HighlightsWhat trends did we see in Q4 and 2011?The fourth quarter continued what was a fairly strong year despite a host of concerns stemming from the increasingly difficult macroeconomic environment.
On average, tech companies continued to post historically strong profitability even as top line growth was lower than historical peaks.
Cloud, storage, mobile devices and various software and services categories experienced stronger growth than the overall industry.
The shift away from traditional IT products to smartphones, tablets and ultrabook PCs is rapidly changing the competitive dynamics in the industry.
Worldwide IT spending in 2012 is now slated to grow 3.7% , almost a full point decrease from earlier projections.
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