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INTC  // Posts tagged as "INTC"

Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]

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Cost-Effective Cloud Solutions Weaken Security, Storage Vendors

Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Spending for IT security and storage products provided by traditional […]

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Convergence Helps Some—But Not Many—IT Players

Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]

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Data Hosting to Spread Everywhere (AMZN, EQIX, INTC, MSFT)

Research Question: How will major technological shifts in networking and storage affect IT and data center host spending by category in 2017 and beyond? Companies: AKAM, AMZN, CONE, COR, DFT, DLR, EQIX, IBM, INTC, MSFT, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Powerful technological advances are allowing data center–based private […]

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A New Style of IT Security Is Poised to Upend Market (CHKP, PANW, FTNT, JNPR)

Research Question: How is the migration of application workloads to a web-style cloud interface affecting growth strategies for traditional firewall and intrusion detection vendors? Companies: AMZN, CHKP, CSCO, CUDA FTNT, INTC, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download report (.pdf)   Summary Privately held IT security companies that are proactive in a […]

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Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

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The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]

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Battle Between Pure Storage and EMC Means Little

Research Question: Is the all-flash data storage shift already falling toward commodity pricing, or can new sustained growth occur for any single vendor as clients switch over? Also, what threat does cheap cloud storage pose? Companies: AMZN, EMC, GOOG/GOOGL, HPE, INTC, KRX:005930, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download […]

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