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  • Can Oracle Take Over EMC? [View article]
    With respect to cloud/storage/virtuali... EMC/VMware is the undisputed leader. They are innovating and extending their lead over the competition.

    In contrast, Oracle is being reluctantly dragged by the market like a boat anchor (an ironic visual for Larry I'm sure). Personally, I think EMC has a great deal of upside and I think the price Oracle would have to pay for EMC is simply out of reach.
    Oct 6, 2011. 12:21 PM | 1 Like Like |Link to Comment
  • A Look at Investing in the Cloud [View article]
    And what infrastructure would those Cloud Services and Applications be built on? Answer: NTAP and EMC. EMC moreso, as they own commanding shares the hypervisor (VMW), storage, backup (Data Domain), and security (RSA Security) products which will be the foundation of the "cloud". And BTW, iCloud is built on EMC Isilon.
    Jul 14, 2011. 05:19 PM | Likes Like |Link to Comment
  • Ken Fisher's Favorite Stock Picks [View article]
    That is 3 minutes I will never get back.
    May 10, 2011. 09:04 PM | Likes Like |Link to Comment
  • These 7 Tech Stock Earnings Will Lead the Market [View article]
    EMC owns just over 80% of VMW
    Apr 17, 2011. 05:05 PM | Likes Like |Link to Comment
  • Comcast's Outage, Cloud Computing and the Subprime Mortgage Crisis [View article]
    Great article. As with all applications that migrate from a premise-based, siloed model to a hosted, cloud-based model there will be setbacks along the way - a few very large and painful and many small. Sewer, water, electricity, VoIP, hosted CRM....they all follow the same general evolution. To me, the intelligent investor tries to identify/anticipate some of the key roadblocks that will arise during this migration and which solutions address those problems.

    To take the Comcast outage as an example, the whole "cloud" craze is built on the assumption of ubiquitous access via the Internet. However, there are fundamental problems with the best-effort nature of the Internet. Specifically: DNS and BGP peering. These are two critical pillars to the fundamental operation of the Internet/cloud which both lack any real security and would be relatively easy for someone, malicious or mistaken, to compromise. Which companies are addressing these issues with solutions, which the Amazon's, Comcast's, AT&T's, etc...will inevitably need to purchase in order to convince customers and evangelists that cloud services are scaleable and reliable? Obviously these are two very specific examples, but as the market evolves, there will be many challenges which will in turn provide many opportunities. The free market will choose the winners and the losers.

    Dec 1, 2010. 04:41 PM | 2 Likes Like |Link to Comment
  • Challenges Grow for Server Vendors [View article]
    Good article. Would be very interested to see an analysis of what UCS is expected to contribute to CSCO revenues/stock price (Trefis?) going forward.
    Oct 9, 2010. 12:55 PM | Likes Like |Link to Comment
  • Traffic Jam on the Information Superhighway [View article]
    Lots of grandiose figures thrown around in this article with very little underlying evidence or support. $100B to "relieve congestion", $54B to "improve data flow".... 78% of the worlds population doesn't have email but how many of them can even afford to eat, let alone get on a PC to send an email? Very reminiscent of dot com-era fuzzy logic. I.e., a regular cell phone doesn't even transmit data - just TDM voice at 64Kbps (or less), so if that is in fact what is being compared to the iPhone 4, it's not very relevant, especially since backbone networks are mostly packetized now and weren't back then. Yes the Internet will expand, the developing world is barely penetrated, and there will be investment opportunities but seems like we need a little sanity check when talking in such broad generalities with such large figures.
    Aug 23, 2010. 02:18 PM | Likes Like |Link to Comment