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May 21, 2014
07:08 EDTCSCO, MSFT, IBM, HPQ, ORCLCisco CEO predicts 'brutal' consolidation coming at top of IT ranks, BI reports
Cisco (CSCO) CEO John Chambers predicted the environment of rapid change will bring about a "brutal, brutal consolidation of the IT industry," adding that "only two or three" of the top five companies in the space will "be meaningful" in as soon as five years from now, reported Business Insider. The industry peers Chambers pointed to were IBM (IBM), HP (HPQ), Microsoft (MSFT), and Oracle (ORCL), though he didn't make any forecast about which of those will slip from prominence, according to the report. Reference Link
News For CSCO;MSFT;IBM;HPQ;ORCL From The Last 14 Days
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September 8, 2014
06:08 EDTMSFTMicrosoft gives MSN.com a facelift, Re/code reports
Microsoft has given MSN.com a major facelift a year after MSN was merged with Bing Apps, Re/code reports. The updated MSN will still feature news, sports and cars, but will also include interactive content involving food and fitness. MSN is expected to be fully rolled out by the end of the month, and optimized MSN apps for iOS and Android could be released by the end of hte year. Reference Link
September 5, 2014
11:39 EDTHPQIntel launches Core M processor, available Holiday 2014
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06:43 EDTHPQHP considered pulling out of Autonomy deal, FT reports
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06:33 EDTMSFTMicrosoft, competitors aim to halt Google EU agreement, Reuters says
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September 4, 2014
16:28 EDTHPQPMC-Sierra licenses HP Smart Array intellectual property
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15:26 EDTCSCOCisco UCS update further strengthens portfolio, says Cantor
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15:20 EDTCSCOCisco expands Unified Computing System portfolio
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13:56 EDTMSFTGetty Images files lawsuit against Microsoft over photo tool, Reuters reports
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10:32 EDTCSCOCisco, Red Hat expand relationship, launch solution for OpenStack
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09:10 EDTORCLBarclays' top ideas in U.S. Software for 2H 2014
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09:06 EDTHPQHP, Intel, Dell announce creation of Redfish industry standard
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06:30 EDTMSFTIDC: Phablet shipments to pass PCs in 2014, tablets in 2015, DigiTimes reports
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September 3, 2014
13:03 EDTORCLConcur advances after report says acquisition being explored
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09:15 EDTORCLOn The Fly: Pre-market Movers
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07:48 EDTORCLConcur a highly desirable M&A target, says UBS
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07:43 EDTCSCODCP selcets Zix email encryption to replace Cisco
Zix Corporation (ZIXI) announces that DCP has switched its email encryption solution from Cisco’s (CSCO) IronPort Encryption Appliance to Zix Email Encryption in a new three-year contract. DCP is a holding company for Bank of Washington, Citizens National Bank and United Bank of Union, and all bank employees will now use ZixCorp to protect financial information in email.
September 2, 2014
16:33 EDTORCLConcur explores sale, talks to SAP and Oracle, Bloomberg says
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13:04 EDTCSCOFinisar retreats after analyst cuts on pricing, demand worries
Shares of optical components maker Finisar (FNSR) are falling after research firm Jefferies downgraded the stock to Hold from Buy in a note to investors today, citing pricing and demand concerns. WHAT'S NEW: After conducting checks, Jefferies analyst James Kisner wrote that Finisar is facing "brutal" prices for datacom optics, particularly in China. Prices for telecom components in North America are also challenging for Finisar, he reported. Various low-cost competitors are driving down prices for datacom optics, while AT&T (T) is trying to force optical systems vendors to cut the prices of their components by 40%, Kisner stated. Meanwhile, demand for mobile backhaul optics slowed significantly in China over the last month, and two of Finisar's customers - Cisco (CSCO) and Huawei - are exploring alternatives to Finisar's products, Kisner indicated. Additionally, Intel (INTC) and numerous start-ups may launch products that will compete with those of Finisar, potentially cutting into its market share beginning in the second half of 2015, the analyst warned. He cut his price target on the shares to $19 from $25. PRICE ACTION: In early afternoon trading, Finisar slumped 5.5% to $19. Other optical components makers also dropped, with Oclaro (OCLR) falling 1% to $1.75 and JDS Uniphase (JDSU) losing 2% to $11.30.
12:42 EDTMSFTMicrosoft to launch Xbox One in 28 more countries this month
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06:34 EDTMSFTMicrosoft reduces Surface chassis suppliers, DigiTimes reports
Microsoft has reduced the number of chassis suppliers for its Surface tablets and outsourcing all the orders to Ju Teng, reports DigiTimes. According to sources from the upstream supply chain, Microsoft stopped placing chassis orders with its China-based supplier in August and may adopt a similar strategy for other components. Reference Link
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