READ: SDxCentral's AI Infrastructure Supplement

Analysis

  • sdx-placeholder

    Infospace: Growth for Free

    Infospace (INSP) is an interseting stock: Here is a profitable company trading at a Enterprise value/EBIDTA of 1.5, a price to sales ratio of 1, with $223 million of
  • sdx-placeholder

    Market Update: It's the Wild West. What's up?

    The market is pretty fascinating right now. It is currently featuring 100-point intra-month S&P swings, a solid rally in eccentric commodities like coffee, currencies bouncing around like ping-pong balls,
  • sdx-placeholder

    News Brew: $33 for 3Par

    Well, the 3Par bidding war saga looks to be coming to an end as HP's final $33 offer has been accepted and Dell has pulled out of the race.
  • sdx-placeholder

    CIO's 10 Loathsome Tech Industry Types

    I'm a key influencer. I'm also a technology evangelist, analyst, and journalist. And I can also leverage core competencies. Uh-oh. Sick of me yet?
  • sdx-placeholder

    VMware: Cisco's Big Strategic Dilemma

    If only you could have the problem of having a 2% investment in a company whose share price has gone to the moon, right? Well, that's where Cisco is
  • sdx-placeholder

    News Brew: Litigation Central

    What's on my mind this morning? Litigation. Like, Paul Allen suing everybody. And everybody suing Facebook.
  • sdx-placeholder

    The M&A Boomlet: Is Big Tech Stuck?

    This bidding war between HP and Dell for 3Par says something to me about big technology companies: They are stuck. They can't grow internally, so they have to look
  • sdx-placeholder

    What's So Sexy about 3Par? Virtualization

    Little storage player 3Par Data is suddenly the envy of many, as it gets caught up in a massive bidding war between Dell and HP which have caused its
  • sdx-placeholder

    News Brew: Intel Locks Down McAfee for $8B

    Another day, another deal. Intel has agreed to buy security software firm McAfee for $7.68 billion (Wall Street Journal). That's $48 per share, or a 60% premium to Wednesday's
  • sdx-placeholder

    News Brew: iPhone 4 Goes to China

    Is there a more explosive economic concept than combining iProducts with China? Didn't think so. In that vein, MarketWatch reports that China Unicom starts to ship iPhone 4 in
  • sdx-placeholder

    Coming Privacy Freakout: Ad Industry in Denial

    The Internet advertising industry appears to be in denial about the growing momentum behind Internet privacy -- and it should start to prepare for more protection of data through
  • sdx-placeholder

    News Brew: Dell Ponies Up for 3Par

    Dell is making a big move into the data storage market with a $1.15 billion all-cash deal for 3Par Inc. It comes at an interesting time, as 3Par's growth
  • sdx-placeholder

    Are Net Neutrality Fanatics Being Naive?

    The "Net Neutrality" debate has taken a interesting turn this week, triggered by Verizon and Google's joint statement to move toward more tiered services on the Internet.
  • sdx-placeholder

    Chamberspeak Gone Bad

    Something on Cisco's earnings call last night went terribly wrong. In a rational business sense, Cisco made plenty of money, even though they missed analyst estimates: $1.9B in profit
  • sdx-placeholder

    Cisco Misscos!

    Cisco shares are getting hammered nearly 6% after hours after the company missed targets set by analysts.
  • sdx-placeholder

    Internet Privacy War Gathers Steam

    The Internet privacy movement appears to be gathering steam and leading to growing paranoia (warranted) among those who have the most to lose: Dozens of venture-backed ad networks and
  • sdx-placeholder

    RightNow Opens Up the Customer Cloud

    BIG SKY, MT -- RightNow Technologies (Nasdaq: RNOW), a provider of customer-service software, today launched an ambitious new platform to open up the way customer service applications are built
  • sdx-placeholder

    Marketo En Fuego: Close to $20M in Sales

    Service-as-a-software (Saas) company Marketo is riding the trend of real-time analysis of customer behavior, making it one of the fastest enterprise software companies in the venture market and a
  • sdx-placeholder

    News Brew: The Hurt's on HP's Hurd

    Well, what's more important -- a generous severance package or avoiding being disgraced by a sketchy expense-account scandal involving a sub-contractor that happens to be a reality-show actress? That's