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HPE  // Posts tagged as "HPE"

IBM’s Watson Leaves the AI World Wanting (IBM)

Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings IBM Corp.’s (IBM) Watson will not […]

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Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]

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Axon’s Body-Worn Camera Deal Will Drive Continuing Growth (AAXN)

Research Question: Will Axon’s camera deal shut down the competition and result in continuing growth? Companies: AAXN, AMZN, DGLY, DVMT, EPA:SAF, GOOG/GOOGL, HPE, LLL, MSFT, MSI, NTAP, TYO:6701, TYO:6752, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Axon Enterprise Inc.’s (AAXN) one-year-free offer of a body-worn camera (BWC) and […]

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The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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Many Cloud Promises Made by IT Vendors Cannot Come True

Research Question: What type of cloud strategies will or will not work in order for established IT product vendors to remain intact this year and beyond? Companies: AMZN, ANET, CHKP, CSCO, CTXS, CVLT, DVMT, EXTR, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSTG By: John Harrington Click here to download report (.pdf)   Summary Major […]

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Cost-Effective Cloud Solutions Weaken Security, Storage Vendors

Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Spending for IT security and storage products provided by traditional […]

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Convergence Helps Some—But Not Many—IT Players

Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]

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The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]

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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

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