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March 4, 2015
06:31 EDTMSFTGartner: Apple sold more smartphones than Samsung in Q4
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06:12 EDTMSFTStocks with implied volatility below IV index mean; MSFT CSCO
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March 3, 2015
12:40 EDTMSFTMicrosoft cloud metrics may be inaccurate, Business Insider says
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11:03 EDTHPQTelefónica selects HP OpenNFV platform for UNICA Infrastructure
At the 2015 Mobile World Congress, Telefónica (TEF) and HP (HPQ) announced that the telecommunications company has selected HP as the technology provider and systems integrator of the Telefónica Virtualization Infrastructure project, or UNICA. Telefónica will implement the end-to-end HP OpenNFV platform stack, including server, software, orchestration and networking technologies, carrier grade HP Helion OpenStack technology, services and expertise.
09:11 EDTWDCWestern Digital reinstated with a Neutral at BofA/Merrill
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08:06 EDTWDCWestern Digital agrees to acquire Amplidata
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07:38 EDTHPQHP deal for Aruba Networks makes sense, says Brean Capital
Brean Capital said the HP (HPQ) deal for Aruba Networks (ARUN) is positive and makes sense as it will be accretive to earnings in the first year, it will add to HP's strategic offerings, and it should not impact HP's shareholder return profile. Brean Capital believes any weakness due to the acquisition would be a buying opportunity and reiterated its Buy rating and $45 price target on HP shares.
07:23 EDTSTXSeagate reinstated with an Underperform at BofA/Merrill
BofA/Merrill reinstated Seagate with an Underperform and $50 price target. The firm sees risk to HDD TAM given a worsening PC demand and headwinds in client and enterprise Hard Disk Drives from Solid State Drives.
06:05 EDTINTCTowerJazz begins mass production of IR sensor
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05:56 EDTMSFTStocks with implied volatility below IV index mean; MSFT CSCO
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05:53 EDTSTXStocks with implied volatility movement; WTW STX
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March 2, 2015
17:57 EDTHPQHP says Aruba Networks deal has $90M termination fee
The Merger Agreement contains specified termination rights for HP (HPQ) and Aruba (ARUN), including in the event that the Merger is not consummated by February 28, 2016. Aruba will be required to pay HP a $90M termination fee in the event that the Merger Agreement is terminated by HP following a change of recommendation by Aruba’s board of directors or if Aruba terminates the Merger Agreement to enter into an agreement with respect to a proposal from a third party that is superior to HP’s, in each case, as is more particularly described in the Merger Agreement. Under certain additional circumstances described in the Merger Agreement, Aruba will also be required to pay HP a termination fee of $90M if the Merger Agreement is terminated and, within twelve months following such termination, Aruba enters into an agreement for a business combination transaction of the type described in the relevant provisions of the Merger Agreement, or such a transaction is consummated.
11:41 EDTMSFTMicrosoft EVP says China cloud offerings 'special,' present 'huge' opportunity
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11:14 EDTMSFTMicrosoft EVP says seeing 'very positive trends' for Office 365
Microsoft EVP, Applications and Services, Qi Lu is speaking at the Morgan Stanley Technology, Media and Telecom Conference.
09:59 EDTSTXSeagate call active on renewed takeover chatter
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09:54 EDTSTXRumor: Seagate moves up on renewed takeover chatter
09:54 EDTHPQHP has areas of need more pressing than networking, says Cantor
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09:14 EDTINTCApple, Google employees asking for $415M poaching settlement, Reuters says
Silicon Valley workers alleging that Apple (APPL), Google (GOOG), Intel (INTC), and Adobe (ADBE) colluded to limit poaching will attempt on Monday to win court approval for a $415M claim, reports Reuters. A judge had rejected the previous settlement offer of $324.5M as too low, saying the settlement would need to reach at least $380M. Reference Link
09:06 EDTINTCIntel announces Deutsche Telekom to use True Key mobile security system
Intel (INTC) Security announced that it has joined forces with Deutsche Telekom (DTEGY) in a new carrier deal which will bring its True Key password and identity management solution to the European market. The True Key application works on phones, tablets and computers to log consumers into their apps and online accounts, without having to type or remember multiple passwords, instead using multiple factors such as facial features, fingerprints or a trusted device. True Key is currently available through a limited release and will be generally available later in the year.
08:37 EDTHPQAruba Networks volatility elevated into HP acquiring for $3B
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