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EMC  // Posts tagged as "EMC"

Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]

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Intel’s Grantley of High Interest But Not in High Demand

Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]

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Grantley HPC Whisper

Grantley HPC Whisper

Research Question: Is there pent-up demand in the high-performance computing market for an upgrade to the Grantley platform and will it be a catalyst for significant capex spending? Companies Covered: Mellanox Technologies  (MLNX), Cray (CRAY), EMC Corporation (EMC), Hewlett-Packard (HPQ), International Business Machines (IBM) Report Available: July 9, 2014   Blueshift’s initial research shows mixed expectations […]

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May 27 2014 Semiconductors, Technology

Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox

Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf)   Summary of Findings As in Blueshift […]

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Jun 26 2013 Technology

Falling Flash Pricing, Midmarket Competition Challenge Fusion-IO

Research Question: Will management changes, increased competition and industry standardization take market share from Fusion-IO and hurt its pricing power? By: David Franklin Companies: CSCO, DELL, EMC, FIO, HPQ, IBM, INTC, KRX:005930, LSI, MU, NTAP, OCZ, ORCL, SNDK, STX, TYO:6502, WDC Click here to download the report (.pdf)   Summary of Findings Rapidly falling prices for PCIeflash/SSD storage […]

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Mellanox Will See Slow InfiniBand, Open Ethernet Growth in Enterprise

Research Question: Will Mellanox’s new Open Ethernet initiative and expansion of InfiniBand into new markets provide the company with significant market share gains this year? By: David Franklin Companies: BRCM, CSCO, EMC, IBM, INTC, JNPR, MLNX, ORCL, VMW Click here to download the report (.pdf)   Summary of Findings As in Blueshift’s Nov. 14, 2012, report, Mellanox Technologies […]

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Nov 14 2012 Semiconductors, Technology

Mellanox’s InfiniBand Market Limited to HPC

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market, or will it find greater commercial applications? By: David Franklin Companies: BRCD, BRCM, CRAY, CSCO, ELX, EMC, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings Nine of Blueshift’s 12 sources said Mellanox Technologies Ltd.’s (MLNX) InfiniBand products serve […]

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ION Software Will Be Sales-Neutral for Fusion-IO Unless SSD Prices Drop

Research Question: Will the new ION Data Accelerator software drive sales for Fusion-IO? By: David Franklin Companies: CSCO, DELL, EMC, FIO, HPQ, IBM, INTC, LSI, NTAP, ORCL, STEC, STX, WDC Click here to download the report (.pdf)   Summary of Findings All sources described Fusion-IO Inc.’s (FIO) ION Data Accelerator as innovative rather than disruptive or revolutionary. […]

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Fusion-io Whisper

Research Question: Is the new ION Data Accelerator software the catalyst that will dive sales for Fusion-io? Companies: Fusion-io (FIO) OCZ Technology (OCZ), STEC Inc. (STEC), Seagate (STX), Western Digital (WDC) and EMC Corporation (EMC)   Blueshift’s initial research on Fusion-io’s ION Data Accelerator indicates increasing interest but it remains uncertain whether the new software […]

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Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]

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