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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Mellanox Technologies Idea Proposal (MLNX, INTC)

Mellanox Technologies Idea Proposal (MLNX, INTC)

How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Report Available: November 11, 2016   Blueshift’s initial research reveals that MLNX has had a virtual monopoly as the InfiniBand supplier to the high-performance computing (HPC) market. MLNX has also been slowly and successfully expanding high-speed switching use in cloud computing, storage, and data center applications […]

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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

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Commercial HVAC Idea Proposal

Commercial HVAC Idea Proposal

Is the commercial HVAC cycle reaching its peak? Is Johnson Controls taking share from its competitors? Report Available: August 4, 2016   Blueshift’s initial research shows a commercial HVAC industry possibly at risk of a slowdown given the shift in customer behavior away from retail stores and toward online shopping that is causing store closings. […]

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Competition, Cost Catching Up to Taser As Share Loss Looms

Research Question: Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Companies: AMZN, BOM:500530, DGLY, EMC, HPE, IBM, LLL, LON:IND, MSFT, MSI, NTAP, QTM, SHE:002236, SHE:002415, STO:AXIS, TASR, TYO:6752, TYO:6758, TYO:7751 By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Rapidly growing and improving competition […]

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Battle Between Pure Storage and EMC Means Little

Research Question: Is the all-flash data storage shift already falling toward commodity pricing, or can new sustained growth occur for any single vendor as clients switch over? Also, what threat does cheap cloud storage pose? Companies: AMZN, EMC, GOOG/GOOGL, HPE, INTC, KRX:005930, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download […]

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Taser Idea Proposal

Taser Idea Proposal

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: June 16, 2016   Blueshift’s initial research shows TASR at the forefront of the expansion in body camera sales and utilization, winning new contracts with large, high-profile police departments. But the competition is coming on strong, industry-wide […]

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Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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Dycom to Experience Steady Growth During the Next Five Years

How large of an opportunity will the fiber-optic infrastructure buildout be for Dycom, and how long will the buildout last? Companies: CCI, CMCSA, CTL, DY, FTR, GD, GLW, GOOG/GOOGL, MTZ, STO:ERIC-B, T, TWC, TYO:6702, VZ, WIN, ZAYO Click here to download the report (.pdf) By: David Franklin   Summary of Findings Fifteen of 16 sources […]

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AT&T Data Centers Headed to IBM in Sale?

Research Question: Is AT&T in the process of selling its collection of data centers to IBM? Companies: AMZN, CTL, GOOG/GOOGL, IBM, MSFT, RAX, T, VZ By: John Harrington Click here to download the report (.pdf)   Summary Blueshift Research has learned that AT&T Inc. (T) is poised to sell off the bulk, if not all, of […]

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