Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Are cybersecurity stocks oversold, or still too pricey?
Cybersecurity stocks have been sending mixed signals as of late — mostly negative, like much of tech. But some, such as Palo Alto Networks Inc., despite a tough go of it recently, have held up better than most tech names. Others such as CrowdStrike Holdings Inc. had been outperforming broader tech in March but then ...
BREAKING ANALYSIS
What you may not know about the Dell-Snowflake deal
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous-generation boxes. They would make a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It was ...
BREAKING ANALYSIS
The ever-expanding cloud continues to storm the IT universe
Despite a mixed bag of earnings reports from tech companies recently, a fall in gross domestic product this past quarter and rising inflation, the cloud continues its relentless expansion on the information technology landscape. Amazon Web Services Inc., Microsoft Corp. and Alphabet Inc. have all reported earnings and, when you include Alibaba Group Holding Ltd.’s ...
BREAKING ANALYSIS
Does hardware (still) matter?
The ascendancy of cloud and software as a service has shone new light on how organizations think about, pay for and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have been superseded by demand for cloud architects, DevOps pros and developers with expertise ...
BREAKING ANALYSIS
Closing the technology and architectural gaps of data mesh
The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition and still ...
BREAKING ANALYSIS
Ripple effects from the Okta security breach are worse than you think
The recent security breach of a third-party supplier to Okta Inc. has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious: Investors shaved about $6 billion off the company’s market cap during the week the hack was made public. We believe that Okta’s claim ...
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 ...