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Extreme Networks Inc. (EXTR)

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Instablog posts on EXTR

  • Juniper Networks’ Trojan Horse by Frank Berry
    On October 29th, Juniper Networks, a new and powerful entrant in the roughly $5 billion market for Ethernet switches in the data center; announced it has licensed its Junos® operating system to privately held BLADE Network Technologies (BLADE) for the development of Junos-based blade server... More »
    November 30, 2009 • JNPR, CSCO, ELX
  • Brocade: NOT FOR SALE by Frank Berry
    On October 6, the Wall Street Journal reported an oxymoron: “Brocade Communications Systems Inc. has quietly put itself up for sale.”  Since then news from one of the most widely read publications in the world has taken on a life of it’s own as the industry leveraged the... More »
    November 9, 2009 • BRCD, QLGC, EXTR
  • Tech Outlook: Timing is Everything by Gregory Ness
    As infrastructure 2.0 is turned on it will represent an irreversible transformation in the way IT services are delivered. The timing of product releases, investments and deployments could make all the difference for a range of companies and organizations.  Those who could be... More »
    October 14, 2009 • GOOG, AMZN, RAX
  • Ripples from Brocade: QLogic Should Acquire Extreme Networks by Frank Berry
    The Wall Street Journal wrote on Monday that Brocade (BRCD) has quietly put itself up for sale.  Brocade customers HP (HPQ) and Oracle (ORCL) were mentioned by unidentified WSJ sources as among the potential buyers that are kicking the tires.Brocade is coveted by its customers because the... More »
    October 6, 2009 • BRCD, CSCO, DELL
  • Today's Networks and Yesterday's Factories by Gregory Ness
    Many of today’s large enterprise networks are burning cash and are overly dependent upon layers of manual processes managed by legions of clerks to stay available and secure. Networks were created this way from the start; they were architected to work just like the environments they... More »
    August 19, 2009 • CSCO, VMW, CTXS
  • Supply Chain Insights : Expect Modest Upside For CSCO by Richard Davenport
    CSCO : SEE MODEST UPSIDE TOMORROW. CSCO reports FQ4 results tomorrow (8.5.09) after the close. The Street expects FQ4 revs of $8.519B, +0.9% above the midpoint of mgmt’s guidance of $8.447B. Street FQ4 revs assume +4.4% Q/Q growth (7-yr avg +5.0%; s=3.02). Street FQ1 revs are $8.589B... More »
    August 4, 2009 • EXTR, ARRS, MOT
  • Dell’s recent acquisition rumors: DELL may have its match in PER or PAR… by Anil Sharma
     After Michael Dell’s remark about a significant acquisition and a series of capital market activities there has been a lot of speculation about Dell’s acquisition targets. In April 09, Dell sold $500 M dollar worth of 5-year notes and in May it hired David Johnson, M&A head... More »
    July 8, 2009 • DELL, PER, PAR
  • Do Ya Feel Lucky, Punk ? by Bruce Pile
    Well do ya?  Then buy EXTR, Extreme Networks!  This network gear supplier (a dangerously crowded market) has some nice, well behaved value attractions.  For instance, a price/revenue of 0.50 and a nice recovery in eps from way negative after the tech bust of '00 to positive even... More »
    June 18, 2009 • EXTR
  • IBM Won't Do Much to Increase Brocade's Market Share by David Gross
    Just about every aspect of Cisco's (CSCO) business is envied throughout the network equipment industry.  Its balance sheet, its market share, and its distribution network have scared away dozens of potential competitors.   Yet somehow the executives at Tasman Drive have become... More »
    April 23, 2009 • BRCD, JNPR, EXTR

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