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J.Gold Associates, LLC
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Technology Brief is our periodic newsletter analyzing important new technologies, changing
market conditions, strategic directions, user requirements and critical challenges in creating,
deploying and implementing technology solutions. Below are some of our previous issues.
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June 2017 Technology Brief
1. Citrix as a Security Company?
“…Citrix has decided its best path forward is to rebrand itself as a security enabler, an approach that suits its technology and the markets it
serves while maximally leveraging its core assets.. enterprise users, particularly those already deploying Citrix products, should look at
deploying these new capabilities in a timely fashion to enhance their overall security posture...”
2. Can VMware take IoT’s Pulse?
“…we expect the Pulse IoT Center product to be a welcome extension for those VMware customers looking to add EoT functionality to their
already growing list of virtualized infrastructure components, especially as it will provide a single window pane into security and management
…. Enterprises already invested in VMware should evaluate its new offering for EoT.…
3. Powering the “Mobile Data Center”
“…The advances needed to achieve autonomous vehicles will take place both on and off the vehicle, and no one vendor will be able to
accomplish this independently. Early leaders are unlikely to dominate the processing functions needed, and competing requirements will
produce a large market opportunity for additional players......”
May 2017 Technology Brief
1. Samsung S8 – Some Key Takeaways
“…Samsung has recaptured market momentum with its new devices, and barring any major hiccups in the devices themselves, will find them very
successful.. And with its focus on enterprise users with Knox and now DeX, I expect Samsung to be the largest enterprise supplier of Android
2. Dell wants to change endpoint security
“…We believe that Dell has the most wideranging security technology capability currently available from a hardware vendor based on the assets
it acquired with EMC and the partnerships it has created... Dell’s heavy focus on bringing security products and services to their endpoints and
business customers makes them a leading contender in this space …
3. ARM’s DynamIQ Expansion
“…We expect this move by ARM to be received well in the marketplace, and to provide a boost to the kind of customized chips needed for
specialty markets that might have gone to competitive architectures – specifically x86. As a result, ARM will be considered in product designs it
may not have been considered for previously......”
April 27, 2017 Technology Flash
Microsoft: Is its Head in the Cloud?
“…Microsoft continues to pivot to the cloud and expand from a company primarily known for its OS and Office infrastructure products, to one that
is a full service provider with a concentration on high value, high revenue potential enterprise level products.... expect more vertical solutions
built on its cloud platforms to be increasingly competitive to vertical solution providers (e.g., SalesForce, Oracle, SAP, IBM) and would not rule
out additional acquisitions to fill in its products requirements.….”
March 24, 2017 Technology Flash
Google’s Next Play while Microsoft Stacks the Cloud
“… We expect many more enterprises to consider Google Cloud as an alternative to Microsoft, given Google’s expanding deployments/scale,
new enterprise features, aggressive pricing and widespread adoption and familiarity by users on a personal basis......”
March …Not having an onprem equivalent to Azure Stack puts Google (and others) at a competitive disadvantage that will be hard to overcome.
While we are very positive on Google’s new enterprise direction… outcompeting Microsoft at many companies will be a challenge….”
March 20, 2017 Technology Flash
Is Optane Intels’ Secret Weapon?
"… As Moore’s Law slows and competitors like AMD and Qualcomm come at Intel in a variety of its markets, having exclusive availability of a
technology like Optane could give it a 10%-25% competitive performance advantage.....”
February 2017 Technology Brief
1. Can Apple bully Qualcomm into submission?
“…Qualcomm is being attacked for trying to maximize its revenues – a position all profit making companies take. Unless there are some secret
terms that are not currently public, it will be hard for Apple to prove its being treated differently than the rest of the companies in licensing
2. Cisco wants to run your building
“…We expect to see more specialized products coming from Cisco targeting other EoT market segments in the coming 1-2 years. As its core large
networking systems business grows soft, this will be a beneficial place where it can re-establish itself and grow installations, and revenue..…"
3. Samsung’s Note 7 mess may be good for us all
“……Samsung has put in place probably the most extensive battery/system test and QA process ever undertaken ... And if the rest of the industry
adopts the recommendations and learns from this, we’ll all be safer when using our battery powered high-tech devices.........”
January 2017 Technology Brief
1. BlackBerry’s Security Reframed
“…We believe that BlackBerry has now achieved nearly a full transformation to a software enabled company …. Its refocus on secure
workspaces is a good strategy going forward. Organizations that require cross client platform support in the most secure way would do well to
2. Coming to the party late: AMD and AI
“…With the release of Radeon Instinct products and its Deep Learning for Radeon toolkits, AMD is staking out its place in a growth marketplace
in which all major chip vendors will compete. … Nevertheless, given its relatively late entry, it has some ground to make up..…"
3. Opinion: Should we fear AI as some have suggested?
“…As the world around us has become more complex, and as the amount of knowledge available to us has exploded, and will continue to do so
with even more intensity, there really will be little choice for us but to include Assisted Intelligence as a key component of our lives....”
January 4, 2017 Technology Insight Report
Microsoft extends Windows 10 support to Snapdragon (ARM): Will it work?
"...At this point, the Windows on Snapdragon strategy is unproven compared to traditional Windows on Intel based systems and it’s still unclear
whether Windows on Snapdragon will perform to expectations. With so many questions and given past experience, we recommend waiting until
it has been fully tested and proven before choosing devices powered by this new environment…."
Dec 1, 2016 Technology Flash
Chip Vendors racing to make IoT “Smart”
"…There are an increasing number of companies competing to become the internal “brains” driving the Internet of Things (IoT). With so many chip
vendors vying for share, is there likely to be a dominant player(s)?....”
November 2016 Technology Brief
1. BlackBerry – Ford-ing ahead to future devices
“…We expect QNX to eventually take a majority share of the smart car market, but also smart commercial vehicles (e.g., trucks, buses, etc.)
…While Ford may be the most visible cooperative arrangement to date, it’s likely BlackBerry will be making several other key announcements in
the near future built on many already existing partnerships....”
2. Will there be any pure wireless carriers left?
“……Carriers are morphing from large hardware infrastructure players into cloud-based providers of a variety of services…This bodes well for the
carriers as some of their legacy operations face stagnation. … carriers must change to compete, and the larger players (e.g., AT&T, Verizon)
have a distinct advantage…”
3. If IoT devices reach 50B by 2020, what does that mean for carrier revenues?
“……Internet of Things and all of the connected devices it will bring to market have been predicted to be a huge connectivity opportunity, there
needs to be some understanding of what types of devices and how many of those will actually need wireless wide area networking.....”
October 10, 2016 Technology Flash
Samsung won't suffer long-term fallout from Note7
"… Samsung has pulled the plug on its troubled Galaxy Note7 device after repeated problems ….. But is this as bad for Samsung as some
suggest?…the fallout for Samsung will be pretty limited....”
September 3 2016 Technology Flash
Can Intel and Microsoft make VR a Reality?
"... While Virtual Reality has been high in the hype cycle for a couple of years now, its market impact has been relatively modest… Intel and
Microsoft announced a collaboration that will finally see AR/VR achieve a level of mainstream acceptance.....”
September 1 2016 Technology Flash
Cisco’s Larger Gameplan for ContainerX
"... Cisco announced that it is buying ContainerX… But why would Cisco acquire a company that is mostly directed at enabling the next
generation of cloud based virtualized services?......”
1. Are SigFox and LoRa the WiMax of IoT?
“…Current investments being made in Sigfox and LoRA (e.g., Vodafone) are only stop gaps to fill the void but it will be hard for them to grab
enough scale to be successful longer term. Within 3-4 years, I expect all will be mothballed, or at least well on the way towards
2. LiveWorx – Industrial IoT becomes more focused
“……PTC offers a good strategy for itself and its customers to move to enhanced IoT services for the least amount of pain and cost. As such, it
should prove successful in expanding its business over the next several years…”
3. Yahoo Gets a New Parent
“…Overall Verizon buying Yahoo makes sense. It gives them a way to compete better with AT&T (and Google). It provides a large base of users
to sell added services to (and deliver ads). It gives them content creation capabilities to better compete for added revenues.....”
August 3 2016 Technology Flash
Who might buy Twitter?
"...There are several rumors swirling about Twitter being a prime acquisition candidate... 3 reasons Twitter would be a good target for the right
August 1 2016 Technology Flash
With Enterprise of Things, It’s the Backend that Counts!
"...corporate requirements of EoT are different than in typical consumer markets. EoT requires a heavy focus on security, integration,
connectivity, cost of operations, manageability, reliability, etc.......”
1. Blockchain: It’s not just for finance anymore
“…Blockchain and similar technologies offer an important step forward in making EoT safe from hacking and/or hijacking. …. Companies serious
about EoT need to fully examine the benefits of such a technology as a key component of their strategy going forward....”
2. Why Oracle needed NetSuite
“…this is a good acquisition for Oracle (although perhaps an expensive one) that will allow the company to gain market share and revenue
benefits long term. Overall we rate this acquisition as a positive for both Oracle and NetSuite…”
3. HP Reinvents itself but can it win?
“…After the split from HP Enterprise, HP is attempting to reinvent itself, and attack a marketplace for PCs and printers that has grown mostly
moribund and problematic.. questions remain about how the new HP grows and become more prosperous.....”
July 6 2016 Technology Flash
Intel and McAfee - No Longer Inseparable?
"…Rumors have been flying lately that Intel will be “separating” from its acquisition of McAfee that was completed in 2011. While it’s always
unsafe to put too much credence into rumors until all the facts are known, in this case, the rumors make a lot of sense. Here is why it’s likely to
June 14, 2016 Technology Flash
Microsoft Gets LinkedIn
"…Microsoft announced it is acquiring LinkedIn for approximately $26B. While a hefty sum and a significant premium to the market
valuation, this is a win-win for both companies. Both should benefit greatly by the combination in the enterprise-focused arenas they both
June 7, 2016 Technology Flash
"…BlackBerry is no longer a phone company. It’s a security company. Devices are just a way for them to show off their security
capabilities. And software systems that enable a variety of secured communications capabilities is where Blackberry is now
concentrating its fairly formidable security DNA....”
1. Actionable Intelligence: 7 Requirements for EoT
“…Organizations must look at EoT as a total ecosystem requiring investments in secure infrastructure, capable data capture and analytics, and
purpose built apps that empower devices to aid the workforce....”
2. Verizon and Boston – Not So Strange Bedfellows
“…Verizon has initiated both a marketing and product strategy in Boston that will likely be the model for other places it serves. …
3. The Legacy App Gap
“…We estimate that to covert legacy apps to modern apps would take hundreds of millions of dollars (if not billions), and that most companies
will suffer through using legacy apps for a very long time. Some relief is in site with many of the rapid application conversion/deployment
programs now available.....”
1. Enterprise Mobile Apps: Why do they cost so much?
“…we surveyed about 250 enterprises to find out what they expected their mobile app budget to be for the particular mobile app solution they
were currently working on... the single largest budget range was $1M-$5M...”
2. EoT: The Power Behind the Throne
“…Organizations that focus only on the things will fail to achieve the needed return on investments that can truly revolutionize the ways
enterprises conduct business. Over the next 1-2 years, organizations must create a strategy focused on their business needs, and invest in
extending technologies that can make such strategies work…”
3. Leaving Productivity Behind: Why All Business Clients Should Have a Cellular Connection
“…Our analysis of the costs vs. benefits for deploying a wireless broadband connection for virtually all mobile workers shows that the payback
is quite substantial and that the recurring costs can be recouped very quickly... payback that can be as much as $8400 per user per year.....”
April 20, 2016 Technology Flash
Intel: Where Does It Go From Here?
"...Intel announced its earnings for the Q1 2016 quarter, which were not stellar...It would be a mistake to think that Intel can’t pivot to the new
markets, and generate significant revenues at compelling margins... The transition will take a couple of years, but Intel will remain a major force
in the emerging market areas, and in some cases, will be dominant.….”
1. EMM: What are Enterprises Actually Using?
“…The most popularly deployed components of EMM suites are those that directly affect the day to day operations of the mobile device and the
user experience. There are many “nice to have” components as well but these are generally higher order derivatives that don’t often get priority
2. The Battle for the End User Workspace
“…a new paradigm is beginning to emerge for a diverse mobile workforce with a focus not on empowering individual devices, but on building a
universal workspace that can function on virtually any device for any worker or workflow… The two primary vendors delivering this new
“workspaces as a service” paradigm are Citrix and VMWare …”
3. IBM InterConnect - Courting Corporate Cloud
“…IBM wants to establish a clear differentiated position from its primary cloud competitors. Watson is currently ahead of cognitive offerings from
Google and Microsoft, and Bluemix, now with extensions to GitHub put it ahead of the pack for enterprise apps.....”
March 31, 2016 Technology Flash
Microsoft Build: Opportunities taken, opportunities lost
"...quite impressed with where Nadella is taking Microsoft. Its new focus is setting it on a path for a great future. I’m not sure I would have said
that 3 years ago...But it would have been quite useful (and well received) if Microsoft had addressed some of these major compelling issues.
Hopefully that will happen in the near future. But this is a lost opportunity for Microsoft to have taken a major leadership position......”
1. Should Microsoft be in the PC Hardware Business?
“…We recommend that Microsoft continue to make PC hardware, but only to the extent that it can produce truly innovative products that push the
leading edge …pushing the market to be more competitive so that customers start buying PC devices again will ultimately benefit Microsoft and
its total ecosystem.....”
2. Moving to Cognitive Security
“…Enterprises would do well to start looking at emerging cognitive based solutions for security, particularly as it relates to mobile and IoT
devices. Old style anti-malware loaded on each device will not be sufficient to stem the threats now present and emerging…”
3. Your PC has an Identity Crisis
“…the PC is the single largest point of risk for data leakage in business costing potentially millions of dollars per incident. The number of
threats is growing, as is the vulnerability of organizations relying on old ways of providing security to their end user devices......”
1. HP aims to “Reinvent” Mobile
“…HP recently announced its new Elite X3 convertible smartphone that can become a notebook computer or a desktop… It is encouraging that
HP is trying to regain its reputation of innovation of years past... But acceptance (and success) is not assured.....”
2. The Great Enterprise Mobile App Challenge
“…Although not perfect, apps created by these tools can be perfectly usable and enhance worker productivity. And they can be deployed in a
matter of hours or days, rather than the months needed for a typical IT coding project. The potential ROI to the organization can be huge!..”
3. GPUs as a Service
“…We expect to see a major new market emerge for GPU as a Service over the next 2-3 years. This should greatly benefit both the traditional
GPU makers (AMD, Nvidia) as well as the mobile oriented vendors that are ARM based (ARM, Qualcomm)...”
1. Good, Better, BES
“…With the coupling of Good and BlackBerry assets, we expect to see a much more favorable competitive position emerge for BlackBerry.
Companies that currently have legacy Good or BlackBerry deployments would do well to upgrade....”
2. IoT and the Augmented Worker
“…Over the next 3-5 years, most companies will move from experimenting with the new augmented reality and cognitive based systems into
production mode.. Companies should be making plans now to incorporate these technologies on a phased-in basis…”
3. Cisco’s 5G and IoT Awakening
“…Cisco is wisely expanding into new growth markets. Cisco is serious about the potential for IoT, as it is about 5G as well. Jasper brings Cisco
much closer to carriers which will help Cisco longer term with the next wave of upgrades......”
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