Apple's revenues will decline in 2016, but it remain at the head of the industry Read more »
Apple – running out of new customers
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 »
2016 prediction 3 – The USA grows faster than other American countries
The USA is by far the largest country market worldwide and within the Americas: in 2016 it will spend $1.7T – 28% of the world total. Growth will be 1.2% – better than other countries in the region. We need the US to grow in order to make up for […] Read more »
Enterprise networks up 3.7% in Q3 2015
My latest on sizes and shares in the network markets Read more »
Devaluation and the headache of assessing market growth
Some data on local v dollar growth rates by country Read more »
The ITC market falls 3.2% to $1.6T in Q3 2015
A first look at market growth in Q3 2015 Read more »
Currency consequences – the dollar keeps rising
A note of dramatic falls in international currency values against the $US Read more »
Cloud services suffer massive regional currency discrepancies
Big differences between local and $US revenue growth in Asia Pacific and EMEA cloud services Read more »
Cloud services – SaaS, IaaS and PaaS forecast
Latest forecast and market share for IaaS/PaaS, SaaS and total cloud services Read more »
ITC spending -5.5% in Q2 2015 – we’re in another downturn
Q2 results show we're already in another market downturn Read more »
Mobile device revenues up 17% in Q1 2015 – Chinese suppliers surge
A forecast for mobile devices. Read more »
Dell Strategy – get ready for the ‘digital economy’, the ‘API economy’
A look at Dell, with insights from its 5th annual DAAC conference Read more »
Atos acquires Xerox’s ITO business – better times ahead for outsourcing
Economies of scale will help improve the profitability of outsourcing over the next few years Read more »
Nokia buys Alcatel Lucent for €15.6 billion, overtakes Huawei
The proposed merger will create a new number 2 in networking Read more »
Servers and the American bias
A look at server shipments by region Read more »
A regional perspective on HP’s separation
Can the creation of HP Inc. help HP gain significant business at last in Asia/Pacific? Read more »
Michael Dell – I Bought The Company Back
Our first look at Dell's strategy post-privatisation following Michael's presentation at Dell Tech Camp Read more »
IBM System z Q1 2013 – Fast Consolidation For Algar Telecom
IBM System z had another good quarter in Q1 2013; we think suppliers of new integrated systems can learn a lot from the mainframe Read more »
The $15.3 Billion Server Market – Surprisingly Buoyant In Q1 2012
Despite our pessimism the server market declined by just 1% in Q1 2012. Read ITCandor's extensive review of growth and market share by chip type, operating system and virtualisation status. Read more »