A prediction of when to buy and sell ITC vendor shares and companies. Read more »
When to buy and sell ITC companies
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 »
Dell Technology – a common hymn book for a big choir
Thoughts on the world's largest IT merger/acquisition Read more »
Red Bull Racing’s Malaysian win and its Milton Keynes IT
Formula 1 has much to show commercial IT how to run future systems. Read more »
IBM, Everledger and the market disruption of Blockchain
Exchanging assets for money can be a complicated – and sometimes expensive – process: for instance trading stock can happen in a millisecond, but settlement can take days to complete. Imagine a world in which such transactions can be handled in the digital realm in a system which creates an […] Read more »
IBM Edge 2016 – Tom Rosamilia on the need for innovation
An overview of IBM's systems activities to support its customers' challenges Read more »
IBM Edge 2016 – balancing systems and cloud services
Some thoughts on balancing cloud v systems revenues at IBM 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 »