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Rod Hall Weighs In On Equinix-Facebook Data Center Collaboration
Thursday, March 10, 2016 - 8:42am | 206Read More...Data center services giant Equinix Inc (NASDAQ: EQIX) announced its plans to deploy technology designed by Facebook Inc (NASDAQ: FB) in the latter’s Open Compute Project [OCP] to develop an open source-based ecosystem that would enable enterprises to create next-gen IoT [Internet of Things...
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Can Cisco's Spark Compete With Slack?
Wednesday, March 9, 2016 - 10:46am | 337Read More...Reports on March 4 indicated that Microsoft Corporation (NASDAQ: MSFT) was considering the acquisition of Slack, a cloud-based messaging platform similar to Skype, for $8 billion. However with CEO Satya Nadela and founder Bill Gates, along with many others, not completely convinced of the move,...
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Qualcomm, Cisco Hurt By U.S. ZTE Trade Restrictions
Tuesday, March 8, 2016 - 2:11pm | 408Read More...QUALCOMM, Inc. (NASDAQ: QCOM) and Cisco Systems, Inc. (NASDAQ: CSCO) are in for some negative headwinds, according to a recent JPMorgan research note. Due to forthcoming exportation trade restrictions by the United States against China's ZTE CORP ‘H'CNY1 (OTC: ZTCOF) (SHE: 000063) (HKG: 0763), a...
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Apple No Longer Bidding For NFL Games; Facebook, Amazon, Verizon And Yahoo Are Left
Monday, March 7, 2016 - 12:12pm | 321Read More...Apple Inc. (NASDAQ: AAPL) is reportedly not among the high-profile bidders for NFL Thursday night game streaming rights. Apple seems to have determined that the potential price of the sports content would not pay off in the end. According to JPMorgan analyst Rod Hall, Apple has been searching...
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Analyst: It's 'Interesting' Apple's Product Event Is The Week Of Its FBI Hearing
Monday, February 29, 2016 - 10:43am | 241Read More...JPMorgan on Monday issued a note on Apple Inc. (NASDAQ: AAPL) ahead of the company's product event, which will be held the week of March 21. The firm rates Apple as Overweight with a $141 price target. Analyst Rod Hall wrote, “Apple's rumored March press event will happen the week...
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Smartphone Sales Grew Almost 10% Last Quarter
Monday, February 22, 2016 - 9:30am | 266Read More...JPMorgan’s Rod Hall said that Q4 smartphone sales growth was ahead of their estimate, but marked the slowest growth since 2008. Global smartphone sales came in at 403 million units, up 9.7 percent year-over-year, according to Gartner. In 2015, 1.4 billion units of smartphones were sold,...
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What Arista's Beat And Raise Report Means For Network Peers
Friday, February 19, 2016 - 11:03am | 284Read More...JPMorgan's Rod Hall mentioned that the 4Q beat and 1Q guidance raise announced by Arista Networks Inc (NYSE: ANET) has a negative implication for Cisco Systems, Inc. (NASDAQ: CSCO) and a slightly positive one for Ciena Corporation (NYSE: CIEN). Arista reported its 4Q revenue at $245.4...
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Qualcomm May Have Just Signed Up The Last Of The Top Five Chinese OEMs
Friday, February 19, 2016 - 9:06am | 240Read More...J.P. Morgan's Rod Hall reported that QUALCOMM, Inc. (NASDAQ: QCOM) has announced post market close on February 18 that it has entered into a new 3G and 4G license agreement with Lenovo Group Limited (ADR) (OTCMKTS: LNVGY) for China. Qualcomm also stated that the royalties were consistent...
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JP Morgan Is Sticking With Qualcomm, Ciena, CommScope
Wednesday, February 17, 2016 - 10:11am | 159Read More...Shares of Commscope Holding Company Inc (NASDAQ: COMM), Nimble Storage Inc (NYSE: NMBL), QUALCOMM, Inc. (NASDAQ: QCOM) and Ciena Corporation (NYSE: CIEN) are down YTD. JPMorgan’s Rod Hall maintained Overweight ratings for all four companies. Cypress-Fairbanks Independent School...
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TV Networks Are Underestimating Apple's Power
Tuesday, February 16, 2016 - 8:59am | 325Read More...Shares of Apple Inc. (NASDAQ: AAPL) have declined 10.71 percent year-to-date, falling to a low of $93.78 on February 11. JPMorgan’s Rod Hall has maintained a Buy rating on the company, with a price target of $141. The Wall Street Journal reported that the company is developing its...
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JPMorgan Sees Cisco's Overarching Fundamentals As Weak, Consistent With Macro Deterioration
Thursday, February 11, 2016 - 9:23am | 338Read More...Shares of Cisco Systems, Inc. (NASDAQ: CSCO) have been volatile over the past year and down 17 percent since January 10. JPMorgan’s Rod Hall reiterated an Underweight rating on the company, with a price target of $17. Weak macro trends are expected to be an incremental headwind for...
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Is The Taiwan Earthquake Bad For Apple Inc. And QUALCOMM, Inc.?
Tuesday, February 9, 2016 - 9:49am | 247Read More...Apple Inc (NASDAQ: AAPL) shares have lost 22 percent since November 9, while shares of QUALCOMM, Inc. (NASDAQ: QCOM) have dipped 18 percent. JPMorgan’s Rod Hall maintained Overweight ratings on both companies. The Taiwan earthquake has a neutral impact on both Apple and Qualcomm,...
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Rod Hall: Apple Just Made A 'Major' Ecosystem Development
Monday, February 8, 2016 - 10:26am | 299Read More...Apple Inc. (NASDAQ: AAPL) shares have been on a downward trajectory and have lost 22 percent since November 9. JPMorgan’s Rod Hall maintained an Overweight rating for the company. Apple’s latest addition of a server-side API to CloudKit is a “major positive,” Hall...
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JPMorgan Waiting To See How Alphabet Can Compete With Apple In Consumer Products
Tuesday, February 2, 2016 - 8:59am | 258Read More...While Apple Inc. (NASDAQ: AAPL) shares have lost 5 percent since January 26, shares of Alphabet Inc (NASDAQ: GOOGL) have gained 3 percent. JPMorgan’s Rod Hall maintained an Overweight rating for Apple, with a price target of $141. Related Link: Alphabet's 'Other Bets'...
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Original Apple TV Content Makes Sense, Says JPMorgan
Monday, February 1, 2016 - 9:28am | 193Read More...JPMorgan’s Rod Hall said that Apple Inc. (NASDAQ: AAPL) is reportedly considering original TV content. The company is said to be attempting to pitch studios and producers on investing in exclusive TV shows, with the objective of launching a streaming Apple TV service. Apple reportedly...
