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Hardware & Equipment  // Browsing posts in Hardware & Equipment

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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Audits, Credits, Discounts, Deals Define Cloud Battle

Research Question: Are cloud computing efforts by AWS, Microsoft and Google causing companies like Oracle to force or heavily entice clients to adopt their cloud offerings in order to compete in the space? Companies: AMZN, CONE, CRM, CSCO, CTL, DFT, DLR, EMC, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, RAX, T, VZ, WDAY By: John Harrington Click […]

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Mass-Scale Data Networking Is Disrupting All of IT

Research Question: How does global data center scalability affect IT OEMs as elastic cloud computing-as-a-service eats into traditional box-based vendors’ dominance in private network construction? Which other companies will benefit or face challenges as mass-scale cloud delivery of data services expands into new categories of business? Companies: AAPL, AMZN, ANET, CHKP, CSCO, EQIX, FEYE, FIT, FTNT, […]

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Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Cisco’s Cloud Services Play Has Gone Nowhere

Research Question: Can Cisco migrate its traditional networking business to a cloud services platform based on SDN and fast data storage? If so, how long will the migration take, and who will be the primary competition standing in its way? Companies: AMZN, ANET, CDW, CSCO, EMC, GOOG/GOOGL, HPQ, MLNX, SMCI, T, TPE:2382 By: John Harrington Click […]

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Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]

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Digital Realty Trust Set to Score on Network Interconnection

Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf)   Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]

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Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]

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