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
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