BeachRider

Tech Bellwether Earnings Scorecard Update

Why do companies like this think that they can 'get away' with no Guidance on business levels? They must have firm plans on this because those plans are needed to gauge infrastructure, staffing, supply chain, etc.

They have 'Guidance', but they don't want to chance a stock-crash if they miss.

They need stronger high-leadership to establish confident objectives that generate confident Guidance.

Top Ten Tech Surprises in 2009: Low Probability, High Consequence Edition

Isn't Cisco trying to enhance their Intel-blade offerings? Doesn't Sun have a substantial knowledge of doing that from their Intel/AMD blade products? I don't know how the Sun/STK disk stuff would sell at Cisco, they don't have any offering in that area (could be good, though). The freeware might be useful to Cisco to augment existing Cisco products for Network monitoring that presume the use of Sun/Solaris. Purchasing Sun can't really be that expensive, anyway.

I would like to see these two get together.

Is This the Nasdaq or a Dollar Store?

Here we are on JAVA again. Don't they have a couple of Billion in cash? Do they really have so-little appeal as a buyout target? It looks like the hedge funds are really burying this stock. It doesn't help that they have three consecutive semi-surprises. How does their management keep their jobs with this performance. The market is down 30-40%. Java is down almost twice that.