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IBM  // Posts tagged as "IBM"

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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Amazon Web Services Whisper

Amazon Web Services Whisper

Research Question: Will Amazon Web Services’ Aurora launch impact Oracle’s ability to build its cloud database business? Companies Covered: Amazon.com (AMZN), Oracle (ORCL), Google (GOOG), IBM (IBM), Microsoft (MSFT), SAP SE (SAP), Rackspace Hosting (RAX) Report Available: March 13, 2015   Blueshift’s initial research shows that AWS’ entry into the database management market will be […]

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Cheap IaaS Cloud, DIY Dragging on Data Centers, Hosting

Research Question: How are data center infrastructure for-rent, colocation and leasing companies faring as competition in cloud infrastructure increases, especially as Amazon, Google and Microsoft lower prices and as large enterprises refresh resources for their own data centers? Companies: AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, IBM, MSFT, RAX, T, TDC, VZ By: John […]

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Cisco Dominates Data Switching, SDN a Slow Go

Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf)   Highlights […]

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Data Centers: Good Cloud, Bad Cloud—Billions at Stake

Research Question: What effect are IaaS/SaaS cloud computing trends likely to have on data center colocation and hosting business models in the United States moving into 2015? Companies: AAPL, AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPQ, IBM, INAP, LVLT, MSFT, RAX, TYO:9432, VZ By: John Harrington Click here to download the report (.pdf)   Highlights […]

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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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BlackBerry’s BES10 Halted Abandonment; Growth TBD

Research Question: Will BlackBerry’s global device management business grow as a result of its strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 platform? Companies: AAPL, BBRY, CTXS, GOOG, HPQ, IBM, INTC, KRX:005930, MOBL, MSFT, SAP, SYMC, VMW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.‘s […]

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Server Market Holds Promise for ARM But 2015 Upside Is Limited

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf)   Summary of […]

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Tableau Makes Data Visualization Accessible to Non-IT Users

Research Question: Is Tableau delivering a superior product to maintain its current growth rate? Companies: DATA, IBM, MSFT, MSTR, ORCL, QLIK, SAP, SPLK, TIBX By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Twenty-seven sources, comprising IT executives, integrators, software users and industry specialists, unanimously rated Tableau Software Inc. (DATA) as the […]

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