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IBM  // Posts tagged as "IBM"

Tech Trends: Limited Look-Back Haunts SolarWinds Hack Investigators (SWI)

Research Question: With lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack? Companies: AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings The infiltration of SolarWinds Corp.’s Orion network management software—allegedly by state-sponsored Russian hackers—will plague […]


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 […]


Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)

Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf)   Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]


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: While Others Think Quarters, Nvidia is Thinking Years (NVDA)

Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]


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: 2021: The (Re-)Rise of Communications Infrastructure

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: […]


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 […]