It's fun watching large techno-conglomerates spin "open source" technology, the free code that could kill them. That's why Hewlett-Packard's (HPQ) announcement yesterday that it would invest $1B into cloud

Is Cisco Systems (CSCO) management following the Carl Icahn plan? It may be looking at what the famous hedge-fund raider has been up to at Apple (AAPL), as he

Shares of optical networking equipment maker Infinera (INFN) have enjoyed a wild ride of late, first collapsing on the speculation that it had lost big 100G optical contract with

Most people are challenged by the math of Google's (GOOG) jettisoning Motorola Mobility to Lenovo for $2.9B (it bought it in 2012 $12B). There are lots of melodramatic reactions

Funny how some forgotten stocks suddenly becomes popular when an activist hedge-fund manager makes a play. Such is the case with Juniper Networks (JNPR), which yesterday was subject to

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

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

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

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.

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

Watch how a stock reacts to the news, not the news itself: this is an old trader's saying. Apple shares are displaying some resilient strength this morning following an

Another week in the market, another day for hysterical counter-reactions to previous irrational exuberance. Yes, I'm talking about optical stocks.

F5 Networks, Inc. (FFIV) had some good news for investors this morning, as it announced results that beat analyst expectations. The company also raised guidance going forward. In pre-market

I've be doing a lot of work on Apple, including providing some analysis to other sites such as CMSwire.com, where you can check out my latest anaylsis of Wall

I have a confession to make. I've become enamored with mobile telecoms plays in the adventurous regions of Russia, Eastern Europe and Central Asia. They've got it all: Steady

Okay, here we go. IPOs are booming, as we told you earlier in the week, and Twitter's ready to grab the cash. The social-networking company made its S-1 filing

The widespread meme is that Apple (AAPL) is done, Apple is fading, or Tim Cook is functionally challanged, or a combination of the three. The reality is that, after

FireEye (FEYE) and Rocket Fuel (FUEL) will be the most newly minted public technology companies after they priced Initial Public Offerings (IPOs) last night and hit the market in

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

Shares of Cisco (CSCO) opened down sharply this morning, dropping nearly 7% at the market open, following an earnings report that delivered satisfactory earnings but scared investors with the

So Blackberry Ltd. (BBRY) has formed an special committee to explore strategic options. Maybe they need an extra-special committee.This morning BlackBerry Ltd. (BBRY) announced these moves to extract shareholder

With tech earnings underway, hedge-fund traders have more stocks to manipulate than ever (just kidding, kind of). It's been a volatile earnings season, with many beaten-down tech stocks --

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