Lagging Dell Stock Looks Like a Bargain

Barrons | June 19, 2019

A bullish Evercore ISI report Tuesday on Dell Technologies highlighted the asset value in the company, whose shares have badly lagged the technology sector and software company VMware , Dells most valuable asset, so far this year.Evercore analyst Amit Daryanani valued Dell (DELL) at $90 a share on a sum-of-the-parts basis, a big premium to the companys current share price. Dell shares were up 89 cents, or 1.8%, to $51.52 Tuesday.Our SOTP [sum of the parts] analysis suggests that Dell could be worth around $90 using a fairly conservative set of assumptions surrounding the value of individual business units, Daryanani wrote. VMware shares (VMW) gained $2.80, or 1.7%, to $169.67 Tuesday.Dell amounts to a technology conglomerate. Its a leading maker of personal computers, servers, and storage devices with total annual sales of around $90 billion, and it also holds stakes in three publicly traded companies VMware, Secureworks , and Pivotal Software (PVTL).

Spotlight

Onsite host Joe Zollo asks VMware CEO Raghu Raghuram and President Sumit Dhawan to break down the news coming out of VMware Explore Las Vegas.

Spotlight

Onsite host Joe Zollo asks VMware CEO Raghu Raghuram and President Sumit Dhawan to break down the news coming out of VMware Explore Las Vegas.

Related News

Virtual Desktop Tools, Virtual Server Infrastructure

Cybeats Signs Pilot Agreement for SBOM Studio with One of The Largest Global Telecom Technology Providers, and a Leader in 5G

prnewswire | July 12, 2023

Cybeats Technologies Corp. is pleased to report the signing of a pilot evaluation agreement with a global leader in telecom and 5G technology, for the SBOM Studio platform.1 "Cybeats has been experiencing tremendous traction in the telecom sector following recent regulations and pressure by governments causing it to become a key SBOM adopter. We are pleased to be engaging in a pilot evaluation for SBOM Studio with an international leader in telecom, and look forward to continuing to expand into the global telecom market vertical with a solution that has already been commercially validated with industry leaders from several other sectors," said Bob Lyle, CRO, Cybeats. Further to Cybeats' recent press release2 dated June 16, the Company announced its strategic direction to also include the global telecom sector as it is an accelerating Software Bill of Materials (SBOM) adopter. The Company has been continuing to strengthen its commercial pipeline which now includes over five prospective telecom clients in various stages, and several of which are among the largest Mobile Network Operators (MNOs) and Mobile Network Equipment providers by revenue globally. This pilot agreement is with a leading telecom network equipment provider that has a market capitalization of over 15 billion EUR and sells infrastructure, software, services, and technology for the telecommunications industry, including 5G equipment, and operates in more than 180 countries. Cybeats announced a pilot conversion rate of 75% in January 2023.3 SBOM management enables telecom giants to achieve software transparency and ensure compliance with government regulations. It provides valuable visibility into software components and dependencies, enabling telecom companies to gain a more comprehensive understanding of their software. Telecom and mobile device providers must adhere to specific regulations such as FCC regulations, NDAA provisions, the EU Cybersecurity Act, UK Telecommunications (Security) Act, and NIST guidelines. Complying with these regulations is crucial for ensuring software transparency and security in the rapidly evolving telecom industry. In addition, a push to open infrastructure, like Open Radio Access Network Infrastructure (O-RAN), further signals a trend towards greater interoperability and security, i.e. with O-RAN software components requiring SBOMs. SBOMs have emerged as a catalyst for transformation in cybersecurity across nearly all sectors to improve visibility and security of the software supply chain, yet organizations face challenges with widespread implementation of SBOM due to the scale of change and associated costs. SBOM Studio is specifically designed to automate SBOM management, accelerate vulnerability management, simplify SBOM implementation, and ultimately improve ROI by reducing the overhead required to embed SBOM management across an organization. About Cybeats Cybeats is a cybersecurity company providing SBOM management and software supply chain intelligence technology, helping organizations to manage risk, meet compliance requirements, and secure their software from procurement to development and operation. Our platform gives customers comprehensive visibility and transparency into their software supply chain, enabling them to improve operational efficiency and increase revenue.

Read More

Virtual Desktop Tools, Server Hypervisors

ePlus Expands SD-WAN Managed Services to Include Support for Palo Alto Networks

prnewswire | July 26, 2023

ePlus inc. (news) today announced that its wholly owned subsidiary, ePlus Technology, inc., has extended its portfolio to include SD-WAN Managed Services for Palo Alto Networks Prisma SD-WAN to include: Proactive monitoring and alerting Policy management Virtual private network path and policy configuration management to SaaS applications Application-based configuration to ensure optimum performance and security Underlay management of private, public, and dedicated data transport connections. "Adding SD-WAN Managed Services expands our existing service capabilities for Palo Alto Networks solutions, including next-generation firewall management and first-call Enhanced Maintenance Support," said Lee Waskevich, vice president of security strategy for ePlus. "The distributed nature of both applications and users has continued to blend responsibilities for networking and security teams to combat the latest cyber threats and provide an optimum user experience. ePlus Managed Services deliver on this convergence to help generate successful outcomes for our customers." "We are pleased to expand our SD-WAN Managed Services offerings to include support for Palo Alto Networks," said Wayne St. Jacques, vice president of managed services at ePlus. "By offloading the management and remediation of their Prisma SD-WAN solution, customers are poised to increase uptime and performance, optimize business-critical applications, achieve measurable cost savings, and maintain segmentation and inspection policies to ensure compliance with their security policy." ePlus also offers Managed SD-WAN offerings for Cisco, Meraki, and Fortinet. For more information about ePlus SD-WAN Managed Services, visit https://www.eplus.com/solutions/networking/Software-Defined-Networking. For details about ePlus' Palo Alto Networks offerings and partnership, visit https://eplus.com/partners/showcase-partners/palo-alto-networks. About ePlus inc. ePlus has an unwavering and relentless focus on leveraging technology to create inspired and transformative business outcomes for its customers. Offering a robust portfolio of solutions, as well as a broad range of consultative and managed services across the technology spectrum, ePlus has proudly achieved more than 30 years of success, carrying customers forward through adversity, rapidly changing environments, and other obstacles. ePlus is a trusted advisor, bringing expertise, credentials, talent and a thorough understanding of innovative technologies, spanning security, cloud, data center, networking, collaboration and emerging solutions, to organizations across all industry segments. With complete lifecycle management services and flexible payment solutions, ePlus' more than 1,700 associates are focused on cultivating positive customer experiences and are dedicated to their craft, harnessing new knowledge while applying decades of proven experience. ePlus is headquartered in Virginia, with locations in the United States, UK, Europe, and Asia‐Pacific.

Read More

Server Hypervisors, Security

Discover the Gigamon Deep Observability Pipeline at VMware Explore 2023

businesswire | August 08, 2023

Gigamon, the leading deep observability company, today announced its participation at VMware Explore, VMware’s flagship multi-cloud event being held Aug. 21-24 in Las Vegas. More than 10,000 attendees are expected to attend the conference and can visit Gigamon at booth #319 to learn how GigaVUE Cloud Suite™, a VMware-certified deep observability pipeline, acquires, optimizes, and distributes traffic and network-derived intelligence from any virtual machine or container across leading cloud platforms to monitoring and security tools. As the complexity of hybrid cloud infrastructure continues to grow and organizations look to get the most out of their cloud investments, the deep observability market is forecasted to grow at a 52 percent CAGR and reach $1.9B by 2027. This growth is supported by the recentGigamon 2023 Hybrid Cloud Security Survey, in which nearly all respondents agree that today cloud security is dependent on gaining visibility across all data-in-motion (96%) and believe that deep observability is an important element of their cloud security (97%). By visiting Gigamon at booth #319, attendees will gain access to: Expertswho can highlight how theGigamon Deep Observability Pipelineworks within the VMware environment to harness actionable network-level intelligence to amplify the power of security and observability tools. Gigamon is scheduling live onsite demos in advance, and attendees can book a meeting using thislink. Daily rafflesfor a chance to win an Apple Watch or a Meta Data Quest 2 Virtual Reality Headset. Drawings will take place one hour before the Expo closes each day (Monday, Aug. 21 - Wednesday, Aug. 23). “As network blind spots continue to grow with increasing lateral and container communications, deep observability has emerged as the foundation for today’s effective security posture,” said Bassam Khan, vice president of product and technical marketing at Gigamon. “Working with VMware, we’ve certified our Gigamon Deep Observability Pipeline so mutual customers can gain visibility into all hybrid cloud traffic, regardless whether virtual, container, or multi-cloud, and better leverage their current tooling to secure their hybrid cloud infrastructure.” About Gigamon Gigamon®offers a deep observability pipeline that harnesses actionable network-level intelligence to amplify the power of observability tools. This powerful combination helps enable IT organizations to assure security and compliance governance, speed root-cause analysis of performance bottlenecks, and lower operational overhead associated with managing hybrid and multi-cloud IT infrastructure. The result: modern enterprises realize the full transformational promise of the cloud. Gigamon serves more than 4,000 customers worldwide, including over 80 percent of Fortune 100 enterprises, 9 of the 10 largest mobile network providers, and hundreds of governments and educational organizations worldwide.

Read More