• Clouds That Generate Revenues Not Raindrops

    By Sean Fox - August 29, 2013 | Tickers: EMC, RHT, VMW

    A New Direction for Tech

    Most tech companies guard their source code as closely as Coca Cola guards their secret recipe. Their revenues stem from licensing fees and sales of prepackaged products developed entirely in-house. How then, does a company who makes its entire source code available to the general public, generate revenues? Just ask the people who comprise Red Hat, Inc. (NYSE: RHT)! They have managed to grow their more »

  • Rackspace Hosting: The Dunder-Mifflin of the Cloud?

    By Sean Fox - August 27, 2013 | Tickers: AMZN, RAX, VMW

    The difference between Rackspace Hosting (NYSE: RAX) and larger cloud computing providers such as VMware (NYSE: VMW) and Amazon (NASDAQ: AMZN) is comparable to that of fictional paper company Dunder Mifflin (NBC’s The Office) and the big-box retailers they compete against. Both Rackspace and Dunder Mifflin offer a product similar to their counterparts at somewhat competitive pricing models, but their bread is buttered through exceptional customer service. However, while more »

  • Why I Still Like Cisco

    By Diane Alter - August 18, 2013 | Tickers: AMZN, CSCO, VMW

    Despite uninspiring fiscal fourth quarter numbers, Cisco (Nasdaq:CSCO) is still a friend of mine.

    Yes, the Silicon Valley networking equipment giant announced it is slashing headcount by 4,000 (5%). Yes, orders from Asia and China were weak. And yes, CEO John Chambers said improvement in product lines from particular countries like Asia and China are “not at the pace we want.” But yes, I still like Cisco.

    In more »

  • Have You Consulted the Oracle?

    By Dan Sayers - August 7, 2013 | Tickers: ORCL, SAP, VMW

    Oracle (NYSE: ORCL) has had a flat year, to say the least. When expectations aren't met, investor confidence wanes and the share price takes a hit. Oracle knows this all too well.

    Bad omens

    For 4Q13, revenue was up by an unimpressive 1% in comparison to the previous year's quarter - equivalent to earnings of $0.80 per share. This was not enough to meet analyst expectations of $0 more »

  • Buy Amazon Despite the Earnings Miss?

    By Alexander Cho - July 29, 2013 | Tickers: AMZN, IBM, VMW

    Amazon.com (NASDAQ: AMZN) is all about revenue growth, cash flow, and investing aggressively in its business. The company seems to be perfectly happy gaining share without earning a profit. The basic premise to owning the stock is global retail, and the cloud (Amazon web services).

    Earnings in a nutshell

    The company remains heavily focused on improving cash flow (which is basically net income excluding non-cash charges like depreciation). The more »

  • Is EMC a Good Stock to Buy?

    By Meena Krishnamsetty - July 15, 2013 | Tickers: EMC, NTAP, VMW

    Data storage, infrastructure, and security company EMC (NYSE: EMC) has been left out of the stock market’s rise year to date, with its current stock price at about the same levels as the beginning of 2013 while the S&P 500 has risen about 15%.

    This is, in part, due to higher costs in the first quarter of 2013, which caused pre-tax income to be essentially flat versus a more »

  • Start Investing Now to Reach the Cloud

    By Rishabh Jain - July 11, 2013 | Tickers: ORCL, RHT, VMW

    Red Hat (NYSE: RHT), the world's leading provider of open source solutions, announced its first quarter results for fiscal 2014 on June 19. The company met expectations on revenue and beat expectations on earnings per share. Looking at its recent shift towards cloud computing and some solid steps taken towards the same, the revenue growth looks pretty strong for the company, which is a common name among enterprises today more »

  • Software Defined Networking: The Next Cloud Revolution

    By Daniel Cawrey - July 9, 2013 | Tickers: CSCO, MSFT, VMW

    Did you miss out on the cloud computing boom? Maybe you thought it was hype in the beginning, then dismissed it. Well, technology is cyclical, and there's an emerging movement for enterprises to adopt something called software defined networking (SDN). Like cloud computing did, it's going to get a lot of attention over the next few years. 

    What is software defined networking? Well, it's being able to more »

  • 3 Tech Stocks Poised To Outperform

    By Victor Selva - July 2, 2013 | Tickers: ABB, EMC, MCHP, VMW

    The tech segment always provides opportunities for those smart or big enough to seize them. The next few years will face ABB (NYSE: ABB), EMC (NYSE: EMC) and Microchip Technologies (NASDAQ: MCHP) with plenty of growth opportunities. The question is: will they be able to make the best out of them? And further: are they good companies to put your money down and expect for returns?

    A power stock

    ABB more »

  • Hold This Cloud Stock

    By Tanya Kanodia - June 30, 2013 | Tickers: CTXS, RHT, VMW

    Red Hat Inc. (NYSE: RHT) is the world’s leading provider of open source solutions. It is an American multinational and is engaged in providing various solutions to enterprises. These include its core enterprise operating system platform, Red Hat Enterprise Linux, virtualization, Red Hat Middleware, cloud and other storage offerings. Nowadays cloud stocks are a hot topic for investors, but what about this stock?

    Core business

    Red Hat mainly deals more »

  • Qualcomm's Long-Term Outlook is Intact

    By Nihar Patel - June 12, 2013 | Tickers: CSCO, QCOM, VMW

    Qualcomm's (NASDAQ: QCOM) post-earnings decline is minor at best, and while there are reasons for investors to be a little concerned about the stock the long-term story is intact. There were some things that warranted caution and trimming of positions. I am always for re-balancing positions as required, but the story for Qualcomm is far from over so do not throw out the baby with the bathwater. The company more »

  • This Stock's Long-Term Outlook Is Still Intact

    By Nihar Patel - June 11, 2013 | Tickers: CSCO, QCOM, VMW

    Qualcomm's (NASDAQ: QCOM) post-earnings decline was minor at best, and while there are reasons for investors to be a little concerned about the stock, the long-term story is intact. There were some things that warranted caution and trimming of positions. I am always for re-balancing positions as required, but the story for Qualcomm is far from over so do not throw out the baby with the bathwater. The company more »

  • What You Need to Know About This Cloud Play

    By Lee Samaha - May 29, 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 »

  • Data Is Exploding, Buy Cloud Storage Providers

    By Nihar Patel - May 6, 2013 | Tickers: EMC, NTAP, VMW

    I have written a lot about large data centers and the cloud, and only sort of touched on storage. Information is growing like crazy, and all of that needs to be stored somewhere. Images, videos, and other content are taking over our lives. A lot of websites that used to look for writers are looking for people to do short videos instead of just simple articles.

    The capability has been more »

  • Buy These Stocks if You Want to Bank on Big Data and the Cloud

    By Shweta Dubey - May 2, 2013 | Tickers: CTXS, INFA, VMW

    With the increasing demand for data security, efficiency, and the growing use of software-as-a-service, IT companies are constantly upgrading technologies in their services and products. Also, they are taking initiatives to cope with the rapidly changing demand emerging from breakthrough technologies like Big Data and Cloud Computing. I have discussed three such companies, which have dealt with these changes perfectly and were successful in defending their market shares.

    VMware (NYSE: VMWmore »)

  • The Cloud Of Things

    By Dana Blankenhorn - April 29, 2013 | Tickers: EMC, GE, VMW

    When we think of cloud computing demands, we think of people behind tablets and phones, or buildings filled with office workers, or suburbs filled with teenagers merrily chatting away.

    In short, we think of people. Internet traffic is supposed to go between computers manned by people.

    But that's not where the big traffic loads are. Increasingly sensors and processors are tied to things, not people. They're in our more »

  • Is This Stock's Recent Dip an Opportunity?

    By Alexander Cho - April 27, 2013 | Tickers: INTC, IBM, VMW

    International Business Machines' (NYSE: IBM) earnings, for the most part, were a pretty huge disappointment. Analysts were anticipating higher rates of growth from the company, but the company was unable to pull off the expected growth rates as it was unable to close some deals in the quarter.

    The company’s full-year earnings guidance of $16.70 disappointed analysts as they expected full-year earnings to grow to $16.77. IBM more »

  • Software-Defined Networking Grows More Crowded

    By Nihar Patel - April 24, 2013 | Tickers: ALU, CSCO, VMW

    There has been some news in software-defined networking (SDN), though there is nothing that will immediately impact the share prices of the companies in the space. However, there are large implications for software-defined networking, from lowering operating expenditures, lowering capital expenditures, and offering features immediately rather than through the next update cycle. Software-defined networking will be lucrative for whomever leads the market. The bulk of the rewards remain a few more »

  • Why You Should Buy This Undervalued Tech Stock Now

    By Yaniv Hirsch - April 22, 2013 | Tickers: EMC, HPQ, IBM, NTAP, VMW

    EMC Corp. (NYSE: EMC) is a leader in cloud computing solutions. It provides enterprise storage systems, software and networks services to leading corporations. The stock appears undervalued and it could be poised to move higher in the upcoming months.

    EMC owns a significant stake in the cloud software company, VMware (NYSE: VMW). EMC and VMware recently agreed to create a new company called "Pivotal". The new company will provide data more »

  • A Few Reasons Why This Company Is Worth Watching

    By Alexander Cho - April 19, 2013 | Tickers: GOOG, MSFT, VMW

    These days, it seems companies, or the C-suite are becoming increasingly flexible to the demands made from buy-outs. After all, VMware (NYSE: VMW) doesn’t mind buying out a technology company that literally has a tradition of drinking beer on Friday. In an environment where large technology companies are willing to buy any and all start-ups that provide a promising product, or a unique technology idea, this doesn't come more »

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