Decision time on the acquisition of Qualcomm by Broadcom/Avago may rest on calculations of profitability; however there's no simple way to work out a comparison Read more »
The profitability of Qualcomm and Broadcom/Avago
ITCandor 2017 predictions – the rights and wrongs!
A self-assessment of ITCandor's 2017 predictions. Read more »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »
Cisco, HP, Dell – cloud service laggards, falling enterprise IT market shares
Hoe leading cloud vendors are positioned Read more »
Catalonia – independence debacle threatens Spanish ITC recovery
Some initial thoughts on the disruption being created by the independence debate in Catalonia Read more »
Storage systems down, disk drives up, solid state booms in Q2 2017
A post on the latest Q2 2017 market growth, shares and successes of the raw and systems storage. Read more »
Peripheral market up 2.9% in Q2 2017 – growth at last!
ITCandor's latest sizing of the printer, digital camera and overall peripheral market. Read more »
PCs – big $30b market, good 4.8% growth in Q2 2017
My latest sizing and market shares for the worldwide PC market. Read more »
Network equipment market – big, slow and important in Q2 2017
A précis of my findings for network markets split into enterprise and service provider areas. Read more »
Gaming console market q217 – Nintendo resurgent
The growth of the dedicated gaming console market in Q2 2017. Read more »
Mobile device market up 3.1% to $81.1b in Q2 2017 – Apple maintains its leadership
ITCandor's latest update on the mobile device market in Q2 2017 Read more »
ITC markets down 2% in Q2 2017 – growth worst in the UK (again), best in India
A précis of ITCandor's quarterly tracking of the ITC market in Q2 2017 and the year to the end of June. Read more »
The EU’s General Data Protection Regulation – get ready or get busted
There's still just enough time to adjust your processes to address the EU's GDPR before implementation on May 25th 2018 Read more »
Atos and the digital transformation factory
Some analysis of Atos as a leading IT Services supplier Read more »
Storage 2017 – growth at last!
A complete review of the storage systems, disc, NAND and DRAM markets. Read more »
HPE adds flash and analytics through acquiring Nimble storage
Some thoughts on another acquisition. Read more »
Macom buys Applied Micro for $770m – poor for ARM server development
A potential setback for ARM server developments. Read more »
Q4 2016 currency fluctuations – Egypt, Venezuela and the UK worst; Japan and Brazil best against the $US
The value of world currencies continued to shift significantly against the $US in Q4 2016. My chart shows the change how much more or less a $US would buy you. Read more »
ITCandor 2016 predictions – a self-assessment
In preparation for my eighth annual predictions since founding ITCandor I need to make a self assessment of our published expectations for the current year. My biggest disappointment is my prediction of small global market decline, when in fact the market will grow (2.9%) for the first time since 2012. As usual in recent […] Read more »
Brexit spreads to the US – new ITC forecasting parameters
Like most market researchers I’m both liberal and international in my outlook and can’t hide my unhappiness about the UK’s decision to leave the EU. It’s too late in Britain to wish the referendum at the end of June had gone the other way, but we need to consider how market […] Read more »