E58: Amazon, NVIDIA, Cisco, AWS, Oracle, and Apple

Nov 21, 2020

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Amazon EU Regulation (Dan/Pat)

• https://www.forbes.com/sites/moorinsights/2020/06/08/store-branded-retail-products-arent-new-so-can-we-stop-pretending-they-are/?sh=46ab71232aad 

 

NVIDIA Earnings (Pat/Dan) $NVDA

• https://twitter.com/PatrickMoorhead/status/1329182081591730180?s=20 
• https://futurumresearch.com/research-notes/nvidia-q3-includes-record-breaking-gaming-and-datacenter-results/ 

 

Cisco Earnings (Dan/Pat) $CSCO

• https://twitter.com/PatrickMoorhead/status/1327000467289878530?s=20 
• https://twitter.com/PatrickMoorhead/status/1327004668606734338?s=20 
• https://futurumresearch.com/research-notes/cisco-outperforms-in-q1-and-predicts-an-even-better-q2/ 

 

AWS Inferentia and Inf1 momentum (Pat/Dan)

• https://www.forbes.com/sites/patrickmoorhead/2020/11/19/aws-inferentia-gathers-more-steam-with-alexa-snap-anthem-and-conde-nast/ 

 

Oracle “Future of CX” Event (Dan/Pat)

• https://www.forbes.com/sites/patrickmoorhead/2020/11/09/oracles-larry-ellison-hosts-future-of-cx-event-today-and-salesforce-is-looking-increasingly-complex/ 
• https://futurumresearch.com/research-notes/oracle-cx-summit-delivers-the-full-stack-narrative-driving-cx/ 

 

Apple New MacBook M1 reviews (Pat/Dan)

• https://twitter.com/PatrickMoorhead/status/1328812029944205320?s=20 
• https://twitter.com/PatrickMoorhead/status/1328865635955257346?s=20 
• https://twitter.com/PatrickMoorhead/status/1329596696746192898?s=20 
• https://www.forbes.com/sites/patrickmoorhead/2020/11/11/the-good-bad-and-the-ugly-of-apples-mac-launch-with-m1-processors/ 

 

Coming up: AWS reInvent, Dell earnings, Qualcomm Tech Summit

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.