Out now: SDxCentral's AI Infrastructure Supplement

Analysis - Earnings

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    Prowling for Telecom Opportunity in Europe

    Don't look now, but there's another crisis in Europe -- a crisis in the telecom industry. Telecom Italia is under siege. So is Telefonica. Debt levels are high, dividends
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    Microsoft's $900M Oops: Welcome to Hardware!

    This is what happens when a software company messes around in the most competitive consumer hardware market on earth: a $900M mistake. Microsoft announced its earnings today and said
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    Verizon Results Show Mobile Surge

    Good know all the money being pumped into mobile devices is going somewhere. Verizon Communications (VZ) reported a solid second quarter with a profit of 73 cents per share
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    AT&T's Leap for New 4G Growth

    AT&T on Friday announced it's buying independent carrier Leap Wireless Inc. (LEAP) for about $1.2 billion in a bid to scale up in its battle against goliath rival Verizon.Leap's
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    Apple's Formula for Domination

    Apple is probably the best business competitor in the world. And when you win, eventually you will have to deal with anti-trust accusations, much as Microsoft dealt with in
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    Market Update: It's the Wild West. What's up?

    The market is pretty fascinating right now. It is currently featuring 100-point intra-month S&P swings, a solid rally in eccentric commodities like coffee, currencies bouncing around like ping-pong balls,
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    News Brew: Intel Locks Down McAfee for $8B

    Another day, another deal. Intel has agreed to buy security software firm McAfee for $7.68 billion (Wall Street Journal). That's $48 per share, or a 60% premium to Wednesday's
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    News Brew: Dell Ponies Up for 3Par

    Dell is making a big move into the data storage market with a $1.15 billion all-cash deal for 3Par Inc. It comes at an interesting time, as 3Par's growth
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    Chamberspeak Gone Bad

    Something on Cisco's earnings call last night went terribly wrong. In a rational business sense, Cisco made plenty of money, even though they missed analyst estimates: $1.9B in profit
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    Cisco Misscos!

    Cisco shares are getting hammered nearly 6% after hours after the company missed targets set by analysts.
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    Synaptics: Good Play on Tablets, Touch

    A great why to find advantageous companies is to look at those driving key technology market trends and generating good business results when the rest of the market is
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    RightNow: Steady as She Goes

    RightNow Technologies, a scrappy CRM company that is starting to become a more serious competitor with CRM giants such as SAP, Oracle's Siebel, and Salesforce, just announced a solid
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    What Happened to Calix Shares? R&D Spending.

    Calix shares got hammered pretty hard on Friday after the company issued weak earnings guidance on the quarter. But investors might have been panicking about a whole lot of
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    Tech Earnings Winners & Losers

    Tech earnings reports are rolling in like Budeweisers in a NASCAR infield, and we've got it covered. What's striking is the range of results, from earnings bombs like Netflix,
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    Calix Breaks Out on First Earnings

    Broadband equipment maker Calix is rallying on its first post-IPO earnings release, after it announced that revenue increased 50%.
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    Adtran Ramps on Connectivity Buildout

    One of the themes we've been following here is the buildout in more telecom connectivity -- whether it be Ethernet connections or all those data connections to mobile-phone towers
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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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    News Brew: iPhone Mania, U.S. Victory!

    Nothing to get a bunch of slathering sycophantic tech journos rolling like a new iPhone upgrade. This morning's news focuses on the rollout of the new iPhone and related
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    Telecom New Zealand: 10% Div Worth a Shot

    I've been poking around Telecom New Zealand (NZT) for quite a while. It first showed up in a dividend stock screen when the dividend was paying about 8%. Forbes'
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    Real Metrics on Apple vs. Microsoft

    It's funny how the financial and technology press like stampede onto the same story like uneducated mass of Angus cattle. Yesterday's example: 15,000 stories about how Apple has surpassed
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    Broadpoint AmTech: Mad About OVTI

    Research firm Broadpoint AmTech, which has been on top of the solid rally in specialty chipmakers, yesterday raised its earnings estimates and price target for Omnivision (OVTI), a chipmaker