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HPE  // Posts tagged as "HPE"

Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]

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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: 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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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: Part 2: Data Center Networking to Define IT Winners and Losers (NVDA, MDB, MLNX)

Research Question: Which technologies will lead the way in digital transformation this year? How will legacy technology vendors be affected? Companies: AMZN, ANET, CLDR, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MLNX, MSFT, NVDA, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings This is the second of three Blueshift Research reports that […]

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Tech Trends: Part 1: Data and Disruption Will Be Everywhere in 2019

Research Question: What areas of information technology will be the focus for making money in 2019? Which trends will present opportunity or pain in the industry? Companies: AAPL, AMT, AMZN, ARRS, CCI, CSCO, CTXS, DELL, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, PANW, PSTG, RHT, SBAC, VMW, ZAYO By: John Harrington Click here to download report (.pdf) […]

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Is Dell “the Hindenburg” of IT Vendors? (DELL, DVMT)

Research Question: If Dell’s move to go public again passes following a Dec. 11 stakeholder vote, what kind of marketplace competition will the company face in 2019 and beyond? Can Dell deliver sufficient growth? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, VMW   By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds

Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings New, very […]

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Tech Trends: IT Vendors Squeeze Channel Partners As Sales Tighten Due to the Cloud

Research Question: Are IT vendors changing terms among their channel resellers in order to collect more sales revenue at the expense of long-time partners as a result of competition from the major cloud providers? Companies: AMZN, CHKP, CSCO, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW   By: John Harrington Click here to download […]

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