E13: JEDI Microsoft Trick?

Nov 3, 2019

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:

 

Microsoft wins JEDI

• Oracle effects
• https://www.marketwatch.com/story/heres-what-to-watch-in-the-microsoft-vs-amazon-cloud-battle-after-jedi-win-2019-10-28
• https://www.networkworld.com/article/3449436/jedi-award-signals-a-critical-perception-of-parity-in-the-cloud-wars.html 

 

Amazon earnings, AWS performance

• https://futurumresearch.com/aws-optimism-business-is-still-strong-despite-earnings-short-fall/
• https://twitter.com/PatrickMoorhead/status/1187485057612763141?s=20

 

Samsung Developer Conference

• OneUI https://www.forbes.com/sites/moorinsights/2019/10/29/samsung-improves-and-expands-the-mobile-experience-with-one-ui-2/#262afad15ef3 
• Bixby
• New devices

 

AMD Earnings

• https://futurumresearch.com/amd-earnings-strong-revenues-garner-mixed-response/
• https://finance.yahoo.com/video/amd-reports-highest-revenue-more-131953072.html
• https://twitter.com/PatrickMoorhead/status/1189275769480060928?s=20

 

Intel earnings

• https://futurumresearch.com/intel-earnings-beat-propelled-by-strong-data-center-group-performance/
• https://twitter.com/PatrickMoorhead/status/1187474761061818372?s=20 

 

Microsoft Ignite expectations

• O365 and Teams…...
• Azure, hybrid offerings, new compute options
• Dynamics 365 and Flow

 

Alright...let’s get started.

 

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.