Bourgeois analysis of high tech prospects for 2010

from The Cleveland Low Wage Capitalism study group

FYI detailed bourgeios analysis of high tech prospects for 2010. The excerpted 10 points are only an outline. The body of the article has much supporting detail.

IDC's Information Technology and Communications industry predictions for 2010.

Some translation will immediately suggest itself, as the first paragraph shows:

PREDICTIONS
2010 will be a year of slim pickins for the IT and telecom industries.
But you won't have to hire back those workers you fired, Rather, we'll
find new ways to pay less to make more-- Chinese and Indian workers
can buy stuff too, we can rent low wage workers to other capitalists
from our factory in the clouds, those Chinese and Indian folks all need
a new phone and it wont be a landline, with fewer bucks to be made
we'll have to shift pockets faster. When all else fails, and it will, there
is always capitalist consolidation to fall back on.


Excerpt

P R E D I C T I O N S
2010 will be a year of modest recovery for the IT and telecommunications industries.
But the recovery will not mean a return to the pre-recession status quo. Rather, we'llsee a radically transforming marketplace — driven by surging demand in emerging
markets, growing impact from the cloud services model, an explosion of mobile
devices and applications, and the continuing rollout of higher-speed networks. These
transformational forces will drive key players to redefine themselves and their
offerings and will spark lots of M&A activity.

Growth will return to the IT industry in 2010. We predict 3.2% growth for the year,returning the industry to 2008 spending levels of about $1.5 trillion.

2010 will also see improved growth and stability in the worldwide telecommunications market, with worldwide spending predicted to increase 3%.

Emerging markets will lead the IT recovery, with BRIC countries growing 8–13%.

Cloud computing will expand and mature as we see a strategic battle for cloud platform leadership, new public cloud hot spots, private cloud offerings, cloudappliances, and offerings that bridge public and private clouds.

It will be a watershed year in the ascension of mobile devices as strategic platforms for commercial and enterprise developers as over 1 billion access the Internet, Phone apps triple, Android apps quintuple, and Apple's "iPad" arrives.

Public networks — more important than ever — will continue their aggressive evolution to fiber and 3G and 4G wireless. 4G will be overhyped, more wirelessnetworks will become "invisible," and the FCC will regulate over-the-top VoIP.

Business applications will undergo a fundamental transformation — fusing business applications with social/collaboration software and analytics into a newgeneration of "socialytic" apps, challenging current market leaders.

Rising energy costs and pressure from the Copenhagen Climate Change Conference will make sustainability a source of renewed opportunity for the IT industry in 2010.

Other industries will come out of the recession with a transformation agenda and look to IT as an increasingly important lever for these initiatives. Smart meters and electronic medical records will hit important adoption levels.

The IT industry's transformations will drive a frenetic pace of M&A activity.