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 […]
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: […]
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 […]
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) […]
Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf) Key […]
Research Question: What will the mass shift to remote working mean for the titans of centralized DIY tech networking? Companies: AKAM, AMZN, ANET, CMCSA, CRM, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, VMW, WDAY, ZM By: John Harrington Click here to download report (.pdf) Key Findings Sales of traditional enterprise networking software/hardware are plummeting […]
Research Question: As the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure? Companies: AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANW By: John Harrington Click here to download report (.pdf) Key […]
Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT By: John Harrington Click here to download report (.pdf) Key Findings Sources say it is too late for […]
Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX By: John Harrington Click here to download report (.pdf) Key Findings There will be a lot of data networking upgrades in 2020, […]
Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf) Key […]
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