Trip Chowdhry of the boutique research operation Global Equities Research, this afternoon offers his survey of chatter picked up in Silicon Valley of late, which includes challenges and opportunities for VMware (VMW) and Hewlett-Packard (HPQ), and opportunities in enterprise for Apple (AAPL).
On Apple, Chowdhry, who Friday wrote in a separate note that his survey of people at Samsung Electronics‘s (005930KS) unveiling of the Galaxy S4 Thursday suggested the device is “overhyped” and will “underdeliver,” takes a fairly favorable slant toward Apple.
He offers that “Adoption of Apple iPhone 5 seems to have accelerated within the enterprise,” and that “most of the adoption is coming� from users switching out of [BlackBerry's (BBRY)] BlackBerry, and from new employees, who seem to prefer Apple iPhone over both Android and Blackberry.” Chowdhry does not say which sources or data lead him to this conclusion.
As regards enterprise computing, Chowdhry’s conversations suggest to him that a new service offering from Amazon.com (AMZN) on its “Amazon Web Services” (AWS) platform, called “RedShift,” is gaining in popularity among the Fortune 500:
Amazon recently launched a new AWS Service RedShift, which is off to a very storng start and may create headwinds for Teradata (TDC) in long-term. RedShift has Columnar Storage,and �can scale up to 32 nodes, 128 CPUs, 4.2 TB of RAM and 1.6PD of Disk. 50% of Fortune 500 companies have started experimenting with RedShift, and seem to be liking the service a lot. Early indications are that some of the new workloads may be directed to Amazon�s Redshift and not towards Teradata.
That brings Chowdhry to discussion of EMC (EMC), VMware, and HP and the emerging database battle. Hewlett-Packard may have tough competition coming from EMC and VMware’s “Pivotal Initiative,” which they are spinning out next month as a separate operation, in the field of Big Data and data analytics.
But both HP and EMC/VMW/Pivotal, as well as Red Hat (RHT), are at risk of being pushed aside by the the startup VoltDB:
Pivotal has an early lead in batch processing Big Data Anlytics with Pivotal HD offering; Pivotal Query Engine HAWQ is far superior to Cloudera�s query engine called Impala; Early indications are that Pivotal may be succeessful in the Big Data batch-analytics space; However, VoltDB may provide stiff competition to Pivotal�s GemFire in the Real-time in-Memory Analytics [...] Currently Pivotal HD is the fastest Hadoop Implementation in the market, and with the Marketing resources available from both VMWare and EMC, the converged view is that HP Hadoop may face headwinds from Pivotal in probably 3 to 6 monthsHP�s Vertica� offering may face headwinds from VoltDB in in-memory real time analytics space, in about 6 months [...] RedHat is one of the major contributors to the OpenStack project, however VMWare has recently announced dual stack support.� VMware will be supporting both its proprietary Stack as well as OpenStack.� OpenStack is not longer a strategic differentiator for RedHat [...] The value is now migrating to a much higher level of the stacks, over and beyond the Operating System and Middleware. Value is now concentrated in the� in-memeory real-time data base layers, such as what Volt-DB is providing.� This value migration to Database layer may cause pricing pressure in Red Hat�s core buiness, which is still Operating System.
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