Article on marketwatch discussing 8 innovations/developments that Goldman Sachs thinks you should keep an eye on in the coming years that could make/break certain companies.....2 of the 8 items relate positively to PKT and I've pasted below:
1. Software-defined networking
Beware the cloud. It’s already rained down havoc on the traditional PC-centric software and hardware model, and now it’s networking’s turn, write analysts Simona K. Jankowski and Kent Schofield. Software-defined networking, or SDN, is set to break a bottleneck that’s left networking equipment stuck in a decade-old paradigm centered on integrated hardware and software boxes. They note that the $50 billion server market has already been disrupted and reinvented for the cloud era for the cloud era through virtualization technology, boosting new leaders like while collapsing market caps for former leaders such as Dell and Hewlett-Packard . SDN adoption will happen slowly over the next five to 10 years, they expect. And while investors initially assumed Cisco would be disrupted, the company’s strategic moves over the past year have positioned it well for SDN, the analysts write. Rival Juniper Networks , however, lacks the scale in Ethernet switching, with just 2% to 3% market share, which will likely prevent it from being able to ape Cisco’s platform strategy, they said. Brocade Communications Systems may also struggle.
2. Big Data
Thank social media, machines, blogs and myriad other sources for the explosion in information that’s been dubbed “Big Data.” Goldman’s Greg Dunham says a next-generation database is needed to handle the explosion of data, with the need for newer technologies sparked by an inability to deal with “web scale” use by traditional products. Platforms like Hadoop, Mongo DB, HBase and Cassandra have emerged out of necessity from web providers, he notes. Return on investment for big-data projects “depends on the ability to draw useful insights,” Dunham writes. Goldman says Teradata is most exposed to Big Data trends, while has launched a version of its Power Center product used by Facebook and Open Table. Qlik Tech and Tableau Software may also benefit from growth in data as companies try to harvest insights from all types of data, Dunham writes.