Thursday, March 28, 2019

Why Red Hat's latest so-so earnings suggest good things to come

Red Hat hasn't imploded while waiting for the IBM deal to close, which is a very good sign of customer traction to come.

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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...