Information Technology and Communications research
I split the 4 categories in my research into 32 separate offerings; of these I expect Software as a Service (SaaS) to see the greatest growth in 2024 (14%), followed by Operating Systems (10%), IaaS (9%) and PaaS (9%). Sales of Implementation services (12%) and Applications (11%) will be the […] Read more »
Artificial Intelligence (AI) has been threatening to take a lead role as a revenue generator in our industry for many years. 2023 was a year in which we saw very dramatic growth from the specialist suppliers involved. My Figure above shows Nvidia’s reported ‘datacenter’ revenues by quarter; this is where […] Read more »
Both the USA and the UK will have general elections in 2024. Politics in both countries have been badly affected by international (mainly Russian) interference in the past; I believe that the UK’s decision to leave the EU for instance would not have been taken were it not for the […] Read more »
An internal assessment of my predictions for 2023. 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 »
Poor performance in the sales of raw data storage devices is contributing to the softness of the current ITC market; does this represent a temporary or permanent change in the storage market? 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 »
A look at the downturn in the ITC market in Q1 2023 Read more »
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
A look at the size, growth and major suppliers of storage systems in 2022. Read more »
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
A look at the market, regional and product landscape of the peripherals markey in 2022, with some ideas on where it's going Read more »
ITCandor's look-back at the PC market in 2022 with some dire warnings about 2023 Read more »
My 10 predictions for the ITC market worldwide in 2023. Enjoy! Read more »
Before publishing my predictions for 2023, it’s time to appraise those made for this year – which covered most of the third year of the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions Score Comment 1 The total ITC […] Read more »
A look at IBM STorage's new Diamondback automated tape library Read more »