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Monday, December 12, 2011

Paul Kedrosky's Infectious Greed

Paul Kedrosky's Infectious Greed


Twitter Digest: 2011-12-11

Posted: 11 Dec 2011 12:00 PM PST

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Cloud Services Spending Ahead

Posted: 11 Dec 2011 09:45 AM PST

From UBS, big numbers in cloud services spending growth ahead:

Cloud


The IT Spending Issue

Posted: 11 Dec 2011 09:42 AM PST

I’ve been arguing that are strong similarities on at least one level between the U.S. debt ceiling meltdown this summer and the current Eurozone mess. The level that I’m interested is how it affects the way people think about the future and the economy. The debt ceiling debate caused delayed spending and a loss of confidence, which played out in the public markets as well. We will are in the midst of seeing a comparable effect from Europe, with the extra “benefit” of austerity kicking in and causing apparent weakness to become real, thus producing an extra kick to the economic shins.

This chart from UBS helpfully summarizes the effect in the the IT sector:

At ris k it


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