E17: The Calm Before The Storm

Dec 2, 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

 

Pre reInvent and pre Qualcomm Tech Summit

 

• reInvent: Own IaaS, PaaS love; Edge, Outposts, new silicon, ML enhancements; VMware update
• Qualcomm: 5G status where it really is and how it will become mainstream

 

Dell earnings

 

• https://futurumresearch.com/dell-techs-q3-results-a-deep-dive-into-this-quarter-and-whats-ahead/
• https://twitter.com/PatrickMoorhead/status/1199446235721207809?s=20 

 

Cisco Identifies Another Major Zoom Flaw

 

• https://futurumresearch.com/cisco-finds-another-big-security-flaw-with-zooms-connector-for-cisco/

 

HPE earnings

 

• https://futurumresearch.com/hpe-delivers-solid-4th-quarter-despite-revenue-shortfall/
• https://www.forbes.com/sites/moorinsights/2019/11/26/hpe-tells-investors-its-all-about-services-at-its-annual-securities-analyst-meeting/#1086cfb36db7 
• https://twitter.com/PatrickMoorhead/status/1199078421902569472?s=20 

 

Intel supply

 

• https://www.cnbc.com/2019/11/27/intel-chip-shortage-pulls-down-pc-makers-revenue-expectations.html

 

AMD Threadripper 3

 

• https://www.pcworld.com/article/3453946/amd-threadripper-3970x-review-32-cores-of-unbeatable-power.html

 

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.