My look at the worldwide PC market and its drivers Read more »
Windows versions or world events – what drives the PC market?
The €243B EU IT hardware market – dominated by foreign suppliers
Why do foreign suppliers dominate the EU IT hardware market and what can it do aout it? Read more »
The mix of domestic v foreign supply into the US IT hardware market
A look at the mix of domestic and foreign vendors in the US IT and hardware markets. Read more »
HPE finally acquires Juniper for a livelier enterprise network business
HPE's acquisition of Juniper is finally over the line. I look at the consequences for the network market Read more »
Lenovo to acquire Infinidat – a better storage strategy at a politically challenging time
My first analysis of Lenovo's announcement to acquire Infinidat Read more »
2. ITC spending will grow in Asia Pacific, but decline in the Americas and EMEA
My second prediction concerns spending growth at a regional level Read more »
6 Trade tariffs reduce the growth of the ITC market
My sixth prediction concerns the negative effects new trade tariffs will have on the world ITC market Read more »
The world ITC market grows 5% to reach $1.9 trillion in Q3 2024
As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »
Cloud computing – omnes nimbi divisa sunt in partes tres
Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »
EMEA suppliers fail to take advantage the – no longer global – network market.
My latest stats on the service provider, enterprise and overall network market Read more »
Storage systems 2023 – the continuous disaggregation of a stable market
My analysis of the vendor market share and major trends in the storage systems market Read more »
Server market 2023 – a virtualized, x86, Windows driven world
Have a look at how the server market is evolving and is likely to change in years to come Read more »
The raw storage market returns to growth… will it be ‘exponential’?
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
Cisco to acquire Splunk for $28 billion
Analyis of Cisco's porposed acquisition of Splunk for c. $28b Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The gaming market – a cloudy future?
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 Read more »
Cloud computing grows up – $413 billion and counting…
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »