Simon Leopold

US : Juniper Networks, Inc. - JNPR | Post Earnings Lunch with IR

US : Juniper Networks, Inc. - JNPR | Downgrade to Outperform, Telco Push, Estimates and Target Reduced

US : IT Services - Tech Check | 2Q Tech Check: Same as it Ever Was

US : Telco - Overall - Telecommunications Services | Getting A BEAD on The Trickle Down Broadband Grants

US : Bloom Energy Corporation - BE | Webinar Recap: Data Centers Need Clean Power — And Protection From Physical Attacks on the Grid

Dell Technologies Inc: US : Hewlett Packard Enterprise Company - HPE | F2Q23 First Pass Ahead of the Call: Big Server Miss Helped Margin

US : Juniper Networks, Inc. - JNPR | 1Q23 Report: Getting Back to Normal Should Not Be a Drag

US : IT Services - IT Survey | 1Q Tech Check: Pandemic Party Hangover Continues

US : Juniper Networks, Inc. - JNPR | 4Q22 Report: Running Game, Not a Passing Game

US : IT Services - IT Survey | 4Q Tech Check: Fulfilling Prior Demand; Kicking the Can on New Spend

US : Technology - Others - Data Infrastructure | Raymond James Technology Conference Day 3 (ANET, BLZE )

US : Technology - Others - Data Infrastructure | Raymond James Technology Conference Day 2 (CSCO, LITE, PSTG, JNPR)

US : Technology - Others - Data Infrastructure | Raymond James Technology Conference Day 1 (COHR, HLIT, INFN, NTAP, NOK )

US : Juniper Networks, Inc. - JNPR | Upgrade to Strong Buy, Router Cycle, Increase Price Target

US : IT Services - IT Survey | 3Q Tech Check: Macro Clouds Rolling Into Narrative

US : IT Services - IT Survey | 2Q Tech Check - Stalemate Debating Estimate Revisions

US : Technology - Others - Data Infrastructure | MSFT and GOOG Capex C1Q22, Derivatives (ANET CSCO AAOI CIEN IIVI JNPR NOK)

US : IT Services - Technology & Communications | 1Q Tech Check: PCs Starting Initial Descent; Data Center Continues to Soar

US : Cambium Networks Corporation - CMBM | 4Q21 Report: 2023 Set-up Remains Compelling

US : Cisco Systems, Inc. - CSCO | F2Q22 Report: Terrific Visibility and Continued Strong Orders

US : Infinera Corporation - INFN | 4Q21 Report: An Improving Story, Maintain Market Perform

US : Cambium Networks Corporation - CMBM | Upgrade to Strong Buy, Time to Consider Recovery

US : IT Services - Technology & Communications | TMTalk: CIEN, COMM, ERIC, IIVI, INFN, LITE, NOK, T, VZ, CMCSA, CHTR

US : Technology - Others - Data Infrastructure | MSFT Capex Derivatives; Soft March Quarter Guide, but Growth Necessitates Investment

US : F5 Networks, Inc. - FFIV | F1Q22 Report: Sudden Supply Shortage Sucks Systems Sales