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HPQ  // Posts tagged as "HPQ"

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 […]


Tech Trends: No Going Back—In a World Working Remotely, Microsoft Wins Big (MSFT)

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 […]


Cisco’s Cloud Services Play Has Gone Nowhere

Research Question: Can Cisco migrate its traditional networking business to a cloud services platform based on SDN and fast data storage? If so, how long will the migration take, and who will be the primary competition standing in its way? Companies: AMZN, ANET, CDW, CSCO, EMC, GOOG/GOOGL, HPQ, MLNX, SMCI, T, TPE:2382 By: John Harrington Click […]


Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]


Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]


Data Storage Industry Quickly Shifting to a Software and Services Model

Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf)   Summary Clients […]


IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]


Encroaching Cloud Players Threaten CDW’s Longtime Business Model

Research Question: Is CDW’s current model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Companies: ADBE, AMZN, CDW, CSCO, CTL, GOOG, HPQ, IBM, MSFT, NSIT, ORCL, PCCC, RAX, SHOR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Interviews with 24 sources covering IT products and services […]


Qlik’s Sense Has Potential But is Off to a Slow Start

Research Question: Is Qlik Sense gaining enough traction in the BI software market to allow Qlik Technologies to reach growth expectations? Companies: DATA, DWCH, HPQ, IBM, MSFT, MSTR, ORCL, QLIK, SAP, TIBX By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) newest product, Sense, has yet to […]


New Data Storage Options Poised to Change the Industry

Research Question: What effect will very high-speed and far less expensive storage networking gear brought to market by a variety of nontraditional vendors have on the category moving forward? Companies: AMZN, CARB, EMC, GOOG/GOOGL, HPQ, IBM, MLNX, MSFT, NTAP, RHT, SMCI, SNDK, STX, TPE:2382, TYO:6501, TYO:6702, WDC By: John Harrington Click here to download the report […]