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May 17, 2013
Brocade badly needs to prove that it can grow again.
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May 06, 2013
BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
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March 28, 2013
While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
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February 14, 2013
NetApp Inc. (NTAP) reported third quarter fiscal 2013 adjusted earnings per share (EPS) of 52 cents, which surpassed ...
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February 11, 2013
ServiceSource has to prove to the Street that it has a viable long-term model.
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February 01, 2013
EMC may see slower growth in 2013, but the value is still compelling.
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January 31, 2013
VMware has the Street spooked that growth has topped out.
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January 29, 2013
EMC Corp. (EMC) reported better-than-expected fourth quarter 2012 results, with earnings of 46 cents per share ...
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January 29, 2013
VMware Inc. (VMW) reported fourth quarter 2012 non-GAAP earnings per share of 81 cents, improving considerably from ...
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January 03, 2013
Citrix Systems Inc. (CTXS), a leading provider of virtualization, networking and cloud computing solutions has ...
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December 27, 2012
In a bid to strengthen its cloud management services offerings, Red Hat Inc. (RHT) recently entered into a ...
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December 24, 2012
Red Hat is showing good growth, but where are the profits?
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December 24, 2012
Red Hat Inc. (RHT) reported third quarter 2013 earnings of 20 cents (including stock-based compensation of $26.7 ...
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December 18, 2012
Red Hat Inc. (RHT) is set to release its first quarter 2013 results after the closing bell on June 20, 2012. In the ...
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December 17, 2012
We reaffirm our long-term Neutral recommendation on Citrix Systems Inc. (CTXS) as we believe the stock is currently ...
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December 14, 2012
Citrix Systems Inc.(CTXS), which offers cloud computing service to PC and laptop users, continues to make inroads to ...
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December 10, 2012
NetApp Inc. (NTAP) recently commenced an offering of senior unsecured notes worth $1.0 billion in two parts. NetApp ...
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December 10, 2012
Palo Alto is hardly cheap, but the growth/value balance is less unreasonable today.
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November 28, 2012
Renowned provider of application delivery controllers (ADCs), F5 Networks Inc. (FFIV) recently unveiled a virtual ...
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November 27, 2012
Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
