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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Tech Trends: Living Data, GPUs, AI and Fast Clouds Are Disrupting the Data Storage Industry (MDB, NVDA)

Research Question: What new technologies are disrupting the data storage market, and which companies stand to gain or lose? Companies: AMD, AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, INTC, MDB, MLNX, MSFT, MU, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf)   Key Findings Old stored data is useless if not […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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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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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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Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]

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The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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Apple’s Best Bet: Integration and User Design, Not New Hardware (AAPL)

Research Question: Where are the best opportunities for Apple to reclaim its cutting-edge reputation? Companies: AAPL, AMZN, BIDU, DDAIF, ETR:BMW, F, FB, FCAU, GM, GOOG/GOOGL, HAR, KRX:000270, KRX:005380, KRX:005930, MSFT, NVDA, TSLA, TYO:6503, TYO:6752, TYO:7203, TYO:7261 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Apple Inc.’s (AAPL) smartest path to […]

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Netgear on Track to Achieve Projected Revenue Growth in 2017 (NTGR)

Research Question: Will Netgear’s commercial and retail business segments achieve the 10% revenue growth expected by the company in 2017? Companies: ARRS, CSCO, DVMT, GOOG/GOOGL, HPE, JNPR, LOGI, NTGR, SHE:002528, TPE:2332, TPE:2357, UBNT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Netgear Inc.’s (NTGR) retail and commercial business segments are expected […]

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