John Furrier
Latest from John Furrier
HP Discover 2011: All Steak, No Sizzle
Editor’s Note: this piece was written by Dave Cahill, an analyst from Diligence Technology Advisors. Cahill was a regular at theCube during our HP Discover 2011 coverage (see more at SiliconAngle.tv). There is meat here. There is a story here. Someone just forgot to tell HP to convey this message at Discover. Sure there is ...
“It is about cloud or die”…HP’s Patrick Harr on All Things Cloud
{Editors note: This post written by David Cahill, President of Dilligence Technology Advisors and analyst at Wikibon.org}. No shortage of opinions and perspective from Patrick Harr’s keynote (Winning with HP’s hybrid delivery strategy) at HP Discover 2011 in Las Vegas. Patrick is Global VP of Enterprise Cloud Solutions at HP. Here are the most interesting takeaways ...
EMC World Live Coverage at EMC World 2011 in Las Vegas – theCube Summer Tour 11
The SiliconANGLE and Wikibon Cube Summer Tour 2011 kicks off next week starting Monday at EMC World 2011. Dave Vellante and I will be hosting live with commentary, analysis, opinion, and guest interviews starting Monday at 9:30am on SiliconANGLE.tv. We have 40 guest scheduled from 15 companies all prepared to come inside theCube to share ...
Wall Street ANGLE FalconStor Earnings Q1 Summary & Notes
FalconStor, a company that SiliconANGLE has been covering since VMworld 2011, announced their earnings. FalconStor reported Q1 FY11 results after the close yesterday. Amidst substantial restructuring of North American sales team and decline of OEM revenues (-37% y/y), the company was able to grow non-OEM revenue +31% y/y in Q1 2011. Going forward non-OEM revenue ...
Wall Street ANGLE – Citrix Systems Earnings – Summary and Notes
Citrix Synergy is around the corner so we are excited about Citrix these days here at SiliconANGLE.com, Wikibon.org, and the new stealth team at our Wall Street ANGLE. SiliconANGLE has initiated coverage on Citrix last quarter and now others are jumping on the bandwagon. Why? Citrix is booming. Growth in the “new Internet” has created ...
Cloud M&A Hot: CenturyLink Buys Savvis for $2.5 Billion
Cloud M&A is hot, and the cloud computing sector is booming. We have another big acqusition. CenturyLink this morning agreed to buy Savvis for $40 a share which puts the deal valued at $2.5 billion. Savvis has been a hot buyout target. I know folks at the company and they were deep in cloud infrastructure ...
Deduping @SteveDupe on Fusion-io: Steve Duplessie Gets Blown Off
Steve Duplessie, founder of Enterprise Storage Group (ESG), wrote a scathing negative post about why he’s bearish on Fusion-io. Steve Duplessie is a smart and respected entrepreneur who has built a great business off of a storage-centric consulting practice circa 1999. When I read his post I fell off my chair and said “wow he’s ...
EMC Earnings Summary: Up 28% – The Wall Street ANGLE
EMC just had their first quarter earnings call, with earnings rising 28%. International sales is attributed for the data storage company’s rise in profit. EMC’s customers seem happy with the products, boosting spending. A string of acquisitions has also flushed investors with reassurance. The most relevant business, technology and product takeaways from EMC earnings: Good ...
Breaking News: Dark Clouds – Startup Cirtas Systems Cutting Staff by 75% in Major Pivot
I am getting reports that cloud startup Cirtas is cutting almost 75% of their company in what appears to be a major pivot. According to a tweet by Cirtas employee Dave Graham, he tweeted the following: “well, the waiting is over. as of 3pm TODAY, i, along with 20 others are no longer employed by ...
Preparing for IPO Jive Software Buys Startup Proximal Labs – Forms Big Data Dream Team
On the heals of the news that Cloudera is extending their lead in Hadoop, a Cloudera Labs startup gets bought by pre-IPO startup Jive Software. Jive Software, located in Palo Alto California, is announcing a big data technology acquisition of unknown startup Proximal Labs. Proximal Labs was founded by David Gutelius, Lance Riedel, and Nigel ...