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Research Duquesne Advisory delivers in-depth analyses of Information and Communications Technologies, their implementations and their markets. Research is based on critical observation of the market by the analysts and their on-going contacts with the vendor community, together with hands-on, practical experience in consulting engagements.
Research

Tech biz: Verizon's "data center deal" with Terremark - 02/13/2011

The Tech M&A market recovered from the financial crisis over the course of 2010 and 2011 is already off to a strong start.

Anything involving the word “Cloud” is getting keen interest, as large tech companies – including telcos –battle for position. More broadly, as demand for data center rack space continues to outpace supply, “deals for data centers” will likely be an important part of the action.

A case in point: the friendly offer of Verizon, a big telco with big ambitions in the Cloud, for Terremark, a provider of co-location and managed services, including cloud computing.

Tech biz: Kaspersky Lab and General Atlantic do a deal - 02/01/2011

Any comparison between the Facebook / Goldman Sachs financing deal and the recent arrival of VC fund General Atlantic (GA) in the capital of Kaspersky Lab should, of course, be taken with a very large grain of salt.

Nonetheless, both are high growth tech companies that have chosen to focus on business development and to postpone an initial public offering.

2010: Cyber Crime gets worse, Cyber War gets serious and Kaspersky Lab gets ready - 12/29/2010

In 2010, the Stuxnet attack looks like a game changer, suggesting that cyber war is about to get serious. Cyber crime already is serious business and last year it got worse, with malware becoming more sophisticated and attacks more severe.

Duquesne sat down recently with Eugène Buyakin, COO of Kaspersky Lab, to discuss these issues, together with the company's business plans going forward.

Tech biz: Breton is back ! - 12/16/2010

2010 was a big year for deals in the IT industry. Much of the action has been in the US, with big acquisitions like McAfee by Intel and 3PAR by HP.

On December 14, it was Europe’s turn. Atos Origin and Siemens announced an 850 million EUR deal for the sale of Siemens IT Solutions and Services (SIS) to Atos Origin to create a "European IT champion".

The future of data centre LANs and SANs - 12/07/2010

The data centre LAN is at a crossroads. Scale economics will increasingly dictate the dominance of Ethernet. The question is not what, but when.

For data centre teams, cross-disciplinary collaboration – and the establishment of a common “culture” - between server, storage and network specialists becomes mandatory, as virtualisation creates a new paradigm with stronger interactions and interdependencies.

Significant time will be needed, evolution paths will vary but management issues will be critical: software solutions will rapidly mature, but data centre teams will need a clear roadmap including an all-important skill set adjustment and reorganisation.

Deals, Data and Dollars - 08/29/2010

With the possible exception of people who are just getting back from summer...

Intel and McAfee: is it too expensive? - 08/25/2010

Folowing Emmanuel's post on the acquisition of McAfee by intel, I would like to...

"Toward a new risk architecture: Welcome to Risk Management 2.0" - 07/27/2010

The accelerating rhythm of "extreme events" poses major challenges not only for public policy but also for the continuity of the critical business activities of companies.

In this context, Duquesne Group is pleased to post this seminal essay by Dr. Erwann Michel-Kerjan, Managing Director of the Risk Management and Decision Processes Center at the Wharton School and Chairman of the OECD High Level Advisory Board on Financial Management of Large-Scale Catastrophes.

Report from Ter@tec Forum 2010: high performance simulation for innovation and competitiveness - 06/29/2010

The Ter@tec Forum 2010 on high performance simulation for innovation and competitiveness, held at Ecole Polytechnique outside of Paris on June 15-16, was arguably one of the most important IT events this year in Europe.

In this brief report, Duquesne Group provides a summary of the key economic and technology issues and messages that emerged during the Forum.

Will the Cloud turn Orange? - 06/28/2010

IT services have long been a target for telco operators, albeit with variable success, and they naturally look at cloud computing as an opportunity for diversification, playing to their financial and technical strengths. Telcos such as ATT, BT, DT and Verizon are staking out positions ... as is Orange Business Services, the enterprise services branch of France Telecom.

In this research report, Duquesne Group applies its "B2B Cloud Assessment Grid" to evaluate the company's competitive position and to understand what this might mean for customers.

Flash from Ter@tec Forum 2010 - 06/16/2010

The Ter@tec Forum 2010 on high performance simulation for innovation and competitiveness is one of the most important IT events this year in and for Europe.

Analysts Donald Callahan and Daniel LeBourhis of Duquesne Group give their first take on the “big picture“ messages emerging from the Forum in its second day at Ecole Polytechnique outside of Paris.

IBM and the "system of systems" zSeries: a new battleship for the data center wars ? - 06/11/2010

In July or August, IBM will announce a new zSeries machine. It is not a surprise, given the usual IBM announcement calendar. But what this "machine" will offer could be surprising.
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Duquesne Advisory

Duquesne Advisory is a European firm, dedicated to researching, understanding and advising clients worldwide on opportunities and trends in Information and Communications technology.

Research

Duquesne Advisory delivers in-depth analyses of Information and Communications Technologies, their implementations and their markets. Research is based on critical observation of the market by the analysts and their on-going contacts with the vendor community, together with hands-on, practical experience in consulting engagements.

Consulting

The analysts of Duquesne Advisory leverage the Firm’s ongoing market and technology research to undertake high added value consulting engagements for both ICT users and ICT providers. Focused on client service, their approach is rigorous and methodical, and at the same time pragmatic and operational.