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January 8, 2013
09:08 EDTSTM, IBMIBM, STMicroelectronics collaborate on smarter home initiative
IBM (BM), STMicroelectronics (STM) and Shaspa announced a collaboration to tap cloud and mobile computing for manufacturers and service providers to provide innovative ways for consumers to manage and interact with their homes' functions and entertainment systems using multiple user interfaces such as voice recognition and physical gestures for a smarter home.
News For IBM;STM From The Last 14 Days
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October 8, 2015
11:43 EDTIBMIBM October weekly options active
IBM October weekly 152.5 and 155 calls are active on total call volume of 11K contracts (4K puts) on speculation an activist investor has taken a stake. October weekly call option implied volatility is at 25, October and November is at 21; compared to its 52-week range of 14 to 31. Active call volume suggests traders taking positions for price movement.
11:26 EDTIBMRumor: IBM moves higher on speculation an activist investor has taken a stake
10:14 EDTIBMThomson Reuters, IBM partner to deliver Watson computing technology
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05:58 EDTIBMOptions expected to be active: EMC VMW IBM HPQ ORCL AA DB LL
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October 6, 2015
15:25 EDTIBMAmazon cloud announcement unlikely to sink Splunk, analysts say
Amazon (AMZN) appears to be signaling an expanded presence in cloud-based data analytics, sending shares of incumbents in the space lower and prompting several analysts to weigh in on the e-commerce giant's potential impact. AMAZON CLOUD: Amazon is expected to announce a new "big data" analytics addition to Amazon Web Services, according to an October 4 Wall Street Journal report. The article follows the launch last week of Amazon Elasticsearch, adding further data crunching capabilities to the company's cloud computing platform. Commenting on the news, William Blair analyst Bhavan Suri said that Splunk (SPLK) investor concerns over Amazon are overblown. Elasticsearch is likely to remain primarily a document search platform rather than a direct competitor to Splunk's offerings, while Amazon's expected analytics announcement looks more likely to challenge Tableau (DATA) and Qlik (QLIK), the analyst argues. Meanwhile, FBR analyst Daniel Ives said that a tangential move into the data analytics space "makes a ton of strategic and financial sense" for Amazon, as the market is only about 10% penetrated despite aggressive expansion from Microstrategy (MSTR), IBM (IBM), Microsoft (MSFT), SAP (SAP), and others. That said, Ives cautioned that Amazon's ability to again disrupt the cloud space with this latest entry appear limited in the near term, with many companies already showing preference for pure-play analytics firms. Amazon may ultimately have to make a larger acquisition by picking up a Qlik, Tableau, or Splunk to gain traction, the analyst contended. PRICE ACTION: Splunk shares are down fractionally in afternoon trading after some earlier volatility, while Tableau and Qlik are showing respective losses of roughly 3.14% and 1.86%.
October 5, 2015
09:36 EDTIBMIBM agrees to acquire Cleversafe
IBM announced it has entered into a definitive agreement to acquire Cleversafe, a developer and manufacturer of object-based storage software and appliances. The acquisition aims to strengthen IBM's leadership positions in storage and hybrid cloud and support clients' drive to next generation mobile, social and analytics applications. Financial terms of the deal were not disclosed. Once the deal closes, IBM will integrate the Cleversafe portfolio into its IBM Cloud business unit to give clients strategic data flexibility, simplified management, and consistency with on-premise, cloud, and hybrid cloud deployment options.
07:19 EDTIBMOpen Mobile Media to hold a summit
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October 2, 2015
09:38 EDTIBMIBM set to test 52-week low
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September 30, 2015
13:17 EDTIBMIBM, Box announce four solutions under strategic partnership.
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11:29 EDTIBMAnalyst says key tech trend positive for EMC, negative for IBM
The adoption of platform-as-a-service will accelerate, creating more positive opportunities for EMC (EMC) and posing challenges for IBM (IBM), research firm Jefferies wrote in a note to investors today. WHAT'S NEW: The growth of PaaS will accelerate because the technology enables faster and cheaper development of apps, while the proliferation of mobile apps and the increased digitization of businesses will lead to greater adoption, Jefferies analyst James Kisner stated. PaaS usage will "explode" as companies leverage apps, becoming software makers in some ways, predicted Kisner, who noted that tech research firm IDC expects the number of apps to jump 1000% in three years. EMC's Pivotal business, which enables enterprises to analyze data produced by cloud infrastructure, could be significant as app usage surges, according to Kisner. Conversely, 50% of IBM's profits are generated by middleware that "is likely to be somewhat cannibalized by PaaS," the analyst believes. The Street's revenue estimates for IBM, which call for a decline of 2% in 2016 and little change in 2017, are overly optimistic, according to Kisner, who kept a Buy rating on EMC and an Underperform rating on IBM. PRICE ACTION: In morning trading, EMC rose 2.6% to $23.74 and IBM advanced 2% to $145.34.
09:25 EDTIBMJefferies more positive on EMC, more negative on IBM
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08:03 EDTIBMWest Pharmaceutical appoints Annette Favorite to Chief Human Resources Officer
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September 29, 2015
13:32 EDTIBMIBM to create 120 positions across Ireland, Independent says
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09:14 EDTSTMSTMicroelectronics adopts ARM's processor tech for auto applications
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September 28, 2015
16:05 EDTIBMIBM annnounces plans to buy Workday services partner Meteorix
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05:30 EDTIBMIBM expands portfolio of cloud business solutions
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September 27, 2015
14:04 EDTIBMCybersecurity firms look prime for takeover, Barron's says
Cybersecurity companies like Palo Alto Networks (PANW), Fortinet (FTNT), and FireEye (FEYE) are becoming increasingly-attractive takeover targets for a Cisco (CSCO) or IBM (IBM), and any future dip in their stocks could represent a buying opportunity, Barron's contends in its 'Technology Trader' column. Reference Link
September 25, 2015
11:25 EDTSTMCirrus leads iPhone suppliers higher as analysts dissect 6S
Cirrus Logic (CRUS), Skyworks (SWKS) and Qorvo (QRVO) are among the chipmakers that appear poised to obtain more revenue from Apple's (AAPL) iPhone 6S devices than from the previous generation of the market-leading smartphone. Research firms issued notes today based on their analysis of "teardowns" of the new phones after they went on sale for the first time, beginning in Australia. TEARDOWNS: Apple's common practice when rolling out its newest iPhone models is for Australia to be its first launch market. The unboxing of iPhones when they become available for sale for the first time anywhere in the world is a much anticipated event among the tech giant's fans, as well as by Apple-focused blogs and Wall Street analysts who follow the company. Websites like iFixit have become well known for their "teardowns" of the devices, where they purchase, take apart and analyze the way in which the device is made and how it differs from previous models. These teardowns are closely watched by analysts and can sometimes be catalysts for the stocks of iPhone component suppliers. CIRRUS: Barclays analyst Blayne Curtis says teardowns of Apple's iPhone 6S indicate Cirrus Logic secured both a smart codec and boosted amp win in the new phone. The company's content in each phone is likely towards the upper end of his $3.50-$4.00 estimate, Curtis tells investors, noting that he views this as better than expected. Curtis thinks the 6S content, coupled with the "several new growth drivers" Cirrus outlined at yesterday's technology day, could reverse the negative sentiment on the stock. He keeps an Overweight rating on the name with a $39 price target. OTHER WINNERS AND LOSERS: Skyworks and Qorvo saw their content rise 22% and 25% respectively, Curtis estimated. NXP Semiconductors (NXPI) is continuing to supply the NFC and Secure Element chips for the 6S devices, but is no longer providing the sensor hub, the analyst reported. The company will lose about 50c per iPhone as a result of this development, but it did know that it would no longer be providing the hub before it provided its guidance in July, according to Curtis. STMicroelectronics (STM) is no longer providing the secure MCU for the iPhone 6S, Curtis added. WHAT'S NOTABLE: Other companies that are supplying iPhone 6S components include Qualcomm (QCOM), Texas Instruments (TXN), and Avago (AVGO), iFixit reported. After conducting checks, Craig-Hallum analyst Anthony Stoss estimated that Skyworks will obtain about $6.50 of revenue per iPhone, up from about $5.50 previously, while Qorvo's revenue per device will rise to $6.25 from $5.75 and Avago will see its revenue per device increase to about $6.75 from about $6.50, Stoss believes. The firm kept Buy ratings on Skyworks, Avago, and Qorvo. PRICE ACTION: In morning trading, Cirrus shares jumped $4.36, or 16%, to $31.49, Skyworks added about 3% and Qorvo rose 4%. Meanwhile, NXP gained about 2% and STMicroelectronics advanced 2.5%.

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