IPM

| October 21, 2014

Analysis If Google is struggling with its numbers, then there isn’t much hope for everyone else. The third quarter financial results have been a bit of a struggle across the board, but the big legacy tech vendors are really starting to feel the heat. Oracle’s revenues only went up 3% year on year, lower than Wall Street expected, while SAP’s marginally went up but its software division took a hit. Now it’s IBM’s turn – and the findings don’t look good....

IBM, HP | March 13, 2015

The latest figures from Synergy Research have found Cisco and HP to be the leaders in the cloud infrastructure equipment market, while IBM, the clear market leader in Q412, slips further down the table. The analysts point to IBM selling off its server business to Lenovo – which is now the seventh largest vendor in the space – as a key point in the Armonk firm’s downturn....

| January 28, 2015

Although server shipments are expected to grow in the single digit percentages annually, cloud datacentres are expected to account for nearly half of all server shipments by 2018 according to a recently published report.A five-year forecast on the server market produced by the Dell’Oro Group shows that high-density servers based on Intel’s x86 or ARM architectures will drive the majority of growth in unit shipments during the forecast period, as opposed to converged infrastructure or servers bas...

sdxcentral.com | January 23, 2020

Arista Networks bought SDN vendor Big Switch Networks, according to sources familiar with the deal.The purchase is Arista’s largest acquisition to date, according to a source. It’s also the networking vendor’s third acquisition Arista in 2018 snapped up cloud-managed WiFi firm Mojo Networks and then a month later bought Metamako, a provider of low-latency field programmable gate array (FPGA) products.While Arista ultimately won, Big Switch had a long list of suitors that wanted...