Storage 2017 – growth at last!

A complete review of the storage systems, disc, NAND and DRAM markets. Read more »

Brexit – selling UK IT assets by the pound

Source: ITCandor from OANDA historical data Part of my methodology each quarter is to look at currency movements of international currency against the $US. My Figure shows the movement of the average value of each local currency in Q2 2016 compared with their rates in Q2 2015. Those on the […] Read more »

2016 prediction 2 – EMEA and the Americas outgrow Asia Pacific – at least in constant dollars

The slackness of the market will also be apparent in region spending growth. In particular: The Americas will outperform the others, growing by 0.5% to $2.3T; vendors will need to offer innovative products to persuade these sophisticate users to buy yet more technology EMEA will grow by 0.3% to $1.7T; […] Read more »