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IBM  // Posts tagged as "IBM"

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: Open Source, Containers to Kill Growth for Big Proprietary IT Vendors

Research Question: How are open-source and container software approaches tied to the big three clouds changing the way data networks operate? Companies: AMZN, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings Although still below the radar, the shift in how to handle […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Tech Trends: IT Security Market Is Being Wrecked by Overabundance of Players

Research Question: Are there already too many cyber security vendors in business, with more startups arriving all the time? If so, how do the leading publicly traded companies maintain share, let alone growth? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, IBM, JNPR, MSFT, PANW, PFPT, RPD, VMW, ZS By: John Harrington Click here to download report […]

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Tech Trends: Big Open Cloud Platforms Crushing Legacy Tech

Research Question: Are companies that are trying to compete with Amazon, Microsoft and Google in cloud services falling further behind? Are companies that supply other public cloud efforts being hurt? Companies: AMZN, ANET, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to view report (.pdf)   Key Findings Overall, IT […]

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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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Tech Trends: IT Veterans Forecast Which Technologies Face Extinction

Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]

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Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

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Tech Trends: Big Cloud Shrinks Big IT Projects; IBM, Dell, HPE, Oracle Feel the Pain

Research Question: How are firms like IBM and HPE being affected by the large multiyear IT projects that are being reduced by faster-to-implement cloud options? Companies: AMZN, BABA, CSCO, DVMT, ETR:DTE, ETR:SAP, GOOG/GOOGL, HPE, IBM, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings A seismic shift is underway in how […]

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