By Eric Savitz, Blogger and Columnist, Barron’s, Tech Trader Daily
In my Tech Trader column in the print edition of Barron’s over the weekend, I opened up my hermetically sealed mayonnaise jar, which had been sitting on Funk & Wagnalls doorstep for only Karnak knows how long, and provided some prognostications. I reprise them here:
- IT spending booms. Driven by a pickup in the economy, highly improved server processors, the spread of virtualization technology and cloud computing, and the PC refresh cycle, 2010 will be a big year for enterprise-computing companies. Oracle (ORCL), HP (HPQ), IBM (IBM) and the like should thrive.
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