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Asset Intensity Is The Best Indicator Of Future Opportunity
Information and communications technology (ICT) vendors are increasingly focusing their solutions design and go-to-market strategies on vertical industries. This trend will only accelerate with the...

A New Tech Investment Cycle Holds Seismic Promise — And Challenges
The technology industry has entered a new cycle of tech innovation and growth, which we are calling "Smart Computing." Like prior cycles of mainframe computing, personal computing, and network...