Ep106: Talking Meta Silicon, Oracle - Cerner, CES, HPE Barclays Win, Adobe & Planet Earnings

Dec 18, 2021

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Meta First Party Silicon

• https://www.forbes.com/sites/patrickmoorhead/2021/12/16/as-metas-datacenters-needs-change-the-company-will-diversify-its-approach-to-silicon/

 

Oracle Buys Cerner?

• https://siliconangle.com/2021/12/16/report-oracle-targets-healthcare-data-analytics-firm-cerner-30b-acquisition/
• https://twitter.com/PatrickMoorhead/status/1471686547464503304?s=20
• https://twitter.com/danielnewmanUV/status/1471684368162775048?s=20

 

CES Expectations

• https://www.ces.tech/Show-Floor/featured-exhibitors.aspx?utm_medium=cpc&utm_source=google&utm_campaign=CES22-0010&gclid=CjwKCAiAh_GNBhAHEiwAjOh3ZC6dcB6B_pO7IbWqowrbpPe9fSmGB4Lcp1d72nPVcP5kA46MgWnEfxoCX8IQAvD_BwE

 

Adobe $ADBE Earnings

• https://www.cnbc.com/2021/12/16/adobe-plunges-10percent-and-heads-for-second-worst-day-in-past-decade-.html
• https://twitter.com/danielnewmanUV/status/1471527467244470282?s=20

 

Planet $PL Earnings

• https://investors.planet.com/news/news-details/2021/Planet-Reports-Financial-Results-for-Third-Quarter-of-Fiscal-2022/default.aspx

 

HPE Wins Barclays Bank Private Cloud

• https://www.hpe.com/us/en/newsroom/press-release/2021/12/barclays-selects-hpe-greenlake-for-private-cloud-platform.html
• https://twitter.com/PatrickMoorhead/status/1471684410529488908?s=20
• https://twitter.com/danielnewmanUV/status/1471528556417392640?s=20

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.