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INTC  // Posts tagged as "INTC"

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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Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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Inventory Glut and Gray Market Plaguing Traditional Watch Sales Channel

Research Question: Is weakness in U.S. watch sales a short term or long term problem? Companies: AAPL, FOSL, GRMN, INTC, JSE:CFR, KRX:005930, MC.PA, OTCMKT:LVMHF TYO:6952, TYO:7762, TYO:8050, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings The United States luxury watch market is plagued by an inventory glut that has […]

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Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Luxury Watch Idea Proposal

Luxury Watch Idea Proposal

Research Question: Is weakness in U.S. watch sales a short-term or long-term problem? Report Available: Dec. 10, 2015   Blueshift’s initial research shows most luxury watch brands experiencing soft sales, yet industry observers cannot seem to agree on the root cause. Some believe it to be short term based on the economy and forex reasons, while […]

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Sep 23 2015 Retail, Services, Technology

Apple Watch Continues Disruption of Traditional Watchmakers

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Companies: AAPL, AMS:TOM2, BBY, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, INTC, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, UA, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings As reported in Blueshift’s April 8, 2015 Apple Watch […]

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Data Storage Industry Quickly Shifting to a Software and Services Model

Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf)   Summary Clients […]

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Apple Watch Idea Proposal

Apple Watch Idea Proposal

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Report Available: September 23, 2015   Blueshift’s initial research shows that the recently published Apple Watch sales estimates may have tempered some fears that it would fall markedly short of expectations. AAPL, BBY, and other supporters assuredly believe that Apple Watch has been […]

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