2010年4月美国IT行业研究报告

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【出版时间及名称】：2010年4月美国IT行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：62
        【目录或简介】：

IT spending outlook continues to improve for 2010.
Results from our recent survey of 150 IT executives
show signs of improvement in IT spending across the
board, for total growth of 3.2% in 2010. Following a
1.8% decline in overall IT spending in 2009, the resulting
5.0% points of avg budget acceleration is another
positive sign for 2010. At the segment level, the highest
growth is expected in hardware (+4.1%), followed by
software (+3.7%), communications (+3.0%), and
services (1.7%). All four segments look for spending to
accelerate by 4–6% points in 2010 vs. growth in 2009.
Key Segment Takeaways
Software: The data on applications continue to improve,
with ~3X as many CIOs expecting to increase vs.
decrease spend in 2010, and our favorite players are
ORCL, CRM, TLEO, and SFSF. In addition, ORCL will
benefit from a materially improved outlook for database
spending. Windows 7 upgrade intentions continue to
defy gravity, with 51% of CIOs upgrading or looking to
upgrade in 2010, a positive for MSFT.
Hardware: Data points remain positive for HPQ and
AAPL, our top stock picks. Data also improved for IBM,
with upward revisions to IT Services + Large Enterprise
spending budgets.
Communications: Survey results are consistent with
our thesis for Juniper to gain Ethernet switching share,
with 6% of CIO’s deploying Juniper switches in
2010/2011, well ahead of Juniper’s 1.6% share as of
Q409 according to Dell’Oro. For CSCO, UCS appears to
be gaining traction as 20% of CIO’s have already
evaluated the platform, up from 10% in our Jan survey.
IT Services: Spending intentions signal broad
improvement – at both the individual vendor-level and
for high-level IT services budgets – reinforcing our view
that services demand is likely to rebound beginning in
calendar 1H10, which is key to our positive thesis on
both ACN and CTSH.

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关键词：行业研究报告 行业研究 IT行业 研究报告 Applications 美国 研究报告 行业

好文章:)

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