27 Apr Who Are Apple’s iPhone Contract Manufacturers?

This coming Monday, a highly anticipated trial between Qualcomm and Apple will start in San Diego. The legal showdown is the next, important chapter of a two-year conflict between the two technology powerhouses and now, in this trial, Apple’s contract manufacturers. You can get caught up to speed on the prior two years here. Next week’s […]

12 Apr Cisco Trumpets A Unique Decibel, An Early-Stage Venture Company

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From its leadership in software, security and networking technology, to its extensive CSR efforts, Cisco Systems is a company I follow very closely. One thing I really like about Cisco is the interest it takes in fostering innovation and entrepreneurship, vital for a large company.  It’s vital for every large tech company because the typical cycle of a tech company […]

19 Mar How Cisco Fosters A ‘Conscious Culture’ Within The Company

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Cisco Systems is a company that I follow very closely. While the company is well-known (and rightfully so) as a networking, security and software powerhouse, one of the things I appreciate about this company is its focus on the human element—whether we’re talking about its Networking Academy, which trains approximately 1 million people per year in IT […]

13 Mar The 10 Most Bizarre Things About The FTC-Qualcomm Case

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It has been two months since closing arguments were presented in the FTC versus Qualcomm Trial, and Judge Koh could issue a verdict at any moment. In these past few months, I have been analyzing what a ruling might mean. I’m not a lawyer, but have seen a lot of antitrust action and was considered […]

07 Mar HP Demonstrating Commitment To Diversity And Inclusion

HP Inc. is a company that I follow very closely. I covered the company extensively at CES 2019 this year and was impressed by the array of new, innovative displays it brought to its PC line (you can see my coverage here). It’s no secret that the company excels at delivering powerful PC offerings, but that’s […]

01 Mar IBM Rolls Out Big Customers At Think 2019 Using AI, ML, DL On Power Systems

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There was a tremendous amount of news delivered at this year’s IBM THINK 2019, which I personally attended along with my senior storage analyst colleague Steve McDowell. One thing that impressed me, which didn’t get much press, was the number of rich conversations from IBM customers on how they were using Power Systems to help […]

12 Feb AMD Cranks Out An Inspiring Q4 2018 And Full Year 2018

After coming off of what I considered a successful CES 2019 showing headlined by CEO Lisa Su (wrote about that here), today Advanced Micro Devices announced its Q4 2018 earnings, full-year 2018 results, and forecast. Unlike some of the other earnings announcements we have seen so far, AMD appears to have bucked many of the trends like China […]

24 Jan Cisco’s 2018 CSR Report Shows Continued Commitment To Positive Change

Cisco Systems is a company I follow very closely, for its networking, UC and security portfolios, but also for its truly one-of-a-kind corporate social responsibility (CSR) efforts worldwide. There are a lot of great, innovative tech leaders in the industry, but none, in my opinion, have demonstrated the same years of commitment towards being a […]

06 Jan ON Semiconductor Unveils Automated Developer Tool Ahead Of CES 2019

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If you follow my writing on Forbes, you know I’ve been tracking ON Semiconductor much more closely this past year. The company, through acquisitions and organic growth, has become a much more relevant company for me to track. I’ve written on the company’s inroads in the automotive and self-driving car space (you can read here and here), and […]

12 Dec Beyond 10nm: Intel’s New Tech Strategy

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I had the chance to spend a few days with Intel executives at its recent industry analyst summit held at the company’s Santa Clara headquarters, and it was a real eye-opener as it laid out its new technology strategy for the next decade. Net-net, I believe this strategy is right for Intel and its customers, […]

08 Dec Cisco Meraki Eyes Market Disruption Through Simplification

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I recently spent time at Cisco Meraki headquarters, located in the trendy, up-and-coming Mission Bay district of San Francisco. The spectacular views of the water from the complex nearly sent me tumbling down the stairs. I toured engineering, sales, and support areas with Todd Nightingale, Meraki’s Senior Vice President and General Manager. Nightingale has been […]

15 Nov HPE’s Increased Stability And Consistency Noticeable At Investor Event

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HPE CEO Antonio Neri addresses financial analysts at last week’s SAM.  HPE Last week, Hewlett Packard Enterprise held its annual Securities Analyst Meeting (SAM) at the New York Stock Exchange. The annual event represents the company’s opportunity to talk to investors about its past progress and financials but more importantly, talk about its future opportunities. […]

13 Nov Cisco Unveils New ‘Bridge To Possible’ Branding Campaign

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Imagery from “Bridge To Possible”. CISCO When it comes to corporate brands and campaigns for enterprise tech companies, I believe Cisco Systems is one of the best. This isn’t just myopinion. In the past year, according to Interbrand, Cisco’s brand ranking improved 8% and is #15 on the list of 2018 Best Global Brands. In 2016, […]

05 Nov Stop Betting Against Dell’s DVMT Conversion- You Look Foolish

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Michael Dell, chief executive officer of Dell Technologies Inc., speaks during an interview on the floor of the New York Stock Exchange (NYSE) in New York, U.S.,   (Photographer: Michael Nagle/Bloomberg) Given the recently announced Dell Technologies’ DVMT conversion planand the potential for investors to be able to invest in the entire company, I thought […]

21 Oct Arm’s Investment And Growth Evident At TechCon 2018

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Arm CEO Simon Segars kicks off Arm TechCon 2018.  PATRICK MOORHEAD Last week, I attended the Arm TechCon 2018 event in San Jose, CA. TechCon is Arm’s annual premier industry event, drawing a huge crowd of developers, analysts, and press together to gain insight into what the semiconductor giant has been cooking up the past […]

03 Oct Globalfoundries Validates The Company’s Pivot At GTC 2018

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Globalfoundries CEO Dr. Thomas Caulfield kicks off GTC 2018.  ANSHEL SAG There has been some talk about Globalfoundries’ decision to not chase after the leading edge 7nm node. As many in the industry obsess over the leading-edge node (guilty as charged), Globalfoundries decided not to continue down the leading edge FinFET path and instead go […]

01 Oct How Does A 74,000 Person Company Align Its Global Leaders In 24 Hours? I Asked Cisco Systems

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Cisco leaders use a simulator to see effects of various business decisions they make.   CISCO Before I created my company Moor Insights & Strategy, I worked at some large tech companies like AT&T, NCR, and Compaq in the 90’s and AMD in the 00’s. I am always fascinated by how some of the larger tech companies […]

28 Aug Dell Expands PC-As-A-Service Program At VMworld 2018

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Dell PCaaS positioning with new PCaaS for Business.    DELL This week I’m attending VMware’s  VMworld 2018 in Las Vegas. I’ll be covering the event extensively over the course of the week, but today I wanted to focus on one particular realm of announcements—the further expansion of Dell’s PC-as-a-Service (PCaaS) offerings. PCaaS and DaaS (device-as-a-service) […]

22 Aug Cisco’s ‘People Deal’ Exemplifies Its Cutting Edge Commitment To Employees

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Cisco Systems, under the leadership of CEO Chuck Robbins, is on a roll, after years of revenue stagnation. While infrastructure is still the lion’s share of the business, the new focus and growth in software, security, and services is paying off. Last quarter, Q3/2018, 32% of revenue was recurring revenue, 29% was deferred product revenue, […]

09 Aug Qualcomm Removes Many Investor Unknowns At Its 3rd Quarter Earnings Announcement

While the biggest news of yesterday was that Qualcomm walked away from its NXP acquisition based on China inaction, I wanted to cover more broadly the totality of what was covered and more importantly, what it really means.  I believe that most of the Qualcomm future shareholder unknowns were cleared up and that is important […]