Arik Hesseldahl in News on May 9 at 7:01 pm PT
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.
Arik Hesseldahl in Enterprise on March 30 at 10:41 am PT
At least most of them will. Some may stand pat with slightly older chips that are still pulling their weight.
Arik Hesseldahl in Enterprise on January 20 at 7:25 am PT
Meet the 20-year Microsoft veteran who’s now in charge of steering HP’s strategic vision.
Arik Hesseldahl in News on January 5 at 7:05 am PT
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.
Arik Hesseldahl in News on December 21, 2011 at 3:50 pm PT
A disappointing quarter from Oracle seems to blast apart the idea that enterprise tech companies are holding steady. As usual, the markets overreacted.
Arik Hesseldahl in Enterprise on June 30, 2011 at 6:45 am PT
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.
Arik Hesseldahl in Enterprise on January 6, 2011 at 7:48 am PT
Good news, right? Yes, but it’s complicated by the weakness of the U.S. dollar.
Voices
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on September 7, 2010 at 10:46 am PT
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.
Voices
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on February 4, 2010 at 12:17 pm PT
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.
John Paczkowski in News on January 13, 2010 at 5:45 am PT
“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.