Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

CSCO  // Posts tagged as "CSCO"

Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

Read more...

Jul 19 2016 Technology

IT Security: Performance and Price Are Top Priorities in Purchases

Research Question: What effects are competition and clients’ buying decisions having on major IT security players? Companies: CHKP, CSCO, FEYE, FTNT, PANW, PFPT By: John Harrington Click here to download the report (.pdf)   Summary Competition is squeezing IT security vendors as never before, bringing price and performance to the top of the list in clients’ buying […]

Read more...

The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]

Read more...

Check Point’s New R80 Security Platform Reportedly Rife With Problems

Research Question: Has the intense IT security industry vendor war caused Check Point to push faulty software to market and other vendors to make critical mistakes in a rush to win sales? Companies: CHKP, CSCO, FEYE, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Check Point Software Technologies Ltd.’s […]

Read more...

PANW’s Growth Bumps Into Security Market Slowdown

Research Question: How are leading security vendors handling continuing attacks against data networks, clients demanding answers about high pricing, and sales cycle slowdowns? Companies: AMZN, CHKP, CSCO, FEYE, FTNT, JNPR, LON:QQ, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Palo Alto Networks Inc. (PANW) has stated that its rapid […]

Read more...

May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]

Read more...

IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

Read more...

Mar 28 2016 Technology

Cloud Confusion, Cheap Flash Arrays Wreaking Havoc on Storage Incumbents

Research Question: What is leading to the commoditization of the data storage industry and the disruption of incumbent vendors? Companies: AMZN, CSCO, EMC, GOOG/GOOGL, HPE, IBM, MLNX, MSFT, NTAP, PSTG, SMCI, SNDK, TPE:2382, TYO:6501 By: John Harrington Click here to download the report (.pdf)   Summary Clients are radically slowing their purchases of last-gen storage […]

Read more...

Mar 03 2016 Communications, Technology

Tough Going for VoIP Providers Despite a Growing Market

Research Question: How penetrated are business VoIP providers, and can they continue to chip away at AT&T and Verizon? Companies:  BSFT, CSCO, CTXS, EGHT, GOOG/GOOGL, MITL, MSFT, RNG, SHOR, T, VG, VZ, WIN, WSTC By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Small and midsize businesses are rapidly migrating to […]

Read more...

Endpoint, Cloud Security Is Last Growth Frontier

Research Question: As endpoint and cloud security emerge as the next big battlegrounds, will the shift away from centralized data networking blunt or end large revenue growth opportunities for IT security vendors? Companies: AMZN, CHKP, CSCO, EMC (RSA) FEYE, FTNT, INTL, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   […]

Read more...