What T-Mobile threat? Verizon keeps on growing

Of all of the mobile operators that T-Mobile is challenging with its Un-carrier strategy, Verizon is the most traditional of them all. But as Verizon’s Q4 earnings show, it’s a model that still works.

Today in Cloud

Did anybody else read Rich Miller’s roundup of data center stocks for Q3 and come away feeling a little surprised? Rackspace’s price drop is particularly shocking given its impressive earnings over the past couple quarters and the stock analysts suggesting investors buy RAX. SGI’s 52.5 percent jump shouldn’t be overlooked either. Rackable was doing a fine job selling webscale servers before buying the bankrupt SGI (and adopting its name) last year, but I questioned if the low-margin, high-investment HPC business wouldn’t be an albatross around Rackable’s neck. Guess I was wrong.

Apple Looking to Have Record iPhone Quarter: Report

According to information gathered from parts suppliers for Apple’s (s aapl) iPhone 3GS, the handset is headed for a record quarter. Apple’s Taiwanese suppliers for the iPhone’s components have reported a 31 percent increase in volume of orders placed for the parts.

Today in Cloud

It is amazing what a difference a year makes. Last year at this time, the only forecasts coming down the pike were for gloom and doom. Yesterday, however, Google, IBM and AMD all released their third-quarter results, and all exceeded expectations. Google actually saw 7 percent growth compared with the third quarter of 2008, and it feels confident enough to go on a hiring binge. These three join the ranks of public and private IT companies experiencing either improved revenue or record revenue, and indicate that IT departments are starting to reinvest in their futures, with SaaS and cloud-like technologies comprising an increasingly large portion of those budgets.

Today in Cloud

Cisco’s fourth-quarter earnings and revenue hits are indicative of, and no doubt affected by, the current recession. However, while Cisco CEO John Chambers promises a return to double-digit growth, that path will not be easy. Not only does Cisco face competition from HP and IBM (along with Juniper Networks) across the data center, smaller vendors like Liquid Computing also are gaining some traction and name recognition in the unified computing space. An additional player in the server market is Fujitsu, which has a strong portfolio and which recently announced a service-oriented push into the American market.