Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

VMware Tanzu

 

• https://futurumresearch.com/vmworld-2019-tanzu-announcement-brings-it-all-together/

 

Dell Technologies Cloud Advancements Deliver New Kubernetes Support and Hybrid Cloud Infrastructure Options

 

• https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-cloud-advancements-deliver-new-kubernetes

 

Dell Latitude Chromebooks

 

• https://www.zdnet.com/article/dell-launches-latitude-chromebooks-hatches-plan-to-bring-chrome-os-to-more-enterprises/

 

• https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-unified-workspace-gives-users-even-more-choice

 

Dell ProManage

 

• Short summary: Dell Technologies will be introducing ProManage for end-users, a new managed services offer that provides pre-defined features and capabilities at a predictable price per user. ProManage helps customers stay ahead of the needs of their growing business by improving IT operations, creating better support experiences and increasing end-user productivity. ProManage is an integral part of Dell Technologies Unified Workspace solution under our Manage pillar for workforce transformation. It is designed for customers who are looking for a partner who can manage the end-user support experience for them, allowing IT to further shift internal resources to more strategic business priorities.

 

HPE

 

• https://www.hpe.com/us/en/newsroom/press-release/2019/08/hpe-brings-hybrid-cloud-as-a-service-to-vmware-customers.html

 

NVIDIA and VMware to Accelerate Machine Learning, Data Science and AI Workloads on VMware Cloud on AWS Accelerated by NVIDIA GPU - Daniel

 

• https://futurumresearch.com/vmware-and-nvidia-partnership-accelerates-ai-from-on-prem-to-the-cloud/

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Qualcomm temp stay by 9th- Dan

 

• https://twitter.com/PatrickMoorhead/status/1164927963831382021?s=20 
• https://futurumresearch.com/qualcomm-wins-partial-stay-in-ftc-ruling-overturn-likely-to-follow/

 

HPE NASA- Pat

 

• https://techcrunch.com/2019/08/22/nasas-new-hpe-built-supercomputer-will-prepare-for-landing-artemis-astronauts-on-the-moon/ 

 

Salesforce earnings- Dan 

 

• https://www.cnbc.com/2019/08/22/salesforce-earnings-q2-2020.html#targetText=For%20the%20fiscal%20third%20quarter,annual%20sales%20by%20fiscal%202023.

 

Cisco acquisition today- Dan

 

• https://futurumresearch.com/ciscos-cloudcherry-acquisition-will-revitalize-its-contact-center-offering/

 

IBM POWER goes open source- Pat

 

• https://www.extremetech.com/computing/297162-ibm-open-sources-power-isa-shares-cpu-opencapi-reference-designs

 

GF sues everybody- Pat

 

• https://twitter.com/PatrickMoorhead/status/1166076673684430849?s=20 
• https://futurumresearch.com/globalfoundries-lawsuits-impact-apple-cisco-nvidia/

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this edition of “Six Five Insiders” with Daniel Newman, Principal Analyst of Futurum Research and co-host, Patrick Moorhead, President and Principal Analyst of Moor Insights and Strategy.

 

In this special edition, we kick off our brand new “Insiders” series, where we partner with some of the world’s greatest technology companies and leaders to talk about innovation, digital transformation and emerging technology trends.

 

In our inaugural episode of “Six Five Insiders” we have Varun Chhabra, The Vice President of Product Marketing for Dell Technologies Cloud as our guest. This show took place just ahead of VMworld 2019 and we are excited to have it out just before and during the event.

 

To hear everything from this podcast, please download and listen (link). However, for those wanting to scan the topics, we have prepared the following show notes to include what we covered in the show and the insights we were able to gain from our guest, Varun.

 

Overarching trends in Cloud

 

• The data center v cloud question has been answered. Organizations will need both environments to run well and offer similar experiences.
• Organizations will be in two or more clouds; containers will continue to become more prevalent, stretching the capabilities of many organizations, especially those who are not traditional tech, to leverage these advanced technologies
• Vendor flexibility will be the key to maximizing value. Dell Technologies Cloud is designed to deliver a consistent experience across clouds.

 

Dell Technologies’ perspective on Cloud– architecting a customer-centric cloud strategy

 

• Cloud proliferation creates complexity which undermines many of the benefits of cloud.
• A consistent hybrid cloud approach brings simplicity and provides an optimal cloud experience.

 

Dell Technologies believes cloud is an operating model, not a place

 

• Cloud as a place is a limiting mindset, as it doesn’t extend those benefits to the data center
• How getting creative in building your private cloud can approximate the values of cloud

 

Cloud Native: how can organizations effectively tackle this

 

• Most applications are currently virtualized; most existing workloads aren’t containers, but new applications being developed are.
• What's the right mix? How do you change in an orderly fashion? Dell Technologies offers PKS on VCF
• The ability to onboard containers and have a common experience with your virtualized environments is key to simplifying this transition.

 

Centralized IT is more critical than ever before

 

• IT must play a leading role in defining cloud strategies to deliver secure and reliable clouds

 

With VMware Cloud on Dell EMC hitting availability, are we seeing cloud go to the edge?

 

• As organizations go digital, every aspect of their business becomes an opportunity
• Latency and data gravity create the need to rethink cloud and extend it to the edge
• The ability to deliver innovation at the edge will outweigh the costs of implementing it, but support will always be a challenge, which is why a fully managed solution makes a lot of sense.

 

If you haven’t yet subscribed to the podcast, please do as we will be back each and every week for our regular Six Five podcasts and many more special insider editions are bound to come in the near future.

 

For Patrick Moorhead and Daniel Newman, we are out of here, take care until next time!

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

AWS Rekognition Updates

 

• https://aws.amazon.com/about-aws/whats-new/2019/08/amazon-rekognition-now-detects-violence-weapons-and-self-injury-in-images-and-videos-improves-accuracy-for-nudity-detection/
• Amazon Rekognition now detects violence, weapons, and self-injury in images and videos; improves accuracy for nudity detection

 

Gamescom and Ray Tracing

 

• https://nvidianews.nvidia.com/news/nvidia-rtx-on-new-wave-of-blockbuster-games-showcase-ray-tracing-at-gamescom

 

Cerebras Disclosure at HotChips

 

• https://www.forbes.com/sites/moorinsights/2019/08/19/cerebras-unveils-ai-supercomputer-on-a-chip/#38cc651a2fe8
• 1.2T transistors, 46K mm2 size, 18GB SRAM, 9PB mem BW, 100Pb fabric, TSMC 16nm, 300mm eager, mid 2020 server ship

 

iPhone 11 Rumors?

 

• https://futurumresearch.com/the-iphone-11-is-coming-yawn/

 

NetAPP? Are they F'ed and Oracle Pillar Data implosion

 

• https://seekingalpha.com/article/4286671-netapp-irreversibly-damaged
• They have no real HCI. No servers... Connection between Storage and Servers is huge. They have no VMware. We'll keep pounding away at them!
•  MIS Steve McDowell: A day after NetApp released its earnings this week, it announced the retirement of a couple of key executives. Key among them is Joel Reich, who led NetApp through the rise and fall of its transition to flash storage as head of storage and software. Replacing Joel is (now EVP) Brad Anderson who has been at the forefront of NetApp’s cloud activities. This is truly NetApp putting its money where its mouth is, as it consolidates product control under the executive most aligned with its cloud strategy — its stated path our of its current morass. No pressure, Brad. 
• Did you know that Oracle has a Flash Storage Division? Alternatively, more accurately, did have a flash storage division? Pillar Data, acquired by Oracle back in 2011, was quietly shut down this week. No formal announcements, and little press coverage, as what is reportedly over 400 of Pillar’s employees were dismissed via a conference call, with only about a dozen left to manage the detritus left in its wake. 

 

Lenovo Earnings

• https://futurumresearch.com/lenovo-quietly-plows-forward-and-delivers-strong-fiscal-q1-results/

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

AMD EPYC launch

 

• https://www.forbes.com/sites/patrickmoorhead/2019/08/07/amd-delivers-big-at-2nd-generation-epyc-datacenter-launch/ 
• https://www.forbes.com/sites/moorinsights/2019/08/07/all-roads-lead-to-rome-for-enterprise-it/ 

 

Huawei HarmonyOS

• https://www.wired.com/story/huawei-harmonyos-no-android-replacement/
• https://futurumresearch.com/huawei-prepares-harmonyos-to-launch-if-china-us-strains-escalate/

 

Samsung Note10

• https://www.forbes.com/sites/moorinsights/2019/08/07/samsungs-galaxy-note-becomes-its-own-line-with-the-note10/ 

 

• Canalys numbers
  • https://futurumresearch.com/samsung-note-10-series-devices-are-gorgeous-but-will-it-sell/

 

Cisco Earnings

 

• https://investor.cisco.com/news/news-details/2019/Cisco-Reports-Fourth-Quarter-And-Fiscal-Year-2019-Earnings/default.aspx 
• https://futurumresearch.com/cisco-posts-solid-4th-quarter-but-waves-caution-flag-why-investors-shouldnt-worry/

 

HPE Mapr acquisition

 

• https://www.hpe.com/us/en/newsroom/press-release/2019/08/hpe-advances-its-intelligent-data-platform-with-acquisition-of-mapr-business-assets.html 
• https://futurumresearch.com/hpe-acquires-mapr-furthering-commitment-to-ai-and-analytics/

 

NVIDIA conversational records

 

• https://techcrunch.com/2019/08/13/nvidia-breaks-records-in-training-and-inference-for-real-time-conversational-ai/

 

Companies Mentioned:

 

• AMD
• Intel
• Huawei
• Google
• Samsung
• Xiaomi
• LG
• Apple
• Cisco
• HPE
• MapR
• NVIDIA

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

• Apple Siri 
  • https://futurumresearch.com/apple-wisely-makes-quick-u-turn-on-siri-grading-program/

 

• AMD Earnings
  • http://quarterlyearnings.amd.com/static-files/e203550c-dc7a-4cc6-aaaf-869ff48a9e91

 

• Canalys Shipments/iPhone decline/Samsung Huawei Growth
  • https://www.canalys.com/newsroom/global-Q2-smartphone-market

 

• Apple earnings
  • https://www.apple.com/newsroom/2018/11/apple-reports-fourth-quarter-results/

 

• Apple iPhone 5G in 2020
  • https://www.macrumors.com/2019/07/28/all-2020-iphones-5g-support/

 

• Qualcomm Earnings 
  • https://investor.qualcomm.com/static-files/5c2698dd-241c-4ca2-81b3-17a483786301

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

• Apple acquires Modem Business from Intel
  • https://futurumresearch.com/apples-acquisition-of-intels-modem-business-may-enable-their-5g-vision-but-guarantees-nothing/
  • https://futurumresearch.com/why-apples-looking-to-buy-intels-5g-smartphone-modem-business/
  • https://www.forbes.com/sites/moorinsights/2019/07/25/apples-purchase-of-intels-modem-business-is-all-about-5g/#650bd7912da5

 

• Oracle attempts to Sabotage Amazon Jedi Contract? (according to CNN)
  • https://www.cnn.com/2019/07/26/politics/oracle-trump-amazon-defense-contract-conspiracy/index.html
  • https://twitter.com/jonathanvswan/status/1154868196933083137?s=20
  • https://www.dailymail.co.uk/news/article-7292573/Tech-giant-Oracle-lobbies-Trump-scuttle-Amazons-shot-10B-Pentagon-contract.html

 

• Intel Earnings
  • https://futurumresearch.com/intel-q2-earnings-strong-performance-should-squash-negative-sentiment/
  • https://www.forbes.com/sites/patrickmoorhead/2019/07/26/intel-registers-solid-q2-earnings-but-its-the-future-that-matters-most/#7c0db6674500

 

• AMD Lures NVIDIA? 
  • https://futurumresearch.com/sorry-folks-amd-rx-pricing-drop-didnt-sucker-nvidia-into-anything/
  • https://www.forbes.com/sites/patrickmoorhead/2019/07/15/amd-rx-5700-series-midrange-consumer-gpu-product-reviews-indicate-it-is-competitive/#4cea10836674
  • https://www.forbes.com/sites/moorinsights/2019/07/29/amd-nvidia-competition-is-back-in-mid-range-consumer-gpus/#1dfa5f446c68

 

• AWS 37% Growth
  • https://futurumresearch.com/amazon-web-services-stay-the-course-37-growth-is-absolutely-fine/
  • https://www.forbes.com/sites/patrickmoorhead/2019/07/29/aws-reinforces-with-its-q2-results-which-cloud-company-has-the-magic/#4c564a253b0a

 

• Apple Siri Privacy
  • https://futurumresearch.com/apple-siri-issue-confirms-privacy-challenges-come-with-enhancing-ai/
  • https://twitter.com/PatrickMoorhead/status/1154934002865754112?s=20
  • https://twitter.com/PatrickMoorhead/status/1154504491909054464?s=20

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

• Gartner IaaS Magic Quadrant
  • https://twitter.com/PatrickMoorhead/status/1152353594320052224?s=19
  • AWS, Azure, GCP, IBM, Oracle
  • Should we be worried about stalled growth
  • Systems issues? 
  • IBM exceeded revenue, gross margin and profit expectations for Q2 and Wall Street are rewarding the company in after-hours. IBM's Q2 was a story of highs and lows. On the plus side, the company beat on revenue, gross profit and EPS and its cloud and cognitive business were up 3%. Only AWS and Azure have larger cloud revenue and cloud accounts for 25% of the company's revenues. 30% of its services backlog is cloud, a good sign.
  • On the downside, it's the fourth straight quarter without revenue growth and the systems and financing business was down significantly.  In GTS (Global Technology Services), IBM is de-emphasizing lower GM business to focus on higher profit engagements.
  • The Red Hat acquisition starts to become even more important to IBM's cloud and services growth in the future.

 

• IBM Earnings 
  • https://www.cnet.com/news/doj-says-antitrust-ruling-against-qualcomm-could-put-our-nations-security-at-risk/
  • DOJ, DOE, DOD (undersecretary of defense), Ericsson, LG, American Antitrust Institute, CCIA
  • Why the Government is intervening? 

 

• Qualcomm Amicus Briefs
  • https://venturebeat.com/2019/07/18/intel-and-sap-broaden-datacenter-tech-partnership/
  • Companies are aligning more closely to drive better hardware/software for improved user experiences and reduced downtime.

 

• SAP and Intel Partnership
  • https://www.forbes.com/sites/patrickmoorhead/2019/07/21/microsoft-wins-big-in-att-cloud-deal-valued-at-2b/
  • Strategic partnership between the two companies to help AT&T develop over the top services for 5G and Cloud.

 

• AT&T Microsoft deal

 

• Slack reset passwords 2015
  • https://techcrunch.com/2019/07/18/slack-password-breach/ More than 10% of passwords dating back to 2015 had to be rebooted due to a security breach.

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. Alright...let’s get started.

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

In this episode co-hosts Daniel Newman and Patrick Moorhead introduce the show, the concept and give readers a hint at what to expect when they tune into each episode.