HPE's acquisition of Juniper is finally over the line. I look at the consequences for the network market Read more »
HPE finally acquires Juniper for a livelier enterprise network business
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 »
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 »
HPE to acquire Juniper Neworks for $14b
A look at HPE's proposed acquisition of Juniper Networks 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 »
Networking – converged, converging or eternally independent?
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
The $1.2 trillion Enterprise IT market 2021 – Amazon market leader of a varied and changing landscape
A look at the total market for enterprise IT encompassing hardware, infrastructure software, outsourcing, managed service and cloud computing with market trnds and shares Read more »
The $207b network market – still haunted by issues of trust
A long term view of the enterprise and servic provider network markets with market data and analysis Read more »
IBM’s new FlashSystems – better speeds, feeds, integration and cyber protection
IBM today launches a number of market-leading hardware products based on its new, third generation, FlashCore Module. Not content just to keep technically ahead of its competitors, it continues to work hard to integrate these offerings into its wider approach to hybrid multi-cloud computing, its cyber resiliency services and new […] Read more »
Networks – a tale of two cities and failing trust
A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
Cloud computing at $344b – the Enterprise IT market squeeze continues
A look at the status of the cloud services market complete with market shares and forecasts Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
BlueChip – putting the ‘International’ into Service Express
A look at the acquisition of BlueChip by Service Express International Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
IP telephony surges in the politicised network market
Service Provider and Enterprise Networks have been extremely important during the pandemic; nevertheless most Telcos and organizations have been relying on those already installed to keep people, governments and businesses connected. In total the market grew by 1% to $187 billion in the year to the end of March, but […] Read more »
Cloud computing – 18% growth to $260b in the year to March 2020
A look at cloud computing spending growth, market shares and forecasts in Q1 2020 Read more »
Networks – $185b, 2.1b ports shipped in 2019
A look at network equipment sales and market shares in 2019 Read more »