Just in time for the New Year, Riverbed Technology (RVBD) gets a present: a $19-per-share bid from hedge fund Elliott Management, which may well raise eyebrows and get other
This morning Apple Inc. established more world domination in the apps market, announcing it had generated over $10 billion in revenue in the Apps Store in 2013.
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
On a recent swing through Boston's revitalized startup zone, I got to visit Acquia, a startup that has lots of IPO potential for 2014. Acquia has ridden success of
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
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
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
A few weeks ago I caught up with Scott Raney, a partner with Redpoint Ventures focusing on IT and consumer technology. He is knowledgable in cloud computing, on-demand software,
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
While the frothy world of speculative excess bubbles up in social-media IPOs, Tesla, and Bitcoin, the same cannot be said for the old-school networking business, where hardware margins and
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.
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
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
Tell me if this has ever happened to you: Your work in some large inter-galactic corporate empire. The CEO, who has a Ph.D. from MIT and advanced degrees from
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.
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
Stealthy data startup Jut announced last week it has secured $20 million in series B financing. This is an interesting company to watch with an experienced management and investment
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
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
There is a lot of hype about "big data" these days. But the data isn't just big, it's fast. And that means different things to different people. It's got