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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/12/2009
(By Richard Holway 8.30am Thurs 12th Nov 09) I have played a little game recently, asking people who is the #1 suppler of PCs in the European market. Everyone answers either HP or Dell and are surprised when I tell them it's Acer – because they are King of the low cost Netbook. This situation was maintained in Q3 according to Gartner. In Western Europe Acer had a 28.3% market share...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/10/2009
(By Richard Holway 9.30am Tuesday 10 th Nov 09) The many HotViews readers who attended the ITNEA Dinner at the Landmark Hotel last night will know this story. On Sunday night I was called by Jane Tozer who, amongst a host of other responsibilities like being an NED at John Lewis, heads the ITNEA (a network of Chairmen and NEDs of UK quoted IT companies) called to say that their keynote...
3Vote!
TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/05/2009
(By Richard Holway 6.00pm Thurs 5th Nov 09) On 3rd December at 8.15am - 10.15am I am giving a presentation for BDO LLP at a Breakfast briefing at their HeadQuarters at 55 Baker Street, London, W1U 7EU. It's entitled Economic Outlook for 2010 and Beyond for the Technology and Telecomms Sectors . In essence it is a repeat of my "State of the ICT Nation" speech that I gave for...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/04/2009
(By Richard Holway 8.00am Wed 4th Nov 09) Logica ’s IMS for Q3 to 30th Sept 09 shows revenues down 4% on Q2; at £2.73b, that’s 3% down YTD. The picture is now pretty familiar: - Outsourcing was the star driver. Up 11% in both Q3 and YTD. Looks like order intake is strong too as Book to Bill is 103% YTD. - Consulting and Professional Services suffered a 12% decline “based...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/01/2009
(By Richard Holway 12.00pm Sunday 1st Nov 09) So Stephen Fry might be resigning from Twitter. All because a fellow Twit suggested his posts were ‘boring’. So Fry ‘blocked’ him. As readers know I am continually trying to ‘get into Twitter’. We post many of the TechMarketView pieces on Twitter. But so do all the other researchers. Bluntly, I get a better...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/27/2009
(By Richard Holway 8.00am Tuesday 27th Oct 09) We really have had excellent coverage of our new SoftwareViews report on the UK headquatered software industry. See TechMarketView launches new Software Research Programme . To add to last week’s coverage – see It’s not all about Windows 7 – I was particularly pleased with the excellent article – British software...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/26/2009
(By Richard Holway 6.00pm Monday 26th Oct 09) Back in 2006, I introduced you to the MyTop concept at my Prince’s Trust ‘State of the ICT Nation’ presentation. I remember that I asked the audience of CEOs if they had a social networking page – less than 5% had. When I suggested that social networking would be one of the defining aspects of IT over the next period...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/25/2009
(By Richard Holway 2.00pm Sunday 25th Oct 09) I don’t normally get my IT news from the Mail on Sunday but I was interested to read Jaguar turns to Google’s cloud system today. (In my defense, my wife insists on the Mail…) Google launched their Gone Google campaign last week claiming 2m enterprises had adopted its cloud systems. The Mail article references Jaguar’s...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/20/2009
(By Richard Holway Tuesday 20th Oct 09) I bought Apple shares in 2002 at $10 and saw my investment soar. As HotViews readers can easily verify from the archives, I sold half my holding in Dec 2007 when they hit $203. I then congratulated myself at how clever I was as they plunged to $80. Problem was I didn’t then buy again. So here I am today on the one hand glorying in the fact...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/17/2009
(By Richard Holway Saturday 17th Oct 09) Back in 2003, I introduced my ‘Martini Moment’ theme – basically the ultimate aim was to be able to access the internet ‘anyplace, anytime and from any device’ . Since then I have excitedly reported achieving this on land, at sea and in the air. I guess listening to the Archers on my laptop in a junk in the Mekong...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 10/17/2009
(By Richard Holway Saturday 17th Oct 09) In my ‘State of the ICT Nation’ speech on 21st Sept 09 – Even the Bad Times are Good – I reprised a theme I first used in 2005. In bad times, some companies do very well indeed whilst others languish or even fail completely. ‘Bad times’ accelerate change. So I was a little concerned at some of the reports from...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/12/2009
(By Richard Holway 8.00am Thurs 12th Nov 09) BT ’s results for Q2 were bad but not as bad as expected. At £5122m, revenues were down 3% or down 6% on an organic, constant currency basis. Of course, it is BT Global Services which most interests us. Certainly, at the profits level there is cause for mild optimism. EBITDA of £95m was up 53% on Q1 although still down 10%...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/11/2009
(By Richard Holway 9.00am Wednesday 11th Nov 09) There are very few FTSE100 constituents that fall into the TMT category. Vodafone is one of them. Which is one reason why I have always taken a keen interest in their fortunes. The other is that I have been a long term shareholder ever since I got my first brick of a mobile phone back in the 1980s. For almost all that time, I have been...
4Vote!
TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/10/2009
(By Richard Holway 5.00pm Tuesday 10th Nov 09) Just thought you might like to make a note in your new 2010 diary for the 2010 Intellect Regent Conference . It’s on Thurs 4th Feb 10 at the Lancaster Hotel in London. Personally I think it has the BEST line up for a long, long time. And I’m not just saying that because our very own Anthony Miller is on the bill . The complete...
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TechMarketView - Please go to www.TechMarketView.com... (Free subscription) | 11/10/2009
(By Richard Holway 5.00pm Tues 10th Nov 09) The Innovation Group (TIG) announced this afternoon that Hassan Sadiq has “stepped down as both Director and CEO and has left the Group”. Andy Roberts has assumed the role of Exec Chairman until Russell Reynolds finds a new CEO. This year has already seen Geoff Squire steps down as Chairman of Innovation (see HotViews 6th Jan 09)...
