5 posts and columns on Ittai Kidron

Cisco, BMC Team Up in the Cloud

in Enterprise on December 6, 2010 at 9:31 am PT

Networking giant Cisco Systems and software maker BMC say they’re entering a strategic alliance around cloud computing.

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Motorola: Can It Sell One Million Droids This Quarter?

in News on November 30, 2009 at 3:50 pm PT

So, just how many Droid smartphones can Motorola sell in the December quarter? RBC Capital analyst Mark Sue asserted in a research note dated Sunday that he thinks the company has already sold 700,000 to 800,000 Droids, which should make it possible for the company to hit his estimate of 1 million Droids for the quarter.

HP, Oracle in Alleged Brocade Bromance

in News on October 5, 2009 at 12:14 pm PT

Brocade investors are smiling into their coffee cups this morning after reports that the networking-gear maker has put itself up for sale sent the company’s shares soaring. People familiar with the matter tell The Wall Street Journal and Bloomberg that Brocade is seeking a buyer and that both Hewlett-Packard and Oracle are among its potential suitors.
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Motorola: Shopping Wireless And Set-Top Box Units?

in News on June 5, 2009 at 12:30 pm PT

Is Motorola planning to hold a fire sale? Oppenheimer analyst Ittai Kidron observes in a research note that the company continues to plan the spin-off of its crumbling handset business sometime next year. But he says checks suggest the company is in the middle of strategic planning process that could lead to other asset sales as well over the next 12 months.

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Motorola: Revival of the Mobile Device Spin Off Plan?

in News on April 17, 2009 at 11:25 am PT

Is Motorola going to dust off its plan to spin off its handset business as a separate public company? Oppenheimer analyst Ittai Kidron thinks so.