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INTC  // Posts tagged as "INTC"

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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Ambarella Whisper

Ambarella Whisper

Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Report Available: August 19, 2015   Blueshift’s initial research shows AMBA’s system on chip (SoC) technology is a necessary component for many of its end markets, including high growth areas such as body cameras, action cameras, HD security cameras, police cams, vehicle cams, […]

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Jul 24 2015 Automotive, Consumer Goods

Auto Infotainment Hardware Makers Face Lost Power and Profits

Research Question: Will hardware makers like Harman and Delphi be left behind as the auto infotainment landscape veers toward software platforms and smartphones? Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, FCAU, FLEX, GM, GOOG/GOOGL, GRMN, HAR, INTC, JCI, KRX:000270, KRX:005380, MENT, MSFT, NVDA, P, SIRI, TMOAF/TMOAY, TPE:2315, TSLA, TYO:6632, TYO:6752, TYO:6773, TYO:6816, TYO:7203, […]

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May 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ATVI, BABA, CBS, CMCSA, COH, CTL, DISH, EA, FB, GOOG/GOOGL, IBM, IHRT, INTC, KATE, KORS, KRX:005930/005935, LNKD, LVMUY, MSFT, NFLX, P, PHG, SCTY, T, TSLA, TTWO, TWTR, TWC, TWX, TYO:2432, TYO:6752, TYO:6758, TYO:7974, TYO:9766, VZ Click here to download the report (.pdf)   Summary of Findings Residential solar panel adoption among […]

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Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]

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