If you invest in networking, you must read this transcript. Alan Weckel provides a tour de force in discussing switch market growth, events in China, the slowdown in cloud capex, the transition to 400g, and wireless adoption.
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Rodney Brooks is a robotics entrepreneur. He is the Panasonic Professor of Robotics (emeritus) at MIT and founder of Rethink Robotics as well as iRobot Corp. In his blog , he says that if we can’t design autonomous vehicles, then artificial general intelligence (AGI) is a long ways off. And “if AGI is a long way off then we can not say anything sensible today about what promises or threats it might provide as we need to completely re-engineer our world long before it shows up, and when it does show up it will be in a world that we can not yet predict.”
We show the three- and- twelve- month performance of the 25 largest market caps in our Wolfe Tech Universe. The upper right and lower left quadrants are outperforming and underperforming, respectively, over both periods. Names in the lower right are improving (better over three months) while those in the upper left are losing steam.
Most stocks are up over both timeframes. Services (PayPal, Mastercard, Visa, Accenture), Software (Microsoft, SAP), and Internet (Amazon, Alphabet) are well represented.
Salesforce is the only name losing momentum with a modest decline over three months. Alibaba and Tencent are slightly gaining momentum. A stock’s position is reflected in its technicals—Salesforce is below its 50-day MA.
Jack Trout and Al Ries (and now Al’s daughter Laura) have been influential marketing strategists; they changed the way we think about business. China has adopted their lessons as it looks to build global brands.
It’s cloud week! After addressing RightScale’s public cloud survey (link), we look at private clouds. Private means adopting cloud operating principles on-premise. Private cloud is difficult to implement—and more than just virtualization. But companies are keeping family jewel applications and data on-prem, so it’s a hybrid world.
After some missteps, VMware is leveraging its virtualization ubiquity into a cloud presence, both on-prem with VMware Cloud Foundation and off-prem with AWS and Azure relationships.
OpenStack and Microsoft are the main VMware alternatives and there is IBM Private Cloud, but none seem to be gaining significant traction. Azure Stack is most promising with 28% of respondents experimenting or planning to use. AWS Outposts is coming later this year. However, VARs question whether a partnering such as VMware/AWS delivers hybrid cloud management capabilities or is really just a form of colocation.
HP Inc has been a good story following the spin-off of HPE. Once it fixed its supplies go-to-market issues, the company consistently exceeded the Street’s growth and FCF projections. Prior success with “sprinkles of magic” made last quarter’s supplies shortfall all the more surprising. The visit with management a month ago (link) did not increase our confidence, and our checks are not encouraging. We cut estimates and our price target with few upside catalysts.
ActualTech Media in partnership with Nutanix performed a detailed survey of enterprise cloud interest.
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