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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Ubiquiti’s U.S. Sales Model Not Enterprise-Competitive

Research Question: As it tries to target the enterprise market, will Ubiquiti Networks’ down-line style distribution sales method offer it any advantage over other Wi-Fi network vendors in sales to U.S. enterprise and education clients? Companies: ARUN, CSCO, EXTR, FTNT, HIVE, HPQ, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights S. organizations, […]


Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]


Explosive Data Growth Forces Rise of Cheap Storage

Research Question: What effect are the cloud and inexpensive white-label storage equipment having on storage vendors as the middle of 2015 approaches? What will be the trends for the rest of the year? Companies: AMZN, CVLT, CSCO, EMC, GOOG/GOOGL, HPQ, IBM, MSFT, NTAP, RVBD, SMCI, TWC, TYO:6501 Click here to download the report (.pdf)   Highlights The […]


Cash to Cisco, Aruba in Education Wi-Fi Windfall

Research Question: Which vendors are best positioned to benefit from the imminent release of more than $2 billion in federal E-rate funds to upgrade K–12 school Internet? Companies: ARUN, CSCO, EXTR, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights Three CEOs and one senior vice president of companies that design Wi-Fi […]


Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]


Cisco Dominates Data Switching, SDN a Slow Go

Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf)   Highlights […]


Pushing the Internet to the “Eyeballs” on the Network Edge

Research Question: What strategies and next-generation technologies are being employed to push content across the crowded Internet toward end users? Which companies are in line to benefit as demand for enhanced IP content continues unabated? Companies: AAPL, AKAM, AMZN, CMCSA, EQIX, GOOG/GOOGL, LVLT, MSFT, NFLX, P, S, T, VZ, WIN, YHOO, ZAYO By: John Harrington […]


Data Centers: Good Cloud, Bad Cloud—Billions at Stake

Research Question: What effect are IaaS/SaaS cloud computing trends likely to have on data center colocation and hosting business models in the United States moving into 2015? Companies: AAPL, AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPQ, IBM, INAP, LVLT, MSFT, RAX, TYO:9432, VZ By: John Harrington Click here to download the report (.pdf)   Highlights […]


Shellshock Scramble Spotlights Loss of Trust at Every Networking Level

Research Questions: Which are some of the public technology companies being affected by the so-called Shellshock bug? What are the implications for customers as patches are rushed out to close vulnerabilities? Companies: AAPL, ALU, AMZN, CHKP, CRM, CSCO, EMC, FEYE, FFIV, GOOG/GOOGL, HPQ, IBM, INTL, PANW, RAX, RHT, STO:ERIC-B, WDAY By: John Harrington Click here to […]


Intel’s Grantley of High Interest But Not in High Demand

Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]