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ORCL  // Posts tagged as "ORCL"

Iron Mountain Managing the Storage Switch to Digital

Research Question: Can Iron Mountain continue its steady climb, or will the industry move toward digital data storage services cause the company to tumble? Companies: CTAS, DLR, EMC, EQIX, IBM, IRM, LXK, MSFT, ORCL, QTM, TSE:OTC, WDC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Although Iron Mountain (IRM) is […]

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Tableau Makes Data Visualization Accessible to Non-IT Users

Research Question: Is Tableau delivering a superior product to maintain its current growth rate? Companies: DATA, IBM, MSFT, MSTR, ORCL, QLIK, SAP, SPLK, TIBX By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Twenty-seven sources, comprising IT executives, integrators, software users and industry specialists, unanimously rated Tableau Software Inc. (DATA) as the […]

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Although Not to Forecast Level, MDSO’s CTMS Sales Will Grow This Year

Research Question: Can Medidata capitalize on a stronger sales pipeline to reach its projected growth of 20% to 25% despite challenges from innovative competitors? Companies: IBM, MDSO, MRGE, ORCL, QCOM, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings As Blueshift Research found in its Dec. 13, 2013, report, Medidata Solutions Inc. […]

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Intel’s Grantley of High Interest But Not in High Demand

Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]

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Medidata Solutions Whisper

Medidata Solutions Whisper

Research Question: Can Medidata Solutions capitalize on a stronger sales pipeline to reach its projected growth of 20% to 25% despite challenges from innovative competitors? Companies Covered: Medidata Solutions (MDSO), Veeva Systems (VEEV), Accelrys (ACCL), International Business Machines (IBM), Oracle (ORCL), Qualcomm (QCOM) Report Available: June 26, 2014   Blueshift’s initial research shows Medidata Solutions expecting growth from an expanded sales pipeline, […]

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May 27 2014 Semiconductors, Technology

Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox

Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf)   Summary of Findings As in Blueshift […]

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Rush to Cloud Slowing Among Large Enterprises

Research Question: Is cloud-based services adoption among large enterprises much slower than the hype suggests? Companies: AMZN, CSCO, CTXS, GOOG, HPQ, IBM, JNPR, MSFT, ORCL, SAP, SHOR, WDAY Click here to download the report (.pdf)   Highlights Large North American enterprise network owners are not overwhelmingly moving their core IT processes out of their own control to […]

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RAX Faces Mounting Challenges In Hosting And Cloud Businesses

Research Question: Can Rackspace dominate the full-service cloud computing niche? Companies: AKAM, AMZN, CRM, CSCO, CTL, CTXS, EQIX, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, VMW, WDAY By: John Harrington Click here to download the report (.pdf)   Summary of Findings Demand for high-touch cloud computing service is on the rise because enterprises need help deploying to the cloud, […]

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BI on the Fly: Data Analysis Delivered to Any User, Anywhere; QLIK’s Next Impresses

Research Question: Will Qlik Technologies’ new BI software, QlikView.Next, alter the company’s growth profile as it transitions from a licensing to a pay-per-use revenue model? Companies: AMZN, CRM, DATA, IBM, MSFT, MSTR, N, ORCL, QLIK, SAP, SPLK, TIBX By: John Harrington Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc. (QLIK) is […]

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Qlik Whisper

Qlik Whisper

Research Question: Will Qlik Technologies’ new Business Intelligence software, NEXT, alter the company’s growth profile as it transitions from a licensing to a pay-per-use revenue model? Companies Covered: Qlik Technologies (QLIK), Tableau Software (DATA), Tibco Software (TIBX), SAP (SAP), Oracle (ORCL), Microsoft (MSFT), IBM (IBM) Report Available: April 14, 2014   Blueshift’s initial research indicates that the […]

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