year story stock is a buy. Check out this video for derivative plays.
Wed 10/21/09 09:58 AM EST -- Jim Cramer & Alix Steel
Stocks in this video: T CHU RIMM IBM QCOM MOT INTC AAPL NOK
[Link]
2009/10/21 09:35
【聯合報╱記者陳雅蘭】
蘋果電腦受惠於電腦和iPhone手機銷售強強滾，上季財報營收和獲利都超乎法人預期，創下歷史新高。蘋果概念股20日多檔上揚慶祝，及成、毅嘉更亮燈衝上漲停板。
蘋果手機概念股包括鴻海、鴻準、正崴、勝華、大立光、晶技、及成、欣興、華通、毅嘉等；電腦概念股包括廣達、可成、新日興、新普、順達科、友達、奇美電、奇鈜、能緹等；iPod供應鏈則有英華達、今皓、同協、連展、台達電等。
蘋果公布，至9月底為止的2009年會計年度第4季中，共賣出305萬台電腦，比去年同期成長17%，賣出手機740萬支，比去年同期成長7%，iPod音樂隨身聽下滑8%、僅約1,020萬台，和第2季水準相同。
蘋果指出，去年7月開賣的第二代iPhone（iPhone 3G）在一季賣出690萬支，今年6月開始銷售的第三代iPhone（iPhone 3GS ）一季就賣出740萬支，再創佳績。
蘋果日前內部調高本季iPhone訂單約二成，本季手機出貨量有機會進一步上看1,200萬支水準。蘋果對10月開始的2010年會計年度第一季業績樂觀，認為營收可成長至113至116億美元，每股稅後純益約1.7至1.78美元。
蘋果供應鏈如大立光、晶技等第3季營收都已經陸續創單月新高、單季新高等紀錄，大立光第3季合併營收24.54億元，2季成長39%，比去年同期成長14%，第4季即便只比第3季個位數增長，也將比去年低點成長高達八成。
Read More ...
Buy Apple Right Now
NEW YORK (TheStreet) - This multi-year story stock is a buy. Check out this video for derivative plays.
Wed 10/21/09 09:58 AM EST -- Jim Cramer & Alix Steel
Stocks in this video: T CHU RIMM IBM QCOM MOT INTC AAPL NOK
[Link]
Tuesday, October 13, 2009
Cramer's 'Mad Money' Recap: Cisco Gets It (Final)
Cramer's 'Mad Money' Recap: Cisco Gets It (Final)
By Scott Rutt 10/13/09 - 06:51 PM EDT
NEW YORK (TheStreet) -- "Today, everyone was focused on earnings and I think that's terrific," Jim Cramer told the viewers of his "Mad Money" TV show Tuesday.
But he reminded viewers that there are multiple ways to make money in the markets, one of which is sticking with the colossal themes that are working, such as his "mobile Internet tsunami."
Cramer said his thesis was once again proven by today's announcement that networking giant Cisco (CSCO Quote), which he also owns for his Action Alerts PLUS portfolio, is buying Starent Networks (STAR Quote), whose technology is at the heart of the mobile Internet for a 20% premium. How strong are the mobile Internet stocks? He said both stocks rose on the news.
Friday, October 9, 2009
Forbes - Our Virtualized World
Virtualization
Our Virtualized World
Edited by Lee Gomes and Wendy Tanaka, 10.06.09, 06:00 PM EDTHow a once-obscure technology is revolutionizing the way we use computers.
Tuesday, October 6, 2009
Apple: Susquehanna Boosts Target On Stronger Mac, iPhone Sales
Susquehanna Financial analyst Jeff Fidacaro today lifted his price target on Apple (AAPL) to $210, from $180, while repeating his Positive rating on the stock.
Fidacaro also lifted his revenue estimate for FY 2010 to $43.973 billion from $43.544 billion; his EPS estimate is now $7.62, up from $7.53.
AT&T To Allow Apple iPhone VoIP Apps On Wireless Network
Posted by Eric SavitzEMC - ON Magazine - Cloudy, but Clear Sailing Ahead
What sets the cloud apart
The experiences of early adopters of cloud computing such as BIDMC, the NBC, and Hill AFB highlight the important differences between where IT has been and where it is going:
- A cloud is built differently from traditional IT environments—it uses flexible pools of resources, rather than fixed allocations.
- A cloud is operated differently from traditional IT environments—users are put in charge of IT resources using low- or zero-touch operational models.
- A cloud is consumed differently—usually, there's a chargeback model that's convenient for the end users, such as metered billing.
These early adopters also prove that the compelling benefits of cloud computing guarantee that it will become the dominant model of IT deployment in the future.
From ON Magazine
By Beth Schultz
Three early adopters of cloud computing talk about the challenges they have faced and the benefits they see in the cloud.
Brocade: Buyer Would Likely Pay $13/Shr Or More, Bernstein Says
Posted by Eric SavitzThe Journal piece named Hewlett-Packard (HPQ) as the most likely buyer for Brocade, with Oracle (ORCL) another likely potential suitor. Evenson writes that another potential buyer is Juniper (JNPR), noting that a combination with Brocade would quickly turn the company into the #2 enterprise networking company.
Brocade DCX Data Center Backbone Platform
09/22/2009
Brocade Further Evolves Its Industry-Leading DCX Data Center Backbone Platform through Advanced Functionality and Partner Support
Brocade Further Evolves Its Industry-Leading DCX Data Center Backbone Platform through Advanced Functionality and Partner Support
Continues to Extend Customer Choice with Modular and Fixed Solutions for Data Center-to-Data Center Connectivity and Server I/O Consolidation
SAN JOSE, Calif., September 22, 2009 - Brocade® (Nasdaq:BRCD) announced today it has further strengthened its industry-leading, next-generation Brocade DCX® Backbone family with the introduction of two new modular solutions: the Brocade FX8-24 Extension Blade designed to connect two or more data centers to enhance business continuity and disaster recovery, and the Brocade FCoE 10-24 Blade, which provides Fibre Channel over Ethernet (FCoE) capabilities for server I/O consolidation in the data center.
A Brocade Buy Sensible for H-P
SAN JOSE, Calif. (TheStreet) -- With acquisition talk again swirling around Brocade(BRCD Quote), the storage specialist would be an attractive target for Hewlett-Packard(HPQ Quote).
The Wall Street Journal reported that, in addition to H-P, Oracle(ORCL Quote) is also considering a purchase, but the paper said no deal is imminent. Citing people familiar with the matter, the Journal reported that Brocade could eventually decide not to complete a sale.Brocade is certainly an appealing proposition that could spell upside for H-P investors. The storage networking firm struck a bullish tone on its recent analyst day, raising its 2010 revenue outlook, and has become something of an analyst darling.
They Just Don't Get Brocade!
WESTCHESTER COUNTY, NEW YORK--Marek Fuchs, TheStreet's media critic, brays about Brocade.
Subscribe to:
Posts (Atom)