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News Breaks
July 7, 2013
20:01 EDTALU, CSCO, FFIV, VMW, JNPRVMware, SDN threatens networking hardware makers, Barron's says
SDN, or software-defined networking, could pose a threat to hardware companies like Cisco (CSCO), F5 Networks (FFIV), Juniper Networks (JNPR), and Alcatel-Lucent (ALU) as VMware (VMW) could steal business from the companies as SDN gains momentum, Barron's contends in its Technology Trader column. Cisco says that it intends to become a software and services vendor instead of only making hardware, the paper adds. Reference Link
News For VMW;CSCO;JNPR;FFIV;ALU From The Last 14 Days
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February 26, 2015
05:47 EDTVMWAtos and EMC to further strengthen strategic alliance
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February 25, 2015
09:53 EDTCSCOCredit Suisse technology analysts hold an analyst/indusr
Analysts provide takeaways from Qualcomm, Cisco and Arista Networks on an Analyst/Industry conference call to be held on February 25 at 10 am.
09:25 EDTCSCOCisco, Apple among U.S. names cut from China state buying list, Reuters says
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February 24, 2015
16:20 EDTVMW, JNPRVMware appoints Bask Iyer as Chief Information Officer
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15:46 EDTJNPR, VMWJuniper CIO leaving company for same role at VMware, Business Insider says
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15:28 EDTJNPRJuniper to hold an analyst and investor update
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09:56 EDTVMWVMware large DoD contract likely to be delayed, says Nomura
Nomura said competitors have protested VMware's large Defense Information Systems Agency $1.6B over 5-year contract expected to have been awarded to the company by the end of March. The firm expects a delay in the ward and for the scope of the contract to be modified. Nomura said its unclear how much of the contract is incremental business vs. renewals and weather renewals will be delayed. Shares of VMware are Neutral rated with a $95 price target.
09:02 EDTJNPRJuniper adds 2 directors to board, announces agreement with Elliott
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07:14 EDTJNPRCantor to hold a conference
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February 23, 2015
10:15 EDTFFIVCyberArk sinks after JPMorgan analyst cuts rating to sell
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February 22, 2015
18:09 EDTCSCOArista Networks shares could be a bargain, Barron's says
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February 19, 2015
08:48 EDTVMWVMware to hold a conference call with Jefferies
Jefferies Analyst John DiFucci co-hosts a conference call to discuss the VMware vSphere 6 and VMware Integrated OpenStack (VIO) on February 19 at 12 pm. Webcast Link
February 18, 2015
08:21 EDTALUBofa European telecom equipment analysts hold analyst/industry conference call
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08:16 EDTALUFreescale Semi, Bell Labs expand partnership to develop network access device
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07:38 EDTVMWVMware named a Franchise Pick at Jefferies
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07:18 EDTFFIVF5 Networks coverage assumed with an Outperform at Credit Suisse
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February 17, 2015
17:13 EDTVMWPoint72 gives quarterly update on stakes
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11:25 EDTCSCOCisco partners with France to invest $100M in French startups, TechCrunch says
French Prime Minister Manuel Valls announced Monday a partnership with Cisco that will see the company investing $100M in French startups in coming years, reports TechCrunch, citing government statements and remarks by Cisco CEO John Chambers. The partnership also involves collaborating on cybersecurity, "smart" networks and cities, and an education initiative aimed at teaching network infrastructure to 200,000 people. Reference Link
05:52 EDTCSCOSony to establish alliance to promote Ultra HD technology, DigiTimes reports
Sony (SNE) is planning to form an alliance with 10 companies including Cisco (CSCO) and Rohde & Shwarz to boost IP-based Ultra HD video broadcasts, reports DigiTimes. According to industry sources, the alliance named IP Life Consortium will allow TV stations worldwide to set up Ultra HD infrastructure with lower costs. Reference Link
February 15, 2015
17:43 EDTFFIVCybersecurity firm Kaspersky warns of cyber attack on banks, FT says
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