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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Sientra on Track for Steady Gains in Highly Competitive Market (SIEN)

Research Question: Can Sientra’s new leadership continue to drive share gains, challenge the industry giants, and stay ahead of emerging competition? Companies: ABBV, ESTA, JNJ, SIEN   By: David Franklin Click here to download report (.pdf)   Summary of Findings Sientra Inc. (SIEN), a manufacturer of breast implants and tissue expanders recently experienced C-suite changes […]

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Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Lack of Customer Expertise Hurts Enterprise IT Sales

Research Question: Is there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating? Companies: AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Tech Trends: Hacker Wars: “A Dismal Failure of Responsibility”

Research Question: Have hackers won the cyber war? Companies: AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Hackers have not won the cyber war because it will “never end,” our top information security sources report. Instead, hackers keep winning battle after […]

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Tech Trends: No 2020 IT Budget Flush; Fast Broadband Takes Over

Research Question: Was there noticeable end-of-year IT budget spending for on-premise hardware and software beyond necessary license renewals on existing products from traditional incumbent vendors? Companies: AAPL, AMZN, CMCSA, COMM, CSCO, DELL, GOOG/GOOGL, IBM, MSFT, SWI, T, TMUS, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key Findings If the leading historic […]

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Tech Trends: Limited Look-Back Haunts SolarWinds Hack Investigators (SWI)

Research Question: With lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack? Companies: AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings The infiltration of SolarWinds Corp.’s Orion network management software—allegedly by state-sponsored Russian hackers—will plague […]

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Tech Trends: 2021: Slim Budgets, Too Many Vendors, Slow Recovery

Research Question: What do sources see as the most significant trends in software/cloud services and enterprise hardware/software across 2021? Companies: AMZN, CHKP, CRM, CRWD, CSCO, CTXS, DDOG, DELL, FEYE, FFIV, GOOG/GOOGL, IBM, MSFT, PANW, SNOW, SPLK, SWI, VMW, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Too many IT vendors will […]

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Tech Trends: Top Trend 2021: Computing Speeds Accelerate Data

Research Question: What do sources see as the most significant trends in data center/computer chip/network access across 2021? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDA   By: John Harrington Click here to download report (.pdf)   Key Findings Speed counts. The faster data moves, the more every […]

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Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)

Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]

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Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure

Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf)   Editor’s Note: […]

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