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Hardware & Equipment  // Browsing posts in Hardware & Equipment

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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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) […]

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3D Printing Whisper

3D Printing Whisper

Research Question: Will 3D Systems’ ProJet or Stratasys’ PolyJet win the 3D professional printermarket share competition? Companies Covered: 3D Systems (DDD), Stratasys (SSYS), ExOne (XONE) Report Available: January 23, 2014   Blueshift’s initial research shows competition heating up between 3D Systems and Stratasys for market share in the growing PolyJet segment of 3D printers, with the […]

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Pitney Bowes’ Price, Service, Meter Obsolescence Are Concerns

Research Question: Will Pitney Bowes’ postage meter machines continue to be a staple at small, midsize and large businesses, or will PB fall victim to increasing competition from Neopost and digital offerings? By: Ryan Duck Companies: EPA:NEO, ETR:FPH, FDX, HPQ, NWL, PBI, RRD, STMP Click here to download the report (.pdf)   Summary of Findings Pitney Bowes Inc.’s […]

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