PCs in Q2 2108 – good growth in a market dominated by smart devices

PCs have been at the heart of access to the Internet and wider digital marketplace for many years. Despite falling behind smart phones in recent years it is still a major component of the ITC industry. In the year to the end of June 2018 236m PCs worth $163b were shipped, […] Read more »

Storage in Q2 2018 – ‘system’ stagnant, ‘raw’ booms with 2 Zetabytes shipped

A look at the on-going development of the storage market in Q2 2018 Read more »

The regional PC market’s American bias

In 2017 spending on PCs increased by 5% to $153 billion – the first annual growth since 2012. The same is not true of annual shipment growth, which has typically been stronger due increasing competition and declining average values. This trend was reversed in 2017 when the popularity of machines based on new […] Read more »

The 2025 enterprise computing forecast – cloud wins hands-down

My enterprise computing forecast including a masive victory for cloud computing. Read more »

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 »