Infinio are launching at Tech Field Day on June 20, so there’s very little information available about them to write about. There are no financials, so I can’t do the spreadsheet thing. Their launch product is a “software-only solution to NAS performance in virtualized environments” according to their press release.… Read More
It’s SolarWinds’ turn to run through the eigenmagic spreadsheets of wonder! Holy Cash Cow, Batman! Gross margin over 92%. That’s right. Net Income over 30% of sales revenue. 30%! It’s like SolarWinds have a money tree that fruits all the year round. But what about growth? How does an average… Read More
As I mentioned in the update to my last Commvault post, I found some extra public financial data after I’d finished writing that post. It sheds some additional light on the company that helps to test what I wrote last time. Here’s the DuPont breakdown for financial years 2006 to… Read More
I’ve looked at Dell a couple of times already, once before Dell World 2012, and once after the go-private thing was announced. I went back and read over my previous stuff, so you probably should to, because I’ll be referring to it. Since we last looked at the company, Dell’s… Read More
Tech Field Day 9 is fast approaching, so I thought I’d do some prep work before I head over. In what is becoming a bit of a tradition for me, I thought I’d fire up my spreadsheets and do some analysis of the companies I can get data for, starting… Read More
