Some thoughts on another acquisition. Read more »
HPE adds flash and analytics through acquiring Nimble storage
Rackspace is private – please keep giving us info!
Customers need financial data on privatised companies. Read more »
Macom buys Applied Micro for $770m – poor for ARM server development
A potential setback for ARM server developments. Read more »
Q4 2016 currency fluctuations – Egypt, Venezuela and the UK worst; Japan and Brazil best against the $US
The value of world currencies continued to shift significantly against the $US in Q4 2016. My chart shows the change how much more or less a $US would buy you. Read more »
HPE buys Simplivity – winners, losers and implications
A look at the implications of HP's acquisition of Simplivity Read more »
Order the ‘2017 forecasts and predictions’ report
Order ITCandor’s 2017 forecasts and predictions study (including a pdf copy of the report, presentation slides (pdf and Powerpint) and supporting data (Excel) for £100 only. Click here for the table of contents and list of figures/tables Click here for a pdf of the order form to complete, scan and […] Read more »
When to buy and sell ITC companies
A prediction of when to buy and sell ITC vendor shares and companies. Read more »
ITCandor 2017 predictions – political and social uncertainty limit ITC market growth
Happy New Year and welcome to my dystopian predictions! Read more »
2017 prediction 1 – more market growth, more commoditisation
The worldwide ITC market will grow 1.5% on 2017. Read more »
2017 prediction 2 – oil producing countries back on tap or sales growth
Japan will grow most, Russia least; oil producing countries will return to growth. Read more »
2017 prediction 3 – fewer suppliers, greater leverage of expertise for ITC offerings
Managing product portfolios will no longer be about managing total sales. Read more »
2017 prediction 4 – Blockchain and the arrival of digital disintermediation
Blockchain systems are going to be big news in 2017. Read more »
2017 prediction 5 – Augmented and Virtual Reality – no longer a game!
Augmented and virtual reality come of age as business adopt them. Read more »
2017 prediction 7 – suppliers will rethink mega-theme marketing
Smart vendors will move away from increasingly irrelevant marketing messaging. Read more »
2017 prediction 8 – users continue to expose themselves to the perils of social media
Users will continue to ignore Internet security perils. Read more »
2017 prediction 6 – social disaffection threatens the hyper-globalised ITC market
SOcial and political dissatisfaction will make the globalised ITC industry harder for big vendors. Read more »
2017 prediction 9 – more M&A – Cisco will restructure
Suppliers will continue to restructure in 2017 Read more »
2017 prediction 10 – ITC skills shortages worsen in 2017
skills shortages in ITC disciplines will worsen in 2017 Read more »
ITCandor 2016 predictions – a self-assessment
In preparation for my eighth annual predictions since founding ITCandor I need to make a self assessment of our published expectations for the current year. My biggest disappointment is my prediction of small global market decline, when in fact the market will grow (2.9%) for the first time since 2012. As usual in recent […] Read more »
Brexit spreads to the US – new ITC forecasting parameters
Like most market researchers I’m both liberal and international in my outlook and can’t hide my unhappiness about the UK’s decision to leave the EU. It’s too late in Britain to wish the referendum at the end of June had gone the other way, but we need to consider how market […] Read more »