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 5 – Chinese spending declines in the lacklustre Asia Pacific market

Japan and China will be the two largest IT and communications markets in Asia Pacific. For the first time in a number of years I’m not predicting that the region will outgrow the Americas and EMEA: in fact I expect we’ll see a decline in spending in most countries. Even […] Read more »

IBM Security – A Stitch In Time Saves Nine

In a complex, fragmented market with over 500 players IBM has a full and well thought out approach to IT security. We spent a day finding out. Read more »