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CSCO  // Posts tagged as "CSCO"

Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

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Tech Trends: Fast Storage Set To Jump-start Data Center Upgrades

Research Question: Will new technologies like NVMe-oF move front and center in a push to upgrade data center network attached storage? What effect will this new technology have on incumbents like Dell/EMC and NetApp? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model

Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Key Findings The […]

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Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales

Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Tech Trends: IT Buying Clients Suddenly Are Calling Off Deals Because of Brexit

Research Question: What effect is the United Kingdom’s impending exit from the European Union having on the technology sector, particularly U.S.-based networking and IT security vendors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from the United […]

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Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

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Tech Trends: Demand for Speed Forces Data Center Computing Upgrades

Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]

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Tech Trends: AWS and Microsoft Azure Must Target Every IT Segment to Fuel Growth (AMZN, MSFT)

Research Question: How fast are AWS and Microsoft moving into competition with companies in areas like document sharing, collaboration, voice recognition and on-the-fly analytics? Will these efforts keep their competitors from growing enough to remain viable? Companies: AMZN, BOX, CRM, CSCO, DBX, GOOG/GOOGL, IBM, MSFT, ORCL, TDC, WDAY By: John Harrington Click here to download report […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

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