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
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 »
Cisco to acquire Splunk for $28 billion
Analyis of Cisco's porposed acquisition of Splunk for c. $28b Read more »
American suppliers increase their combined global ITC market share to over 50%
American suppliers combined will increase their market share of the world market to over 50% for the first time in years in 2022. Read more »
IBM’s supreme hybrid cloud strategy – Red Hat integrated, Kyndryl out
A look at IBM's strategy - undergoing big changes this year Read more »
HP – is it better off disaggregated?
What can we learn from HP's disaggregation? Read more »
IBM to split – spinning off its managed service business
Some ideas - with market data and forecasts - on IBM's intention to split itself into 2 companies Read more »
Whatever happened to HP?
A précis of the changes in HP over the last few years Read more »
US tax cuts reveal the huge off-shore funds held by ITC vendors
More on the effects of the US Tax Cuts and Jobs Act on the global ITC industry 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 »
Violin Memory privatised – the all-flash disruptor disrupted
Some thoughts about the change in company status for Violin Memory. Read more »
Order our Q2 2017 EU data center research reports
ITcandor research order form Read more »
Openreach put beyond BT’s reach
BT and Virgin Media are the sole suppliers of fibre optic broadband connections to homes and businesses in the UK and, while Virgin Media connects for its own business, other companies such as Talk Talk, Sky and Vodaphone are forced to use Openreach and have been spending years arguing that it […] Read more »
HPE adds flash and analytics through acquiring Nimble storage
Some thoughts on another acquisition. Read more »
Macom buys Applied Micro for $770m – poor for ARM server development
A potential setback for ARM server developments. Read more »
HPE non-core software and Micro Focus combine – the matrix reloaded
How the new deal fits in with emerging organisational change in the IT industry Read more »
Enterprise network sales slip 5.6% in Q1 2016
More market shares - this time on enterprise and service provider networks Read more »
Verizon and Yahoo – what if?
Some thoughts on the proposed acquisition of Yahoo! by Verizon Read more »