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
Meltdown and Spectre – 2.7b vulnerable devices and a $37b bill for mitigation
A look at the market consequences of mitigating against Spectre and Meltdown vulnerabilities Read more »
9. Oracle makes strong headway as an enterprise supplier
Our ninth 2018 prediction is that Oracle will do particularly well in the year. Read more »
8. Storage commoditisation puts more suppliers out of business
My eighth 2018 prediction is about how the rapid exponential growth in raw storage capacities is making a nonsense of most storage system supplier strategies. Read more »
7. Enterprise computing shifts off premise – AWS replaces Cisco as top supplier
My seventh 2018 prediction is about the evolving balance between traditional hardware, infrastructure software, outsourcing, managed services and cloud purchases. Read more »
5. Cloud – local and regional CSPs gain against global giants
My fifth 2018 prediction is about the global regional and local nature of successful cloud service providers. Read more »
4. SaaS, IaaS, PaaS – the fastest growing offerings
Our fourth prediction for 2018 is that the three cloud service areas - PaaS, IaaS and SaaS will experience the strongest growth among the 29 separate offerings we track. 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 »
The 2025 enterprise computing forecast – cloud wins hands-down
My enterprise computing forecast including a masive victory for cloud computing. 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 »
The year to June 2017 $76b server market primed for big growth
A précis of our server market sresearch 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 »
Germany regains leading position in EU data center spending
A teaser to get you to subscribe to my quarterly EU data center research reports 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 »
Brexit and Trump – gloablisation gets a bashing
My presentation for IP Expo on 4th October 2017 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 »