Stocks and Sectors

Zacks.com submits:

BMC Software Inc. (BMC) is winning new customers at regular intervals. The company’s superior product quality, innovative service offerings and aggressive marketing strategy are helping to win these major deals. The ongoing revival in IT spending across the globe is also a benefit.

Latest among these is a deal win from Australia’s Monash University. This university has selected BMC Software’s Business Service Management (BSM) platform to support its information and communication technology (ICT) services. This new platform developed jointly by Monash and BMC will manage IT services for more than 50,000 students across six Victorian campuses. Although a major deal, the company did not disclose the monetary value.

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Trader Mark submits:

Monday morning I cut 60% of our Rackspace Hosting (RAX) position as the stock was not participating in a rally led by small and mid caps. Today, with the stock still acting as if it’s in a bear market, I am cutting almost all the rest.

Indeed, if I had more long exposure to balance against it, I would be flipping this into a short position. If one of my other short positions stops out, I will probably replace it with RAX as the stock does not want to rally despite massive tail winds from the market. (Click to enlarge)

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TechCrunch submits:

By Leena Rao

IT software giant CA has acquired cloud monitoring startup Nimsoft for $350 million according to a release issued today. Nimsoft offers performance monitoring software to businesses.

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Elixir Gaming Technologies, Inc. (EGT)

Q4 2009 Earnings Call

March 9, 2010 8:30 am ET

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Greentech Media submits:

by Michael Kanellos

If you’ve never thought of IBM as a plastics company, you’d be wrong.

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Michael Comeau submits:

The Apple (AAPL) vs. Adobe (ADBE) flash war has been heating up for quite some time now, but the rivalry may run a heck of a lot deeper than you think.

Adobe is best known for Photoshop, the defacto standard in photo and image editing software – and if my calculations are correct, Apple would like to kill it.

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Gregory Ness submits:

When VMware (VMW) entered the production data center, it was the beginning of a massive IT disruption with profound implications for careers, vendors and the next tech innovation cycle, driven by deep reductions in network operating expenses and equally uplifting increases in network flexibility and intelligence.

For every server that is purchased and installed, management costs increase exponentially. Matt Eastwood, vice president, enterprise server research for Framingham, Mass.,-based IDC says that a penny saved in initial cost is a dollar spent on management. "IT pros are always interested in getting the best deal that they can when they purchase new equipment. But what they are beginning to realize is that the cost of maintaining a server is five to seven times the purchase price."

- Brian Kraemer, SearchDataCenter.com Feb 2006

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ModusLink Global Solutions, Inc. (MLNK)

F2Q10 (01/31/10) Earnings Call

March 8, 2010 5:00 pm ET

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The 451 Group: Inorganic Growth submits:

By Brenon Daly

We hand out our version of the Oscar every year in late December. (Like the movie industry award, our Golden Tombstone is voted on by folks in the industry, which, in this case, are fellow corporate development executives.) Last year, Oracle’s (ORCL) drawn-out acquisition of Sun Microsystems took the top spot, while the year before, Hewlett-Packard’s (HPQ) multibillion-dollar purchase of services giant EDS caught the voters’ favor. But watching Christopher Waltz and Mo’Nique Sunday night pick up best supporting actor and actress, respectively, reminded us that we neglected to award our Golden Tombstone for best supporting strategic player last year.

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TechCrunch submits:

By Leena Rao

Many of us take the disaster readiness of servers and data centers for granted. But for IT admins from both small and large companies, being prepared for disaster and emergency situations is complicated and expensive issue. Google (GOOG) made an announcement today for any enterprise users of Google Apps; assuring IT admins that the suite is now fully prepared for disaster recovery. Rajen Sheth, Senior Product Manager, Google Apps, tells us that as of recently, Google is prepared for disaster recovery for all of its products in the Google Apps suite, which include Gmail, Google Docs, Google Sites, Google Calendar, Google Talk and Google Video.

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