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Cisco Can Switch Away From Traditional Networking Systems To Solutions And Software
- The rise of SDN may lead to the eventual disappearance of Cisco's proprietary networking equipment business.
- Structural changes made to Cisco's lines of business to also offer solutions, software and services.
- To facilitate customers' SDN transition and bring about its own revenue growth sooner, Cisco may have to more actively promote its networking solutions, software and services.
Oracle Can Really Take Off From Its Mobile Platform With A Handset Push
- There has been a slow adoption of Oracle Mobile Platform.
- Companies may expect complete mobile cloud offerings, and Oracle needs to be more proactive with its cloud sales efforts.
- Oracle should use mobile handset as a springboard to get more business customers on board with its mobile platform.
- A alliance with or acquisition of BlackBerry (the handset unit) may improve Oracle's competitive position against rivals such as IBM and Microsoft.
Microsoft Can Play A Broad And Solid Role In Mobile And Cloud Computing
- Microsoft has broad offerings in mobile and cloud: from cloud infrastructure to business applications to computing software and mobile devices.
- Microsoft must make its software and hardware work seamlessly to allow the hardware capability to fully support its software offerings.
- Microsoft can build a mobile cloud around its own mobile devices to make way for more business applications delivered through mobile devices.
- Microsoft should measure its ultimate success by customers' wider use of its software and applications, rather than its hardware sales.
Big Blue Hopes To Move Closer To The Cloud By Taking The Mobile Route
- For business customers, it's still not a clear choice between upgrading outdated in-house IT and investing in cloud-ready computing systems.
- IBM hopes to use business customers' existing mobile platforms to help them jump onto certain cloud offerings.
- IBM's business applications and cloud infrastructures are the key to its planned mobile-based cloud offerings, rather than Apple devices.
Oracle May One Day Be Your Software Superstore, On The Ground If Not From The Cloud
- On-premise software installation remains Oracle's focus, as evident in its Micros Systems acquisition.
- Oracle currently derives an overwhelming portion of its software sales from software installation and licensing, rather than subscriptions from the cloud.
- Some software makers may focus on innovative software distributions, while others may center on new software contents.
- Oracle's industry-specific strategy may aid in its continued software development, and thus, sales.
Alcoa Still Has Some Heavy Lifting To Do With Its Lightweight Aluminum Business
- Mixing the primary aluminum business with the value-added industrial aluminum business is hindering Alcoa's growth.
- Alcoa currently gets 75% of its sales from its primary aluminum business, and only 25% from the engineered products and solutions business.
- Alcoa should get out of its commodity aluminum business of mining, refining and smelting, and focus on the higher-value industrial aluminum business.
Tyson Foods May Have Served Shareholders A Raw Deal By Overpaying Hillshire Brands
- It may be challenging for future operations that the less valuable and efficient Tyson Foods is acquiring the more valuable and efficient Hillshire Brands.
- Tyson Foods is overpaying Hillshire Brands, and the downward adjustment in Tyson Foods' stock price reflects the overvaluation.
- Hillshire Brands may not perform as well as Tyson Foods is hoping for.
- Combining Tyson Foods and Hillshire Brands may lead to a less competitive market for prepared meat products.
Combining Sprint And T-Mobile Is Just Another Attempt In Wireless Consolidations
- Combining Sprint and T-Mobile only makes the merged entity a more able competitor and poses no antitrust concerns.
- Both AT&T and Verizon have merged their way to becoming leaders in the wireless industry.
- Consolidations between smaller and bigger companies are how the wireless industry works.
How Monsanto Can Prevent Investors From Planting The Seed Of Doubt
- Monsanto needs to be more adaptive to the changing agricultural business environment to continues its corporate success.
- Monsanto's current business model seems to contradict traditional farming practices, creating potential obstacles for continued business growth.
- A potential seed licensing scheme would be more accommodative to farmers' needs, helping Monsanto smooth out its customer relationships.
- Certain changes in farming may disrupt Monsanto's current business practice, making its future investment results unpredictable.
How Coal Companies May Not Burn Out In A Low-Carbon Environment
- The absence of coal mining companies in the pursuit of advanced coal technologies is making them vulnerable to reduced profitability in the future.
- Coal mining companies could increase their value proposition by looking into clean-coal technologies.
- Investing in coal-related technologies, coal companies are poised to transform themselves beyond mining and provide value-added non-commodity coal.
- Boeing Should Go Beyond Commercial Airplane Market Given Private Jet Travel Growth
- IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing
- Growing Pains For Starbucks As It Seeks New Ways For Continued Expansion
- FedEx Will Likely Benefit The Most From Continued E-Commerce Development
- Refiners May Get More Out Of Crack Spread By Self-Transporting Crude To Refineries
- Tyson Foods May Find Convenient Stores Unsuitable For Selling Packaged Foods
- Oil Majors Can Boost Investor Payouts Amid Potentially Changing Energy Supplies
- Amazon's Continued Growth Strategy May Put Pressure On Its Future Finances
- BlackBerry Can Revive Its Handset By Building A Business Ecosystem
- Banking On Large Banks May Yield Poorer Returns For Investors
- Microsoft Needs To Reprogram A Solid PC Business For The Future
- Netflix Is Vulnerable To Future Competition From Those With Own Device Platforms
- Hewlett-Packard May Have To Consider A Breakup In Its Turnaround Efforts
- Cisco Systems Is Upgrading Its Networking Offerings To Be More Software Defined
- Oracle Can Sell More Software If It Offers Cloud Infrastructure As A Service
- BlackBerry Still Has A Chance To Pull Out A Win On Its Own
- J.C. Penney May Have To Stage An Expensive Comeback
- Coca-Cola Should Consider Offering Snacks To Increase Beverage Sales