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  • IBM Unveils Anti-Cisco Strategy [View article]
    Informative article - thank you Eric.

    Given that Cisco has fully integrated switching with rack servers, IBM will be forced to do the same thing -- and that means an acquisition, not just a partnership. So perhaps we should view these partnerships as just the first step.

    It's hard to see how IBM (and Dell and HP as well) have any alternative to acquisitions, given the cost savings of a fully integrated product. See seekingalpha.com/insta...
    Apr 29 14:35 pm |Rating: +1 -1 |Link to Comment
  • The Next Bull Market Leaders: Large-Cap Tech?  [View article]
    What about the rebound in the dollar? Not good for large cap tech.
    Oct 23 12:12 pm |Rating: +1 0 |Link to Comment
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