Archive for 2008/08


Why the Value of the US Dollar Needs to Rise

I was just listening to a PBS Nightly News Podcast. Apparently, some economists are concerned with the rise of the value of the US dollar, citing the risk of diminished competitiveness of the US on international markets because of the cost of the dollar.
If the value of the dollar doesn’t go up, the last […]

Aruba Networks Rising

Congrats to Domenic Orr and the the Investor Relations team, at Aruba Networks, for a fine conference call, today. Highlights include Q4 13% sequential increase n sales, 16%, year-over-year.
66% of sales went to existing customers but several hundreds new customers were acquired. Method of sales was 20% direct and 80% through channels. And, the […]

Thoughts on Juniper and the Network Industry’s Quest for Vertical Dominance

How are the contenders to Cisco’s ever-growing sandbox faring, these days? This posting will focus on Juniper, often referred as No. 2 in the networking arena.
Junipers plays with: application performance; identity, policy and control; management software; routing, switching; security, and software-based network operations management - key technologies common with Cisco’s portfolio.
And, Juniper plays in; enterprise, […]

Cisco, Darling

Former Wall Street Darling, Cisco Systems, recently announced earnings and, shortly thereafter, yet another major investment company downgraded this stock. That’s 4 wall street barons in 5 months. However, this is not a unanimous consensus, new comers are posting more bullish prognostications. Who’s right?
The Motley Fool, the internet’s quintessential buy-and-hold investing advice web site, says […]

What’s Next for High Tech?

Now that oil is cooling down and alternative energy is showing signs of life, we have a few moments to look around the landscape. Food, despite rising costs, has been holding on, finance still has challenges as does transportation. Healthcare seems to be making interesting gains… blah, blah, blah. One sector that has been flying […]

Alternative Energy and Automotion Updates

California has seen a busy week in the area of alternative energy, this week. Apparently, Tesla Motors is considering to establish a car making plant in Silicon Valley.
PG&E, California’s electric company, will invest in large solar electricity generation sites: “
Utility Announces Two Photovoltaic (PV) Plants Equivalent to
Almost Double the Amount of Current U.S. Grid-Connected PV […]

A Little Breathing Room and a Perspective on the Future for Entrepreneurs

So the shorts have been bringing oil down to a less desperate level. But don’t break out the champagne just yet. There is still a lot more cost reduction to go. And, with inflationary pressures on the US dollar, there is a need to increase its value. Oil can alleviate consumer pressure and it can […]

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