Information Technology and Communications research
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 »
A first look at IBM's on-premise Power Virtual Server pod products and strategy Read more »
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »
Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »
Some thoughts about Crowdstrike's dodgy software update Read more »
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
My analysis of the vendor market share and major trends in the storage systems market Read more »
Infinidat launches its fourth generation storage arrays and version 8 of its Infuze operating software Read more »
My assessment of IBM's Power10 S1012 server Read more »
Have a look at how the server market is evolving and is likely to change in years to come Read more »
A look at how IBM is using processing in its Flash Core Module 4 to speed up ransomware attack detection - notoriously difficult for block storage Read more »
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
My look at IBM's LinuxONE 4 Express, launched in 2024 Read more »
Ceph is 20 years old. Reda about its opportunities as a storage platform of choice for AI Read more »
A quick look at StorPool - a fascinating European Soware Define Storage (SDS) supplier Read more »
My look at the foundation of the AI Alliance Read more »
A look at the offerings and strategy of Infinidat - an exciting new storage systems vendor Read more »
Analyis of Cisco's porposed acquisition of Splunk for c. $28b Read more »
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »