So, Does HP Buy Brocade Now?

On February 19, Brocade Communications Systems, Inc. (NASDAQ:BRCD), a leading supplier of data center networking solutions with annual revenue of $1.5 billion, reported first quarter results that beat earnings estimates. This was the first quarter report since the company completed the $3 billion acquisition of Foundry in December. With the Foundry acquisition, Brocade offers strong competition

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IBM Wants to Buy Sun? Why?

Boy, I wrote the last Sun piece with a recommendation for Sun to hold on to its OpenSource business, and divest the hardware business, and thought that Cisco may be interested in the DataCenter business in particular. And the news this morning is that IBM is considering buying Sun for about $7 billion.

Sun Should Pursue OpenSource Full Blast

Last year when Sun Microsystems (NASDAQ:JAVA) took over MySQL, I asked if it would get into open source applications.

Marvell Cleaning Up In Tough Times

Earlier in the month, Marvell Technology Group (NASDAQ:MRVL), one of the leading chip makers, reported fourth quarter results that beat estimates. However, in response to the deteriorating economic environment, Marvell continued with its cost reduction efforts and cut about 7% of its workforce. For a closer look at Marvell, see Vijay Nagarajan’s strategy series from

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Motorola’s Mobile Phone Share Drops Sharply

In the past week, Motorola has released two products: MC55 EDA enterprise smartphones based on Windows Mobile and Stature i9, an iDEN phone, with Sprint. According to a recent Gartner report, worldwide mobile phone sales declined 5% in the fourth quarter and Motorola slipped to the fifth position, its market share crumbling from 11.9% last year

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Bullish On ERII

After disappointing results for last quarter, Energy Recovery Inc (ERII) beat the market’s expectations this quarter, and the company gave a positive outlook for the coming quarters. For an in-depth look at the global water crisis and business opportunities therein, read Dominique Trempont’s Water Shortages: Opportunities for Entrepreneurs.

WebMD Refreshingly Healthy

In times when most companies are either reducing their outlooks or even refraining from giving them, health portal WebMD, one of my favorite Internet stocks , not only announced Q4 results that beat the market’s expectations but also reaffirmed its 2009 outlook.

Carriers: Sprint and T-Mobile

After two years of gloating over the iPhone, we finally might have something else to talk about: the Palm Pre, which is to be launched by Sprint on March 15. Both Palm and Sprint have been hit hard by the iPhone, or the lack of a good enough iPhone challenger. There are a lot of

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