VMW // Posts tagged as "VMW"
Srini’s Chip Watch: AMD, INTC, NVDA: All Solid But Intel Cheaper Due to Prior Non-Execution
Companies: AMD, CDNS, INTC, NVDA, SNPS, TSEM, TSM, VMW By: Srini Sundararajan Click here to download report (.pdf) Key Findings Intel Corp.’s (INTC) has more goodies inside the box and at a lower valuation than its competitors. The Mobileye IPO should release cash for Intel since it is not debt-free. Advanced Micro Devices Inc. (AMD) […]
Tech Trends: Microsoft Cloud Services Threaten To Reign Over Other Players (MSFT)
Research Question: What new services and technologies are likely to be introduced or expanded by Microsoft in 2022 that penetrate further into traditional DIY enterprise networking? What does Microsoft’s relentless expansion into new software-as-a-service applications and network services mean for other software/hardware/IT service companies? Companies: AMZN, CMSCA, CRM, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, HPE, IBM, […]
Tech Trends: Private IT Shows That Big Enterprises Not Going All Cloud … Yet
Research Question: What changes are happening in the private IT and data center sectors? What effect are those changes likely to have on cloud computing in 2022? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, VMW, XROLF By: John Harrington Click here to download report (.pdf) Key Findings Moving completely to […]
Tech Trends: The Wild West Of The Edge Blows Up The Cybersecurity World
Research Question: What impact is the cybersecurity shift to the edge having on an industry that was heavily focused on protecting the core and perimeter of networks over the past 25 years? Which companies are well-positioned in edge AI security? Which are caught between a central-firewall mentality and the undefined edge? Companies: AMZN, CHKP, CRWD, […]
Tech Trends: Betting On Data As A Cash Cow Is Like Buying Sand
Research Question: Are data storage and database analysis/services companies falling into a commodity pricing trap because of the pricing power of the major cloud providers that compete with them while also hosting them? Companies: AMZN, DDOG, GOOG/GOOGL, MDB, MSFT, ORCL, SNOW, SPLK, TDC, VMW By: John Harrington Click here to download report (.pdf) Key Findings […]
Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden
Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf) Key Findings “We have crossed the threshold of [data retention] burden. […]
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: Software Devolves into Wild Cloud Style Services Fight
Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf) […]
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: Hacker Wars: “A Dismal Failure of Responsibility”
Research Question: Have hackers won the cyber war? Companies: AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf) Key Findings Hackers have not won the cyber war because it will “never end,” our top information security sources report. Instead, hackers keep winning battle after […]
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