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 DxPPalo 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 in Machine Learning. Will attended 5G AI Telco Summit World panel and 5G Techritory.  Steve attended Flash Memory Summit and Amazon AWS Storage Day.  Over the last two weeks, Will participated at the 5G Core Summit

Our MI&S team published 38 deliverables over the last two weeks: 

The press quoted us with 36 citations. Journalists wanted to hear about AMD, Apple, Big Tech, Cisco, Dell, 5G, Gig workers, Honeywell, Intel, Microsoft, Nokia, NVIDIA, Pure Storage, Social Mobile, and Qualcomm.

Quick Insights:

AR/VR (Anshel Sag)
  • N/A

Carrier/Wireless (Will Townsend) 

  • It’s puzzling that Dish can’t lean into virtualization, Open RAN, and disaggregated infrastructure to accelerate its 5G deployment sooner than late 2021 based on its announcement this week. I thought it had a real shot at being the first to launch 5G SA, but T-Mobile beat the world to the punch. I suspect Dish may be struggling to allocate the needed CapEx in the short term given its shrinking satellite access and content business driven by cord-cutting.
  • I’m not surprised to see SK Telecom’s exceptional financial performance this week. I evaluated 5G operator leadership mid-year in a Forbes article and picked them as a global leader. Its secret? Lead with compelling use cases and services.

Cloud Services (Rhett Dillingham) 

  • N/A

Datacenter: 

  • Storage- (Steve McDowell) 
    • Pure Storage has a new sales chief, bringing in former Vmware Americas sales chief Dominick Delfino as its new Chief Revenue Officer. Pure has been aggressively expanding its software and services footprint, pushing first into the cloud, and then into cloud-native with its recent acquisition of Portworx.  Having a sales leader who understands how to push into enterprise software and services is critical at this juncture, and Delfino’s successes at Vmware certainly have him fitting that profile. 
    • Pure Storage, while announcing its sales org transition, also previewed its top-line revenue number for Q3, and it’s a good one.  We fully expect the storage market to be flat-to-down (as it’s been all year), but we didn’t expect that Pure would hit a top-line number of $410M, above the $404M that most Wall Street analysts expected. It’s good to see Pure continuing to outperform the storage market and see that its leadership change isn’t because of declining sales over the past quarter.  More commentary on this one once its official earnings are out later this month.
    • Nvidia’s “GPUDirect” storage technology, which provides direct GPU access to primary storage, bypassing the CPU and the latencies inherent in that approach, continue to gain traction.  This past week saw fast-filesystem leader WekaIO and Microsoft Research published a case study quantifying the potential of GPUDirect, detailing a single NVIDIA DGX-2 connected to a WekaFS cluster over Infiniband that yielded 97.9GB/s of throughput to 16 NVIDIA A100 GPUs, achieving near-saturation of the InfiniBand interconnect.  All of this to say:  connecting GPUs directly to storage is a win.       
  • Networking- (Will Townsend) 
    • Cisco delivered better than expected earnings for its fiscal 1Q and guided upside in the coming quarter. The company has been making tremendous investments in realigning roadmaps, consolidating branding to simplify its value proposition, and recently retooled its partner sales programs for improved efficiency, given it drives the majority of its sales through the IT channel. I also believe further investment in its DevNet developer and Country Digital Acceleration programs will position the company for long term success.
    • The American Connection Project is an effort to bring connectivity to underserved rural America. I spent time this week speaking with Tractor Supply Company. In partnership with HPE Aruba, TSC is accelerating its digital transformation, e-commerce capabilities, and providing needed wireless access to communities to facilitate online education, healthcare, and video collaboration in light of the pandemic. Aruba supplies WiFi6 access points to boost connectivity into parking lots at nearly 2,000 stores in rural locations for drive-up hotspots. It’s an innovative approach that should continue to shed light on the need to extend LTE, and 5G fixed wireless access as a less costly alternative to fiber.
  • Server- (Matt Kimball) 
    • N/A

Home Automation/ Smart Home (Mark Vena) 

  • Now that the new Apple Silicon-based Mac is out, this much is true: Apple’s new MacBook Air, MacBook Pro, and Mac Mini look the same on the outside, but they’re getting new tricks that PCs will struggle to emulate
  • Apple has always sold its computers like luxury cars, highlighting sex appeal while promising it can get the job done too. Now, with new innards it custom-built itself, Apple is hoping to kick that appeal into overdrive
  • RIP: Sling Media introduced the Slingbox back in 2005 as a way to upgrade existing TV subscriptions by allowing users to stream programs from phones, tablets, and even other TVs: it was fun while it lasted, but it looks like the usefulness of Slingbox products is coming to an end; the company has announced that it is discontinuing the product and that existing Slingboxes will stop working within the next two years
  • Next week will be a big week for independent benchmarking as it will be interesting to see if Apple’s M1 performance claims are remotely accurate: Apple’s announcement event was more than disingenuous as it was very light on specifics and made comparisons to generic “leading PC” CPUs which is unfair and potentially misleading… let’s see what the benchmarks reveal
  • What a catastrophe: macOS 11 Big Sur downloads appear to have been marred by slowdown issues; shortly after Apple released macOS 11 Big Sur, a large number of Mac users today reported problems in downloading the latest update; several users started seeing a delay of over a fortnight in getting macOS Big Sur downloaded on its machines
  • While the iPhone 12 has just barely launched, we might already have some idea what next year’s lineup could look like — according to rumors: Apple’s 2021 iPhones will keep the new form factor and screen sizes introduced with the iPhone 12 line but offer an improved ultrawide camera on the high-end Pro and Pro Max models
  • Fortnite might come back to iPhones and iPads later this year. Media sources have reported that Fortnite will be available to play through Nvidia’s cloud gaming service, GeForce Now. This service hasn’t been announced for iOS yet, but an announcement is expected before the holidays.
  • WhatsApp is introducing a new disappearing messages option this month; the feature will allow WhatsApp users to enable disappearing messages on chat conversations between friends, to delete messages after seven days automatically; anyone can enable the option in individual chats, and group admins will be able to allow disappearing messages in group chats
  • California’s already strict privacy law got a lot stronger as voters approved a ballot initiative expanding much of what the law covers this week; Proposition 24 expands California’s privacy law to cover more sensitive data sets and establish a new state agency in charge of enforcing these rules for consumers; the result will be a higher standard for privacy in California and a powerful new state agency to take on tech companies

IIoT and IoT (Bill Curtis)

  • It’s always fun to dig into IoT growth projections. This week, Juniper Research published a new study claiming that industrial IoT connections will increase from 17.7 billion in 2020 to 36.8 billion in 2025. That 108% increase sounds like a lot, but it’s only a 15% CAGR. In my opinion, the CAGR could be much greater, maybe ~25%, if the IoT industry overcomes some fundamental growth barriers. My top 3 recommendations: Software-defined gateways, IP protocols for all devices, and horizontal, mass-market device platforms (instead of building every sensor as a custom device).
  • Vertical partnerships are becoming increasingly important in industrial IoT because it eliminates integration and customization problems for targeted use-cases. The latest example is a partnership to integrate Microsoft’s Dynamics 365 Field Service software with Honeywell Forge industrial analytics platform. Its initial focus is building management. This is low hanging fruit because it’s easy to see ROI very quickly. It also complements Microsoft’s recent acquisition of CyberX (industrial equipment security) and Azure’s significant digital twin technology investment.
  • Here’s some good news for parts of the world that are underserved by terrestrial cellular. Cambridge Consultants, in collaboration with Stratospheric Platforms Ltd (also based in Cambridge, UK), announced its airborne 5G platform. It’s a zero-emissions high-altitude aircraft that can fly at 20,000 meters for more than a week carrying a 3 square meter antenna weighing 120 kg. Each HAP covers up a radius of 140 km, equivalent to hundreds of terrestrial base stations. Peak aggregate bandwidth is 100 Gbps. 20 HAPs could cover an area the size of the UK. Commercial service could begin in 2024.

Machine Learning/ Artificial Intelligence (Karl Freund) 

  • The annual supercomputing conference takes place next week, virtually, of course. I expect many announcements over the next few days, especially from AI challengers as a follow-on from its pre-announcements at Hotchips, AI HW Summit, and the Linley processor conference.  So watch for my updates next week on Forbes, and give me a call if you want to discuss any announcements.  The Cambrian Explosion of AI chips has finally started!  
  • It was a pretty quiet week on the AI front, with the election stealing all the oxygen out of the room. Intel announced that the company would acquire Cnvrg.io, which provides a well-regarded platform (it call it an OS) to manage, build, and automate the deployment of machine learning models. Given Intel’s multi-prong Domain-Specific Architecture strategy, providing a cross-platform development and deployment stack is critical to success. 

Personal Computing/ Collaboration (Anshel Sag) 

  • 5G is finally showing up as a significant driver in operators and smartphone manufacturers profits in Q3
  • 5G is also changing the market dynamics of market share in the smartphone market as Samsung reclaims 1st place, Apple slips to #4, and Xiaomi skyrockets to #3
  • All is quiet on the XR front as everyone awaits the HP Reverb G2’s launch as well as a series of new standalone headsets to follow the Quest 2
  • The Ryzen 5000 series of CPUs finally became real and knocked the socks off the competition across almost the entire range and claimed nearly all performance benchmarks from Inte,l including gaming
  • The Ryzen 5950X incredibly unique for AMD because it delivers 4.9 GHz peak boost clocks using two of the new 8-Core Core Complexes and does that all with the only 105W on the same node as Zen 2
  • AMD took the wraps off the RX 6800 and 6900 and is now preparing for a launch later in the month when people will find out how close AMD has come to NVIDIA
  • Both the Xbox and PS5 finally launched, and both consoles got lots of attention for new features and capabilities, but are both lacking in titles that take advantage of the next-gen console capabilities
  • It was also reiterated that the PS5 would not support expansion SSD capacity at launch. It will be available down the road; people are ALSO discovering how much space next-gen games are taking up, with games like Call of Duty Cold War taking up to 285GB.

Quantum Computing (Paul Smith-Goodson)

  • ColdQuanta just raised $32M in Series A funding. It uses cold neutral atom qubits. The funding was led by Global Frontier Investments and LCP Quantum Partners, with current investor Maverick Ventures and new investor Foundry Group. ColdQuanta has several achievements. It was selected for the new DOE quantum science center along with IBM and Microsoft. It has a DARPA contract to develop a scalable quantum computer. It has its technology on the ISS, the International Space Station. 
  • Analysts from Information Technology and Innovation Foundation (ITIF) believe that Biden will continue to prioritize quantum and AI R&D. Moor Insights & Strategy is waiting to see what the impact will be on Biden’s shifts in regulations and spending. Previously Trump announced increased spending on AI and quantum technologies and proposed an increase in US total R&D from $134 billion to $142 billion. Maintaining a lead over China in these areas is critical to America’s national security. China has a goal of becoming the world leader in quantum. China recently included quantum in its five-year plan and set a goal to dominate quantum by 2035.  China is funding quantum with $14 billion.  Pan Janwei, the father of China’s quantum satellite program, said China would develop three disruptive technologies – quantum sensors, quantum computing, and quantum internet. China has already made a lot of progress in quantum communications and quantum sensors, focusing on military applications.  I wrote a detailed article about Quantum USA vs. Quantum China last year. It can be read here: Quantum USA Vs. Quantum China: The World’s Most Important Technology Race.
  • I had a recent discussion with John Levy, the CEO and cofounder of SeeQC, a quantum startup. The company itself is unique. It is a spin-off from IBM. It has its chip foundry and has been involved with quantum controls for some time. It is developing a hybrid cryo superconducting chip that includes digital qubit controls for readouts and classical functions. It offers fewer leads, which means lower noise. The chip also has a considerable cost & energy advantage. Levey stressed that it would take a few years to have a demo, and his current focus is on a toy model and developing the architecture. Indeed a company to watch. 
  • Shortly after IonQ announced it upped its qubit count to 32 ions, it reported two new additions to its team, Dave Bacon and Denise Ruffner. Denise was formerly the Chief Business Officer for Cambridge Quantum Computing. She is now the VP of Business Development. Dave Bacon, previously a Senior Staff Software Engineer at Google, will join IonQ as VP of Software. He is the Bacon part of the Bacon-Shor error correction code. Both are great additions to IonQ and strengthens the company’s management team.

Security (Chris Wilder)

  • It is good to see ISVs and cloud providers moving quickly to support multi-cloud security. In too many cases, security is an afterthought. It is good to see security having a seat at the table. 
  • With the election concluding, the post mortem will no doubt showcase tampering and maybe isolated security incidents. However, the biggest security threat is disinformation, causing more long-term damage than any cybersecurity breach.

Columns Published (Forbes, UPLOAD VR, and others)        

  1. The Good, Bad And The Ugly Of Apple’s Mac Launch With M1 Processors, by Patrick Moorhead
  2. A Chat With Qualcomm’s New Automotive Leader, Nakul Duggal, Driving An $8B Backlog, by Patrick Moorhead
  3. Oracle’s Larry Ellison Hosts’ Future Of CX’ Event Today And Salesforce Is Looking Increasingly Complex, by Patrick Moorhead
  4. Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter, by Patrick Moorhead
  5. What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon, by Patrick Moorhead
  6. The Human Network: How Connectivity Will Change Lives, by Will Townsend
  7. IBM Focuses On Container Data In Latest Announcements, by Steve McDowell
  8. The New Xbox Series X: A Next-Gen Gaming Console That Radiates Power, by Mark Vena
  9. Cisco Strengthens Portfolios And Programs At Two Key Virtual Events, by Will Townsend

Blogs Published (MI&S)                                                              

  1. FTC’s Case Against Qualcomm Dealt Mortal Wound With Recent Ruling, by Patrick Moorhead
  2. It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities, by Patrick Moorhead
  3. Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020, by Patrick Moorhead
  4. Cisco Unveils Targeted Webex Solutions To Support Governmental Operations, by Patrick Moorhead
  5. Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020, by Patrick Moorhead
  6. Surface Laptop Go Review: Premium Notebook On A Budget, by Patrick Moorhead
  7. Google Wants To Accelerates Chrome OS Adoption With New Additions To Support Enterprise Workforce, by Patrick Moorhead
  8. Lenovo And SAP Tie The Knot, Again, At Tech World 2020, by Patrick Moorhead
  9. AMD Acquiring Xilinx In Bold, $35B Semiconductor Mega-Deal, by Patrick Moorhead
  10. What Apple MacOS Developers Need To Consider Before Investing In The New Processor Platform, by Patrick Moorhead
  11. No More Batteries, No More Cords: The Perks Of IoT Energy Harvesting, by Patrick Moorhead
  12. HP ZBook Create G7 Notebook PC Review- A Workstation For Prosumer Creators, by Patrick Moorhead
  13. The Future Of 5G Network Infrastructure And Edge Computing, by Patrick Moorhead
  14. Honeywell Quantum Solutions Releases Its New System Model H1 Quantum Computer, by Paul Smith-Goodson
  15. Qualcomm Brings Wi-Fi 6E To Mesh With New Immersive Home Wi-Fi Platform, by Anshel Sag
  16. Qualcomm Extends Its 5G Reach Into Infrastructure, by Will Townsend
  17. Skyroam Solis X Review: The World’s First Global Smart Spot, by Zane Pickett
  18. MIT Lincoln Laboratory Creates The First Trapped-Ion Quantum Chip With Fully Integrated Photonics, by Paul Smith-Goodson

Podcasts: 

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend

  • Episode 29- November 13th, 2020
    • T-Mobile 5G FWA rollout slated for 2021- can it help bridge the digital divide?
    • SK Telecom and Deutsche Telekom 5G Joint Venture
    • Dish announces its 5G deployment won’t happen until 2H 2021 – why it’s puzzling
    • Apple and Google join Next G Alliance for 6G
    • China launches 6G test satellite – does it kick off a new race to 6G?
    • China claims 700,000 5G base stations
  • Episode 28 – October 2020
    • SK Telecom reports soaring profit and points to 5G as a catalyst  
    • Qualcomm and T-Mobile Earnings – Huge 5G Momentum
    • Mavenir pulls the plug on its IPO – is there trouble in Open RAN paradise?
    • Smartphone Market Share Changes, Samsung #1, Huawei #2, Xiaomi #3 and Apple Slips to #4
    • Vodafone UK replacing Huawei with Open RAN for 5G – risky move or a trailblazer?
    • Samsung & KT Collaborate on SA and NSA common core network

DataCentric Podcast by Moor Insights & Strategywith Matt Kimball and Steve McDowell

  • Architecting a Flexible & Resilient Data Center, with AJ Casamento and Brian Larsen from Broadcom, and Brian Sherman from IBM’s Storage division
    • The group talks about cyber-resilient architectures, autonomous infrastructure, and building a fast and flexible storage architecture to support it all.
    • Fibre Channel Gen 7, NVMe-over-FC, Intelligent Storage Systems, tiered storage, disaster recovery.  It seems like the group hit on most of the topics that an IT practitioner needs to be aware of as we all look forward to a disruptive future.
  • Inside Modern Flash Storage Technologies, with Andy Walls, IBM Fellow and IBM’s CTO for its flash storage products
    • The role of QLC flash in enterprise storage & overcoming its inherent limitations
    • Where does Server Class Memory fit?
    • NVMe-over-Fabric changes the interconnect game
    • Disaggregated storage: are the days of traditional block storage arrays numbered?
    • How is Storage for Mainframes different? Steve asks from a position of ignorance
    • Impactful emerging technologies: CXL bus, Computational Storage, 
    • Does storage need to change to support Quantum Computing?

SmartTechCheck Podcast by Moor Insights & Strategywith Mark Vena

  • SmartTechCheck Podcast (11-11-20), with Ranjan Singh, EVP of Product and Technology at Crestron
    • What companies and management teams need to know and prepare for to ensure business continuity and success in a post-COVID19 world

The Six Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman

  • New Apple Macs with the M1, a Smartphone-Infused Processor
    • Breakdown of the Apple Mac Launch and the company’s big move from Intel to Arm-based Silicon.
  • The Future of 5G Network Infrastructure and Edge Computing, with Daniel Rodriguez, Corporate Vice President for the Network Platforms Group for Intel
    • Intel’s role in Access Core, RAN, and Far Edge. 
    • How 5G expands Intel’s product portfolio from the data center into the network and out to the edge. 
    • The role 5G is playing the full breadth of Intel solutions, including ASICs and FPGAs. Real-world examples where 5G proliferation has taken hold.  
    • Where We Go From Here
  • Qualcomm Not Tired of Winning
    • Qualcomm FTC win/Qualcomm’s Big Quarter?
    • Microsoft C3.ai Adobe Partnership
    • Cisco Partner Summit
    • Lenovo TechWorld
    • AMD’s Big Navi
    • IBM and AT&T Partnership
  • Exploring the New Frontier: Container-as-a-Service with HPE and Splunk; guests Keith White, Senior Vice President for HPE GreenLake and Skip Bacon, Vice President of Product Management at Splunk
    • The value that Splunk and HPE customers are getting from its partnership.  
    • How HPE GreenLake solved many scalability issues companies that were using Splunk’s platform were facing.  
    • How companies are leveraging HPE Ezmeral Container Platform to modernize apps, write new cloud-native apps, and develop Kubernetes.  
    • Real-world examples of how enterprises have successfully leveraged Splunk and HPE technologies.  
    • Understanding Container-as-a-Service
  • Elected for Earnings
    • Microsoft Earnings
    • AMD Earnings
    • Amazon Earnings
    • Poly earnings
    • Google Earnings
    • Apple Earnings

The Moor Insights & Strategy Podcast, with Moor Insights & Strategy analysts 

Press Citations: 

  1. AMD, NVIDIA, chip acquisitions/ Tech Target: https://searchdatacenter.techtarget.com/feature/AMD-Nvidia-chip-acquisitions-target-Intels-dominance
  2. Apple, new Macs, chip wars/ Reuters: https://www.reuters.com/article/apple-products-microchips-int/apples-new-macs-could-revive-the-pc-chip-wars-analysts-say-idUSKBN27P1EY
  3. Apple, new Macs/ Reuters: https://www.reuters.com/article/us-apple-products-idUSKBN27Q1QV
  4. Apple, new Macs/ AFP: https://www.barrons.com/news/apple-begins-selling-macs-with-its-own-chips-to-mimic-iphones-01605041705?tesla=y
  5. Apple, new Macs/ New York Times: https://www.nytimes.com/2020/11/10/technology/apple-chips-intel.html
  6. Apple, new Macs (Mark Vena)/ ET Centric: https://www.etcentric.org/the-new-mac-lineup-touts-apples-own-powerful-m1-chips/
  7. Apple, new Macs/ Channel Futures: https://www.channelfutures.com/desktop/apple-launches-first-arm-based-macs-with-m1-chip-macos-big-sur
  8. Apple, new Macs/ Silicon Valley Business Journal: https://www.bizjournals.com/sanjose/news/2020/11/10/apple-reveal-chips-laptops.html
  9. Apple, new Macs/ CNET: https://www.cnet.com/news/apple-wants-to-remake-mac-computers-and-its-taking-control-to-do-it/
  10. Apple, new Macs/ USA Today: https://www.usatoday.com/story/tech/2020/11/10/apple-introduces-new-macbook-air-macbook-pro-mini/6227613002/
  11. Apple, new Macs/ Washington Post: https://www.washingtonpost.com/technology/2020/11/10/apple-silicon-mac-event/
  12. Apple, new Macs/ CNBC:  https://www.cnbc.com/2020/11/10/why-apple-is-breaking-a-15-year-partnership-with-intel-on-its-macs-.html
  13. Apple, new Macs/ https://www.marketwatch.com/story/apple-rolls-out-new-macs-with-custom-chip-as-it-moves-away-from-intel-11605038457
  14. Apple, new Macs/ Tech News World: https://www.technewsworld.com/story/86916.html
  15. Apple, Earnings / Techxplore https://techxplore.com/news/2020-10-apple-iphone-sales-trimming-profit.html
  16. Apple, Amazon, Facebook, Google, Earnings / Techxplore https://techxplore.com/news/2020-10-big-tech-strong-profits-pandemic.html
  17.  Big tech, Biden presidency/ AFP (Yahoo News): https://news.yahoo.com/big-tech-welcomes-biden-presidency-014858710.html
  18. Cisco, earnings/ Silicon Valley Business Journal: https://www.bizjournals.com/sanjose/news/2020/11/12/cisco-q1-2021-earnings.html
  19. Cisco, earnings/ SiliconAngle: https://siliconangle.com/2020/11/12/ciscos-revenue-falls-stock-anyway/
  20. Dell, Switch, Fedex (Will Townsend)/Enterprise AI: https://www.enterpriseai.news/2020/11/13/fedex-enlists-dell-switch-inc-for-logistic-hub/
  21. 5G, skepticism (Will Townsend)/ https://www.wsj.com/articles/ive-seen-the-5g-future-so-far-im-not-impressed-11604944029
  22. Gig workers/ AFP (IB Times): https://www.ibtimes.com/apps-win-labor-frets-after-uber-led-gig-worker-measure-passes-3078360
  23. Honeywell, Quantum / Techtarget (Paul)https://searchdatacenter.techtarget.com/news/252491505/Honeywells-quantum-computer-makes-a-quantum-volume-leap
  24. Honeywell, Quantum / Biztechmagazin https://biztechmagazine.com/article/2020/11/quantum-computing-moving-theory-reality
  25. Intel, AI / SDXCentral (Karl) https://www.sdxcentral.com/articles/news/intels-ai-passion-erupts-in-buying-spree/2020/11/
  26.  Intel, AI, acquisitions/ SDX Central: https://www.sdxcentral.com/articles/news/intel-ai-buy-highlights-chipmaker-feeding-frenzy/2020/11/
  27. Microsoft, Xbox Series X (Mark Vena)/ CNBC: https://www.cnbc.com/video/2020/11/10/next-gen-xbox-playstation-consoles-face-a-challenging-battle.html
  28. Nokia, 5G / SDXCentral (Will) https://www.sdxcentral.com/articles/news/analysts-size-up-nokias-strategic-shift/2020/10/
  29.  NVIDIA, datacenters/ Network World: https://www.networkworld.com/article/3596297/highflying-nvidia-widens-its-reach-into-enterprise-data-centers.html
  30. NVIDIA, GeForce RTX 3080/ WIRED: https://www.wired.com/story/nvidia-amd-demand-pandemic-lines/
  31. Pure Storage, Earnings / SiliconAngle ( Steve) https://siliconangle.com/2020/11/04/pure-storage-hires-new-cro-provides-strong-revenue-forecast/
  32. Qualcomm, Earnings / SiliconAngle https://siliconangle.com/2020/11/04/qualcomms-stock-jumps-q4-sales-earnings-beat/
  33. Qualcomm, Earnings / ZNet https://www.zdnet.com/article/qualcomm-reports-strong-q4-results-shares-jump/
  34. Qualcomm, Earnings / MarketWatch https://www.marketwatch.com/story/qualcomm-stock-surges-as-results-outlook-top-street-on-5g-strength-11604525351
  35. Qualcomm, Earnings /Mobileworldlive https://www.mobileworldlive.com/featured-content/top-three/mollenkopf-focuses-qualcomm-on-5g-opportunity
  36. Social Mobile (Anshel Sag)/ Miami Herald https://www.miamiherald.com/news/business/article246784177.html

New Gear or Software We are Using and Testing that is Public Knowledge 

  • Apple iPhone 12 mini 
  • Huawei P40 Pro 
  • IBM Qiskit software
  • Intel ATX12VO motherboard & PSU
  • Samsung Galaxy Z Fold2
  • TCL 10 5G UW
  • T-Mobile TVision
  • Xbox Series X 

 Events MI&S Plans on Attending In-Person or Virtually (New) 

  • November 2020 
    • Supercomputing ’20, Nov. 16-19 (Karl Freund)
    • Lenovo IAC, Nov. 16-19 (Patrick Moorhead)
    • Druva DxP, virtual, November 17 (Steve McDowell)
    • Palo Alto Networks Ignite’20, virtual, November 17-18 (Chris Wilder, Steve McDowell) 
    • Red Hat Analyst Day, virtual, Nov 19 (Rhett Dillingham, Steve McDowell)
    • Amazon Re:Invent, virtual, November 30 (Steve McDowell)
  • December 2020 
    • Qualcomm Tech Summit, Dec. 1-2 (Patrick Moorhead)
    • Marvell’s 2020 Industry Analyst Day, Dec 8 (Patrick Moorhead)
    • Q2B Practical Quantum Computing by QC Ware, December 8-10 (Paul Smith-Goodson)
    • 5G AI Telco Summit NYC, Dec 9 (Will Townsend)
    • 2020 Intel Industry Analyst Summit, Dec 8-9 (Patrick Moorhead) 
    • IDEX, virtual, Dec 15 (Mark Vena)
  • January 2020
    • CES Virtual, Jan 11-14 (Patrick Moorhead, Mark Vena, Anshel Sag)
  • February 2020
    • 24th Annual Conference on Quantum Information Processing, Feb 1-3 (Paul Smith-Goodson)

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The Team 

Analysts and Analysts In-Residence

  1. Patrick Moorhead, Founder, President, Principal Analyst; Broad technology coverage and deep insights into Cloud & SaaS, IoT, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and deep IoT technology 
  3. Rhett Dillingham, Senior Analyst, Cloud Services 
  4. Karl Freund, Senior Analyst, HPC, and Deep Learning 
  5. Matt Kimball, Senior Analyst, Datacenter Servers, CI, and HCI 
  6. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  7. Anshel Sag, Senior Analyst; VR, PC Gaming, Mobile Platforms 
  8. Paul Smith-Goodson, Senior Analyst; Quantum Computing 
  9. Will Townsend, Senior Analyst; Carrier Equipment and Services, DC Networking 
  10. Chris Wilder, Senior Analyst, Security 
  11. Mark Vena, Senior Analyst, Smart Home, and Home Security 

Operations 

  1. Dan Pickens, Business Director 
  2. Paula Moorhead, Marketing Director, Website, and Social Media 
  3. Walker Pickens, Media Relations, and Writer 
  4. Zane Pickett, Office Manager, AP, AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate