IBM Focuses On Container Data In Latest Announcements

Containers have quickly emerged as one of the dominant architectures for application development and deployment. It’s a technology that eases many of the burdens facing IT administrators, as they seek to deliver business-critical applications while maintaining a high degree of IT agility. Containers provide efficient and flexible cloud-native workflows throughout the enterprise.  It’s no wonder …

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The Good, Bad And The Ugly Of Apple’s Mac Launch With M1 Processors

In my over 30 years in tech, I’ve spent approximately an equal amount of time as a hardware OEM, a chipmaker, and now, as industry analyst. So you can imagine how much interest I would have with Apple (an OEM) using a new processor (M1) in their new line of Macs. I have been impressed …

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The New Xbox Series X: A Next-Gen Gaming Console That Radiates Power

The arrival of the new Xbox Series X instantly transformed me into a 15-year-old. When it showed up at my home last week, I literally stopped everything I was doing to set it up. Could it really live up to Microsoft’s hype over the past year and deliver a gaming experience that we’ve never seen before? After …

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Moor Insights & Strategy Analyst Weekly Update Ending November 20, 2020

I hope you all had a great week!   As we head into the U.S. holiday, Thanksgiving, the Moor Insights & Strategy team has so much to be thankful for, and we appreciate you.  We wish you a healthy and happy holiday season as we reach an end to this 2020 year. We continue to attend conferences …

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Cisco Strengthens Portfolios And Programs At Two Key Virtual Events

Over the last few weeks, I attended Cisco Systems’ virtual DevNet Create and Partner Summit events. The networking infrastructure giant made several key announcements—let’s take a closer look.     DevNet Create Typically held in Mountain View, CA, DevNet Create is Cisco’s signature developer event. Cisco founded its DevNet developer community back 2014. Led by executive Susie Wee, …

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What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon

As I reported in June, Apple announced at its WWDC that it is moving the Mac lineup of PCs from Intel processors to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems over two years, and it will leverage its Bionic line of IP for its new designs. This …

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Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter

Qualcomm announced its fiscal Q4 2020 and full-year earnings report last week, and the market liked it, its stock soaring up to 13%. While I usually don’t write about a company’s earnings as an industry analyst, I will write when I believe those earnings signify some kind of milestone for the company, management or product …

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Oracle’s Larry Ellison Hosts ‘Future Of CX’ Event Today And Salesforce Is Looking Increasingly Complex

The enterprise SaaS market is a hard one with no true dominant player. Maybe that’s what makes it so competitive. At the end of September, I wrote a couple of notes describing how Oracle has quietly become an essential cloud applications company. While Oracle and “quiet” usually don’t blend, I believe that’s exactly what is happening …

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A Chat With Qualcomm’s New Automotive Leader, Nakul Duggal, Driving An $8B Backlog

As I’ve said many times before, I believe fully autonomous vehicles will be one of the most impactful technological innovations in our lifetimes. As the industry grows and autonomous vehicles become more advanced and ubiquitous, there will be an immense market opportunity for those involved in making these automobiles tick. One tech company that has …

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Moor Insights & Strategy Analyst Two- Week Update Ending November 13, 2020

I hope you all had a great couple of weeks! We continue to attend conferences virtually.  This week, I will be attending Lenovo IAC and the Flex Supplier Summit.  Karl will be attending Supercomputing ’20.  Steve will be attending Druva DxP, Palo Alto Networks Ignite’20 ( with Chris), and Red Hat Analyst Day(with Rhett). Last week, I attended an Apple event and Oracle Cloud CX Event.  Paul attended Quantum Techniques …

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Surface Laptop Go Review: Premium Notebook On A Budget

Since 2012, Surface has led the way as the Microsoft PC brand. Microsoft Surface offers a range of premium notebooks, including the Surface Book, Surface Laptop, and as of earlier this month, the newest addition, the Surface Laptop Go. The Surface Laptop Go is Microsoft’s lightest and most affordable notebook it has ever launched at …

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Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020

This week I tuned into Dell Technologies’ annual Dell Tech World conference, held virtually like all other major tech events this year. The shindig is Dell’s big chance to showcase the latest and greatest from its extensive family of companies, so I always make a point of attending (see my coverage of last year’s conference here if …

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It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities

I had the chance to talk last night with Marvell CEO Matt Murphy and optics leader Inphi CEO Dr. Ford Tamer on its deal valued at $10B, which considerably expands Marvell’s market opportunity in the cloud data center and 5G end markets. Marvell has been growing incredibly over the past three years, which I documented here after …

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Cisco Unveils Targeted Webex Solutions To Support Governmental Operations

Though tech companies across the board have made strides to help the world acclimate to the pandemic, there’s a few whose efforts have risen above the rest. One of these companies is the networking powerhouse Cisco—no surprise there, considering its impressive track record in CSR. Earlier this year, the company pledged to contribute at least $225 …

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FTC’s Case Against Qualcomm Dealt Mortal Wound With Recent Ruling

Yesterday, the 9th Circuit Court of Appeals denied the FTC’s request to rehear its case against Qualcomm which leaves intact the Appeals Court ruling that found Qualcomm not guilty on all counts of anti-competitive behavior.  As you would expect, Qualcomm was elated. “The fact that not one judge on the Ninth Circuit thought it necessary to …

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MIT Lincoln Laboratory Creates The First Trapped-Ion Quantum Chip With Fully Integrated Photonics

Most experts agree that quantum computing is still in an experimental era. The current state of quantum technology has been compared to the same stage that  classical computing was in during the late 1930s.  Quantum computing uses various computation technologies, such as superconducting, trapped ion, photonics, silicon-based, and others. It will likely be a decade or …

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Skyroam Solis X Review: The World’s First Global Smart Spot

A couple of weeks ago, I was sent the newest flagship device by Skyroam, the Solis X. Many of our analysts at Moor Insights & Strategy travel in and outside of the United States and are always on the go. Between impediments like bad Wi-Fi connections in hotel rooms and aboard airplanes, reliably accessing the …

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Qualcomm Extends Its 5G Reach Into Infrastructure

Qualcomm held its annual 5G summit online last week. I thought the company’s use of a virtual reality conference center was very creative—it made me yearn to board a flight! Qualcomm dedicated day one to keynotes and the second to several breakout sessions. Today I would like to provide my impressions from the event.     5G …

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Qualcomm Brings Wi-Fi 6E To Mesh With New Immersive Home Wi-Fi Platform

Connectivity is a crucial component of the modern age, and three types of connectivity dominate the consumer landscape: cellular, Wi-Fi and Bluetooth. In the home, Wi-Fi is the predominant form of connectivity. Over the years, Wi-Fi networks have become increasingly more intelligent and aware of the devices connected to them. Some of these intelligent capabilities …

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Honeywell Quantum Solutions Releases Its New System Model H1 Quantum Computer

Honeywell Quantum Solutions announced the release of its next generation quantum computer. The System Model H1 uses trapped-ion technology built on Honeywell’s advanced QCCD architecture. The new quantum computer will be available under a newly created subscription service. The system can be directly accessed via a cloud API, as well as through Microsoft Azure Quantum. …

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