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It seems only yesterday that I was commenting on the last batch of TechMarketView in Press (actually it was 27th Jan!)
In the last few days, our comments on the iPad (See iPad – the End of the Beginning and IPad – The Aftermath) were carried extensively. We were particularly pleased that The Telegraph, The Independent and Businessweek all chose to feature our views. Our influence really is growing. TechMarketView/HotViews on the web recorded a 32% increase in unique visitors in January. We were amazed to discover that over 150 journalists were signed up to receive the daily UKHotViews email.
If you would like more information on how to become a Foundation Service client or are interested in a banner advertisement on HotViews, please contact Puni Rajah on prajah@techmarketview.com.
Posted by Richard Holway at '16:02'
As you might have noticed, we’ve been getting quite a lot of press coverage lately. Yesterday, our multitalented Client Services Director, Puni Rajah, produced an excellent piece on social networking for the Strategy Clinic series in Computer Weekly. It’s a really good article and I commend you to read it.
Anthony Miller made his expected forthright comments to silicon.com in their article Labour’s worst IT disasters (this could clearly have been quite a long article…)
Tola Sargeant was widely quoted on HP losing the DWP desktop deal to Fujitsu – (Eg see Computerworld.)
‘Veteran analyst’ Richard Holway got a wide press when Jeff Kelly was appointed as the new CEO of BT Global Services (Eg see The Times)
TechMarketView analysts are called for their views by journalists every day. We really do have a high level of influence in the sector. Yet more reasons not only to keep reading HotViews (where you now really do get the news and views first) but to become a Foundation Service Client.
Posted by HotViews Editor at '08:26'
The TechMarketView team were recently interviewed by European IT services and BPO company (and TechMarketView client!) Steria in a ‘virtual roundtable' for our views on the outlook for the UK software and IT services market. It was a wide-ranging discussion covering market growth, government spending and shared services, vendor differentiation, industry consolidation, offshoring and of course cloud computing. It’s all crystallised in this four page AnalystViews note, Market Round Table, which TechMarketView Foundation Service clients can download today.
Posted by Anthony Miller at '08:00' - Tagged: trends
Forget what you saw in the glossy brochure! Our very own managing partner, Anthony Miller, has thrown away his old slides and instead will be dragging you kicking and screaming into the year 2020 when the world of software and IT services will be dominated by Visioners, Assemblers and Deliverers! You better come along to the 2010 Intellect Annual Regent Conference on Thursday 4th February at London’s Royal Lancaster Hotel, and find out what role YOU are going to play in 2020. Why? Because you can be sure of this – it isn’t what you are doing today!
Anthony is just one of a great line-up of speakers including Alcatel-Lucent CEO, Ben Verwaayen, Logica CEO, Andy Green, Sage CEO Paul Walker, Amazon Web Services head, Simone Brunozzi. And of course, it just wouldn’t be the same at the Regent Conference without an appearance by everyone’s favourite Cassandra, Jon ‘Happy Jack’ Moulton, in his new guise as founding chairman of private equity turnaround specialists, Better Capital. The Regent Conference also welcomes a new MC this year, renowned BBC political editor, Nick Robinson, who will continue the chairman’s fine tradition of keeping the speakers on their toes!
You can see the full agenda for the Regent Conference here and then please make haste and contact Tina Compton at Intellect (tina.compton@intellectuk.org) to ensure you get your tickets.
Posted by HotViews Editor at '08:45'
TechMarketView’s main concern is all things that affect IT companies trading in the UK market. But we have a partnership with Pierre Audoin Consultants (PAC), who are acknowledged leaders on the European IT scene, which enables us to have a wider EuropeanView.
Of course, the German and UK Top Ten suppliers of SITS are composed of pretty similar companies with IBM, SAP, HP (incl EDS), Microsoft, Accenture, Oracle and Fujitsu Siemens/Fujitsu Services all being common to both. However, T-Systems (#2 in German SITS ranks) and Siemens IT Solutions and Services (#6) are German ‘local heroes’.
Our friend, Christophe Chalons, Chief Analyst at PAC, has recently published a review of the German market. The German SITS market is valued at €48b – only slightly below the UK at €50b; #1 in Europe. France is now somewhat further behind at €35b.
Like the UK, IT-related expenditure in Germany has been hard hit – down 3.6% in 2009. Software was down an even greater 4.9% and even IT services shrank 2.1%. Only marginally better times are forecast for 2010 with a further 0.2% contraction in IT spend – although Software will rise 0.7% and IT services by 1.9%. As all these figures include inflation, real growth is still elusive.
The Manufacturing sector is far more important in Germany than in the UK (Well, they still have one…) The downturn impacted the manufacturing industry severely, in particular automotive, mechanical engineering, chemicals and metal, while pharmaceuticals, food and aerospace & defence have been more resilient. The sector has been hit particularly badly from project cancellations and postponements. Price competition has been intense and PAC also report hardship from “the bankruptcy of outsourcing customers”.
Châlons told us: "Companies are focusing on cutting IT costs, although, outside of the manufacturing industry, they also consider IT as a tool for improving process efficiency and company agility. Additionally, Governance/ Risk Management/ Compliance (GRC) issues continue to generate substantial IT investments. Initiatives for reducing IT costs include consolidation and standardization but also virtualization, IP technology, open source, offshore and outsourcing in its various forms (AM, infrastructure, hosting, SaaS, BPO). In terms of process efficiency and company agility, the key topics are collaboration and workflow, process automation/ process integration/ process harmonization/ process improvement, with a special focus on sales/ CRM/ customer services, and BI/ performance management.”
In comparison, interestingly Banking is doing quite well in Germany for several reasons. Investment banking has not been predominant in Germany; banks have enjoyed substantial government aid and, quite early, the recovery of the stock markets.
As in most countries, the Public Sector is very resilient. But as Martin Barnreiter, responsible for the public & health sector at PAC Munich, told us "On the one hand, federal investment programs tend to support demand and on the other hand, municipalities and regional governments ("Länder") face decreasing tax income." All this has resulted in a substantial decrease in both Software Products (in particular operating systems, office and ERP; while tools and best-of-breed software are faring better) and the Project Services markets (in particular training and application- & process-related consulting & system integration/ C&SI; while technology-related C&SI is doing better). In the Outsourcing business, big deals have been quite rare; however, Application Management (AM) is booming with numerous medium-sized deals (€10m to €50m contract value).
PAC remains cautious on the outlook as there are still important risks linked with unemployment, credit crunch and resulting bankruptcies. Châlons said: "Even if volumes are expected to recover in 2010, average prices and rates will be lower than in 2009 and will limit the market’s recovery." While most investments topics will remain valid in 2010/2011, several additional topics will gain momentum, such as legacy modernization, transformation outsourcing/ transformation AM; innovation; unified communication and mobility; Cloud and SaaS; sustainability (of IT/ through IT).”
TechMarketView would be delighted to supply you with more details on PAC’s products and services – in particular its European SITSI Research Programme. Contact prajah@techmarketview.com for more details.
Posted by Richard Holway at '16:50'
