A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
Networks – a tale of two cities and failing trust
Smart phones, global warming, suppliers and nations
A look at the mobile device market and its carbon consequences Read more »
Storage systems hardware and software, raw storage trends and market shares
My latest shares, trends and analysis of the global storage market Read more »
IBM extends its deep storage capabilities to Microsoft Azure users
IBM’s storage group’s strategy seeks to support customers in their use of multiple data centers, whether on premises or in public clouds – and whether using IBM products or others. It wants to make it easier and more efficient for them; but to do so it has mastered a number […] Read more »
IBM Power10 – technical leader with big cloud opportunities
A look at IBM's Power10 and Telum chip announcements Read more »
The worldwide server market – hedged in by cloud, but still vital
The server market is vital for enterprise and SMEs, supporting vital workloads, but growth appears to have stalled. No doubt spending would be much higher if the self-built systems of the largest cloud computing weren’t continuing to eat up commercial workloads. Within the market the leading vendors – Dell EMC […] Read more »
Cloud computing at $344b – the Enterprise IT market squeeze continues
A look at the status of the cloud services market complete with market shares and forecasts Read more »
PC sales rebound due to lockdown and home working
Why is the PC market resurging? Where is it going? Read more »
The printer market – where do we go from here?
The printer market entered yet another phase of decline as the result of the COVID-19 pandemic. In 2020 customers spent $33 billion (down 10%) on 143 million printers (down 11%), while the total installed base dropped 4% to 577 million. Read more »
IBM storage – data resiliency, pay-as-you-go and mainframe hardware in its Q3 2021 announcement
My look at IBM Storage announcements on July 20th 2021 Read more »
The role of Red Hat OpenShift in IBM’s new strategy
A look at the role of OpenShift as an anchor for enterprise IT infrastructure Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
IBM’s supreme hybrid cloud strategy – Red Hat integrated, Kyndryl out
A look at IBM's strategy - undergoing big changes this year Read more »
IBM introduces LinuxONE III Express – Linux mainframes from $135k
A look at the announcement of IBM LinuxONE III Express models announced this week Read more »
Classifying servers – a proposed schema
My proposed universal server classification schema Read more »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
Apple – how much bigger can it grow?
Apple is the largest IT company in the world. It’s revenues were $294 billion in 2020 – the equivalent of everyone alive on the planet spending $26.52 on its offerings. It’s business grew substantially on the introduction of the iPhone, expanded as we recovered from the Credit Crunch and has […] Read more »
HP – is it better off disaggregated?
What can we learn from HP's disaggregation? Read more »
IBM to split – spinning off its managed service business
Some ideas - with market data and forecasts - on IBM's intention to split itself into 2 companies Read more »