IT Spending
Gartner, 1/23/03: IT Business Spending to Recover in Late 2003
Overview
Gartner Dataquest presents its December 2002 IT spending forecast. It includes projections for 14 vertical markets worldwide, across seven geographic regions, and for six forecast IT categories.
Highlights
- After two years of decline, worldwide IT business spending will rebound modestly through 2006, with a compound annual growth rate (CAGR) of 4.4 percent. Growth of 4.9 percent is forecast for 2003. Total spending will rise from $2.04 trillion in 2001 to $2.53 trillion in 2006.
- No vertical market, region or IT category will experience sustained double-digit growth through 2006.
- Counter-cyclical industries, such as healthcare and the U.S. federal government, are key short-term targets for vendors already operating in these markets. The two largest IT industries, financial services and manufacturing, will recover in 2004.
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Microsoft
Infoworld, 1/17/03: Exchange 2003, Stronger than steel
By P.J. Connolly
UNLIKE ITS WINDOWS OS family or its Office suite, Microsoft's Exchange Server is not an inescapable fact of life. After all, if one is merely looking for e-mail delivery, it's hard to compete with the simplicity of a Linux box running sendmail. But when you find yourself in need of calendaring, task management, and other group-work functions, your choices narrow to the Big Three of integrated collaboration environments. Enterprises adopt these higher-end messaging-plus-workflow products to help smooth basic business processes, particularly the human interaction critical to the working environment.
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Secuity
Gartner, 1/20/03: IP VPN: Hitting the Big Time
Abstract: Corporate intranets and extranets are being expanded and are now primarily IP-based. Gartner Dataquest expects robust growth in managed IP virtual private network revenue during the next four years.
By Charles Carr
Strategic Planning Assumptions
By 2006, carriers must have moved up the managed value chain with bundled MPLS/Internet IP VPN offerings to retain enterprise customers that need national/international reach for remote connectivity (0.8 probability).
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Managed Security
Gartner, 1/23/03: North American MSSP Magic Quadrant 2H02
A stagnant economy, security self-management alternatives and excess capacity resulted in slow but steady growth in the North American managed security service provider market in 2H02.
As Gartner forecast in 2001 (see "Choosing a Managed Security Services Provider"), consolidation played a major role in the managed security service provider (MSSP) market in 2002. Riptech, Veritect and Telenisus have been acquired, and OneSecure and Predictive Systems have exited the market.
Although this market is showing overall revenue growth — 10 percent for 2001-2002, with 17 percent forecast for 2003 (see "North America Security Services Market Forecast: 2001-2006") — MSSP monitoring capacity still exceeds demand. Gartner expects that there will be more consolidation in 2003, which will increase in 2004 as network service providers move to grow revenue in the security area. However, we believe that during the next two years, there also will be successful new entrants to the
market that will take advantage of the trends discussed below.
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Alert / Information Management
Giga, 1/24/03: Market Overview: Two-Way Intelligent Customer Alerts
John Ragsdale
The Internet age spawned a hunger for instant access to information, but offered few options for filtering out the noise to focus on the essential. While both consumers and business customers continue to expect more information to be easily available, their expectations also include making the information specific, contextual and actionable. Two-way intelligent alerting vendors are filling this need, moving beyond the early-adopter travel industry to find expanding usage in other markets, including financial services and utilities. Giga estimates that the worldwide two-way intelligent alert market size will be $50 million in 2002 (combined license and services revenue), and predicts 25 percent growth to $63 million in 2003. Longer term, Giga expects that the intelligent alert market will grow to $100 million in 2006, representing a compounded annual growth rate (CAGR) of 14 percent, a slow but steady increase.
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