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Wednesday, November 4th
Dell, NEI Team Up on Servers for DC-Powered Data Centers
Nov 04
•
Greentech Media
•
DCM
,
DELL
,
HPQ
•
1 Comment
Tuesday, November 3rd
RIM's Crisis Could Be an Opportunity, Again
Nov 03
•
Mark McQueen
•
AAPL
,
MOT
,
NOK
•
13 Comments
Wednesday, October 21st
Tipping Point? Gartner Annoints Cloud Computing Top Strategic Technology
Oct 21
•
Jeffrey M. Kaplan
•
2 Comments
30 Global Companies Form EuroCloud
Oct 21
•
Jeffrey M. Kaplan
•
AMZN
,
CRM
,
DASTY
•
Comment!
Monday, October 19th
STEC's Promising Future – Part II
Oct 19
•
GARP Investor
•
CTXS
,
EMC
,
FJTSY.PK
•
20 Comments
Tuesday, October 13th
Cloud Computing and Data Center Mishaps Reveal Vendor Differences
Oct 13
•
Jeffrey M. Kaplan
•
IBM
,
MSFT
•
1 Comment
Friday, October 9th
Yahoo: Boosting Value with New Infrastructure
Oct 09
•
Larry Dignan
•
GOOG
,
YHOO
•
Comment!
Wednesday, October 7th
Cisco Has No Plans To Build Service-Based CDN For Video Delivery
Oct 07
•
Dan Rayburn
•
CSCO
•
1 Comment
Why Samsung's NAND Issues Won't Affect STEC
Oct 07
•
GARP Investor
•
EMC
,
IBM
,
SSNLF.PK
•
Comment!
Tuesday, October 6th
Brocade for Sale? Timing Not Optimal
Oct 06
•
Cru Jones
•
BRCD
,
HPQ
,
ORCL
•
2 Comments
Tuesday, September 29th
STEC's LSI Design Win Confirms Momentum: More Upside to Go
Sep 29
•
GARP Investor
•
DELL
,
EMC
,
HPQ
•
4 Comments
Thursday, September 24th
What Dell Paid for Perot - Understanding Embedded Expectations in Security Prices
Sep 24
•
Value Expectations
•
DELL
,
PER
•
Comment!
Monday, September 21st
PG&E OKs Rebates for Data Storage, Sees Thermal Energy Storage Next
Sep 21
•
Greentech Media
•
PCG
•
1 Comment
EMC: Not Too Late to Buy
Sep 21
•
RIA Analyst
•
EMC
•
Comment!
Wednesday, September 16th
Dell Deal Proves Brocade's Unique Position
Sep 16
•
Frank Berry
•
BRCD
,
CSCO
,
DELL
•
2 Comments
Thursday, September 3rd
EMC and Cisco Announce Joint Venture in Data Center Services
Sep 03
•
Zacks.com
•
CSCO
,
EMC
•
1 Comment
Tuesday, August 25th
Warren Buffett's Stock Portfolio: Part II
Aug 25
•
Jae Jun
•
ETN
,
GCI
,
GE
•
Comment!
Thursday, August 20th
NetApp Reluctant to Give Guidance
Aug 20
•
Ockham Research
•
NTAP
•
Comment!
Wednesday, August 19th
NetApp Q1: Revenue, Earnings Top Estimates
Aug 19
•
Eric Savitz
•
NTAP
•
Comment!
Study: Shift Computing to Where Power Is Cheapest
Aug 19
•
Greentech Media
•
AKAM
,
GOOG
,
MSFT
•
4 Comments
Earnings Preview: NetApp
Aug 19
•
theflyonthewall.com
•
NTAP
•
Comment!
Tuesday, August 18th
NetApp: Street Targets Moving Higher Ahead of Earnings
Aug 18
•
Eric Savitz
•
NTAP
•
Comment!
Friday, August 14th
IBM Set to Outperform
Aug 14
•
Zacks.com
•
IBM
•
4 Comments
Sunday, August 2nd
Callidus Software Bets on the Cloud
Aug 02
•
Jeffrey M. Kaplan
•
CALD
,
CNQR
,
MSFT
•
3 Comments
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