Q4 2011 Financial Releases From Leading Tech Vendors Are Generally Positive

As I mentioned in my blog on January 10, 2012, on “The Ten Potential Developments That Could Shape The Tech Market In 2012,” I was watching closely last week and this week to see what the Q4 2011 financial results of IBM, Microsoft, EMC, SAP, and others were saying about the state of tech demand coming into 2012. Overall, they were about what I expected, which is to say, slower growth than in earlier quarters in 2011 but still positive growth. As such, they countered some though not all of the negative picture presented by Oracle's weak results in its quarter ending November 30, 2011 (see December 21, 2011, "Oracle Delivers A Lump Of Coal To The Tech Market, But It's Too Soon To Call It A Harbinger Of A Tech Downturn").

Here are my key takeaways:

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The Ten Potential Developments That Could Shape The Tech Market In 2012

At the end of December 2011, I wrote about the top ten tech market events of 2011. Last Friday, we published our global tech market forecasts for 2012 and 2013 (see January 6, 2012, “Global Tech Market Outlook For 2012 And 2013 — Eight Themes Will Shape Vendors' Prospects Over The Next Two Years”) . With that report now live, I would like to share the top ten things that I will be monitoring in 2012 because of their potential impacts on how the tech market will perform in 2012. Some of these things are macroeconomic developments that could hurt or help tech market demand. Others are supply-side or vendor-related events or trends that will define winners and losers in whatever tech demand does emerge. As with my top ten 2011 tech market events, these are counted down in reverse order of importance:

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