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… whose shares he rates Neutral, should consider buying storage equipment … and would expand CSCO’s footprint in the ~$50bil enterprise...

Risks include the rate of virtualization growth, adoption of management tools/cloud solutions, and competition. Earlier this month, Global Equities...

The company’s revenue from cloud computing subscriptions and support fees … It also projectedcloud computing revenue to more than double to €750 million. ...

Overtime, much like the hypervisor has commoditized within server virtualization, we view SDN controllers as the interface most at risk to commoditizing,...

The company’s products for data center switching and routing showed the highest scores on VAR remarks, followed closely by the company’s “unified...