by Mark Raskino | July 8, 2010 | Comments Off
Our Gartner press release today is based on a reseach note just published, with the title: ‘Plan for a Second Recession, Now’ We chose not to use the term ‘double dip’ because of its vagueness and softening effect. Another recession would be very bad news indeed – so let’s not sugar coat it with a [...]
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by Mark Raskino | May 14, 2009 | 2 Comments
This week the EU took a big swipe at Intel with a very large fine. Forget about the details of the case, who was right or whether the penalty will stand up after appeal – just think of it as one megatrend data-point. A recent piece in Business Week suggests that Barrack Obama is breaking [...]
Category: Analyst Life CEO Economy Enterprise 2.0 Management Recession Regulation Strategy Uncategorized Tags: anti-trust, creative destruction, EU, Intel, Obama, Recession, Systems extrication, too big to fail
by Mark Raskino | May 9, 2009 | Comments Off
My colleague Jorge Lopez and I research and write about CEO issues – the major concerns in business and the economy that weigh on business leader’s thinking and future actions. After a few months – the ramifications of these issues end up on the CIO’s desk one way or another. In 2006 and 2007 we [...]
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Category: CEO Economy Recession Strategy Tags: oil, prices, Recession, volatility
by Mark Raskino | April 6, 2009 | Comments Off
Last week I visited Serbia for the first time. Our excellent distributor in Belgrade Petar Kocovic made sure I was well looked after. We had an excellent turn-out for my presentations on CEOs issues and IT, IT Cost cutting and of course – the Hype Cycle. While I was there Petar explained that the recession [...]
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by Mark Raskino | April 6, 2009 | 3 Comments
When I’m giving presentations at the moment I frequently say that ‘IT isn’t to blame for this recession – that was the last one’. The milder recession in the early part of the decade was led by a technology business capital expenditure slump, following the dot com crash. However, this recession resulted from a drop [...]
by Mark Raskino | March 23, 2009 | Comments Off
Markets and economies run on confidence and that confidence is built on shared ideas and beliefs. When those disappear suddenly, things get a lot more volatile and in some cases fear drives decision making. As this recession unfolded, a lot of widely agreed and repeated pillars of received wisdom fell. For example Mid 2007: US [...]
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by Mark Raskino | February 17, 2009 | 1 Comment
One of the great pleasures of being a Brit working for an American company is the exchange of interesting words, phrases, and colloquialisms. For example I recently had to explain ‘cream crackered‘ to someone. This week a great new term arrived on my news alert doorstep from across the pond: ‘shovel ready’. I love it! [...]
Category: CEO Economy Management Recession Strategy Tags: CFO, Economy, Shovel Ready
by Mark Raskino | February 3, 2009 | 1 Comment
Are we half way through yet? That’s a question about the recession fewer commentators seem to be asking. Perhaps that itself is a good sign (bull capitulation). Those looking for the half way marker and the turning point will often remind us that government unemployment figures, while interesting, are a lagging indicator. So instead they [...]
Category: CEO Economy Management Recession Strategy Tags: Add new tag, CEO, Jobs, Recession, Unemployment
by Mark Raskino | January 30, 2009 | 1 Comment
My colleague Ken McGee pointed me to this new BEA data, out today. It shows how investment in IT in the US economy declined in the second half of last year. My quick chart below.
Category: Economy IT Industry Recession Tags: IT Industry, Recession
by Mark Raskino | January 30, 2009 | 5 Comments
In conversations I’ve had with vendors and more leading edge IT users over the last 6 months, most have agreed with this hypothesis. The US recession may have started in the last quarter of 2007, but it took nearly a year to feed through to IT budgets. The need to cut IT costs hit with [...]
Category: Economy Enterprise 2.0 Innovation Strategy Tags: Cloud, Recession
