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CSCO  // Posts tagged as "CSCO"

Tech Trends Report Update: Palo Alto Networks’ Super VAR Optiv Discounting Against Other Partners (PANW)

Research Question: What is behind Palo Alto Networks’ recent very deep price discounting? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift’s Nov. 9 Tech Trends security report which focused on Palo Alto Networks Inc. (PANW) […]

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Tech Trends: Palo Alto Networks Discounts Its Way Into Sales As the Security Sector Softens (PANW)

Research Question: Is Palo Alto Networks’ very deep price discounting a one-time move to gain share from Check Point? Or is it a new normal in a market in which cloud competition and a crowded IT security sector have slowed client purchasing cycles? Companies:CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click […]

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Tech Trends: Network Vendors’ Cloud Response Short on New Ideas

Research Question: How are network equipment companies responding to the new marketplace being shaped by on-demand cloud computing services from Google, Amazon and Microsoft? Companies: AMZN, ANET, CDW, CSCO, CTXS, FB, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Accelerating cloud adoption rates […]

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Tech Trends: Preventing Misuse of Stolen Data Is the New Frontier

Research Question: What wider effect does the systemic hacking of critical personal data have on industries beyond IT security? How probable are wider data losses that have been undiscovered or covered up by targeted organizations? Companies: AMZN, CHKP, CSCO, EFX, EXPGY, FEYE, FTNT, IBM, JNPR, MSFT, PANW, PFPT, TRU By: John Harrington Click here to download […]

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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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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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Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]

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Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]

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The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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