Archive for the 'technology' Category

Investment Spending

From the Financial Times:
Global spending on IT goods and services is expected to grow … 6 per cent … according to Forrester Research … This represents a significant slowdown from 12 per cent growth last year.

“Our forecast is premised on a mild recession in the US economy in the first two or three quarters of [...]

Apple Reshapes Another Industry

A fascinating look at the development of the iPhone and its impact upon the structure of the telecom industry. More than being a snazzy and popular device, the iPhone has changed how the relationship between players in the telecom industry works. There are long term economic, and yes, investment ramifications in this change.
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