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ANET Arista Networks, Inc. $249.65 $18.25B Sell
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Apple Partners With SAP, Alibaba Sees Growth Accelerate, And Amazon Leases More Planes http://seekingalpha.com/article/3972212-apple-partners-sap-alibaba-sees-growth-accelerate-amazon-leases-planes?source=feed_all_articles May 06, 2016 - This Seeking Alpha Eye on Tech newsletter looks at Apple's partnership with SAP, a funding round for EMC/VMware's Pivotal unit, Windows 10 data, and eBay's purchase of AI firm ExpertMaker.With earning
Arista Networks (ANET) Jayshree Ullal on Q1 2016 Results - Earnings Call Transcript http://seekingalpha.com/article/3972161-arista-networks-anet-jayshree-ullal-q1-2016-results-earnings-call-transcript?source=feed May 06, 2016 - Arista Networks, Inc. (NYSE:ANET)Q1 2016 Earnings CallMay 05, 2016 4:30 pm ETExecutivesChuck Elliott - Director, Product and Investor AdvocacyJayshree Ullal - President, Chief Executive Officer & Dire
Amazon's Latest Kindle Gets Leaked, And Juniper Issues A Warning http://seekingalpha.com/article/3964594-amazons-latest-kindle-gets-leaked-juniper-issues-warning?source=feed_all_articles Apr 12, 2016 - This Seeking Alpha Eye on Tech newsletter goes over Q1 PC sales data, IDC's latest IT hardware forecast, and leaked info for Amazon's latest Kindle.Also covered: Juniper's Q1 warning, SecureWorks' IPO
IDC's Cloud Forecast Spells Trouble For HPE, EMC, And NetApp, And An Opportunity For Others http://seekingalpha.com/article/3964486-idcs-cloud-forecast-spells-trouble-hpe-emc-netapp-opportunity-others?source=feed_all_articles Apr 11, 2016 - This Seeking Alpha Eye on Tech column looks at an IDC report forecasting a gradual decline in traditional data center hardware sales, as spending shifts towards cloud infrastructures.HP Enterprise, EM
Cisco Rivals Brocade And Ruckus Are Merging. Who's Next? http://seekingalpha.com/article/3963017-cisco-rivals-brocade-ruckus-merging-next?source=feed_all_articles Apr 04, 2016 - This Seeking Alpha Eye on Tech column looks at the potential implications of Brocade’s $1.2B deal to buy Wi-Fi hardware firm Ruckus Wireless, the latest in a string of networking M&A transactions.With
Arista: Technology And Management, A Winning Combination In Cloud Data Centers http://seekingalpha.com/article/3962099-arista-technology-management-winning-combination-cloud-data-centers?source=feed_tag_long_ideas Mar 30, 2016 - Arista was founded by two of the leading figures in the Silicon Valley world and those men still hold 30% of the outstanding shares.Arista's technology approach in which it differentiates its switches
A Report On Patent-Based Event-Driven Investing For 2016 http://seekingalpha.com/article/3961447-report-patent-based-event-driven-investing-2016?source=feed_all_articles Mar 28, 2016 - There is a new trend in pharmaceutical patent cases involving one biologics producer attacking another seeking royalties for infringing biologics patents.The BPCIA provides an abbreviated approval pat
VMWare's Costly vSphere Upgrade Could Cost Business http://www.gurufocus.com/news/397223/vmwares-costly-vsphere-upgrade-could-cost-business Mar 03, 2016 - VMWare’s Costly vSphere Upgrade Could Cost Business, Stocks: VMW,ANET,MSFT,AMZN,HPQ,EMC, release date:Mar 03, 2016
My Top Communications Equipment Stocks For 2016 http://seekingalpha.com/article/3790926-my-top-communications-equipment-stocks-for-2016?source=feed_all_articles Jan 05, 2016 -
Needham's top networking/optical picks: LITE, FN, OCLR, ANET, GIMO http://seekingalpha.com/news/3008216-needhams-top-networking-optical-picks-lite-fn-oclr-anet-gimo?source=feed_news_all Dec 30, 2015 - Though a fan of optical networking hardware vendors Ciena (CIEN), Infinera (INFN), and Xtera (XCOM), Needham's Alex Henderson thinks many component makers

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