IBM z14 mainframe – sophisticated fixes for enterprise challenges

IBM launched its latest mainframe last week. The z14 will create an upward swing in the never ending see-sawing of the most important single server in the market. My Figure shows z System hardware revenues by quarter (on a rolling 4-quarter basis) with model introductions anchored to the left apart from the […] Read more »

Storage 2017 – growth at last!

A complete review of the storage systems, disc, NAND and DRAM markets. Read more »

IBM, Everledger and the market disruption of Blockchain

Exchanging assets for money can be a complicated – and sometimes expensive – process: for instance trading stock can happen in a millisecond, but settlement can take days to complete. Imagine a world in which such transactions can be handled in the digital realm in a system which creates an […] Read more »

2016 predictions 1 – The world ITC market declines by 1.2% to $5.8 trillion

In 2015 the market declined by 5.1%, so its unlikely to see a recovery in the year. My forecast is for a 1.2% decline, with the market reaching $5.8T. Performance by category will vary. In particular: Software will grow 4.2% to $916B: although it lags in revenues, it will continue […] Read more »