Networking Start-Up Nicira Wants to Mess Up Cisco and Juniper’s Business

Watch out Cisco, Juniper and other networking vendors. Your business model is about to get disrupted by Nicira, which is coming out of stealth mode today.
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Filing: Without Itanium Chip, HP Is “Strategically Screwed”

But in HP’s view, Oracle sought to blow up its rival’s Business Critical Server business and lure customers to its Sun servers.
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Tilera’s Server Chip Challenges Intel, Sort Of

A start-up called Tilera has a server chip that can do roughly the same work that a server chip from Intel does, but uses less power.
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Fusion-io Shares Whacked, but the Flash Madness Club Has a New Member

Fusion-io investors freak out over tighter margins. But never mind that. Fusion has a new customer: Salesforce.com
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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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Who Says Intel Is Weak? Just Look at Those Crazy Numbers!

Think Intel is a has-been? The numbers tell a different story: It is at the height of its powers.
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Intel Thrives in Tough Quarter, Expects Gains in Mobile Chips

Intel credited efficiency with keeping gross margins high and said it’s well-positioned in the markets for tablets and phones.
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Weather Prediction for 2012: Cloudy, With a Chance of Serious Growth

WIth every other bit of IT spending predicted to shrink this year, the market for cloud servers is going through a growth spurt.
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The World Is Overflowing With Memory Chips

The economy, the euro and Thailand have combined into a perfect storm that has caused memory chip inventories to pile up to extreme levels.
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What Went Wrong With Oracle’s Quarter?

Some deals didn’t close on time, and new chips slowed sales of certain servers. But there were a few things that went right, too.
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Oracle Falls Short on Weak Software Sales