Sono in arrivo altre rivoluzioni significative? Staremo a vedere!
We 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:
- Rollouts of nextgen mobile-aware and application-aware networks
- The network as a rich source of analytics
- Build outs of scale-out enterprise and telco cloud data centers
View original post 398 altre parole