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Technology  // Browsing posts in Technology

Cognex and the Machine Vision Industry Are Poised for More Growth (CGNX)

Research Question: Will Cognex’s claims of superior technology and software drive growth and keep the company ahead of the competition? Companies: AMS:TWEKA, BIT:DAL, CGNX, ETR:BSL, GOOG/GOOGL, HON, LON:SXS/SEPJF, NATI, ROK, SHE:002415, TDY, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings The machine vision market will grow further based […]

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Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]

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Blackberry Idea Proposal (BBRY)

Blackberry Idea Proposal (BBRY)

Will Blackberry’s QNX auto software and Radar truck tracking system return the company to its glory days?   Report Available: August23, 2017   Blueshift’s initial research found BBRY struggling as handset revenues decline and it focuses on its software business. There is a lot of optimism around the chances for its QNX software to play […]

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Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]

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Cognex Idea Proposal (CGNX)

Cognex Idea Proposal (CGNX)

Will Cognex’s claim of superior technology and software drive growth to keep it ahead of the competition? Report Available: July 7, 2017   Blueshift’s initial research found CGNX with several quarters of significant growth, introducing innovative technology, and acquiring companies with impressive intellectual property. Also, adoption and growth in factory automation, specifically machine vision, are trending […]

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IBM Idea Proposal (IBM)

IBM Idea Proposal (IBM)

Is IBM’s Watson a marketing gimmick or will it push the company to the forefront of the AI technology revolution? Report Available:July 12, 2017   Blueshift’s initial research found Watson a key piece of IBM’s reinvention efforts. The AI-based supercomputer is being used in a variety of fields, including medicine, retail, and finance. Watson, however, […]

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Tech Trends Alert: Palo Alto Networks Slashes Traps Pricing, Boosts Sales Rep Salary (PANW)

Companies:PANW By: John Harrington Click here to download report (.pdf)   Summary Palo Alto Networks Inc. (PANW) cuts prices some 40% in order to boost Traps sales. The company is also offering hefty salaries to lure new sales talent. Management blames “execution issues” for slowing growth. Customers have balked at Palo Alto’s high prices. Endpoint […]

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Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]

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Box Is the Best But Will Have to Fight to Keep Its Lead (BOX)

Research Question: Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Companies: AMZN, BOX, CRM, GOOG/GOOGL, IBM, MSFT, SNCR, TSE:OTEX/OTEX, TYO:6702 By: Seth Agulnick Click here to download report   Summary of Findings Box Inc. (BOX) offers the best platform for enterprise-level document sharing and storage, […]

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Tech Trends: IT Vendors in for a Slower Second Half Amid Intense Competition

Research Questions: What technologies are on the rise? Which are slowing down in data networking project pipelines heading into the second half of 2017? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf)   Summary Hybrid networking—the combination of […]

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