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VMware

  • 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 »

  • Is Cisco in Transition Mode?

    By Hemant Singhi - May 6, 2013 | Tickers: ALU, CSCO, VMW

    With global mobile-data traffic expected to increase 13-fold by 2017, there will be an increasing pressure on carriers’ existing network infrastructure and limited spectrum resources. So mobile carriers are increasingly looking to make their networks more spectrum-sufficient and put their limited network resources to best use without having to increase costs.

    Cisco Systems (NASDAQ: CSCO) is looking to cater to this demand by adding valuable network-management solutions to its product 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 »

  • 2013 Is Do or Die for Microsoft

    By Jayson Derrick - April 18, 2013 | Tickers: AMZN, AAPL, BBRY, FB, GOOG, HP, HPQ, IBM, MSFT, VMW, YHOO

    The downgrades for Microsoft (NASDAQ: MSFT) keep on accumulating. Normally this would be seen as bad news, but given the company’s performance over the past 10+ years, it is par for the course for investors. Microsoft has underperformed the S&P500 in 4 of the past 5 years, showing a positive return in only 2 of those years. This performance is a result of the company's profits being more »

  • Intel Earnings A Over-Hyped Disaster?

    By Alexander Cho - April 18, 2013 | Tickers: DOX, ARMH, IBM, MSFT, NVDA, QCOM, SSNLF, VMW

    Intel’s recent earnings announcement was a slight disappointment, but not by much. Analysts hailed the stock as it was able to generate results that were not as bad as anticipated. Analysts on a consensus basis were anticipating earnings per share of $0.41. The company reported earnings per share at $0.40.

    On the bright side, the data center segment has been able to grow revenues by 7.5 more »

  • Why You Should Buy EMC now

    By Yaniv Hirsch - April 16, 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 »

  • Who Gets Hit in the Cloud Hangover II?

    By Dana Blankenhorn - April 15, 2013 | Tickers: CTXS, EMC, VMW

    A recent comment on another story recently offered me some sound advice in looking at cloud companies:

    “All cloud companies are software companies, but not all software companies are in the cloud."

    The intent of cloud designers is to abstract as much of computing's complexity as possible to software, and then run that software on commodity hardware. Virtualization is one step, allowing a computer to run programs on multiple more »

  • Importance of Network Persistence Plays to This Company's Strengths

    By Nihar Patel - April 15, 2013 | Tickers: CSCO, BLOX, VMW

    The digital world is moving over there, and for the most part, it has already moved over there. The rise of the cloud means that less is done locally than ever before. People thought the internet moved the world into a digital age, but thinking back about the recent trends seem more like a digital age. Desktops and laptops are giving way to tablets and phones, with a majority of more »

  • The Cloud & Buyouts Put VMware Ahead

    By Alexander Cho - April 14, 2013 | Tickers: GOOG, MSFT, VMW, YHOO

    These days it seems companies, or the c-suite are becoming increasingly flexible to the demands made from buy-outs. After all, VMware doesn’t mind buying out a technology companies 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. According to Bloomberg:

    VMware Chief Executive more »

  • Is EMC a Buy?

    By Meena Krishnamsetty - April 12, 2013 | Tickers: EMC, HPQ, IBM, NTAP, VMW

    The past year has been alright for the market as a whole, but EMC (NYSE: EMC) has lagged with the stock down 19% in the last 52 weeks. The $49 billion market cap data storage software and solutions company actually turned in decent financial performance in 2012, with revenue up 9% from the previous year and earnings increasing by 11%, but apparently these numbers disappointed investor expectations.

    We’d note 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 »

  • Hewlett-Packard’s SDN Initiative: Will You Buy It?

    By Anindya Batabyal - April 10, 2013 | Tickers: CSCO, HPQ, JNPR, VMW

    Goldman Sachs‘s hardware analyst, Bill Shope, has cut the ratings on Hewlett-Packard (NYSE: HPQ) to "sell" from "neutral," with a $16 price target, writing that “sentiment has moved ahead of reality” in the Street’s enthusiasm for Hewlett-Packard’s turnaround. Estimates may come down and a recovery in earnings power “will be muted through 2014,” he thinks.

    In the last few months, the stock price of Hewlett-Packard has shot more »

  • Oracle’s New Growth Drivers

    By Anindya Batabyal - April 10, 2013 | Tickers: IBM, ORCL, VMW

    Although better known for its ERP solutions and Software-as-a-Service (SaaS) tools in cloud, Oracle (NASDAQ: ORCL) is also an aspiring player in the “Internet of Things” and virtual networking markets.

    Oracle excels best at database. Multi-tenancy and big data are two strengths of Oracle. However, Oracle's future isn't as rosy as it may seem due to tremendous challenges it faces from competitors. That’s why the company is 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 »

  • Hewlett-Packard’s SDN Initiative: Will You Buy It?

    By Anindya Batabyal - April 6, 2013 | Tickers: CSCO, HPQ, JNPR, VMW

    Goldman Sachs‘s hardware analyst Bill Shope has cut the ratings on Hewlett-Packard (NYSE: HPQ) to Sell from Neutral, with a $16 price target, writing that “sentiment has moved ahead of reality” in the Street’s enthusiasm for HP’s turnaround. Estimates may come down and a recovery in earnings power “will be muted through 2014,” he thinks.

    In the last few months the stock price of HP has shot more »

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