Storage
MGI Research Database - Recent Ratings
This report provides a detailed overview of the MGI Research Database of MGI scores for 53 companies as of the June 2009 quarter representing the hardware, internet, networking, semiconductor, software and storage sectors. In addition, MGI analysts provide “outlook†ratings of positive, neutral or negative for a number of these same companies. ... Full story
Select Storage Companies: The Recession Takes its Toll
March 3rd, 2009 - The Storage sub-sector has been seen as somewhat insulated from the impact of the recession. Yet, the MGI metrics of select storage providers indicate that the sector has been hit pretty hard. Of the five vendors covered in this note, only EMC has an average MGI-X score, and only 3PAR had a positive MGI-CV. ... Full story
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$246 million Jury Verdict Against i2 and JDA Software Highlights Hidden Risks
Today's announcement of the $246 million jury verdict against i2/JDA Software highlights the hidden legal risks that are often poorly understood by technology investors and management. The size of this jury award is unprecedented in the software industry and will likely have broad ramifications beyond the scope of JDA Software as a mid-size provider of enterprise applications. ... Full story