D e l l  down from
weak PC market 

Infrastructure mkt strong.
'Anywhere' network drive

Dell Technologies, the $100Bn tech giant, reported a weaker sales and profits performance again in Q1'24. Whilst the consumer PC market slowed down, the infrastucture solutions group made strong headway in servers and networking. Results analysis tomorrow 0900ET

Salesforce soars
towards $35Bn

CRM king elevates cloud
despite exec departures 

CRM #1 systems provider Salesforce ceo Mark Benioff enthused about growth trends in Q2'24. enthused about growth trends in Q2'24. Wall St sentiment has transformed... shares up +62% YTD, with concerns over the executive exodus and activist activity forgotten. The lone wolf leader seems unfazed...analysis complete

HPE  H o n e s t

Pace Eventually

Smug ceo delivers from
strong Greenlake platform

Tech relic HP Enterprise ceo Antonio Neri at last substantiated some of his much hyped progress in Q2'23. It's starting to drive market share growth. The embryonic Aruba SaaS cloud and Greenlake platforms are becoming real growth catalysts. Can it sustain growth through 2024?

Haughty HP inks 

PCs/Print plunge

Loses mkt share v Lenovo
Printer+toner volumes sink

Old tech giant, HP Inc's printer & ink sales volume continued to decline double digits in Q2'23, mitigated by inflationary price hikes. PC demand sank losing market share to Dell & Lenovo. Can complacent, in denial, ceo Enrique Lores really reinvent the fading force whilst resorting to protectionism. Full report inc. Analysts Q&A session 

Could AI lure
return to office?

PWC chief says workers
will want to outsmart bots

Those reluctant to stop working from home could be encouraged back to the office by AI technology, said Kevin Ellis PwC's chairman. The explosion of artificial intelligence will lure people back to the office as they try to stand out from the bots, reports The Times' tech editor Katie Precott. We discuss....

HP's Haughty
Protectionism 

Imaging Tech Council's
'Greenwash' complaint

The International Imaging Technology Council (I-ITC) brought another complaint against HP Inc. over firmware and greenwashing. The continuing practice of preventing remanufactured cartridges from being used in HP’s “Dynamic Security” and “HP+” printers while marketing these devices as EPEAT-registered is typical of its arrogant protectionist racket....

Nadella:"We want
to build prosperity"

Microsoft "We innovate to
help lifespans increase"

Microsoft CEO Satya Nadella told the audience at it 'Build'23 vendor conference "We want the lifespans to go up. We want education and prosperity and standard of living to go up everywhere. That’s why we build technology. That’s why we innovate". We review key takeaways inc. ChatGPT's Mosaic Moment....

Lenovo down large

in weaker IT market

Infrastructure & Svcs good
PC market sinks; still leader

Lenovo the international PC & mobile giant reported a big volume drop  in Q4'23, but still maintained its lead as #1 PC maker. "The infrastructure  and IT Services group progressed aided by inflationary price increases, but PC demand weakened" reported ceo Yuanqing Yang