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Rackspace Hosting

  • What You Need to Know About This Cloud Play

    By Lee Samaha - May 19, 2013 | Tickers: AMZN, RAX, VMW

    It’s been a difficult year so far for investors in Rackspace Hosting (NYSE: RAX). While it is not alone in having delivered disappointing results in the tech world the latest earnings raise more questions than answers as to how to best evaluate this company.

    In summary, an investment decision here requires a certain amount of confidence in the future of its OpenStack public cloud project.It also requires an more »

  • Six Reasons Why Rackspace Hosting Will Fall Further

    By Vladimir Zernov - May 16, 2013 | Tickers: AMZN, GOOG, MSFT, ORCL, RAX

    Rackspace Hosting (NYSE: RAX) is a cloud computing company that manages web-based IT systems for all kinds of businesses worldwide. With the help of cloud computing, companies can use IT resources via the internet. This is a win-win situation for both the provider and the customer. The specialized service provider gets customers and revenue, while customers do not need to implement difficult solutions that take time, effort, and are costly more »

  • What's Holding Up Equinix?

    By Mark Holder - May 15, 2013 | Tickers: DLR, EQIX, RAX

    After the 50% plunge in Rackspace Hosting (NYSE: RAX), one has to wonder what is holding Equinix (NASDAQ: EQIX) up near all-time highs. The stock has shown some fatigue since the Rackspace disappointment, but it appears now set for a test of the recent highs over the $230 level. Not a scenario suggestive of a stock on the verge of a plunge.

    A leader in the data collocation field, Equinix more »

  • Competition in the Cloud Erases all Profits

    By Jordan Wathen - May 13, 2013 | Tickers: AMZN, MSFT, RAX

    Earlier this year, I wrote about Rackspace's (NYSE: RAX) lack of a competitive moat in a highly-competitive industry: cloud computing. Dissenting comments followed, showcasing how this stock is one of the most controversial tech plays out there.

    Many believe it is Rackspace's “Fanatical Support” that differentiates it in cloud computing. That is, the company's tech support adds value that should allow for higher prices for Rackspace's more »

  • How to Tell If a Stock Is Overpriced

    By Timothy Green - May 11, 2013 | Tickers: AMZN, MSFT, RAX | Editor's Choice

    How do you tell if a stock is overpriced? How about when an earnings miss of a penny causes the stock to plummet by 25%. That's exactly what happened with Rackspace (NYSE: RAX) after reporting its Q1 results a few days ago. Even with revenue increasing by 20% and net income increasing by 16.4% year-over-year, a slight miss of analyst expectations led to a gargantuan decline in the more »

  • The Key Earnings For The Week

    By Lee Samaha - May 9, 2013 | Tickers: BECN, NICE, PCP, RAX, THS

    Earnings season is starting to wind down this week and most of the really big names have already reported. Nevertheless there are still plenty of interesting companies giving results this week and there is no excuse for not trying to unearth value when you see an opportunity.

    Tuesday

    There is a health care theme to today’s results as surgical knife company Accuray gave results. Medical distributor McKesson also reported more »

  • 4 High P/E Stocks That Will Wreck Your Portfolio

    By Casey Walters - May 1, 2013 | Tickers: AMZN, AIG, AIG-, CMG, RAX

    Analysts have various methods of picking and recommending stocks. A good approach looks at a wide range of metrics and the trend of the financial performance of the business as a whole. One metric that is often misunderstood, and can be the cause of some bad stock picks, is the price-to-earnings ratio (P/E).

    The P/E ratio is calculated as a stock's current share price divided by its more »

  • Investment Potential in the Public Cloud

    By Dana Blankenhorn - April 19, 2013 | Tickers: AMZN, GOOG, RAX

    The cloud is the key technology trend of our time. But finding a place to play it for profit is difficult.

    That's because the biggest public cloud providers are mainly doing other things, and are valued based on those other things. The closest to a pure play in the cloud market is, in terms of that market, lagging the pack.

    But there may be a place to play this more »

  • The Cloud War

    By Shas Dey - April 18, 2013 | Tickers: AMZN, CTXS, RAX, RHT

    According to Gartner research, the convergence of a “Nexus of Forces” i.e. social interaction, mobility, cloud, and information, will drive growth in technology in 2013. Specifically, Gartner has forecasted that the public cloud services market will grow 18.5% in 2013 to a total of $131 billion worldwide, up from $111 billion in 2012. Further, Infrastructure as a Service (IaaS), including cloud computing, storage and print services, is the more »

  • Amazon's Hidden Growth Business in the Cloud

    By Daniel Cawrey - April 17, 2013 | Tickers: AMZN, AAPL, CSCO, GOOG, HPQ, ORCL, RAX, WMT

    Everyone knows Amazon (NASDAQ:AMZN) as the digital retailer to beat. That’s been a very good position to be in for the Seattle-based company. Its Amazon Prime service, which allows members to get two day shipping on their items for a yearly $79 fee, has been a success in getting tons of products out of Amazon’s warehouses and to customer doorsteps. The Kindle Fire HD, a $199 tablet more »

  • Investment Potential In The Public Cloud

    By Dana Blankenhorn - April 17, 2013 | Tickers: AMZN, GOOG, RAX

    The cloud is the key technology trend of our time. But finding a place to play it for profit is difficult.

    That's because the biggest public cloud providers are mainly doing other things, and are valued based on those other things. The closest to a pure play in the cloud market is, in terms of that market, lagging the pack.

    But there may be a place to play this more »

  • The Cloud War

    By Shas Dey - April 16, 2013 | Tickers: AMZN, CTXS, RAX, RHT

    According to Gartner research, the convergence of a “Nexus of Forces” i.e. social interaction, mobility, cloud, and information, will drive growth in technology in 2013. Specifically, Gartner has forecasted that the public cloud services market will grow 18.5% in 2013 to a total of $131 billion worldwide, up from $111 billion in 2012. Further, Infrastructure as a Service (IaaS), including cloud computing, storage and print services, is the more »

  • Should We Take Advantage of This Stock's Significant Drop?

    By Anh HOANG - April 15, 2013 | Tickers: ORCL, RAX, RHT

    Buy low, sell high! It is a simple investment strategy that investors should follow. That is why I am quite excited to examine stocks which have recently experienced a free fall. Since the beginning of the year, Rackspace Hosting (NYSE: RAX) has dropped significantly, from around $78 per share to only $48 per share. Should investors consider this recent drop as a chance to invest in the company? Let’s more »

  • Get Your Head in the Cloud

    By Marshall Hargrave - April 10, 2013 | Tickers: EMC, ORCL, RAX, RHT, VMW

    There is a gamut of companies operating in the cloud computing space, including the likes of Citrix, Rackspace (NYSE: RAX), Red Hat (NYSE: RHT), salesforce.com, Cisco, Juniper, VMWare (NYSE: VMW), EMC Corporation (NYSE: EMC), IBM, Oracle (NASDAQ: ORCL) and Microsoft, just to name a few that have a hand in the cloud computing cookie jar. 

    Question is, which will pull out the biggest cookie? There are three key types more »

  • Are the Days Numbered for This Networking Equipment Stock?

    By Robert Hanley - April 10, 2013 | Tickers: ELX, MLNX, RAX

    Emulex (NYSE: ELX) may have been one of the go-go stocks of the late 1990s, but recent times have seen the company’s fortunes slip sharply. The consolidation of the server space, now dominated by tech giants HP, IBM, and Dell, has eliminated Emulex’s pricing power on sales of its components, leading to weak profits and a declining stock price. The company’s cheap valuation, with a P/E more »

  • Who Gets Hit in the Cloud Hangover?

    By Dana Blankenhorn - April 9, 2013 | Tickers: RAX, RHT

    According to the famed Gartner HypeCycle, the cloud hangover has begun. 

    The HypeCycle , which Gartner has been hyping since the mid-1990s (meaning it's well past its own hype cycle) describes the bipolar way in which analysts view new technologies. That is, their perceived value peaks well before anything like real value comes about.

    This means trouble for most cloud stocks, in the near term. But these falls in price more »

  • Is This Networking Equipment Stock's Days Numbered?

    By Robert Hanley - April 8, 2013 | Tickers: ELX, MLNX, RAX

    Emulex (NYSE: ELX) may have been one of the go-go stocks of the late 1990’s, but recent times have seen the company’s fortunes slip sharply. The consolidation of the server space, now dominated by tech giants HP, IBM, and Dell, has eliminated Emulex’s pricing power on sales of its components, leading to weak profits and a declining stock price. The company’s cheap valuation, with a P more »

  • Get Your Head In The Cloud

    By Marshall Hargrave - April 7, 2013 | Tickers: EMC, ORCL, RAX, RHT, VMW

    There are a gambit of companies operating in the cloud computing space, including the likes of Citrix, Rackspace (NYSE: RAX), Red Hat (NYSE: RHT), salesforce.com, Cisco, Juniper, VMWare (NYSE: VMW), EMC Corporation (NYSE: EMC), IBM, Oracle (NASDAQ: ORCL) and Microsoft, just to name a few that have their hand in the cloud computing cookie jar. 

    Question is; which will pull out the biggest cookie? There are three key types more »

  • Red Hat, Oracle, and the Evolution of OpenStack

    By Brian Jordan - March 28, 2013 | Tickers: ORCL, RAX, RHT

    Recently, Oracle (NASDAQ: ORCL) reported less than impressive third-quarter earnings. Hardware systems revenue was down 17% year over year, which is not new for the company. As the decline in hardware revenue accelerates, management still continues to prime the pump for the release of the T5 and M-Series servers, claiming that some of the decline in revenue can be attributed to the fact that customers have been holding off on more »

  • VMware's Hybrid Cloud Should Push the Stock Higher

    By Anindya Batabyal - March 20, 2013 | Tickers: AMZN, EMC, MSFT, RAX, VMW

    VMware (NYSE: VMW), the provider of virtualization-based cloud infrastructure solutions, recently announced that the company will expand hybrid cloud business with new services. VMware CEO Pat Gelsinger outlined the company’s strategy:

    VMware’s vision is to empower people and organizations by radically simplifying IT through virtualization software. Our customers are looking to us to help them solve some of the toughest challenges in IT in simple and elegant ways more »

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