A look at the role of OpenShift as an anchor for enterprise IT infrastructure Read more »
The role of Red Hat OpenShift in IBM’s new strategy
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 »
IBM announces Spectrum Fusion and Fusion HCI – easier enterprise container computing
My analysis of IBM's Fusion HCI and other storage offerings announced today 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 »
BlueChip – putting the ‘International’ into Service Express
A look at the acquisition of BlueChip by Service Express International Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
IBM Storage launches the FlashSystem 5015, 5035 and 5200
A look at IBM's introduction of the FS5015, FS5035 and FS5200 storage arrays 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 »
ITCandor’s 2021 predictions for the New Year
An introduction to ITCandor's 2021 predictions Read more »
55 million gaming consoles will ship in 2021
Timing the release of a new console is the most strategic decision for the three suppliers. Read more »
Millions will stay working from home, even when the pandemic ends
In 2020 there was a mass movement of workers from offices to their homes, especially during the most restrictive lockdowns designed to slow the transmission of the Corona virus; Read more »
Governments and big business strengthen protection from mutating cyber crime
Towards the end of December Microsoft announced that it had discovered a major cyber attack, which had infected 40 government organizations, non-profit organizations, government contractors and IT companies (80% in the USA). Read more »
Taxation and recession will challenge the $10 billion supplier club
In 2020 there were five suppliers whose annual net income was above $10 billion (see my Figure in which I’ve included the year to the end of September 2020 values). Read more »
The rise of small business as an ITC buyer
Part of my research process is to collect information on and break the whole market by customer type (see my Figure above for my forecast). Read more »
IaaS will grow most, Peripherals least in 2021
My Figure shows annual growth and absolute spending forecasts for the largest ITC offerings in 2021 (here the bubble sizes also show the spending total). Read more »