Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

INTC  // Posts tagged as "INTC"

TSM Whisper

TSM Whisper

Research Question: Can Taiwan Semiconductor defend its market leading position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies Covered: Taiwan Semiconductor (TSM), Intel (INTC), Samsung Electronics (KRX:005930), United Microelectronics (UMC) Report Available: June 13, 2014   Blueshift’s initial research shows TSM maintaining its lead in the semiconductor market with […]

Read more...

Mellanox Whisper May 2014

Mellanox Whisper May 2014

Research Question: Will the high-performance computing CPU refresh cycle and the trend towards 10-40 gigabit Ethernet be the catalysts for Mellanox’s growth? Companies Covered: Mellanox (MLNX), Intel (INTC) Report Available: May 22, 2014   Blueshift’s initial research shows MLNX as the clear InfiniBand market leader and its Ethernet products gaining traction with well-regarded 10 and 40 […]

Read more...

U.S. Software Losing Market Share in Europe, China and Brazil; NSA Scandal an Excuse

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies: AAPL, AMZN, AOL, BBRY, CRM, CSCO, FB, GOOG, HKG:0992, IBM, INTC, JNPR, LON:BT.A, MSFT, ORCL, OTCMKTS:DTEGY, RAX, SAP SHE:002502, SYMC, TWTR, YHOO By: Susan Jennings Click here to download the report (.pdf)   Summary […]

Read more...

NSA Whisper

NSA Whisper

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies Covered: IBM (IBM), Cisco (CSCO), Google (GOOG), Microsoft (MSFT), Yahoo (YHOO), Facebook (FB), Apple (AAPL), Intel (INTC), Symantec Corp. (SYMC), Salesforce (CRM) Report Available: February 19, 2014   Blueshift’s initial research shows NSA […]

Read more...

Mellanox Growth Will Be Slow Both for InfiniBand and Ethernet

Research Question: Can Mellanox successfully grow its Ethernet solutions and defend its InfiniBand lead despite Intel’s acquisitions and improvement to its QLogic InfiniBand technology? By: David Franklin Companies: BRCD, CSCO, HPQ, IBM, INTC, MLNX Click here to download the report (.pdf)   Summary of Findings Mellanox’s Ethernet Growth Opportunities Eight of 14 sources were positive about sales growth […]

Read more...

Mellanox Whisper

Mellanox Whisper

Research Question: Can Mellanox successfully grow its Ethernet solution and defend its InfiniBand lead despite Intel’s acquisitions and improvement to QLogic and Cray InfiniBand technology? Companies Covered: Mellanox (MLNX), Intel (INTC) Report Available: October 3, 2013   Blueshift’s initial research shows MLNX expanding its business through multiple acquisitions as it develops its next-generation technology, but […]

Read more...

Jun 26 2013 Technology

Falling Flash Pricing, Midmarket Competition Challenge Fusion-IO

Research Question: Will management changes, increased competition and industry standardization take market share from Fusion-IO and hurt its pricing power? By: David Franklin Companies: CSCO, DELL, EMC, FIO, HPQ, IBM, INTC, KRX:005930, LSI, MU, NTAP, OCZ, ORCL, SNDK, STX, TYO:6502, WDC Click here to download the report (.pdf)   Summary of Findings Rapidly falling prices for PCIeflash/SSD storage […]

Read more...

Mellanox Will See Slow InfiniBand, Open Ethernet Growth in Enterprise

Research Question: Will Mellanox’s new Open Ethernet initiative and expansion of InfiniBand into new markets provide the company with significant market share gains this year? By: David Franklin Companies: BRCM, CSCO, EMC, IBM, INTC, JNPR, MLNX, ORCL, VMW Click here to download the report (.pdf)   Summary of Findings As in Blueshift’s Nov. 14, 2012, report, Mellanox Technologies […]

Read more...

Nov 14 2012 Semiconductors, Technology

Mellanox’s InfiniBand Market Limited to HPC

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market, or will it find greater commercial applications? By: David Franklin Companies: BRCD, BRCM, CRAY, CSCO, ELX, EMC, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings Nine of Blueshift’s 12 sources said Mellanox Technologies Ltd.’s (MLNX) InfiniBand products serve […]

Read more...

Mellanox Whisper

Mellanox Whisper

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market or will it find greater commercial applications? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates that despite recent positive sales trends, the company faces a possible slow down in sales momentum and industry concerns.   Observations Recent sales figures from Mellanox indicate that […]

Read more...