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DELL  // Posts tagged as "DELL"

Tech Trends: Spending Shift Upsets the Way Customers Buy IT

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 […]


Tech Trends: Security Vendors Race Toward A Cloudy Future

Research Question: What adjustments must IT security vendors make to restore trust in the data protection industry? Will the cloud operators, particularly Microsoft, step forward to take the lead over the scattered number of companies in the sector? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, ZS By: John Harrington Click here to download […]


Tech Trends: IT at the Office: There is no Road Back

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 […]


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 […]


Tech Trends: Cloud IT Services Take Over But There is Too Much Competition

Research Question: How do rapidly evolving end customer IT needs affect sales prospects for various cloud-based IT services companies? Companies: AMZN, BOX, CRWD, CSCO, DBX, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW, SNOW, SPLK, WORK By: John Harrington Click here to download report (.pdf)   Key Findings The cloud can now do anything previously […]


Tech Trends: The Cloud Vacuums up the Data Storage Industry

Research Question: What is happening to sales in the private, on-premise storage sector in reaction to the remote work acceleration to the big public clouds? Companies: AMZN, BABA, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “Big on-premise storage is absolutely dead. We are […]


Tech Trends: Fast-Paced Change Upends IT Behind the Scenes

Research Question: What is the race for fast access to data stored in warehouses and data lakes doing to unleash profound change across the traditional IT hardware/software spectrum? And which companies are driving those changes—to the detriment of others? Companies: AKAM, AMZN, ANET, CIEN, CMCSA, COMM, CSCO, DDOG, DELL, FSLY, GLW, GOOG/GOOGL, IBM, MSFT, OKTA, SNOW, […]


AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)

Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf)   Summary […]


Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades

Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf)   Key Findings A […]


Tech Trends: Big IT—Battling Consistent Decline is the New Normal

Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]