Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
As danger looms, the C-suite taps the brakes on tech spending
The tech spending party’s over — at least for now. Fresh survey data from Enterprise Technology Research shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies such as Dell Technologies Inc. and HP Inc., and revised guidance from highflier ...
BREAKING ANALYSIS
Governments should heed the history of tech antitrust policy
There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However, the government’s track record when it comes to antitrust ...
BREAKING ANALYSIS
Snowflake’s wild ride – and how investing pros see its future
Investors love Snowflake Inc.’s stock at $400 and hate it at $165. That’s the nature of the business, isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has ...
BREAKING ANALYSIS
Pat Gelsinger has the vision. Intel just needs time, cash and a miracle
Intel Corp.’s future would be a disaster without Pat Gelsinger. But even with the chief executive’s clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer ...
BREAKING ANALYSIS
Robotic process automation becomes a transformation catalyst. Here’s what’s new
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprisewide megatrend that puts automation at the center of digital business initiatives. In this Breaking ...
BREAKING ANALYSIS
Cybersecurity stocks caught in the storm while private firms keep rising
The pandemic precipitated what is shaping up to be a permanent shift in cybersecurity spending patterns. As a direct result of hybrid work, chief information security officers have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond headquarters. Moreover, the need to build security into applications from the start, rather than ...
BREAKING ANALYSIS
The improbable rise of Kubernetes to become the operating system of the cloud
The rise of Kubernetes came about through a combination of forces that were, in hindsight, quite a long shot. Amazon Web Services Inc.’s dominance created momentum for cloud-native application development and the need for simpler experiences beyond easily spinning up compute as a service. This wave crashed into innovations from a startup named Docker Inc. ...
BREAKING ANALYSIS
What to expect in cloud computing in 2022 and beyond
We’ve often said that the next 10 years in cloud computing won’t be like the last 10. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multitrillion-dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building ...
BREAKING ANALYSIS
Securing your Snowflake cloud data
The challenges of legacy data warehouses and traditional business intelligence systems have been well-documented. Built on rigid infrastructure and managed by specialized gatekeepers, data warehouses of the past were, as one financial customer once told us, “like a snake swallowing a basketball.” For a sampling of customers’ longstanding frustrations, check out this slide from Wikibon’s ...
BREAKING ANALYSIS
Cybersecurity, blockchain and NFTs meet the metaverse
When Facebook Inc. changed its name to Meta Platforms Inc. last fall, the move catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chipmakers, device manufacturers and others have joined in the hype machine. It’s easy to dismiss the metaverse as futuristic hyperbole, but do we really believe that tapping on a smartphone, staring ...