Is it time to take a look at shares of Super Micro Inc. (Nasdaq: SMCI)? The stock of the data-center infrastructure provider took a hit after the company announced

Cisco CEO John Chambers may be having his Steve Ballmer moment. The situations are analagous. Steve Ballmer, the Co-Founder and fomer CEO of Microsoft, stubbornly stuck around Microsoft long

In filing a major lawsuit against rival networking technology company Arista Networks (ANET) on Friday, Cisco (CSCO) has done some initial damage in what is likely to be a

Cisco Systems Inc. (CSCO) today announced that it is suing Arista Networks Inc. (ANET), the data-center switching company that was founded by Cisco alumni and recently went public.

The rumor mills of Silicon Valley are working overtime speculating about why Juniper Networks CEO Shaygan Kheradpir suddenly resigned last week from a corner-office job that could have paid

Not a bad quarter for Cisco, given that the bottom has fallen out of the emerging markets and service provider business.

AT&T's capex announcement is still sending ripples through the networking hardware business. Let's face it, right now it's a telco bloodbath for equipment providers. As we noted on Friday,

Sneaky AT&T. On Friday afternoon, after markets had closed and many business participants had moved on to either cocktails or other weekend plans, the global service provider announced in

It has not been a great earnings season for the networking hardware equipment makers, especially those in the service provider segment. All through the food chain, from chips to

In the era of aggressive shareholder activists, it's not much fun to be a technology company with lots of cash and slowing growth. Just ask Riverbed Technology (RVBD), the

In a move to extend the reach and penetration of its Blue Planet management platform, optical networking vendor Cyan Inc. (CYNI) has added support for Cisco and Juniper routers.

Hewlett-Packard's strong cash flow provides the ammunition for it to go out and make some high-profile tech acquisitions other than the much-speculated Rackspace, according to a new report from

Cisco Systems Inc. reported strong earnings and profit for its fiscal Q4 and FY2014, beating Wall Street expectations by a few pennies for the quarter. But its shares and

Is Calix Networks (CALX) back? Skeptics who have burned before might have reason for caution, but the company's earnings beat gives the optimists a reason to look forward to

Apple shares enjoyed modest gains this morning after a solid earnings report yielding $10.3 billion in cash flow for the quarter. The stock rose $1.50 (1.5%) to $96.22 in

Verizon's solid earnings results and robust capital spending (capex) bode well for continued spending among wireless technology providers, although some analysts expect spending to remain flatten out in the

Communications equipment suppliers are ready to report on the second quarter. Earnings in the next few quarters will be interesting to watch with major shifts occurring in telecom spending,

Cisco Systems (CSCO) is in the midst of cooking up a large reorg plan that may include Chairman and CEO John Chambers announcing his retirement as early as this

Shares of Arista Networks (ANET) soared on its trading debut today on Nasdaq, jumping 35 percent above a final offering price of $43, giving the company a market capitalization

Ciena (CIEN) shares vaulted nearly 20 percent in trading Thursday after the company released earnings that surprised analyst expectations and the company raised its earnings guidance for the year.

Sources on the Wall Street IPO desks expect Arista Networks shares to pop a bit on its IPO, which is now expected tomorrow, Friday, June 6. Arista's last price

The pedigree and revenue growth of Arista Networks, which in recent years has become one of the leading data switching companies to compete with rival Cisco Systems (CSCO), is

The media and investors prematurely panicked last night when Hewlett-Packard's (HP) results included an operational gaffe (releasing the results while the market was still open), and the news that

Relatively easy year-on-year comparison numbers and expanding gross margins helped Cisco deliver a respectable earnings quarter, suprising analysts and lifting the stock 8% in morning trading.