Research Question: What are the new technologies that will carry some companies ahead and leave others behind? Who has these technologies now? Companies: AAPL, AMD, AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HON, HPE, IBM, INTC, MSFT, NVDA, ORCL, PATH, QCOM, UPST By: John Harrington Click here to download report (.pdf) Key Findings The race is […]
Research Question: What new services and technologies are likely to be introduced or expanded by Microsoft in 2022 that penetrate further into traditional DIY enterprise networking? What does Microsoft’s relentless expansion into new software-as-a-service applications and network services mean for other software/hardware/IT service companies? Companies: AMZN, CMSCA, CRM, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, HPE, IBM, […]
Research Question: Is IT budget weakness being ignited as supply chain and uncertain worker issues pile up? If so, which sectors stand to be affected? Companies: AMZN, ANET, CHKP, CIEN, CMCSA, COMM, CRWD, CSCO, CTXS, DELL, DY, ERIC, FFIV, FTNT, GLW, GOOG/GOOGL, HPE, IBM, MSFT, NVDA, NOK, OKTA, PANW By: John Harrington Click here to download […]
Research Question: Which software/hardware companies compliment the major cloud providers best? Which are most at risk of being hurt by cloud expansion? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DARK.L, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, PANW, SNOW, SPLK, TDC By: John Harrington Click here to download report (.pdf) Key Findings There […]
Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]
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 […]
Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf) […]
Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf) Key Findings Continued support and optimization of mobile workforces is the […]
Research Question: Is fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations? Companies: AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNX By: John Harrington Click here to download report (.pdf) Key Findings Fast […]
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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