Oppenheimer is betting that Amazon shares can get to $930. The primary reason: AWS is a profit machine that'll deliver 2023 revenue topping $57 billion.
Latest from Larry Dignan
Splitting PCs and printers from HP's enterprise business would leave both sides with more focus as well as more options in the future.
Big Blue's earnings topped estimates, but sales didn't. The company also said it's unlikely that a second half earnings pop will land because of "elongated discussions for its larger divestiture project."
Oracle's second quarter results are expected to be lackluster and analysts aren't expecting much. It sure would be nice if Oracle's hardware revenue could start growing to cushion the cloud transition.
Here's a look at the fallout should Google go with custom ARM chips in its data centers.
With the deals, Extreme Networks garners more distribution and a converged infrastructure story.
David Berlind is turning up some pre-show happenings at Interop in Las Vegas--some off the wall (literally) and some pretty useful. As for the on the wall, David has a post about a wall-mounted data center from a company called Thureon.
Microsoft has completed its first building at its Quincy, Washington data center and a leisurely walk around it is about 1.3 miles.
While investors ponder what stocks would do best under an Al Gore or George W. Bush presidency, at least one tech company is looking pretty good as Web traffic soars for political sites.
Microsoft may be giving the nascent portable data center market a lift.Data Center Knowledge via Slashdot connects a few dots--including a some from ZDNet's Mary Jo Foley--to conclude that Microsoft may be an early adopter of the portable data centers championed by Sun (right), Rackable and others.