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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

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Tech Trends: Demand for Speed Forces Data Center Computing Upgrades

Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]

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Turtle Beach Will Grow at a Slower Pace in 2019 vs. 2018

Research Question: Will Turtle Beach build on its 2018 sales breakout this year? Companies: AAPL, ATVI, EA, EPA:UBI, GME, HEAR, HKG:0700, HKG:1337, LOGI, MSFT, PLT, TTWO, TYO:6758/SNE, TYO:7974/NTDOY By: David Franklin Click here to download report (.pdf)   Summary of Findings Turtle Beach Corp. (HEAR) will experience strong but slower headset sales this year because […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

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Vicor Idea Proposal (VICR, NVDA)

Vicor Idea Proposal (VICR, NVDA)

How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Report Available: February 7, 2019   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. VICR’s Power-on-Package technology is generating buzz as big players like NVDA have […]

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Tech Trends: Part 2: Data Center Networking to Define IT Winners and Losers (NVDA, MDB, MLNX)

Research Question: Which technologies will lead the way in digital transformation this year? How will legacy technology vendors be affected? Companies: AMZN, ANET, CLDR, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MLNX, MSFT, NVDA, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings This is the second of three Blueshift Research reports that […]

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Tech Trends: Part 1: Data and Disruption Will Be Everywhere in 2019

Research Question: What areas of information technology will be the focus for making money in 2019? Which trends will present opportunity or pain in the industry? Companies: AAPL, AMT, AMZN, ARRS, CCI, CSCO, CTXS, DELL, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, PANW, PSTG, RHT, SBAC, VMW, ZAYO By: John Harrington Click here to download report (.pdf) […]

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Is Dell “the Hindenburg” of IT Vendors? (DELL, DVMT)

Research Question: If Dell’s move to go public again passes following a Dec. 11 stakeholder vote, what kind of marketplace competition will the company face in 2019 and beyond? Can Dell deliver sufficient growth? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, VMW   By: John Harrington Click here to download report (.pdf)   Key […]

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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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