Out now: SDxCentral's AI Infrastructure Supplement

Analysis - Threats

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    The RR Interview: Jon Reeves' Shift to Security

    Many veterans of the networking technology market will recognize the name Jonathan Reeves. A long-time entrepreneur with engineering roots dating back to General Datacomm in the early 1990s, Reeves
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    The Ballmer Critics Are Wrong, Microsoft's Fine

    You would think after reading the wide-ranging indictment of Microsoft CEO Steve Ballmer in the technology and business press, he had run Microsoft into the ground and driven his
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    The Quiet Attack on VC Investing

    If you track the tech media these days, you would think the Venture Capital (VC) was this sexy, explosive industry with fantastic results and rocket-like growth. You would be
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    Why Cisco's Sourcefire Buy is an IBM Play

    Cisco just pulled off the biggest deal since its blockbuster acquisition of NDS for $5B in 2012, buying publicly traded SourceFire (FIRE) for $2.7B. The move is an interesting
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    How Will Oracle Digest All the Cloud Deals?

    Oracle is hogging the tech press these days, making more headlines yesterday with a new 9-year deal with Salesforce.com . Nine years. Most marriages in Beverly Hills don't last
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    The Next Value-Added Mobile Services

    Have you noticed that mobile networks are becoming increasingly commoditized and more efficient for the consumer? Years ago, text-messaging was a value-added service, now bundles of unlimited text messages
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    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
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    Time for Microsoft to Reorg and Focus

    Yesterday, I pointed out that it's absurd to consider Microsoft a declining company when in fact it's been making an average of $15B a year in profit and has
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    Ten Interesting Trends To Look At

    For those of you new to the Rayno Report (oh wait -- I'm new too), one of our big themes is investigating, analyzing, and playing the big trends, whether
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    Google's Rumored $1B ITA Deal: Bing Travel Killer?

    Bloomberg has scooped everybody this morning with the news that Google is talking to travel-technology power ITA Software about a potential acquisition in the $1B range (article available to
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    Apple's Mac Attack Adds to Cash Stash

    It gets to the point where you wonder of maybe Apple will make enough money that they can help us bail out the U.S. government. Apple announced earnings last
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    Key Trends from Google Earnings Call

    This is a big year for new Google products, as the company has introduced its own smartphone, the Nexus One, and is in the process of trying to buy

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    Rupert Still Railing on Google

    You gotta love Rupert Murdoch. While many media executives are hunkered down in their bunkers, whimpering about lost revenue streams and afraid to say anything remotely offensive to people
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    iPad Ratchets up Flash vs. HTML5 Debate

    Adobe's Flash platform is coming under increased scrutiny as the iPad gets ready to ship. As a number of big players start thinking about their HTML5 strategy, it's clear