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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Data Storage Industry Quickly Shifting to a Software and Services Model

Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf)   Summary Clients […]

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Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]

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Palo Alto Networks Spends Big to Close Deals in Security War

Research Question: Will spending on IT security products continue to outpace the rate of overall IT spending, or has it peaked for the remainder of 2015? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, PANW, PFPT, RTN By: John Harrington Click here to download the report (.pdf)   Summary IT security budgets are stretched, and large new […]

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Kuka Whisper

Kuka Whisper

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Report Available: August 27, 2015   Blueshift’s initial research shows lofty growth forecasts for the industrial robot industry as robots become smarter, smaller and less expensive. Kuka’s LBR iiwa robot is among the newer generation of collaborative robots that are safe and nimble enough to collaborate with […]

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IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]

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Arista Networks Whisper

Arista Networks Whisper

Research Question: Will threats from white box and branded data switch competitors slow down Arista Networks’ growth? Report Available: August 26, 2015   Blueshift’s initial research shows ANET receiving jubilant acclamation from Wall Street and is expected to continue taking share from market leader CSCO, however several sources inside the data center switching market believe white box […]

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New Data Storage Options Poised to Change the Industry

Research Question: What effect will very high-speed and far less expensive storage networking gear brought to market by a variety of nontraditional vendors have on the category moving forward? Companies: AMZN, CARB, EMC, GOOG/GOOGL, HPQ, IBM, MLNX, MSFT, NTAP, RHT, SMCI, SNDK, STX, TPE:2382, TYO:6501, TYO:6702, WDC By: John Harrington Click here to download the report […]

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Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

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Ad Tech Whisper

Ad Tech Whisper

Research Question: Will Apple Safari’s ad-blocking and iOS 9’s prohibition of app user data collection cause ad tech companies to lose significant revenue? Report Available: July 31, 2015   Blueshift’s initial research shows countless sources fretting about AAPL’s ad-blocking and app data collection restrictions in its iOS 9 update. Ad tech firms, as well as advertisers […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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