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What Happened At The JPMorgan TMT Conference?
Monday, May 18, 2015 - 1:48pm | 320Read More...In a report published Monday, JPMorgan analyst Tien-tsin Huang discussed International Business Machines Corp. (NYSE: IBM)'s presentation at the JPMorgan Global Technology, Media, and Telecom conference. "Overall takeaways were positive but not much incremental to our thesis,"...
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How Microsoft's Big Bet On The Cloud Is Paying Off
Tuesday, May 12, 2015 - 11:51am | 317Read More...Microsoft Corporation (NASDAQ: MSFT) focus on the cloud seems to be paying off quite well as the company is seeing businesses, especially small businesses, adapting to it at a rapid rate. Microsoft Small And Medium Business (SMB) VP Cindy Bates was on Fox Business Monday to discuss the...
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Salesforce + Oracle = The Big Cloud Bet, Says FBR Capital
Thursday, April 30, 2015 - 12:52pm | 393Read More...Shares of salesforce.com, inc. (NYSE: CRM) skyrocketed to make an all-time high Wednesday on a report from Bloomberg that revealed the company has roped in financial advisers to find itself a buyer. While most people on Street consider Oracle Corporation (NYSE: ORCL) to be the best match for...
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Salesforce Roundup: What's The Street Think?
Thursday, April 30, 2015 - 12:37pm | 705Read More...Chatter surfaced late Wednesday that salesforce.com, inc. (NYSE: CRM) could be on the selling block as the company was approached for a takeover. Other media reports suggested the company is working with bankers to field offers. Several names mentioned as potential buyers include Oracle...
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Credit Suisse Provides The Case For And Against IBM Acquiring Salesforce
Thursday, April 30, 2015 - 11:33am | 337Read More...In a report published Wednesday, Credit Suisse analyst Kulbinder Garcha presented the case for and against International Business Machines Corp. (NYSE: IBM) acquiring salesforce.com, inc. (NYSE: CRM) Garcha argued that IBM's strategy for resuming growth and value creation lies within the...
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Citigroup On Salesforce Rumors: 'Chasing The Hottest Stock At The Dance?'
Thursday, April 30, 2015 - 11:08am | 404Read More...In a report published Thursday, Citigroup analyst Walter H. Pritchard offered a closer look at implications of a potential salesforce.com, inc. (NYSE: CRM) acquisition, noting that he doesn't "have a call" on the credibility of media reports, but nevertheless dove into the possible...
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Every Reason Oracle & Microsoft Would (Or Would Not) Acquire Salesforce
Thursday, April 30, 2015 - 8:02am | 580Read More...In a report published Thursday, JMP Securities analyst Patrick Walravens offered the top reasons why Oracle Corporation (NYSE: ORCL) and Microsoft Corporation (NASDAQ: MSFT) would and would not acquire salesforce.com, inc. (NYSE: CRM) Why Oracle Would Buy Salesforce: Executive Chairman...
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Cheaper Infrastructure Prices Are Good For Box: CEO Explains
Tuesday, April 28, 2015 - 12:57pm | 388Read More...The cloud and cloud storage space has seen significant price cuts in the past few years. For a company that solely depends on such services for its earnings, price cuts would logically reduce growth and profitability. However, Box Inc (NYSE: BOX) CEO Aaron Levie thinks otherwise. Levie was on CNBC...
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What Does The Street Think Of Microsoft Now?
Friday, April 24, 2015 - 2:12pm | 661Read More...Microsoft Corporation (NASDAQ: MSFT) on Thursday reported third quarter results that jolted shares higher by nearly 10 percent by Friday afternoon. Here is a summary of what some of Wall Street's top analysts have to say about the company's results. FBR: Nadella ‘Putting The...
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DigitalGlobe Uses Cloud Computing To Beef Up Intelligence
Tuesday, April 21, 2015 - 12:53pm | 337Read More...With all of the unclassified information from social media floating around in cyberspace, government agencies are able to pinpoint the location of radicalized citizens as well as track gatherings and protests all over the world. However, the sheer volume of data has made it difficult for companies...
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Amazon Added To List Of Companies On NOAA Project
Tuesday, April 21, 2015 - 12:36pm | 249Read More...Amazon.com, Inc. (NASDAQ: AMZN) added its name to a list of companies collaborating with a government science agency that wants to boost the utility of its data. Amazon's web services unit said it signed an agreement with the National Atmospheric and Oceanic Administration to expand...
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How To Play 4 Top IT Hardware Names Pre-Earnings
Tuesday, April 7, 2015 - 1:01pm | 587Read More...In a report published Tuesday, RBC Capital Markets analyst Amit Daryanani offered a preview for four IT hardware giants ahead of their respective earnings. According to Daryanani, 2015 has been a volatile year for the IT hardware sector and the volatility will likely persist given sustained...
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Is Microsoft Merely A Follower In The Cloud Market?
Tuesday, March 31, 2015 - 9:07am | 225Read More...Compared with Amazon.com, Inc. (NASDAQ: AMZN) and Google Inc (NASDAQ: GOOG), Microsoft Corporation (NASDAQ: MSFT) is just a follower, according to analysts at Citi Research. While there has been excitement over Microsoft's Azure and other cloud offerings, the analysts said that ultimately,...
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Rackspace CEO: Lower Cloud Infrastructure Prices Are Making Infrastructure Ubiquitous
Wednesday, March 18, 2015 - 1:21pm | 358Read More...The cloud space is becoming increasingly competitive. Microsoft CEO Satya Nadella recently commented that only a few companies have the resources to build infrastructure for the cloud globally. Rackspace Hosting, Inc. (NYSE: RAX) CEO Taylor Rhodes was on CNBC to discuss how the company can...
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Barclays Is 'Resetting Expectations' At Microsoft
Friday, March 13, 2015 - 8:37am | 248Read More...In a report published Friday, Barclays analyst Raimo Lenschow revised his estimates on Microsoft Corporation (NASDAQ: MSFT) following Intel Corporation's (NASDAQ: INTC) warning that it expects to record lower revenue due to lower demand for its products. "Specifically, Intel noted lower-than-...
