21 Feb2020 Analyst Quick Take: Cisco Appoints Dr. Lisa Su To Board Of Directors

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Cisco Systems, Inc. appointed AMD CEO Dr. Lisa Su to its board of directors on Monday, January 27th. What does this mean for Cisco? And how does AMD benefit from this appointment? This quick take will attempt to answer these questions and more.  First, what does this appointment mean for Cisco? Cisco employs over 70,000 […]

21 Feb2020 Cisco Live Europe 2020 Delivers CX And IoT

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I attended Cisco Systems’ Live European regional event in Barcelona last week, which happened to coincide with the Chinese New Year celebration. From my standpoint, Cisco successfully celebrated customer experience (CX) with several key announcements. I would like to share my insights from the conference.  Why is customer experience such a big deal?   Many organizations laud […]

21 Feb2020 What AMD And Intel Quarterly Numbers Say About Datacenter Business

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Earnings season is in full swing—both AMD and Intel announced 4th quarter (and annual) results recently. Both companies claimed strong quarters with robust growth. The following few paragraphs will attempt to dissect those numbers in a little more detail and provide some guidance on what these numbers say about the 2020 business outlook. AMD EESC – […]

18 Feb2020 RESEARCH PAPER: Digital Transformation And The Circular Economy

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Today many businesses recognize the importance of ecologically sustainable operating practices and either have a sustainability strategy in place or plan to adopt one in the near future. The terms reuse, recycle and remanufacture are likely some of the first words that come to mind when people think “sustainability.” Less familiar is the broader concept of the […]

14 Feb2020 The Biggest PC Trends At CES 2020

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Historically, the annual CES conference is when all the big PC manufacturers announce their first products of the year. This year, however, was more of a conceptual year with a lot of new platforms and ideas being floated—some theoretical and others already shipping. PC manufacturers, big and small, had some interesting products and ideas to […]

14 Feb2020 Intel Lays Out Strategy For AI: It’s Habana

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Last month, Intel announced that it would acquire Israeli AI chip startup Habana Labs for $2B. At the time, I opined that this probably spelled the end for chips from the 2016 Nervana acquisition. Intel planned to bring out both the inference and the training versions of Nervana’s second attempt to out-perform NVIDIA by the end of […]

14 Feb2020 Honeywell Demonstrating That It’s An IIoT, Not Just An OT Company

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Honeywell is a company best known today for its operational technology (OT) presence in the commercial flight and industrial sectors. Its technology is deeply integrated throughout transport aircraft, satellites, defense agencies, manufacturing and chemical plants, refineries and commercial office buildings. All of these scenarios are incredibly ripe for a digital transformation and exemplify the target […]

14 Feb2020 IBM Goes All In On ML Inference With IC922 POWER9-Based Server

IBM is a company that I follow very closely, in particular its System Division, Red Hat and corporate. It has been particularly interesting to watch IBM Systems over the last several years as it has rolled out its POWER9 systems to great success (see my coverage of the initial launch in 2017 here, and a follow […]

14 Feb2020 Why You Should Consider Switching To The New Edge Browser

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Microsoft revamped its Edge browser since its release alongside Windows 10 back in 2015. The browser was still years behind Chrome and Firefox in terms of extensions, performance and browser features and has always been in the infamous shadow of what was Internet Explorer. This time around, Microsoft’s new Edge browser is built on the […]

13 Feb2020 RESEARCH PAPER: Building A Better Cloud Begins With Better Infrastructure

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The modern enterprise lives in a multi-cloud world, where delivery of infrastructure resources and IT services is expected in real time. Infrastructure and operations teams must, in turn, respond to the needs of the business rapidly. The result, all too often, is infrastructure complexity and “sprawl” – far too many platforms, and management tools that […]

10 Feb2020 CPU Design Transforms PCs Into Truly Mobile Computing Devices

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Many market dynamics have driven the PC ecosystem to the point where they emulate many of the mobile experiences we get from our smartphones. The growth of the smartphone industry and its current size forced the PC industry to rethink the PC, and we’re starting to see the PC change from a large and clunky […]

10 Feb2020 Scale Computing’s Edge-to-Enterprise HCI

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An unusual stir of excitement emanated from the universe of storage geeks who populate my twitter feed. Usually an unflappable bunch, Scale Computing’s demonstration of its HC3 hyperconverged solution running on Intel small form-factor NUC at a Tech Field Day event last November caught people’s attention. This isn’t how we are used to seeing HCI […]

10 Feb2020 Marvell Shows Off ‘The New Marvell’ At Its First Industry Analyst Event

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Everybody loves a good comeback story. In December, I attended Marvell’s first industry analyst day at its corporate HQ and believe that the company is well on its way to reinventing itself in a big and very positive way. The growth opportunities look immense, as well as I believe the company is poised to take […]

10 Feb2020 Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business

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Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes […]

10 Feb2020 HP Inc. Goes More Vertical With New Education Chromebooks At BETT 2020

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HP Inc. is a company that’s been synonymous with PCs for many years now, and one of the ways it maintains its edge is with its rapid release cadence, willingness to take some innovation risks, and a focus on the channel. With CES 2020 barely in the rear view (see my coverage of the company’s […]

03 Feb2020 Cisco Systems’ Dual Path To SD-WAN With Meraki And Viptela

The SD-WAN market is expansive. At my last count, over 60 different SD-WAN solution providers were in the market, both large and small. Soon I expect that this number will begin to rapidly consolidate and a half dozen or so dominant players will emerge. I believe Cisco Systems will be one of those SD-WAN victors […]

03 Feb2020 Pico, North And nReal Dominate XR At CES 2020

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Since both AR and VR are in the enterprise phase of development, it makes sense that there was very little AR and VR at CES 2020. In fact, these technologies are grouped within the very large gaming section at the exhibition, which can lead to some very confusing booth placements and unnecessary walking around. That […]

03 Feb2020 The Oculus Quest Supply Situation Does A Disservice To The VR Community And Developers

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Many people are excited about buying the Oculus Quest—for many it will be their first VR headset. While it will be one of many for me, this one certainly is different. The Oculus Quest represents all that is needed from a VR headset and backs it up with a very solid library of titles and […]

03 Feb2020 Amazon Expands Its Lead With Smart CE Devices At CES 2020

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Last week I attended CES 2020 in Las Vegas. The annual consumer electronics extravaganza provides an opportunity for companies both big and small to unveil their latest gadgets and solutions. You really can’t talk about consumer electronics these days without talking about Amazon, who took the space by storm over the past decade with its […]

03 Feb2020 Dell Upgrades PC Offerings With Next Generation Tech At CES 2020

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Though the Dell Technologies family now includes many different businesses under its umbrella, from servers to HCI to software-defined networking, it all began with PCs for the company. It’s an area where the company still excels, and I’ve followed it very closely throughout the years. Recent numbers showed the company achieving double-digit revenue growth in […]