I have always been fascinated with the intersection of economics and technology with technology testing economic principles that have been in play for hundreds of years. We have all heard “Creative Destruction” touted as the driver of new ideas and …
We all know how transformative the use of data has been in our lives, and it will only grow as we become increasingly dependent on our devices to manage our day to day lives. As we move away from distributed …
I just returned from the Open Compute Project Summit, which is a fantastic conference that hits at the heart of the storage market. A key takeaway is that HDD will continue to play a role in the storage market, as …
Big data is everywhere and growing. The need for speed and low latency is pushing the demand for SSD. However, it isn’t time to write rotating media into the history books. As a whole, storage demand is accelerating to meet …
With it being the beginning of a new year I feel compelled to talk about the market drivers that are shaping the storage market and will act as our North Star over the next year. Along the way there will …
Today’s storage market can be described as a shifting mosaic that features several prominent subplots that all are interconnected. Past briefs focused on the manufacturers, however, we are orienting the conversation around the key components that shape the storage market, …
Market – With Intel and Microsoft reducing their forecasts against expected softening notebook and desktop demand, the hard drive manufacturers require a push from the data centers space to offset declining client HDD shipments. Overall, the large data centers are …
Market; sentiment continues to lean towards a healthy Q4, but demand has yet to materialize in a significant way with the market seemingly in a state of stasis. Both Intel and WDC announced improved Q4 guidance and reports indicate increased …
Market – manufacturers consolidating supply to align with market demand is old news. The two top of mind questions for storage market participants are how do I position myself to succeed in a cloud-centric market and what will the fall …
Market– Seagate’s and Western Digitals recent resurgence in stock valuations is reflective of a stronger than anticipated personal computer market, market consolidation, and cost cutting; with the hard drive manufacturers balancing manufacturing capacity against demand.
With manufacturers kicking the …
