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  • Whose channel checks on F5 Networks (FFIV -1.6%) are more accurate, William Blair's or Piper's? The former said on Wednesday its checks painted a downbeat picture, but the latter said today F5 resellers largely finished the March quarter above plan, and that it expects new products, data center trends, and growing security-related sales to drive shares higher. We'll know who's right when F5 reports on Wednesday. (Nomura) (Merrill) (Sterne Agee)  [View news story]
    Depends on if they are interviewing enterprise customers, data centers or cloud/IT service providers.
    Apr 13, 2012. 04:48 PM | Likes Like |Link to Comment
  • Fitch lowers its credit rating on McGraw-Hill (MHP +2.2%) to A-minus with negative outlook. The agency expressed concerns about the company's buyback plan and the limited information forthcoming for a financial policy following its plan to split into two companies.  [View news story]
    Fitch shouldn't be able to rate a competitor like McGraw-Hill (Standard & Poors)
    Sep 13, 2011. 01:50 PM | Likes Like |Link to Comment
  • A tech blog fires off a letter to financial watchdog CFPB demanding the spanking-new agency regulate search engine giants Google GOOG, Bing MSFT and Yahoo YHOO. The slant is the group acts as "non-banks impacting the financial well-being of consumers" by "hocking" sub-prime mortgages and collecting information used by predatory lenders.  [View news story]
    The guy has been taking a left-wing view on tech issues for 10+ years.
    Aug 19, 2011. 04:20 PM | Likes Like |Link to Comment
  • Wal-Mart (WMT +0.6%) is reportedly in talks to buy the Brazil unit of French rival Carrefour (CRRFY.PK), a deal that would make the U.S. retailer the largest supermarket chain in Brazil with about 51B reais ($31.5B) in revenue,.  [View news story]
    This is a big deal. Besides Mexico, Walmart has a weak presence in Lat. America. Guess Carrefour is focusing on Asia.
    Aug 9, 2011. 08:53 AM | Likes Like |Link to Comment
  • Quick take on Dell/Force10: Dell has already been pressuring Cisco (CSCO) in the low-end Ethernet switch market; the Force10 deal should help it move up the value chain. However, the acquisition lowers the odds that Dell will make a bid for Brocade (BRCD), as some have speculated.  [View news story]
    Yup, $DELL deal gives it more of an "enterprise stack" offering.
    Jul 20, 2011. 08:50 AM | Likes Like |Link to Comment
  • Shabby treatment: Skype has fired at least eight senior executives ahead of its sale to Microsoft (MSFT) to help reduce the value of their stock-option payouts, Bloomberg reports. The timing of the dismissals means stock options will be worth less than if the executives saw out the closing of the $8.5B deal.  [View news story]
    Not crying over this -- in general, how many execs have reaped unfair rewards from option giveaways in the past?
    Jun 20, 2011. 10:17 AM | Likes Like |Link to Comment
  • Nuance Communications (NUAN +7.9%) shares jump to an all-time high on a weekend report discussing a potential partnership with Apple (AAPL +0.1%). Analysts believe the talks are likely focused on an expanded licensing deal for Nuance's speech-recognition technology rather than an outright acquisition, at least for now.  [View news story]
    Awesome -- I use Nuance PDF at work and have Dragon installed on iPhone.
    May 9, 2011. 10:58 AM | Likes Like |Link to Comment
  • 9 Tech Stocks That Could Be the Next Takeover Targets [View article]
    A SYMC acquisition would make more sense if a company were to break-off its Storage and Server software businesses. I think a LBO or private equity player could help here.
    Apr 18, 2011. 11:48 AM | 1 Like Like |Link to Comment
  • Last corn-related post of the morning: WSJ prints the kind of article you never see at the bottom, but occasionally find at market tops. Titled "High Corn Prices are Here to Stay," the piece argues far higher prices are needed to ration demand. If corn hits the cover of Time next week, get out fast.  [View news story]
    whoever wrote this tidbit is a good writer. got my attention
    Apr 8, 2011. 09:30 AM | 5 Likes Like |Link to Comment
  • International Data Corp. makes a surprising bet that Windows Phone 7 (MSFT +0.7%) will beat iPhone (AAPL -0.7%) on market share, with 20.9% of the market vs. 15.3% by 2015, to become the world’s second-most popular smartphone OS. Phones running on Android (GOOG +0.3%) will take up 45.4% of the market, IDC predicts.  [View news story]
    All they did was add Nokia's current market share with Windows, and subtracted a few points to show that not all Nokia customers will use Windows going forward.
    Mar 30, 2011. 02:08 PM | 5 Likes Like |Link to Comment
  • Calling the Japan quake "a terrible tragedy," Jim Rogers says the panic represents a buying opportunity in, what else ... commodities. With nuclear plants shut down, Japan will have to import more oil and gas, and the rebuilding effort will lead the next great surge in copper demand. JJC -1.3%, COPX -0.9%.  [View news story]
    If he weren't such a broken record, I would listen to him more often.
    Mar 14, 2011. 01:26 PM | Likes Like |Link to Comment
  • HP's Way Forward? Commoditize Software, Buy Red Hat [View article]
    Commoditizing software is a great idea. I know IBM is making a killing here, but long-term software has been about lock-in for hardware and consulting companies.
    Mar 8, 2011. 09:41 AM | Likes Like |Link to Comment
  • Searching for Identity, Quest Picks Up e-DMZ Security [View article]
    I'd also look at SailPoint. We just wrote a piece on how "excitement" among security pros is an indicator of M&A. You can see a bit about it on this blog post:
    Feb 18, 2011. 12:24 PM | Likes Like |Link to Comment
  • The S&P 500 has climbed 95.8% from its March 2009 low, and if the S&P can make it past the 100% mark, history is on the side of investors expecting more to come. Of the six bull markets since 1942 that saw the S&P rise at least 100%, the average gain from the bear market low to the next market peak was 244%.  [View news story]
    Of all the "As" I got in school, the average score was a 95. What about the Bs and Cs? What about the bull market's that gained less than 100%?
    Feb 9, 2011. 03:09 PM | 1 Like Like |Link to Comment
  • Sources claim online secondary-market SharesPost is selling LinkedIn shares at $30 apiece in a private auction, which puts LinkedIn's value at nearly $3B. LinkedIn is also exploring an IPO, and has even hired banks as advisers, say sources. But secondary market activity is risky, and also spurring the interest of the SEC.  [View news story]
    This made me actually sign up to look at SharePost.
    Jan 21, 2011. 11:35 AM | Likes Like |Link to Comment