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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Tech Trends: Palo Alto Networks’ Channel Practices, Commissions Questioned (PANW)

Research Question: Can a shakeup of its NextWave channel partner program and a heavy push to market itself as a hybrid cloud security company help Palo Alto Networks stave off competition and post sustained growth so that it can finally turn a profit? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, MSFT, PANW By: John Harrington Click here to […]

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Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)

Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf)   Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Vicor Has Huge Opportunities But Also Fierce Future Competition (VICR)

Research Question: How big are the opportunities and what are the potential obstacles for Vicor’s Power-on-Package technology? Companies: ABB, AMZN, BELFA, CRAY, FB, FLEX, GOOG/GOOGL, IBM, IFNNY, INTC, MPWR, MSFT, MXIM, NVDA, ON, STM, TPE:2308, TPE:2330, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Vicor Corp. (VICR) does […]

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Capital Investment Idea Proposal

Capital Investment Idea Proposal

Are companies increasing their capex spending as a result of more favorable expensing rules? Which industries are most affected?   Report Available: November 1, 2018   Blueshift’s initial research found potential incentives for capital spending in the major tax reform law approved last year. As companies develop their 2019 spending plans, the ability to fully expense […]

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Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

How big are the opportunities and what are the potential obstacles for Vicor’s Power-on-Package technology?   Report Available: September 26, 2018   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. A new solution from VICR is generating buzz as big players like […]

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Tech Trends: Product Delivery Delays Begin for Tech Hardware Vendors

Research Question: Are supply chain disruptions related to trade issues beginning to hurt IT hardware/software vendor delivery times to the reseller channels? Companies: AMZN, ANET, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key Findings News is surfacing from key IT VAR/integration sources that […]

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Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

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Nvidia Idea Proposal (NVDA)

Nvidia Idea Proposal (NVDA)

What are the roadblocks to Nvidia’s growth in AI-powered datacenters and self-driving cars? Report Available: June 29, 2018   Blueshift’s initial research found NVDA outperforming expectations, led by its graphics cards and chips for gaming. NVDA is also leading the push to bring artificial intelligence applications to datacenters. But the ever-changing chip industry is rife […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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