Analysis - Scott Raynovich

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    Open Source Gone Wild

    In looking for a "Big Themes" to latch on to for 2014, I keep coming back to open source -- and what it means for just about every industry.
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    Report: AT&T Ramps Up SDN Pressure with RFI

    You would think it's just a sleepy Monday before New Year's Eve, but for large networking technology vendors worrying about their Software Defined Networking (SDN) strategy, it may not
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    Nimble IPO Booms, Dodges Flash Fears

    So much for fears about the flash-storage market. Nimble Storage (NMBL) boomed in its IPO on Friday, rising 60% above its initial public offering IPO price. This morning the
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    Cisco's Analyst Day No Salve for Shares

    What can a Cisco investor do? Wait, and hope the stock stops dropping. The stock, now in a bad downtrend, dropped again this week both before and after Cisco
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    Violin Memory Meltdown Tarnishes Flash Market

    Violin Memory should serve to refresh investors' own memories of the dangers of technology IPO froth. You know what that means -- among the few gems going public, you
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    Finisar Beats and Boosts Optical

    Continuing the strong trend of a volatile and aggressively traded optical sector, optical-networking component maker Finisar raised eyebrows with a second-quarter fiscal year earnings release that beat estimates and
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    Microsoft's Xbox Spinoff Scenario Gains Steam

    With Microsoft drawing closer to the era of its next CEO, it's becoming clear that its Xbox division is coming under closer scrutiny as a potential spinoff candidate.
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    Let's Talk about Digital Ad Fraud

    Most digital advertising is bullshit. Especially the ad networks. These stories are everywhere. And I just heard another one, on the phone. Want proof? It's already out there. And
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    What's Next for WebRTC?

    Certain technologies get "hot" and take over the world. Others emerge as over-hyped but then fade back into obscurity. It's clear that WebRTC -- the evolving group of technology
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    No Disco in Cisco Earnings

    Cisco shares tanked 10% in after-hours trading on Wednesday following an earnings call in which it announced only 2% year-over-year growth and issued a profit warning going forward.
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    MKM Sees Upside in Optical Stocks

    As Rayno Report has been reporting, the optical stocks have been on a nice little rollar coaster recently, selling off viciously after what was a pretty spectacular run boosted
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    Cisco's Insieme Gets an SDN Party

    Well, the Insieme Networks folks have been payed off. The startup showed just how important it was, as Cisco announced today that was aquiring Insieme for $860 million as
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    Arista-Cisco Brawl Heats Up

    This is going to be fun. Arista, the current wunderkind of networking technology in Silicon Valley, on Monday launched a series of high-powered data-center switches. It also drafted a