Cisco, Dell, HP, IBM and EMC have most to lose in China post NSA-gate: Report
A new Sanford Bernstein research note susses out the potential damage to U.S. tech companies — especially in China — in the wake of Edward Snowden’s disclosures.
You gotta be kidding me: HP’s back in the hunt for acquisitions
Gulp. Meg Whitman says Hewlett-Packard is back in the buying mood — but not for Autonomy-sized companies — to boost its product portfolio.
“White hot” Qlik, Jive, Datawatch, Imperva top short list of likely tech acquisitions
The flurry of M&A by legacy hardware vendors ain’t over yet, according to a new research note from Sanford Bernstein Senior Analyst Toni Sacconaghi.
Why Adobe’s big cloud bet really isn’t a huge gamble at all
Falling average selling prices, and millions of non-upgrading users made Adobe’s transition from Creative Suite to Creative Cloud inevitable.
Analyst: Latin America makes DirecTV especial
Sure, the satellite TV service faces rising programming costs, flattening subscriber growth and an obsolete one-way broadcast platform here in the U.S. But Sanford Bernstein senior analyst Craig Moffett told investors this week they’re not seeing the company’s huge growth potential in Latin America.
Analyst: Digital Newfronts will fail to take TV dollars
Sanford Bernstein senior analyst Todd Juenger doesn’t believe digital media companies like YouTube, Yahoo and AOL can entice advertisers into committing huge portions of dollars all in one buying session, a la TV’s traditional upfront market.