Summary:

Did you know that led by VMWare Cloud Computing stocks are flying high on stock market? Netezza is blowing the doors with its financial performance and Juniper is streamlining the content delivery business. And CSC is serious about enterprise-grade cloud services.

Cloud Computing Stocks Lead the Market (From Cabot) I haven’t been following Aruba Networks, but it’s difficult to argue with predictions for VMware and F5 Networks. Cloud computing, it seems, has the Midas touch.

Back to School — for the Cloud? (From Data Center Dialog) This is some good advice for dealing with next week’s VMworld news deluge and any subsequent cloud planning. The strategies you learned in school will help guide you.

Netezza Sees Explosive Growth in Q2 (From The Register) In case you were wondering why EMC bought Greenplum, and why there’s so much talk about data warehousing and analytics, in general. Netezza had 45 percent year-over-year growth.

CSC Forms Strategic Cloud Alliance with VCE Coalition (From MarketWatch)I spoke with CSC about this earlier in the month, and the impression I got was that CSC offers enterprise-grade cloud services, and Vblocks are enterprise-grade infrastructure, so it’s a natural fit.

Juniper Streamlines Content Delivery (From SiliconANGLE) The new VXA Series Media Flow Engines are the fruit of Juniper’s Ankeena Networks acquisition. It’s interesting to watch Internet infrastructure improve while policy devolves.

For more cloud-related news analysis and research, visit GigaOM Pro.

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