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Software, Internet & Computer  // Browsing posts in Software, Internet & Computer

Tech Trends: IT Security Gets Cloudier Everyday

Research Question: What factors are creating the most pressure on the traditional IT firewall marketplace? Companies: AMZN, CHKP, CSCO, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary Data security is moving faster than ever to a direct service model based in the cloud, cutting into new client sales […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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GoDaddy Idea Proposal (GDDY)

GoDaddy Idea Proposal (GDDY)

Will GoDaddy’s website building platform gain or lose market share over the next one to two years?   Report Available: September 20, 2017   Blueshift’s initial research found GDDY’s web hosting business growing but facing a competitive field that now includes a free, do-it-yourself website builder from GOOG/GOOGL. GDDY has introduced a new web building […]

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IBM’s Watson Leaves the AI World Wanting (IBM)

Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings IBM Corp.’s (IBM) Watson will not […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Can Apartments.com maintain its dominance in the ILS market despite a low barrier to entry and fierce competition? Report Available:August30, 2017   Blueshift’s initial research found Apartments.com continuing to lead the internet listing service (ILS) industry in site visits in all the major markets. The apartment marketing platform also continues to generate impressive revenue numbers […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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Tech Trends: Hacking Attacks No Longer Lead to Firewall Sales; Focus Now on Endpoint Solutions

Hacking Attacks No Longer Lead to Firewall Sales; Focus Now on Endpoint Solutions Companies: CHKP, CSCO, FEYE, FTNT, IBM, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Check Point Software Technologies Ltd. (CHKP), Cisco Systems Inc. (CSCO), FireEye Inc. (FEYE), Fortinet Inc. (FTNT), IBM Corp. (IBM), Palo Alto Networks […]

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Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]

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IBM Idea Proposal (IBM)

IBM Idea Proposal (IBM)

Is IBM’s Watson a marketing gimmick or will it push the company to the forefront of the AI technology revolution? Report Available:July 12, 2017   Blueshift’s initial research found Watson a key piece of IBM’s reinvention efforts. The AI-based supercomputer is being used in a variety of fields, including medicine, retail, and finance. Watson, however, […]

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Tech Trends Alert: Palo Alto Networks Slashes Traps Pricing, Boosts Sales Rep Salary (PANW)

Companies:PANW By: John Harrington Click here to download report (.pdf)   Summary Palo Alto Networks Inc. (PANW) cuts prices some 40% in order to boost Traps sales. The company is also offering hefty salaries to lure new sales talent. Management blames “execution issues” for slowing growth. Customers have balked at Palo Alto’s high prices. Endpoint […]

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