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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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December 10, 2014
07:36 EDTCSCOCisco to hold a conference
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December 9, 2014
10:23 EDTCSCO, JNPROn The Fly: Analyst Initiation Summary
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08:19 EDTCSCOCisco outlook has improved, says RBC Capital
RBC Capital believes that Cisco's negative catalysts are diminishing. The firm thinks the stock is being boosted by its successful efforts to keep its gross margin at or above the 61%-62% range, as well as a rebound in its switching business. RBC recommends buying the stock on dips and keeps a $29 price target and Outperform rating on the name.
07:41 EDTCSCOBarclays to hold a conference
Global Technology Conference is being held in San Francisco on December 9-10 with webcasted company presentations to begin on December 9 at 10:40 am; not all company presentations may be webcasted. Webcast Link
07:22 EDTJNPRBMO Capital to hold a conference
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06:39 EDTJNPRJuniper initiated with a Neutral at Wedbush
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06:39 EDTCSCOCisco initiated with an Outperform at Wedbush
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December 8, 2014
12:40 EDTCSCOUS Supreme Court to hear appeal in patent fight with Cisco
The U.S. Supreme Court has agreed to hear an appeal of a controversial appeals court decision that set aside a $63.8M patent infringement verdict won by The Woodlands, Texas-based Commil USA LLC against Cisco
08:40 EDTCSCODeutsche Bank and Cisco to host a conference call
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08:02 EDTCSCOAruba says NHS replaces Cisco network with Aruba wireless infrastructure
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07:49 EDTCSCOArista Networks lawsuit not as threatening as believed, says SunTrust
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07:32 EDTCSCORaymond James to hold a conference
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07:03 EDTCSCOArista Networks patent resolution likely 2-3 years away, says Citigroup
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December 5, 2014
10:49 EDTCSCOCisco confirms two patent suits filed against Arista Networks
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10:45 EDTCSCOCisco files patent infringement complaints against Arista Networks
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07:51 EDTVMWSurvey indicates VMware outlook more positive than thought, says Pacific Crest
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December 4, 2014
08:03 EDTCSCOCisco and IBM announce availability of integrated solution
Cisco (CSCO) and IBM (IBM) announced the availability of an integrated solution that combines the innovation of Cisco UCS Integrated Infrastructure with the efficiency of the IBM Storwize storage system. The VersaStack solution is designed to deliver high levels of ease, efficiency and versatility for cloud, big data and analytics, and mobility deployments. Over time, the platform will be optimized for IBM business applications, while integrating Cisco innovations such as Cisco® Application Centric Infrastructure and Cisco Intercloud Fabric. According to IDC1, total worldwide spending on integrated systems is growing at 32.8% annually and will reach approximately $14.37B in 2017.
07:17 EDTVMW, JNPR, CSCOFBR Capital to hold a bus tour
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06:48 EDTFFIVSony denies North Korea identified as source of hack, NY Times says
Sony's (SNE) Sony Pictures unit said Re/code's report which stated that North Korea had been identified as the source of the cyber attack on the unit was not accurate, according to The New York Times. Sony Pictures and the FBI are continuing to identify the incident, the newspaper added. Publicly traded cybersecurity companies include Barracuda Networks (CUDA), Check Point (CHKP), F5 Networks (FFIV), FireEye (FEYE), Fortinet (FTNT), Imperva (IMPV), Palo Alto (PANW), Proofpoint (PFPT), Qualys (QLYS) and Symantec (SYMC).Reference Link
05:21 EDTVMW, JNPRJuniper, VMware collaborate on cloud in APAC
Juniper Networks (JNPR) and VMware (VMW) have kick-started a joint Asia Pacific, or APAC, strategy aimed at accelerating the adoption of private cloud solutions by enterprises across APAC. The announcement builds on last year's expansion of the two companies' global technology partnership to deliver joint marketing and sales activities and interoperable products to support simple integration of the VMware NSX network virtualization platform with Juniper Networks' MetaFabric architecture for virtualized data center networking in APAC. The global market for private cloud services is forecasted to grow at a compound annual rate of 22% over the period 2013-2018 according to TechNavio. Yet the implementation and management of virtual infrastructures, together with network latency, are among the leading pain-points cited by CIOs across the APAC region. The partnership between Juniper Networks and VMware represents a shared commitment to delivering simplified, flexible solutions that enable customers to more easily realize the benefits of network virtualization and SDN as their business needs evolve.
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