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Apple Stock Taking Hits As iPhone 4 Scrutiny Continues

July 15, 2010

Analysis of:Apple's iPhone Recall Rumour | www.crn.com

Apple 's bad press for iPhone 4 has started to hit Apple where it hurts: its stock price. Shares of Apple stock fell sharply on Tuesday afternoon -- down to $246.43 before a modest recovery -- and as of Wednesday morning were down about 8 percent overall from where they were on the iPhone 4's June 24 release date.

Cloud Success Hinges On Customer Satisfaction,

July 6, 2010

Analysis of:Get Off Of My Cloud | fudge.org

With more than a decade of cloud computing and software-as-a-service (SaaS) under its belt, QuickBooks and TurboTax software maker Intuit said there are two keys to cloud success: developing strong relationships with customers and building a solid ecosystem of partners.

Watch Out, Apple: HP Has The Magic Touch

April 19, 2010

Analysis of:HP has the Magic Touch | www.crn.com

For those who think it's game, set and match for Apple with the launch of the iPad this month, they may want to consider Hewlett-Packard (NYSE:HPQ)'s approach and think again.That's because HP has done yeoman's work at integrating multitouch technology into its Windows 7-based PC platforms -- even before the soon-expected launch of its rumored touch-screen slate.

HP: New Internal Data Center 'Cisco-Free'

April 19, 2010

Analysis of:Apple raises the bar on mobile devices | brainstormtech.blogs.fortune.cnn.com

HP (NYSE:HPQ) wasted no opportunity Monday to fire a shot across Cisco 's bow in advance of today's expected announcement on how HP will integrate the product portfolio of just-acquired 3Com.

Is NITEL’s Sale Dead on Arrival?

March 4, 2010

Analysis of:World Bank rates NCC high, says Nigeria is investors' haven | www.ngrguardiannews.com

Two weeks ago, when the Bureau of Public Enterprises (BPE) announced the preferred bid made for Nigerian Telecommunications Limited (NITEL), my initial reaction was to ask: Why would anyone or company be willing to pay so much for the troubled telecoms operator? $2.5 billion was ridiculously astronomical. On what basis did this so called winning consortium undertake its valuation of NITEL, I wondered.

NITEL Has big potential in a big market.

February 23, 2010

Analysis of:China Unicom Changes Mind on Nigerian Investment | www.cellular-news.com

Nitel is a big white elephant in a big market like Nigeria. It was drag down by cabals with the help of Nitel employees, who are big baggage for the company and must be rid off by any new owner.

Cisco Swagger Returns With Stellar Q2 Results

February 4, 2010

Analysis of:Cisco Q2 Result | www.crn.com

Cisco on Wednesday announced substantial quarterly profit and revenue growth that beat even the most optimistic Wall Street estimates. On a conference call to report results for the second quarter of Cisco's 2010 fiscal year, chairman and CEO John Chambers called the results "outstanding" and "dramatically above the high end of our expectations."

Five Things To Watch In Cisco's Q2 Earnings

February 3, 2010

Analysis of:Ericsson rises on signs of growing mobile Web demand in Europe | www.totaltele.com

Cisco reports earnings on Wednesday at 4:30pm ET, just after the market closes. How Cisco does is always a useful barometer for what the broader networking industry looks like, but a number of analysts are looking with especially close scrutiny at this quarter's results. Why? Cisco is widely expected to post its first quarterly growth in more than a year, which would be a big sign the economy is picking up and the opportunity for networking- and infrastructure-oriented solution providers is flowering anew.

Top VARs Vie For $1 Billion IT Contract With BP

July 27, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

The list of solution providers lining up to snag a huge IT contract from oil company BP reads like a Who's Who of the top integrators. Tata Consultancy Services and Infosys Technologies are competing against other top U.S. and India-based integrators for the contract, which is worth up to $1 billion, according to The Economic Times.

Microsoft Nudging Employees To Windows Mobile

June 16, 2009

Analysis of:Apple could see margins at risk with new price cuts | www.marketwatch.com

Microsoft has reportedly changed its policy for reimbursing employees' monthly data service charges, and will now only do so for employees who use Windows Mobile devices. This isn't just an example of Microsoft's cost-cutting efforts; it's also a sign of Microsoft's intention to stop subsidizing sales of other vendors' products and services.

Cisco: Smart Grid Will Be $20 Billion-A-Year Business

May 19, 2009

Analysis of:Is prepaid growth an illusion? | telephonyonline.com

As members of President Barack Obama's Cabinet met with more than 70 executives from utilities, manufacturers, telecommunications and IT firms Monday to lay out creation of the so-called "smart grid," Cisco Systems outlined its own strategy for delivering an "end-to-end, highly secure network infrastructure" to help utilities and energy consumers manage energy more efficiently. "Networking technology will serve as the platform of a smart, more secure energy grid for the 21st century," said Cisco CEO John Chambers in a statement. "Cisco is uniquely positioned to provide a converged Smart Grid communications fabric and to assist our utility customers with the kind of business transformation that will enable the efficient, effective transmission of energy and deliver entirely new, environmentally friendly services to consumers."

EU Slaps Intel With $1.45 Billion Fine

May 14, 2009

Analysis of:EC: Intel ‘abused dominant position’ vs AMD; fined record $1.45 billion in antitrust case | blogs.zdnet.com

After a two-year investigation, the European Commission Wednesday ruled that Intel (NSDQ:INTC), the No.1 chip maker in the world, is guilty of illegal practices and fined the company a whopping $1.45 billion (1.06 billion euros). "The commission's decision finds that Intel abused its dominant position in the market for computer chips known as 'x86 central processing units' in violation of Article 82 of the EC Treaty. This violation lasted for more than five years—from late 2002 to the end of 2007," said Neelie Kroes, the European Commissioner for Competition Policy, in a statement. The European Commission is the executive branch of the European Union. According to Kroes, Intel held at least 70 percent of the worldwide market in x86 chips.

Cisco Set To Enter Cloud Computing E-mail Battle

May 6, 2009

Analysis of:Microsoft and Yahoo Talking About Advertising Deal ... Again | www.itproportal.com

Technology superpowers Google (NSDQ:GOOG), Microsoft (NSDQ:MSFT), IBM (NYSE:IBM), and soon, Cisco (NSDQ:CSCO), are all poised to face off in a cloud computing e-mail battle that will ultimately result in better value for midmarket customers. That was the message from Matt Cain, a research vice president and cloud computing expert for Gartner, in a Tuesday session at the Midsize Enterprise Summit in Miami. "It's going to be a battle to the death," said Cain. "It's going to be great because the customer wins.

Torpig Botnet Stole 70 GB Data, Security Hijack Finds

May 6, 2009

Analysis of:Nokia Siemens, EMC partner to improve IP network quality | www.telecompaper.com

Security researchers who hijacked the Torpig botnet found that the malware acquired almost 70 GB of data, and launched a total of 180,000 infections, all within a 10-day time span, according to the University of California at Santa Barbara security report. Researchers found that the Torpig botnet, a malware program designed to harvest and steal sensitive information from users' computers, stole thousands of bank accounts and credit card numbers worth hundreds of thousands of dollars. Among the pilfered data were more than 8,300 login credentials from 410 different financial institutions around the globe, which were acquired out of a total 300,000 stolen passwords.

Used Networking Gear Sales Spike

April 22, 2009

Analysis of:AT&T Chief Presses to Keep iPhone, Deepen Wireless Push | online.wsj.com

Sales of preowned networking equipment are on fire, according to a recent survey conducted by the United Network Equipment Dealer Association (UNEDA). UNEDA, an alliance comprising more than 300 used networking gear providers worldwide, polled its members and found that the weak economy is fueling sales of preowned equipment. According to the survey, two-thirds of UNEDA's members found that business improved in 2008, with members reporting combined annual revenues of more than $2 billion.

World Bank rates Nigeria high, says Nigeria is investors' haven

April 20, 2009

Analysis of:AT&T looks to African market | www.ft.com

THE country's telecoms sector is the toast of the global community.Nigeria Communication Commission is now the foremost telecoms regulatory authority in Africa, acknowledged globally by the World Bank and other multilateral organizations.

Microsoft And Yahoo Meet Face-To-Face

April 13, 2009

Analysis of:After a year of bad blood, Microsoft, Yahoo talking again | www.computerworld.com

Anyone who thought the Microsoft-Yahoo rumors were dead obviously isn't familiar with the plotline of this story, which, in its refusal to die, bears remarkable similarities to the Night Of The Living Dead genre films.

Nvidia should not Merge with AMD

April 3, 2009

Analysis of:Should Nvidia Merge with AMD? | www.rahulsood.com

AMD already have ATI. Nvidia should stand alone and continue to innovate and compete with AMD and Intel.

Nvidia Fires Back At Intel With Countersuit

March 27, 2009

Analysis of:Videogame Start-Up Reaches Marvel Pact | online.wsj.com

Graphics chip maker Nvidia (NSDQ:NVDA) is being sued by Intel (NSDQ:INTC) over alleged breach of contract by marketing Nvidia chipsets for Intel Nehalem-class processors.

Cisco Bets Big On Virtualization, Blade Servers

March 17, 2009

Analysis of:Who cares about Windows 7? | blogs.computerworld.com

After months of speculation, Cisco (NSDQ:CSCO) on Monday officially staked its claim to the blade server market, unveiling a server offering as part of its Unified Computing System, an architecture the San Jose, Calif.-based networking giant said will increase the use of virtualization in data centers. But Cisco was quick to note that the Unified Computing System goes well beyond a typical blade server play. Instead, Cisco detailed a holistic approach and open eco-system to tie together servers, storage, networking and virtualization. "This is the future of the data center," said Cisco CEO John Chambers, in an event unveiling the Unified Computing System on Monday. "It will evolve into clouds and change business models forever." The Cisco Unified Computing System is a solution set that comprises a host of new Cisco products, along with a flurry of contributions from dozens of technology partners.

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