Entries Tagged as 'Recession'
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 [...]
Category: CEO Economy Recession Strategy Tags: oil, prices, Recession, volatility
by Mark Raskino | April 29, 2009 | 1 Comment
The last recession, in the early 2000′s was milder than this one and its epicenter hit a few industries particularly hard (such as IT and Aviation) while leaving others only slowed and for a relatively short time. This recession has caused a deep and often very sudden fall of revenue in many industries and right [...]
Category: CEO Recession Strategy Tags: Divestiture, Recession, Systems extrication
by Mark Raskino | April 27, 2009 | 1 Comment
Recently I had the opportunity to travel to Sweden and visit Volvo AB – the global truck, bus and construction vehicle maker under multiple brands including Mack, Renault and Nissan. There I met with managers at their ‘WirelessCar‘ business unit – part of Volvo IT, the group IT function. Even in the middle of a [...]
Category: Enterprise 2.0 Recession Strategy Tags: Automotive, GPS, Innovation, Mashup, Recession, Telematics
by Mark Raskino | April 15, 2009 | 4 Comments
Over the last few weeks I have noticed an increase in ‘green shoots’ stories and of course there has been another stock market rally. When economists and business analysts are commenting, the US debate often seems to centre on whether the stimulus will be inflationary further down the line. One side says the stimulus is [...]
Category: CEO Recession Tags: Economy, Recession, Unemployment
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 [...]
Category: Economy Recession Tags: CDO, Economy, Recession
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 [...]
Category: Economy Recession Tags: Recession
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 31, 2009 | 1 Comment
The Gartner Fellows maintain an occasional research report for clients called ‘the Research Incubator’. Its a journal of unconventional thinking. We use it to capture leading edge analyst research thinking that is partly formed, challenging, orthogonal or is important but simply doesn’t fit into our existing structures and coverage. In the July 2007 edition (G00150326) [...]
Category: Innovation Recession Strategy Tags: Automation, Expert Systems, Jobs, Lawyer, Recession
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
