DolceTran’s Activity

Tue Jul 29

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Article

DolceTran published an article 12:41 PM

Cisco and NetApp Play Hardball with VMware: Will FlexPod Suffer?

Cisco and NetApp have refused to support VMware's SDN technology, NSX, on the FlexPod reference architecture. How will this affect future FlexPod sales?

Wed Jul 23

NL

Article

DolceTran published an article 12:36 PM

Google Chrome Steals the Spotlight From Internet Explorer

The rapid rise of Chrome as the No.1 web browser in the U.S. is great news for Google since this might help the company control its swelling traffic acquisition costs.

Mon Jul 21

NL

Article

DolceTran published an article 11:47 AM

Why Engineered Systems Might Be EMC's Saving Grace

EMC's rapidly-growing engineered systems can offset the weakness in its external disk storage segment.

Fri Jul 18

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Article

DolceTran published an article 4:40 PM

Oracle’s Improved Systems Are Great for Business

Oracle’s rapidly growing high-margins engineered systems division will absorb some of its swelling marketing costs.

Thu Jul 17

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Article

DolceTran published an article 3:21 PM

Microsoft Borrows From the Google Chromebook Story

Microsoft is planning to launch low-cost laptops to compete directly with Google's Chromebooks.

Wed Jul 16

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Article

DolceTran published an article 12:31 PM

Are Microsoft’s Android Patents Worth Anything?

Although M-Cam has released its findings about Microsoft's Android portfolio, the company's core business, and its image, are not likely to be materially affected.

Tue Jul 15

NL

Article

DolceTran published an article 3:00 PM

Is SanDisk a Better SSD Play Than Intel?

A comparison between SanDisk and Intel SSD businesses and longer-term growth prospects.

NL

Article

DolceTran published an article 1:16 PM

EMC Is Looking to Become a Top Solid State Arrays Player

EMC posted its first solid state arrays revenue in 2013. The company is also quickly launching new SSA products to keep up with the market leaders.

Mon Jul 14

NL

Article

DolceTran published an article 2:01 PM

Why Microsoft Should Extend Mainstream Support for Windows 7

Microsoft risks losing a sizable chunk of Windows users to rival OSs if it withdraws mainstream support for Windows 7, the world's most popular desktop OS.

NL

Article

DolceTran published an article 12:09 PM

Will All-Flash Arrays Save Sinking IBM?

IBM is the leader in the rapidly-growing solid state arrays market. If the company continues growing this segment at even half the current rate, it will easily offset its current revenue decline by 2017.

Fri Jul 11

NL

Article

DolceTran published an article 2:20 PM

IBM Finally Joins Cloud Pricing Wars: What it Really Means for Big Blue

IBM is betting big on its cloud to drive new growth. The company cut prices to remain competitive in the cloud market.

Thu Jul 10

NL

Article

DolceTran published an article 12:55 PM

Will Google Drive Unseat OneDrive as the Preferred Enterprise Cloud Storage?

Google Drive has introduced highly-competitive pricing and features for Google Drive for Business. But, the dominance of the Windows ecosystem gives OneDrive a huge edge in the enterprise space.

Tue Jul 8

NL

Article

DolceTran published an article 8:00 PM

Intel Corporation Is on Track to Make Strong Mobile Market Share Gains

Intel has been launching a flurry of new smartphone and tablet chips that will help it see better top-line growth. Additionally, the declining PC market is close to bottoming out.

NL

Article

DolceTran published an article 12:33 PM

Why Qualcomm Incorporated’s Royalty Is in No Real Danger

Qualcomm mobile phone royalties are not likely to fall in the long term. This is due to the fact that growth in smartphone shipment volumes is likely to outstrip the rate at which smartphone prices will fall over the next couple of years.

NL

Article

DolceTran published an article 10:01 AM

Intel Corporation’s PCIe SSDs Is a Big Threat to Storage Products Manufacturers

Intel unveiled its PCIe SSDs at Computex 2014 that look fairly priced. Western Digital also unveiled its PCIe SATA SSD whose performance is considerably less than that of Intel's new SSDs. Seagte Technology did not unveil any new SSDs. Intel might [more]

Mon Jul 7

NL

Article

DolceTran published an article 3:04 PM

Google and Amazon Launch Cloud SSDs: Trouble Ahead for Western Digital and Seagate Technology?

Western Digital and Seagate Technology are not likely to be materially affected by AWS and Google Cloud’s SSD-backed storage. These cloud services are designed with smaller users in mind, while Western Digital and Seagate mainly sell their [more]

NL

Article

DolceTran published an article 10:01 AM

Will the Android Knox Integration Turn Enterprise Mobility On Its Head?

Google will integrate Samsung's Knox Security solutions in future Android versions. This can potentially have far-reaching revenue benefits for Google, whose enterprise mobility platform has badly lagged Apple's due to security concerns.

Sat Jul 5

NL

Article

DolceTran published an article 6:00 PM

Will Alibaba Ever Become a Big Threat to Amazon?

Alibaba's IPO is likely to result in more Americans becoming aware of the giant Chinese online retailer. But will the company really pose a big problem for Amazon?

Thu Jul 3

NL

Article

DolceTran published an article 11:25 AM

Will the Google Chromebook Pixel Marketing Snafu Impact Sales?

Google is in the middle of a marketing debacle by Verizon after the carrier failed to meet promises for free data to buyers of Chromebook Pixel. But, this is not likely to materially affect Chromebook sales.

Mon Jun 30

NL

Article

DolceTran published an article 2:51 PM

How Seagate Technology Is Morphing Into a Company for the Future

Seagate is making small but highly strategic acquisitions that will help it dominate the SSD market.

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