HELP   |   REGISTER   |   LOGIN
RSS
The Individual Investor Intelligence Network
HOME  |  GLOBAL MACRO  |  MEDIA  |  TECHNOLOGY  |  BIOTECH  |  COMMODITIES  |  EDUCATION  |  IU25 INDEX  |  ABOUT US
Comments
View Comments: Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
TechStockProspector
User Rank
Platinum
Dell's Wyse purchase
TechStockProspector   4/3/2012 12:28:41 PM
NO RATINGS
At today's Wells Fargo Tech Transformation Summit, Brad Anderson, president of Dell's enterprise solutions unit, said what makes Wyse "super attractive" is the back-end opportunity for data services to support the front-end virtualization network. Anderson said for every $1 in virtual desktop revenue, there is $6 of server, storage, networking and datacenter services behind it.

Scott Raynovich
User Rank
Blogger
Re: Citi likes Citrix
Scott Raynovich   4/2/2012 3:35:39 PM
NO RATINGS
Thanks Rob. Deal makes sense to me.

TechStockProspector
User Rank
Platinum
Re: Citi likes Citrix
TechStockProspector   4/2/2012 2:08:50 PM
NO RATINGS
Dell buying Wyse makes strategic sense because it involves the enterprise & cloud segments. Once again, it's a small deal for Dell from a revenue perspective (Wyse had trailing 12-month revenue of $375 million), so it's best to look at it as adding another piece to the enterprise portfolio. The addition of cloud-software talent (Wyse has 140 software engineers) is a plus.

Drivewaygirl
User Rank
Platinum
Re: Citi likes Citrix
Drivewaygirl   4/2/2012 1:40:08 PM
NO RATINGS
What's your take on the deal, Rob?

TechStockProspector
User Rank
Platinum
Citi likes Citrix
TechStockProspector   4/2/2012 12:56:06 PM
NO RATINGS
Dell announced this morning that it's buying privately held Wyse Technology to expand its presence in desktop virtualization.

Citi says the deal could bring back takeover chatter on Citrix, which it calls the best way to play the mainstreaming of desktop virtualization.

Phoenix
User Rank
Gold
Re: Cloud as a driver
Phoenix   3/30/2012 7:06:09 PM
NO RATINGS
Thank you for the pointer and for brining this company to our attention. I'll check it out.

TechStockProspector
User Rank
Platinum
Re: Cloud as a driver
TechStockProspector   3/30/2012 5:56:44 PM
NO RATINGS
@Phoenix: A pullback to the 200-day moving average around $68 would be optimal. But not sure we'll get that...watch the March low of $71.24 for support if the stock starts to head lower.

ProfR
User Rank
Platinum
Re: Cloud as a driver
ProfR   3/30/2012 2:12:37 PM
NO RATINGS
Citrix made an early bet on cloud. That can sometimes be risky but in this case it played out well for them. I think they are an established player in a strong market and should continue to grow well.

Phoenix
User Rank
Gold
Re: Cloud as a driver
Phoenix   3/30/2012 3:32:35 AM
NO RATINGS
It does look like a good stock. They are in the right business and a lot more growth can be expected. I'm a bit worried about a correction. Would it be a good idea to wait and see if a correction occurs and if it does to buy at that time?

Scott Raynovich
User Rank
Blogger
CTXS Valuation
Scott Raynovich   3/29/2012 12:44:44 PM
NO RATINGS
Yes PEG is a little high at 1.74 but this is such a strong company definitely one to pick up in a correction.

Hard to buy this chart up here.

 



Page 1 / 2   >   >>




The blogs and comments posted on Investor Uprising do not reflect the views of Investor Uprising, PRNewswire, or its sponsors. Investor Uprising, PRNewswire, and its sponsors do not assume responsibility for any comments, claims, or opinions made by authors and bloggers. They are no substitute for your own research and should not be relied upon for trading or any other purpose.
Latest Blogs
Telecom-equipment maker Ciena is a stock trader’s dream, as long as the timing is correct.
The FTC is offering a $50,000 cash prize to the person or group that can come up with a solution to those annoying robocalls.
Akamai is in the middle of four significant tech trends.
John Malone of Liberty Media will be taking over Sirius XM satellite radio when the existing CEO Mel Karmazin steps down. What's it mean?
Demand for students of the humanities exists, despite widespread aspersions on the discipline.
IU Education
Resources to help you become a better investor
IU Education
Quick Poll
Investor Uprising on Twitter
Investor Uprising on Twiter
Market Chatter
Like Us on Facebook
Top 10 IU Hot Topics
25 market-moving companies we're tracking
PR Newswire's Terms of Use Apply | Privacy | Contact Us
Copyright © 1996-2013 PR Newswire Association LLC. All Rights Reserved.
A UBM plc company.
PR Newswire