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INTC  // Posts tagged as "INTC"

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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ION Software Will Be Sales-Neutral for Fusion-IO Unless SSD Prices Drop

Research Question: Will the new ION Data Accelerator software drive sales for Fusion-IO? By: David Franklin Companies: CSCO, DELL, EMC, FIO, HPQ, IBM, INTC, LSI, NTAP, ORCL, STEC, STX, WDC Click here to download the report (.pdf)   Summary of Findings All sources described Fusion-IO Inc.’s (FIO) ION Data Accelerator as innovative rather than disruptive or revolutionary. […]

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Jun 14 2012 Semiconductors, Technology

Mellanox’s Short-Term Share Secure in InfiniBand, Building in Ethernet (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? By:  David Franklin Companies: AAPL, BRCD, CRAY, CSCO, EMA, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings † All 19 sources view Mellanox Technologies Ltd. (MLNX) as the […]

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Mellanox Technologies Whisper (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates positive signs for Mellanox, with the threat of increasing competition looming from QLogic.   Observations A system engineer for an OEM using […]

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Lumia 900 to Help Secure Third Place for Nokia and Microsoft (NOK, MSFT)

Research Question: Will the Lumia 900 be a breakout for the Nokia/Windows partnership and capture some of the smartphone market from the Apple and Android operating systems? By:  Reverdy Johnson Companies: AAPL, AMD, FRA:DTE, GOOG, INTC, KS:005930, MNI, MSFT, NOK, QCOM, S, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf) Summary of Findings Sales […]

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AMD’s New Management, Strategies Not Enough to Gain on Intel (AMD, INTC)

Research Question: Will new management, several new initiatives, and share gains from Intel in 2011 result in significant growth for Advanced Micro Devices in 2012? By:  David Franklin Companies: AMD, IBM, INTC, NVDA, QCOM, TPE:2388 Click here to download the report (.pdf)   Summary of Findings Twelve of the 17 sources expect Advanced Micro Devices Inc. (AMD) […]

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