Company/Ticker | Recent Price | Mkt Val(bil) | Comment | |
NETWORKING | ||||
Riverbed Tech /RVBD | $21.18 | $1.5 | Maker of systems improving corporate data and applications performance is in a "hot space." | |
Brocade Comm /BRCD | 9.00 | 3.8 | Storage as well as networking equipment make it attractive to all the big companies. | |
Juniper Networks /JNPR | 27.31 | 14.3 | Unique in that it could be an acquirer or acquired. Needs to get bigger. | |
F5 Networks /FFIV | 48.02 | 3.8 | Products increase cost-efficiency of Web-driven server farms. | |
SERVER SOFTWARE | ||||
BMC Software /BMC | 37.07 | 6.8 | Business services software has good growth prospects. | |
Red Hat /RHT | 27.70 | 5.2 | Leading provider of open-source software based on Linux might appeal to full-service giants. | |
Citrix Sys /CTXS | 39.30 | 7.2 | Microsoft seen as most likely suitor for its desktop virtualization software. | |
STORAGE | ||||
CommVault Sys /CVLT | 20.56 | 0.9 | NetApp and Dell rumored to be interested in company's fast-growing mix of storage wares. | |
3Par /PAR | 11.58 | 0.7 | Pioneer in systems that boost data capacity of existing corporate storage. | |
NetApp /NTAP | 28.78 | 9.7 | Big outfits expanding their offerings might want to snap up a |
http://online.barrons.com/article/SB125635744112505613.html?mod=article-outset-box
5 comments:
Are u playing any of these?
I have FFIV. RVBD was hit Fri after earnings but I thought they were good-- its a name the Street likes--but they were sweating the amount of Govt contracts-The Fed's helped them out in the quarter
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