Hassane El-Khoury, chief executive of Cypress Semiconductor, is a big fan of Amazon's "Echo Show," the speech-driven appliance for video conferencing and such. Not least because his company's shipping Bluetooth and Wifi into the product, part of an expanding world of connected devices from which Cypress can benefit.
Michael Leabman, who founded wireless power startup Energous four years ago, will leave his full time job there to become a contractor to the company, in order to focus on personal projects and spend time with his family, said Energous.
Three days of card table booths present a while and whacky assortment of mostly young hopefuls with scent emitters, foldable scooters, magical pens and paper, connected furniture and much more.
T-Mobile US's announcement Tuesday it added 1.9 million new customers in the December quarter is further proof a four-player market for wireless in the U.S. is not slowing the company down, writes Craig Moffett of the boutique Moffett-Nathanson research house. He predicts pain on the part of the other three, particularly Sprint.
Avadis "Avie" Tevanian, legendary software innovator and formerly head of code at Apple, now a professional investor, talks with Barron's on IoT, A.I. and other themes in this follow up to the print Q&A.
Cisco finally got some fans for its story about increasing software sales leading to a return to revenue growth, which helped it claim the 12th highest spot in share price gains among Dow companies this year, though it still trailed the Nasdaq.
Netgear stock is under pressure as Amazon scoops up privately held home security startup Blink, but Global Equities's Trip Chowdhry thinks this only makes Netgear a more urgent take-out candidate for Apple, Alphabet, or Facebook.
Inphi can look forward to sales of three promising product lines in 2018 that should offset an a slowdown of sales of parts into China.
Akamai's underlying network has a superior ability to handle the exploding number of "edge" requests for Internet data centers, such as cloud computing facilities, writes Brad Zalnick of Credit Suisse, one of the reasons that Akamai has broad appeal that could lure many buyers, as Elliott Management circles the company.
Elliott Management, an activist firm that's taken stakes in a number of tech companies over the years, pushing for changes to be made in structure and business strategy, has taken a 6.5% stake in content networking pioneer Akamai Networks, arguing its stock is "significantly undervalued," and vowing to have a chat with management.
Arista's looking to sell more and more to enterprise customers, with new products funded out of the proceeds of selling to cloud computing customers, and Keybanc likes the trajectory, according to a note Thursday from analyst Alex Kurtz.
Recently public cloud computing outfit Bandwidth, which lets companies embed voice and messing in their applications, saw its shares surge by 10% in late trading after its first quarterly report since its IPO in November topped expectations.
Things are coming back in terms of China's fiber-optic component demand, writes Jun Zhang of Rosenblatt Securities, but only slightly, and vendors such as Oclaro and Applied Optoelectronics will fair differently based on patterns of Chinese buyers sourcing some of their own components.
Ciena's first-ever share repurchase plan, announced today, is a sign the fiber-optic pioneer has come of age, says chief executive Gary Smith. The company has pared away debt and is growing faster than the overall fiber-optic market.
VMware has been managing its business very well, but its stock is now too rich to buy given its sales growth is going to peak next year, according to Drexel Hamilton's Brian White and Gabelli's Hendi Susanto, who both cut the stock to Hold this morning even as peers at some other shops are raising price targets.
Shares of Juniper Networks are down 9% after surging by about 25% Wednesday evening, on a rumor from CNBC that Nokia was in talks to buy the company at a big premium. But Nokia denied the speculation late Wednesday, and some analysts found such a deal questionable anyway.
Apple's drawing cautious comments from UBS and Instinet, Micron gets slammed because of Morgan Stanley comments on NAND, then defended by Stifel, Square plummets on a BTIG downgrade, T-Mobile US rises as Moffett Nathanson likes the new shape of wireless, and Cisco can be like Microsoft in a very good way, says Bernstein.
Cisco has a shot at having its stock "re-rated" from a 14 times forward multiple of earnings to 20 times, as software, and especially the kind that brings in "recurring revenue," becomes a larger and larger part of its total sales, just like what happened to Microsoft, according to a note today from Bernstein's Pierre Farragu.
Costco's online site sold out of the home networked camera "Arlo," a good sign for its maker, Netgear, according to a note from Global Equities's Trip Chowdhry as he trolls the Black Friday shopping malls.
It's hard to imagine Tuesday's FCC order striking down Net Neutrality lasting for very long, so egregious are its changes, argues Craig Moffett of the eponymous Moffett-Nathanson boutique research firm. He thinks bipartisanship in Congress might just come to the rescue with legislation that rolls back the FCC's changes.