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EMC  // Posts tagged as "EMC"

Arista Networks Whisper

Arista Networks Whisper

Research Question: Will threats from white box and branded data switch competitors slow down Arista Networks’ growth? Report Available: August 26, 2015   Blueshift’s initial research shows ANET receiving jubilant acclamation from Wall Street and is expected to continue taking share from market leader CSCO, however several sources inside the data center switching market believe white box […]

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New Data Storage Options Poised to Change the Industry

Research Question: What effect will very high-speed and far less expensive storage networking gear brought to market by a variety of nontraditional vendors have on the category moving forward? Companies: AMZN, CARB, EMC, GOOG/GOOGL, HPQ, IBM, MLNX, MSFT, NTAP, RHT, SMCI, SNDK, STX, TPE:2382, TYO:6501, TYO:6702, WDC By: John Harrington Click here to download the report […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]

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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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Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

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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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Jan 20 2015 Technology

2015 IT Security Product Budgets Not Rising

Research Question: What effect are cyberattacks having on public networking security vendors as clients look for different approaches to counter this growing problem? Companies: CHKP, CSCO, EMC, FEYE, FTNT, INTC, JNPR, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   Highlights Blueshift Research’s seven top data security industry sources forecast an escalating war […]

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Iron Mountain Managing the Storage Switch to Digital

Research Question: Can Iron Mountain continue its steady climb, or will the industry move toward digital data storage services cause the company to tumble? Companies: CTAS, DLR, EMC, EQIX, IBM, IRM, LXK, MSFT, ORCL, QTM, TSE:OTC, WDC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Although Iron Mountain (IRM) is […]

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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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