A quick look at Cisco's historical success and future challenges Read more »
Cisco’s long-lasting first-mover advantages
Apple – how much bigger can it grow?
Apple is the largest IT company in the world. It’s revenues were $294 billion in 2020 – the equivalent of everyone alive on the planet spending $26.52 on its offerings. It’s business grew substantially on the introduction of the iPhone, expanded as we recovered from the Credit Crunch and has […] Read more »
HP – is it better off disaggregated?
What can we learn from HP's disaggregation? 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 »
Gaming software sales grow 4% during lockdown
A look at the gaming console hardware and software market in Q1 2020 Read more »
Cloud services $246 billion and still growing at 25%
I look at the latest market developments for cloud computing (SaaS, IaaS and PaaS) Read more »