Joseph Gacinga

Cisco and NetApp have refused to support VMware's SDN technology, NSX, on the FlexPod reference architecture. How will this affect future FlexPod sales?

The rapid rise of Chrome as the No.1 web browser in the U.S. is great news for Google since this might help the company control its swelling traffic acquisition costs.

EMC's rapidly-growing engineered systems can offset the weakness in its external disk storage segment.

Oracle’s rapidly growing high-margins engineered systems division will absorb some of its swelling marketing costs.

Microsoft is planning to launch low-cost laptops to compete directly with Google's Chromebooks.

Although M-Cam has released its findings about Microsoft's Android portfolio, the company's core business, and its image, are not likely to be materially affected.

EMC posted its first solid state arrays revenue in 2013. The company is also quickly launching new SSA products to keep up with the market leaders.

A comparison between SanDisk and Intel SSD businesses and longer-term growth prospects.

Microsoft risks losing a sizable chunk of Windows users to rival OSs if it withdraws mainstream support for Windows 7, the world's most popular desktop OS.

IBM is the leader in the rapidly-growing solid state arrays market. If the company continues growing this segment at even half the current rate, it will easily offset its current revenue decline by 2017.

IBM is betting big on its cloud to drive new growth. The company cut prices to remain competitive in the cloud market.

Google Drive has introduced highly-competitive pricing and features for Google Drive for Business. But, the dominance of the Windows ecosystem gives OneDrive a huge edge in the enterprise space.

Intel has been launching a flurry of new smartphone and tablet chips that will help it see better top-line growth. Additionally, the declining PC market is close to bottoming out.

Qualcomm mobile phone royalties are not likely to fall in the long term. This is due to the fact that growth in smartphone shipment volumes is likely to outstrip the rate at which smartphone prices will fall over the next couple of years.

Intel unveiled its PCIe SSDs at Computex 2014 that look fairly priced. Western Digital also unveiled its PCIe SATA SSD whose performance is considerably less than that of Intel's new SSDs. Seagte Technology did not unveil any new SSDs. Intel might give the two companies stiff competition as the SSD market continues to mature and PCIe becomes the de facto SSD standard.

Western Digital and Seagate Technology are not likely to be materially affected by AWS and Google Cloud’s SSD-backed storage. These cloud services are designed with smaller users in mind, while Western Digital and Seagate mainly sell their cloud-based storage products to large organizations.

Google will integrate Samsung's Knox Security solutions in future Android versions. This can potentially have far-reaching revenue benefits for Google, whose enterprise mobility platform has badly lagged Apple's due to security concerns.

Alibaba's IPO is likely to result in more Americans becoming aware of the giant Chinese online retailer. But will the company really pose a big problem for Amazon?

Google is in the middle of a marketing debacle by Verizon after the carrier failed to meet promises for free data to buyers of Chromebook Pixel. But, this is not likely to materially affect Chromebook sales.

Seagate is making small but highly strategic acquisitions that will help it dominate the SSD market.