Five Questions for Cisco Systems CEO John Chambers

Leaner and meaner isn’t always enough. After a company-wide restructuring, growing profits is proving tougher than Cisco CEO John Chambers expected. You know, it don’t come easy.
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Intel’s Diane Bryant Says CIOs Will Love Its Romley Chip

At least most of them will. Some may stand pat with slightly older chips that are still pulling their weight.
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Seven Questions for Bill Veghte, Hewlett-Packard’s New Chief Strategy Officer

Meet the 20-year Microsoft veteran who’s now in charge of steering HP’s strategic vision.
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Gartner Slashes 2012 Global IT Spending Forecast

Research firm Gartner just knocked down its growth forecast for global tech spending by nearly 1 percent. It may not sound like much, but it amounts to slowdown worth about $100 billion.
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Thanks, Oracle, for Harshing the Enterprise Tech Buzz

A disappointing quarter from Oracle seems to blast apart the idea that enterprise tech companies are holding steady. As usual, the markets overreacted.
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Gartner Says Worldwide IT Spending to Grow, Despite Japan Earthquake

The earthquake in Japan isn’t having as much of an impact on worldwide IT spending as expected, the market research firm Gartner says. Growth, it says, will be healthy.
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Worldwide IT Spending Growth Speeds Up, Gartner Says

Good news, right? Yes, but it’s complicated by the weakness of the U.S. dollar.

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Chips: The Street’s Worries Intensify; Downgrades Piling Up

The Street’s fretting over weakening demand in the chip sector is intensifying. In short, signs of weak PC demand, combined with fears of a slowing recovery in IT spending, indications of inventory expansion in the supply chain and general worries over the lackluster economic recovery have spurred multiple analysts to rethink their positions.

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Cisco Can't Save the Market

Cisco Systems after the close yesterday posted stunningly good results for its January quarter, and provided April quarter guidance that was way above Street expectations. CEO John Chambers could not have sounded more optimistic about the quarter and the outlook if he tried; he said the company saw a broad-based recovery across all geographies and product sectors.

Econalypse Fin

“The technology downturn of 2008 and 2009 is unofficially over.” This, according to Forrester, which claims technology spending will roar back to life in 2010.
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E=MC Scared

Better RIM Than Yahoo …

$22-a-share? What a Bunch of Yahoos …