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IBM LinuxONE – new brand and aspirations in open source computing
Back in January we took a deep look at IBM’s new z13 mainframe. In August it announced LinuxONE – the most comprehensive effort yet to bring the value of mainframes to enterprises building Open Source...
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PC market by product type – desktops aren’t dead!
A couple of weeks ago we looked at the world market for all client devices. I’ve been doing some work to split out various extra form factors in the mean time and am pleased to be able to publish some...
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Business sector and consumer IT spending trends
I think it’s a good time to look at the development of the IT market by customer size and type, which is an essential feature of ITCandor’s market model. It’s especially important to look at the...
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Dell set to buy EMC – Wow!
For Sally…. Today Dell announced that it has made a $67B bid to buy EMC. In the last year this would have given the new company a market share of 2.0% of the total $3.8T IT market – jumping over...
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The ITC market falls 3.2% to $1.6T in Q3 2015
It’s not a great year for the IT and Communications market. Yet again we saw a fall in revenues – by 3.2% in the quarter to $1.6 trillion and in the year to the end of September of 4.4% to $6.0...
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The Server market stays level in Q3 2015
The server market is one of vital part of the enterprise IT market. In the quarter it fell very slightly (-0.1%) to reach $18.1b. In the year to the end of September it fared better – growing by 1.6%...
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Storage systems down 15.2% in Q3 2015
Those of you who are encouraged by the strength of the server market will be depressed to see that the storage systems market is down again – this time by 15.2% in the quarter to $6.8b and by 11.7% in...
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Enterprise networks up 3.7% in Q3 2015
Today I want to look at developments in the network market. This is the largest sector of the IT world, but has been performing sluggishly. It is split roughly 66:33 between service provider and...
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2016 prediction 6 – Raw storage and services drive Big Data growth
Over the last few years there’s been shift in spending away from storage arrays and towards raw storage. I expect this to continue in 2016. In total the market will grow by 2% to $115B, with the...
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2016 predictions 1 – The world ITC market declines by 1.2% to $5.8 trillion
In 2015 the market declined by 5.1%, so its unlikely to see a recovery in the year. My forecast is for a 1.2% decline, with the market reaching $5.8T. Performance by category will vary. In particular:...
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Apple – running out of new customers
Since 2003 Apple has shipped 1.8B devices – the equivalent of one for 30% of the world’s population (see the Figure for shipments by quarter). On average we gave it $39 each if you divide its $235b...
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Mobile devices – 3% revenue growth, 6% unit decline in 2015
It took many vendors by surprise when users began to prefer their mobile phones to PCs for accessing and interacting with the Internet. Over the last decade mobile devices of all sorts have outgrown...
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Gaming market down 4.5% in 2015
It’s been some time since we looked at gaming console markets, so I thought you’d like to get the latest on the developments there. In 2015 revenues were 4.5% down at $30.3B, with spending split 65:35...
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Printer sales fell 14.5%, peripherals by 12.1% in 2015
Do customers need traditional printers any more? Yes – but not in the same quantity as in previous years. In 2015 total spending declined by 14.5% to reach $34.5B. Unit shipments declined by 11.5% to...
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PC Market down 3.8% in 2015
It’s been a long time since PCs were the driving force of our industry. Nevertheless they remain second only to smart phones in terms of revenues and a major ecosystem for application developers and...
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Server revenues grow 6.2%, shipments 8.4% in 2015
Having detailed the market development of each of the client devices over the last few weeks, it’s time to turn to the datacentre. Servers are at the heart of enterprise computing and succeeded in...
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Network markets static in 2015
Network hardware is one of the largest IT markets in the world. It is split between offerings for Telcos/Service Providers and Enterprises. The former is twice the size of the latter -$116b v $52b in...
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Storage systems down 5% in 2015
Changes in storage systems are paramount in the development of modern datacentre computing – and yet the market continues to perform badly badly. The downturn in 2015 was 10.5%, making it the fourth...
View ArticleAMD ‘Magny Cours’ Processors Endorsed By HP, Dell And Acer At Launch
At the recent analyst event in Austin I met with AMD to discuss its plans for the server market in general and for its new ‘Magny Cours’ chips in particular. During the meeting we had a number of...
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Verizon and Yahoo – what if?
Verizon recently bought AOL for $4.4B and Millennial Media for $250M. Adding Yahoo would help it build its online digital advertising further, allowing it to compete with market leaders such as Google...
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