New Edge Archived Publications
Public Facing, Analog View, Information Technology and Financial Research Since 2016
The New Tech Economy
Written during pandemic restrictions, this piece surfaces a small set of stocks that map the 21st-century IT economy: data decentralization, cybersecurity, high-performance computing, content creation, and artificial intelligence.
Market 3000! Let’s Slow Down Here, But Just a Little.
Reflections on the S&P 500 crossing 3,000 in July 2019—context since the turn of the century, sector rotation, and why the bull market still appeared to have room to run.
Cyber Defense, Sovereignty and Growth by Acquisition
Deep dive into Palo Alto Networks’ acquisition strategy and its ties to Israel’s military and intelligence ecosystem— a case study in how government-funded IT can seed durable commercial advantage and platform expansion.
Cyber Growth, Building an Ecosystem
Examines Palo Alto Networks’ leadership role in cybersecurity, the necessity of an ecosystem approach, and the strategic move into cloud applications—set against CEO Nikesh Arora’s call for aggressive growth.
NextGen Firewalls and the Cyber Business Cycle
Positions Palo Alto Networks around NextGen firewall evolution—Application Framework and Traps Advanced Endpoint Protection— as a growth platform during cybersecurity consolidation.
The Loudoun Technology Coalition Solicits Advice from a Panel of Blockchain Experts
Coverage of a Loudoun County Chamber of Commerce event in Ashburn, VA (May 31, 2018), featuring a panel discussion on blockchain technology and its implications.
More Than an Indestructible Bull Market
Discussion of ASC 606 (“Revenue from Contracts with Customers”) and how revenue recognition changes can cascade through multiple industries, including information technology.
Amateur Astronomy Online
Feature article in Reflector Magazine (Astronomical League), June 2017—covering space science and cosmology, and the role of online tools and communities in amateur astronomy.
Chips Ride Atop the Leaderboard, Part 2
Discussion of Macom, Inc. and the move to 100/400 Gb data-center switching using PAM-4 signaling, plus commentary on Gallium Nitride substrates and performance improvements in mobile RF antenna modules.
Chips Ride Atop the Leaderboard, Part 1
Nvidia’s strategic expansion from gaming video drivers into GPUs that run alongside traditional CPUs—accelerating enterprise servers and data-center workloads.
Hello World!
The original NEA welcome post—using the classic “Hello World” as a metaphor for learning new systems, and setting the intent to publish content spanning hardware, software, and IT education.