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Posts Tagged ‘analysts’

Analysts Scoff at News Corp.-Bing Bid to Ding Google

November 24th, 2009 | No Comments

Bernstein Research analyst Jeffrey Lindsay said News Corp.’s alleged plan to remove content from its Wall Street Journal and other Web sites from Google’s search engine is designed to put pressure on Google during the renegotiation of its $900 million advertising deal with MySpace. Citing ComScore data that shows Google drives 11 percent to 14 percent of traffic to News Corp.’s U.S. news web sites, such as the Dow Jones properties, Fox News, and the New York Post, Lindsay argued that blocking access to Google’s Web crawlers would backfire, impinging traffic at these sites.
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Analysts discounted News Corp.’s rumored move to de-index its Web sites from Google and make their content available exclusively through Microsoft’s Bing search engine.
Bernstein Research analyst Jeffrey Lindsay said News
Corp.’s alleged plan to remove content from its Wall Street Jo…

New Afghan poll unlikely to be credible: analysts

October 22nd, 2009 | No Comments

Afghanistan’s presidential rivals are reigniting their campaigns for a second vote, but analysts question whether a new election can be credible as calls for a government of national unity persist. Many observers fear a second round run-off on November 7 will be plagued by the same problems

Analysts Debate Whether NetApp Will Be Acquired

October 5th, 2009 | No Comments

Because of its respected products, services and talent pool, NetApp has been rumored as an acquisition target for one of the large systems vendors for more than a decade. Nonetheless, it has managed to remain independent through a plethora of market and industry changes since its debut in 1992.
– Networking provider Brocade Communications Systems made some headlines and subsequently saw its stock price jump Oct. 5 when it was leaked that it might be up for sale.

That got some people in the data center business thinking again about NetApp, a highly successful storage appliance company tha…

Brocade Sale to HP, Oracle or Other Player Would Make Sense: Analysts

October 5th, 2009 | No Comments

Analysts say selling networking vendor Brocade to a major player such as HP, Oracle, IBM, Cisco or Dell could make sense for the companies involved, particularly given the increasing competition around unified data center solutions, which require a networking element, according to analysts. Brocade, which reportedly has been put on the market, has terrific products but needs a better distribution channel, said one analyst. However, being bought one of the top-tier vendors could put other partnerships at risk.
– It was just more than a year ago, in July 2008, that Brocade
Communications Systems announced its $3 billion acquisition of Foundry
Networks, a move designed to give Brocade a greater unified networking
fabric offering for the data center.
Brocade had a strong history with Fibre Channel. Adding …

Polanski decision to flee clouds legal outcome: analysts

September 29th, 2009 | No Comments

Roman Polanski’s flight from justice 32 years ago could return to haunt him if he is eventually extradited to the United States for sentencing on child sex charges, legal analysts believe. Experts said while the Oscar-winning director may not receive any more time behind bars for having sex

Cloud Database Adoption Remains in Early Stages, Analysts Say

September 28th, 2009 | No Comments

Though cloud computing is increasingly becoming part of enterprise IT strategy, it will likely be awhile before large-scale, mission-critical databases make their way to the cloud. Businesses still have concerns over security, scalability and performance that must be addressed as the technology matures.
– In late 2007-early 2008,
the cloud computing buzz touched the database in earnest.
More than a year later,
much of that buzz has died down, as companies continue weighing security,
scalability and compliance concerns about pushing their data into the cloud.
The market for cloud
databases is s…

Russia politicians, analysts hail U.S. missile shield move

September 17th, 2009 | No Comments

Russian analysts and politicians welcomed reports that the U.S. plans to scrap its missile defense plans, saying the move was driven by U.S. internal debate. Czech Prime Minister Jan Fischer confirmed media reports on Thursday that the U.S. will scrap the Bush administration’s plans for an interceptor radar in the Czech Republic and a missile base in Poland, which have been fiercely opposed by Russia.

Analysts Believe Intel’s Gelsinger a Good Catch for EMC

September 14th, 2009 | No Comments

Intel veteran executive Patrick Gelsinger — who joined the company at age 18 in 1979 and leaves three decades later — moves to EMC to become president and chief operating officer of its Information Infrastructure Products division, which amounts to the company’s first-string product line.
– Storage provider EMC and chipmaker Intel, the two leading IT companies in their respective sectors that have worked closely as partners for years, announced some key management changes Sept. 14 that analysts say will have a profound effect upon not only the companies, but also the numerous markets i…

Analysts Say EC Will ScrutinizeÂ—but Ultimately SanctionÂ—Oracle-Sun Deal

August 21st, 2009 | No Comments

The Brussels-based European Commission has scheduled an antitrust review date of Sept. 3 to discuss the multinational companies’ proposed deal. It will look closely at two main areas of concern: Sun’s Java networking software franchise and the enterprise parallel database market two sectors in which Oracle stands to greatly increase its market share.
– In the wake of the Aug. 20 news that the U.S. Department of Justice has cleared the government path for Oracle’s acquisition of Sun Microsystems
to be completed later this fall, analysts are weighing in on whether
the $7.4 billion transaction will weather a challenge from another
prominent regula…

Apple Tablet Could Shake Up Netbook Market, Analysts Say

August 8th, 2009 | No Comments

Apple could roll out a tablet PC in early 2010, according to a new research note by Piper Jaffray. The Apple tablet PC would be cheaper than a MacBook but still more expensive than the mininotebooks or netbooks that are currently dominating sales on the lower end of the PC market. Despite that higher price point, Piper Jaffray sees an Apple tablet PC as a challenging competitor in the netbook market, as well for mobile devices from companies such as Amazon.com.
– As rumors of an Apple
tablet PC reach a fever pitch, a new research note by Piper Jaffray suggests
that any such device would be a significant revenue generator and drastically
affect the market for mininotebooks, also known as netbooks.
The Aug. 7 report, written by analyst Gene Munster along w…

Analysts Torn on Whether Google-Apple Competition Is Heating Up

August 4th, 2009 | No Comments

Analysts debate the growing rivalry between Google and Apple in the wake of Google CEO Eric Schmidt’s exit from Apple’s board. Google and Apple compete in mobile operating systems with Android and iPhone, Web browsers with Chrome and Safari, and soon computer operating systems with Chrome OS and Mac OS X. How can the competition not be heating up? Maybe Apple should launch a search engine.
– When Google CEO Eric Schmidt stepped down from Apple’s board of directors Aug. 3, it
touched off a wellspring of questions.
How did it happen? Did Apple CEO Steve
Jobs boot Schmidt, or was it a mutual decision to alleviate regulatory
concerns? Maybe it was the Federal Communications Commission’s…

Pentagon “Military Analysts” Didn’t Break Propaganda Rule: Investigators

July 21st, 2009 | No Comments

WASHINGTON — The Pentagon did not violate a federal prohibition on propaganda by using retired military officers to tout the Bush administration’s war policies in the media, congressional investigators said Tuesday.

At the same time, th…

Intel`s Numbers a Good Predictor for Rest of Industry: Analysts

July 16th, 2009 | No Comments

Intels strong quarterly numbers should indicate good things as other IT vendors get ready to release their results, analysts said. The Intel numbers also are an indication that OEMs such as HP, IBM and Dell are optimistic about the second half of the year. Part of Intels second-quarter success stemmed from the company replenishing inventory, but other factors including Microsofts upcoming release of Windows 7, the increasing age of PCs now in use and a loosening of capital spending should help drive up sales, the analysts said.
– Intels healthy quarterly numbers indicate that things may be
looking up for an IT industry battered by the global recession,
according to analysts.
However, it also means that systems makers are betting that the
second half of 2009 will look a lot better than the first half and are
beginning to…

Analysts Look to YouTube to Buoy Google Q2 Earnings

July 14th, 2009 | No Comments

Several analysts issue their expectations for Google’s second quarter earnings results, with Thomson Reuters analysts expecting Google to notch $5.06 per share on sales of $4.05 billion. These analysts say YouTube and DoubleClick helped pad Google’s online sales. Google executives will also get questions about Microsoft Bing and the pending Chrome OS.
– Google will report second quarter earnings July 16 after the market closes, with many analysts expecting the search engine giant to post a solid quarter in the face of the lumbering economy.
Google does not provide financial guidance, though analysts from Thomson Reuters said they expect Google to…