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.
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.
Gulp. Meg Whitman says Hewlett-Packard is back in the buying mood — but not for Autonomy-sized companies — to boost its product portfolio.
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.
Falling average selling prices, and millions of non-upgrading users made Adobe’s transition from Creative Suite to Creative Cloud inevitable.
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.
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.