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Juniper Earnings Beats Analysts but Q3 is Gloomy

Juniper Earnings Beats Analysts but Q3 is Gloomy

Networking equipment provider Juniper Networks disclosed its financial performance in the second quarter of this fiscal year, which was ahead of Wall Street’s consensus estimate. The firm reported 19 cents a share, ahead of the15 to 17 cents guidance the company itself issued and considerably higher than analysts’ consensus forecast of 8 cents a share. Sales stood at $1.11 billion, again not falling short of Juniper’s own guidance of $1.03 to $1.06 billion while easily surpassing outside sources’ expectation of $1.05 billion. The firm has seen a steady decline of its stock and financial results this year, but its Q2 numbers managed to... more »
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Big Data is the Future, but the Smart Investment is in Users, not Vendors

“It's a tremendously exciting time,” says Peter Goldmacher, Managing Director & Senior Research Analyst at Cowen Group and, says Wikibon.org co-founder and Chief Analyst David Vellante, the number 1 Big Data analyst on Wall Street. “For a guy like me who cut his teeth at Oracle back in the '90s, when you go from a relational world with highly structured data sets to where we are now with a wide open opportunity with all kinds of new data being created, ...it's a tremendously exciting time.” However, he told Vellante in an interview on the Cube at the office of Atlas Venture in... more »
Explaining Advanced Data Visualization for the DevOps Era

Explaining Advanced Data Visualization for the DevOps Era

Earlier this week, we reported that the Census Bureau joined the visual data revolution when they added a new feature on their website that features new visual data weekly.  The aim of this effort is to entice people into learning more about the things happened around them, like a cool history lesson. But data visualization is now being replaced by “advanced” data visualization.  So what’s the difference between the two, you ask?  First off, data visualization is when you use images or graphics to tell people about the data you gathered instead of presenting them with a 100-page report or a... more »
17-Year-Old Google Science Fair Winner Builds Artificial Brain to Diagnose Breast Cancer

17-Year-Old Google Science Fair Winner Builds Artificial Brain to Diagnose Breast Cancer

Innovation sometimes comes from strange places, even the unexpectedly young. Wenger is a 17-year-old who has won the grand prize at Google Science Fair 2012, for an amazing use of artificial intelligence. The whiz kid from Florida has created an artificial brain for assessing signs of breast cancer, providing more confidence to a minimally invasive procedure. “I came across artificial intelligence and was just enthralled. I went home the next day and bought a programming book and decided that was what I was going to teach myself to do”, Wenger said. Thousands of entries were received in the Google online science fair... more »
4 Reasons NoSQL Makes Sense for Powering Today’s Social Games

4 Reasons NoSQL Makes Sense for Powering Today’s Social Games

Social gaming is a “hits” business.  There are a large number of social games that are developed but a relatively small number make it big.  Every developer’s dream is to have their game go viral and shoot to the top of the download and DAU charts. In this environment, selecting the right database is more critical to a game’s success than you might think. Many databases support a small number of DAUs.  But, when your game goes viral, you better have a database that delivers consistently high performance while scaling to support a dramatically higher number of DAUs.  Otherwise, all the... more »
Iran to Establish Its Own Cyber Defense Headquarters

Iran to Establish Its Own Cyber Defense Headquarters

Harassed Stuxnet and Flame attacks against nuclear material processing centrifuges, Iranian armed forces have declared plans to establish their own cyber defense headquarters. Iran’s Deputy Chief of Staff in Mobilization Force and Defense Culture Affairs Brigadier Seyyed Mas'oud Jazayeri confirmed the news, stating: “That headquarters would be commissioned to design and adopt comprehensive approaches in line with cultural onslaught of the enemies. Subordinate soft war centers at various levels of the armed forces, too, would be activated. The cultural departments of the armed forces have already launched vast scale programs to counter the psychological war of the enemies. The Islamic Republic... more »
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Can't Get Your Hands on the Sold Out Nexus Q? Watch Us Unbox and Configure It

If you were wondering how the public would take to Google's first attempt at a home entertainment streaming device, just look at the enthusiasm around its launch.  First day on the shelves, and the Nexus Q is sold out.  If you try to buy one from the Google Play store, you'll see a message that reads "Coming Soon," and an estimated wait time of 2-3 weeks. That's a great follow-up to the sold-out Nexus 7, the seven-inch tablet released by Google and Asus that sold out of the 16GB size earlier this week.  Google's revving up its rivalry with Apple, rolling... more »
Fake Twitter Followers: Stupidity or Something More Sinister?

Fake Twitter Followers: Stupidity or Something More Sinister?

Buying fake Twitter followers to boost your credibility is nothing new, but could the same tactic also be used in reverse – e.g., to smear your rivals in public? Following the revelation that Mitt Romney gained an astonishing 140,000 new followers over the weekend, critics were quick to accuse the Republican candidate of purchasing fake followers in order to pad his numbers – allegations that were immediately refuted by Romney’s team, who said that the followers were likely added by someone else trying to tarnish his reputation. Interestingly, Romney isn’t the only high profile politician to suddenly get a whole lot trendier.... more »
Anonymous Readies to Expose 40GB of ISP Data from Australian Providers

Anonymous Readies to Expose 40GB of ISP Data from Australian Providers

In what would reveal sensitive information about over 600,000 Australian Internet subscribers, a cell of the hactivist collective has revealed that they’re about to expose a leak of 40GB of data taken from an ISP Down Under. The news comes from an article penned in The Register, and even speculates that the likely victim is one of Australia’s largest ISPs. The rumors of this event are being driven along by messages posted to the @Op_Australia (“OperationAustralia”) Twitter account; but so far nothing has been released. Just leading tweets that read “Be Prepared #Australia! Something #BIG is heading your way! #anonymous #OpAustralia,”... more »
London Gets Free WiFi While Olympics Ban Your Hotspots

London Gets Free WiFi While Olympics Ban Your Hotspots

Back in April, organizers of the 2012 London Olympics released their rules and regulations regarding this prestigious event.  One of those rules restricts attendees from taking audio, video and photos of the event and sharing it on social media sites or news sites.  Attendees can only use them for private and domestic purposes.  Some say that the rule will be hard to enforce since there will be millions of attendees who have devices connected to the internet via their cellular networks or the use of personal WiFis. Controlling millions of attendees from sharing Olympic content on the internet may sound impossible,... more »

Premium Research

- Ralph Finos

A companion piece to Wikibon's Public Cloud Market Forecast 2015-2026, this research examines the revenue from SaaS, IaaS and PaaS vendors. The competitive environment surrounding the Public Cloud is in flux. SaaS remains turbulent with new entrants successfully gaining share and incumbent licensed software providers trying to develop SaaS offerings and reclaim leadership positions they have maintained for a decade or more. The IaaS segment leadership is beginning to crystalize as a function of scale, but PaaS is just formulating and finding its way. As such, enterprises need to be wary of which providers are winning and losing (and where), but more importantly what they themselves intend to accomplish with Public Cloud.

- David Floyer

Cataloging and automated policy management are the key enablers of a virtual flash world, where storage snapshots are both King and Knave. Combining cataloging and automated policy management is the only solution to enabling storage copy reduction in harmony is risk management and compliance. This enables and justifies an all-flash data center, enables data to be available quicker to the business and other IT functions, and drives greater business and IT productivity and responsiveness. CIOs and senior management should create a small team of the best and brightest, create an optimized all-flash virtual environment with a programmatically integrated catalog in a subset of the datacenter, and demonstrate the practicality and benefits of this environment to the business and IT.

- Stuart Miniman

VMworld has grown to be one of the largest and most important technology industry events. Wikibon has attended this event for many years and will have its largest presence this year as part of a double-set of theCUBE. Coverage will examine the broad and diverse ecosystem including storage, cloud, networking and much more.

- David Floyer

Wikibon believes latency storage vs. capacity storage is a key storage dimension, with different functional requirements and different cost profiles. Latency storage is found within the datacenter supporting more active applications, and in general has a high read bias. Latencies can vary from 1 millisecond down to a few microseconds; the lower (better) the latency the closer to the processor resources it is likely to be. It is also found for the metadata layer for capacity data. The boundary for latency storage will reduce down to 500 microseconds over the next three years. Capacity storage is found in archive, log, time-series databases for the Internet of things and many other similar applications. In general it is write-heavy. Latencies are generally above 1 millisecond, do not have to so close to the processor, and are suitable for remote private, public and hybrid cloud storage. Some parts of the capacity market place will have latencies as low as 500 microseconds over the next three years. Wikibon has added this dimension to the other storage dimensions projected, which include HDD vs. Flash, Hyperscale Server SAN vs. Enterprise Server SAN vs. Traditional SAN/NAS storage, Physical Capacity vs. Logical Capacity and SaaS Cloud vs. IaaS Cloud vs. PaaS Cloud. All these dimensions are projected for both Revenue and Terabytes. There is a strong correlation and interaction between the latency/capacity dimension and HDD/Flash dimension. Wikibon provides detailed breakdown of the storage projections for Premium clients.

- Brian Gracely

With the EMC Federation in transition, VMware needs to take a greater leadership role in delivering cloud services. VMware's ability to lead their customers transitions to Hybrid Cloud requires them to deliver a more robust, more agile vCloud Air platform.

- Brian Gracely

While the majority of Enterprise CIOs continue to have Hybrid Cloud near the top of their priorities, the solutions in the marketplace often fall short of expectations. Wikibon analysts look at the state of Hybrid Cloud from a C-Suite perspective.

- Ralph Finos

Maturity by industry is a function of customer and prospect skills, competitive drivers within the industry, the nature of the data in question as well as the complexity of the analytics required, and most importantly the problem that the prospect or customer is trying to solve. Identifying where customers are in their journey and helping them to reach the next level is key to vendor success.

- Ralph Finos

Both customers and vendors need to prioritize how they address adoption barriers. As with all emerging technologies, a full solution will often require extensive 3rd party participation, such as “data wrangling” and SQL data access tools. SQL data analysis offerings are maturing rapidly in the areas of application performance under greater user and data volume loads both from the Hadoop distribution vendors as well as 3rd parties. Other barriers, such as a skills gap across many roles, are more intractable. Smaller customers with fewer specialized practitioners in each role should include in their evaluations cloud-based solutions that are fully managed services.

- George Gilbert

Across all the primary roles involved in adopting Big Data applications, there are basic gaps in product maturity. However, IT leaders and practitioners should keep in mind that Big Data databases are part of a relatively immature ecosystems that requires advanced skills and integration technology in order to operate successfully. The ecosystem is evolving and maturing rapidly and there is a tremendous proliferation of technologies to augment early products.

- Brian Gracely

Wikibon Research has forecasted Public Cloud revenues from 2015 through 2026; with the expectations that 33% of all IT spending ($500B) will move to Public Cloud services within the next decade. The impact this will have on IT vendors and IT strategy will be significant as more applications focus on mobile and real-time data analytics.