Deutsche Bank Analysts Bullish on Data Networking Stocks (EMC, VMW, CSCO, FFIV, JNPR, NTAP)

Sono in arrivo altre rivoluzioni significative? Staremo a vedere!

24/7 Wall St.

Hand plugging ethernet cable into wall socketWe reported yesterday that the EMC Corp. (NYSE: EMC) and VMware Inc. (NYSE: VMW) strategic forum in New York City was used as a platform to not only showcase earnings and prospects for the two companies, but to also announce a new strategic joint venture carve out: The Pivotal Group. Analysts from across Wall St. were given a glimpse at the future of storage, data networking and data centers.

In a new report, analysts at Deutsche Bank A.G. (NYSE: DB) highlight stocks to buy in this growing space. They agreed with EMC and VMW’s list of major information technology (IT) spending themes. And they note that the biggest secular growth investment opportunities in the networking universe are in:

  1. Rollouts of nextgen mobile-aware and application-aware networks
  2. The network as a rich source of analytics
  3. Build outs of scale-out enterprise and telco cloud data centers

View original post 398 altre parole

Questa voce è stata pubblicata in Nuove dalla rete e contrassegnata con , , , . Contrassegna il permalink.

Tu cosa ne pensi?

Inserisci i tuoi dati qui sotto o clicca su un'icona per effettuare l'accesso:


Stai commentando usando il tuo account Chiudi sessione /  Modifica )

Google+ photo

Stai commentando usando il tuo account Google+. Chiudi sessione /  Modifica )

Foto Twitter

Stai commentando usando il tuo account Twitter. Chiudi sessione /  Modifica )

Foto di Facebook

Stai commentando usando il tuo account Facebook. Chiudi sessione /  Modifica )


Connessione a %s...