Server Shipments Defy Pessimism in the Market
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Global server sales rose nearly 8 percent in the second quarter, compared to the same period last year, according to new data from Gartner.
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Strong demand makes commodity companies a hot ticket. Where are the best returns?
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Investor's Business Daily - At first, nothing seemed amiss at last month's LinuxWorld trade show in San Francisco.
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The beleaguered server seller saw a positive sign in two quarters of revenue growth, but the streak came to an end in December.
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Third-quarter PC shipments in the US increased 5 percent from the same period a year ago. That was below analysts&#39; forecast of an increase of more than 8 percent.
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'Shorty' kicks blades out of the data center and onto the floor The mid-market push has definitely been heating up for tech vendors in recent weeks. We've already seen Dell, IBM and Hitachi touting their simplified server and storage lines with SMB-aimed gear, and frankly, we're starting to recite the hard sell for companies with limited budgets and expertise in our sleep.â¦
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TechWeb - Customers are decoupling storage from server purchases, which explains why EMC and NetApp earnings were up and why Sun and HP were flat or down, Warmenhoven says.
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Enterprise software vendors are having their last hurrah at customer expense.  But not for long.
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Vendor uncertainty and instability is highly correlated to perceived risk, and there are some big storage vendors out there with some large question marks hanging around their necks, including Sun, Symantec and HP.
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Booming sales of server and mobile-computing microprocessors push third-quarter revenue and net income beyond earlier guidance. By Darrell Dunn.
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Just as Microsoft&#39;s (MSFT ) core businesses -- its Windows and Office monopolies -- are slowing down, it has found a new engine for growth: server software.
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A major rollout of server software is set for February, but the 'launch' won't deliver products.
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Server and software maker says it beat targets, but laid off more workers than expected in the first quarter.
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Hefty valuations = a bet on the future.  That future is clearly open source + SaaS, based on the multiples people are willing to pay.
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Dour CAPS investors sometimes see a silver lining.
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The old saying, essentially, is, "From here, things can only get better." From where AMD was last April, that's indeed what happened - and perhaps that's no surprise. Yesterday, the company reported rising chip shipments that led to increased revenues and recovering profit margins, though still not yet near the point of being considered "healthy."
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Even in a rough market, these companies are poised to soar.