Brian Bober

Cisco Serving Up Open Source?

"California" changes the dynamics in the data center, especially for cloud computing infrastructure architectures. This is a big play on virtualization. I'm sure Cisco has been talking a lot lately to VMware, Microsoft, Citrix, and Virtual Iron; and it may eventually lead to Cisco purchasing VMW (if EMC acquiesced)

How Will Fortune Magazine's 10 Stock Picks for 2009 Fare?

Fortune's 10 stock picks for 2009 seem bullish for tech. Energy and commodities continue to be investors major theme. Dell is the only tech pick in the bunch and it is trading with a single digit P/E. Investors broadly appear disinterested in tech even though infrastructure stocks are gaining momentum due to numerous governments dumping money into infrastructure.

Technology is now part of infrastructure spending. In addition, last week China finally approved licenses for 3G creating massive demand for telecom infrastructure.

I agree with the author's opinion on Medco Health. It's middleman position appears precarious.