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  • The IT Sector Could Weather The Pandemic Storm

    April 6, 2020 Timothy Prickett Morgan

    It has been a rough couple of weeks for absorbing exponential data. It is astounding has fast the Great Infection, my term for the combination of the coronavirus outbreak and the reprise of the Great Recession that it looks like it is causing, is upon us. Nearly 10 million people have lost their jobs in two weeks, and my guess is that will more than double again next week and keep building from there, perhaps quadruple until we go from 3.5 percent unemployment in the United States to maybe 15 percent or so.

    The hope is that this is temporary, …

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  • The Midrange Gets Pinched A Little More

    March 16, 2020 Timothy Prickett Morgan

    The X86 server market turned in its best quarter ever in the final three months of 2019, will more machinery going out the door and more money coming in than has ever happened in the history of the systems market. Even if you adjusted sales in past quarters for inflation, it is still true. It was kind of crazy, even with some soft sales among OEM suppliers, the combination of ODM sales to hyperscalers and cloud builders. X86 server shipments rose by 12.9 percent to 3.35 million machines and revenues rose by 6.3 percent to $22.44 billion, according to the …

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