30 Mar2020 3 Reasons Why Logitech Is Positioned For A Strong Fiscal Year 2021

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It goes without saying that Wall Street loves well-managed companies. Well-managed companies provide consistent results, navigate through challenging periods like unforeseen supply chain disruptions, have balanced business portfolios, and, perhaps most importantly, operate paranoid (to paraphrase the late CEO Andy Grove) even when the overall business appears to be firing on all cylinders. Logitech is […]

30 Mar2020 Carrier Networking 101: Decoding The Acronyms

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It’s no secret that 5G is big tech news these days. As an analyst, I spend considerable time with the largest carriers and cellular networking infrastructure providers in the world, including their silicon providers. I also spend time with the CBRS Alliance as well as the Linux Foundation networking and edge working groups. In all […]

30 Mar2020 Marseille’s mClassic Comes To The Rescue Of Nintendo’s Switch

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Many mobile gamers were disappointed when an update to the popular Nintendo Switch, which debuted almost three years ago, was canceled earlier in the year. Despite all the rumors that had been circulating for the past six months, Nintendo announced that there would be no new Nintendo hardware in 2020. The Nintendo Switch is exceedingly […]

23 Mar2020 RESEARCH PAPER: Cybersecurity In The Edge Era – A Practitioner’s Guide

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In today’s world, business intelligence is the fuel that drives digital transformation. Business intelligence starts with raw data, generated at “the edge” by devices and sensors that make up the world of the Internet of Things (IoT) and the Industrial Internet of Things (IIoT). The exponential growth of IoT and IIoT has created a corresponding […]

20 Mar2020 How VR And AR Could Be A Solution To Coronavirus Cancellations For Conferences

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As a technology industry analyst, I travel a lot for my line of work and attend many industry conferences and talk to a lot of people about the inner workings of the industry. One thing that I’ve started to notice is that many of the conferences I’m usually attending are being cancelled due to coronavirus […]

20 Mar2020 Honeywell Surprisingly Announces It Will Be Releasing The Most Powerful Quantum Computer In The World

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Honeywell Quantum Solutions has been relatively secretive about what it was working on since it entered the world of quantum computing with modest fanfare in mid-2018.  Their chosen technology was trapped-ion quantum computing.  At the time, Tony Uttley, President of Honeywell Quantum Systems, quietly predicted it  would eventually become a leader in quantum computing. His confidence […]

20 Mar2020 Shadow Creator Announces 40K AR Headsets Shipped For Education

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During the craziness that is CES last month, Chinese AR headset manufacturer Shadow Creator announced it had shipped 40,000 of its Action One AR headsets from 400 different schools in China last year. AR is still a relatively nascent technology and many are still shipping only developer edition headsets; volumes are fairly low for most manufacturers. In […]

20 Mar2020 AMD To Power ‘El Capitan’ Super Computer From HPE’s Cray

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Last fall, as Cray was being acquired by Hewlett-Packard Enterprise for $1.6B, the company announced that it had been selected by the US DOE for two more exa-scale supercomputers based on the processor-agnostic Cray Shasta architecture. The Lawrence Livermore National Labs (LLNL) El Capitan supercomputer, costing some $600M, and planned for 2023, will be based […]

20 Mar2020 Marvell Delivers Huge 5G Enhancements And Announces Samsung And Nokia Wins

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Marvell has a long track record in supporting cellular infrastructure dating back to the 3G networking era. My principal Patrick Moorhead captured his insights in this regard at Marvell’s inaugural analyst event in late January. If interested, you can find that article here. This article contains contributions from him as well. The company made two strategic […]

20 Mar2020 Xilinx Enters The SmartNIC Market

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The CPU in today’s data center is increasingly burdened by the need to process networking jobs. According to Xilinx’s VP Marketing for Data Center Products, Donna Yasay, networking stacks can tax CPUs up to 30%, robbing them of the cycles needed to run users’ applications. Tier 1 cloud service providers have invested in custom ASICs […]

20 Mar2020 IBM Simplifies Storage With Updated FlashSystem Line

You would never suspect, as you walk into the offices of IBM storage in North Carolina’s Research Triangle Park (RTP), that you’re entering the hallways of a nearly seventy-year-old enterprise. That’s how long it’s been since IBM invented the hard disk drive and spawned an industry. The offices are bright and open, full of palpable […]

20 Mar2020 Intel Aggressively Updates Xeon And Announces Key 5G Product Lines

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Last week Intel made waves with big announcements in two of its major growth areas. In the latest volley in the datacenter wars between Intel and AMD, it announced new additions to its Intel Xeon Scalable platform, optimized specifically for performance and performance-per-dollar. In 5G network infrastructure, Intel also announced a new 10nm SoC for […]

20 Mar2020 Surprise! AWS Leads In ‘Cloud AI Services’ Ranking

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Everyone reading this article knows that the cloud space is hot. And it’s comprised of many different types of services and platforms to complete a full stack. Ten years ago, it was sufficient to just call the space “cloud”, as it was primarily infrastructure as a service for virtualized workloads. But given the fractalization of […]

20 Mar2020 Cloudera Looks Like A Hidden Gem In The World Of Data Cloudification

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Data never dies. Its lifecycle extends from creation through a never-ending stream of business cycles. At the same time, enterprises are swimming in data that ranges broadly from customer-generated information, financial transactions, edge-generated data, and even operational IT server logs. Understanding how to mine an organization’s data for maximum impact, securely and in compliance with a […]

20 Mar2020 Tesla Is Years Ahead Of Competitors With No Signs Of Stopping

A lot of the leading car manufacturers in the world are playing catch up with Tesla. I believe this is because many of them simply didn’t believe that Tesla could deliver. But if you look at Tesla’s volume for the Tesla Model 3, there are some significant proof points that the company has. In fact, […]

20 Mar2020 Samsung Galaxy S20 Ultra Review: If You Were Ever Thinking Of Swapping Out Your iPhone, Now’s The Time

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A couple of weeks ago, I attended Samsung’s Galaxy Unpacked event with Moor Insights & Strategy analysts Anshel Sag and Mark Vena, where Samsung released its new line of phones. You can find Moor Insights & Strategy Senior Analyst Anshel Sag’s coverage of the S20 here. You can find my coverage of the S20 lineup here, as […]

20 Mar2020 FTC Once Again Failed To Make Its Case Against Qualcomm On Appeal

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One of the more interesting behind-the-scenes sagas of the past several years has been that of Qualcomm versus the FTC, in which the latter has attempted to make the, in my opinion, flimsy case that the former is a monopolist who suppressed competitors in the wireless chip market. Specifically, the FTC sought to prove that […]

14 Mar2020 Why 5G Patent ‘Value’ Is More Important Than The ‘Number’ Of Patents

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Metrics are very important in society and business as they save time for everyone involved to get to certain levels of cognition and determine which widget or company is better at something. Whether it’s “miles per gallon,” automobile “0-60”, appliance energy rating labels, number or quality of patents or performance benchmarks, they all serve to […]

14 Mar2020 HP Inc. Tackles The Nefarious Cybersecurity Problem Few Will Acknowledge: The Office Printer

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Over the past few years, it’s been seemingly impossible to read the news without seeing a headline about a massive data breach, ransomware attack or some other type of security failure. Today, cybercrime could be considered the single greatest threat facing businesses in the modern world. The numbers are staggering. Cybersecurity Ventures forecasted in late 2018 that […]

14 Mar2020 NVIDIA GTC ’20 Could Be Massive

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As we approach NVIDIA’s annual GPU Technology Conference, everyone is anxious to see what CEO Jensen Huang has up his trademark black leather sleeves. I have no idea, but as usual, I have an opinion.    An intro to GTC GTC is NVIDIA’s partners’ big annual opportunity to show off and explain how they leverage […]