Tag Archives: Technologies
Check This to Find Out Whether Mellanox Technologies Is Going to Bomb
Look here for a clue.
Fool.com: The Motley Fool
5 Technologies CES 2012 Just Killed
NEW YORK (MainStreet) — CES gadgets can make 3-D replicas, smarten up your car and make almost all the technology in your house slimmer and flatter, but they can’t stop your old tech toys from becoming obsolete.
The CES carnage may not be as clear as it was last year, when a flood of tablets drowned the minor netbook presence on the floor, but the fallout from this year’s offerings will be no less pronounced. Judging by the top products at this year’s show, integration is still the one constant at CES.
…
Middle East Tensions Drive Demand At FMC Technologies
America is curbing its oil import appetite through aggressive shale development and a return to offshore exploration and production. Given Iran’s saber continues to rattle, the incentive for the U.S. to in-source its oil supports drilling equipment and services stocks, including FMC Technologies (FTI).
FMC’s products are widely deployed wherever oil is found. It’s particularly strong in deepwater, where its subsea systems hold a 46% market share. The industry has been getting stronger in the wake of a return to Gulf of Mexico post-Macondo. FMC shares have increased 27% since the end of the third quarter. Oceaneering International (OII) and Helmerich Payne (HP), both also tied to offshore E&P, have seen shares increase 33% and 58%, respectively. Stocks with offshore exposure are likely to enjoy another solid quarter given rig rates remain high.
In November, there were 1,185 active rigs worldwide, 55 more than last year. As of the most
Riverbed Technologies: Ray Of Sunshine In The Clouds
By Jason Merriam:
The announced acquisition of DemandTec (DMAN) by IBM (IBM) on December 8th, underscores the jockeying of positions within the cloud computing space. Big-fish are buying the small fry such as a recent deal by SAP AG (SAP) purchasing SuccessFactors (SFSF).
Adding fuel to the fire was the December 9th news that Blue Coat Systems (BCSI) agreed to be bought by an investor group led by PE firm Thoma Bravo LLC and including a unit of the Ontario Teachers’ Pension Plan.
Cisco’s (CSCO) recent introduction of CloudVerse is also a new entrant to the cloud scene.
Another name we think highly of in the WAN (wide area network) environment is Riverbed Technology (RVBD). They too could make an excellent acquisition target to a larger player wanting to guarantee their footprint in the cloud arena. Yet, the company also has a bright future as a stand-alone business. What’s to like?
