We talk a lot of about IT hiring plans at the ECF, but rarely mention IT forecasts for hardware and software acquisition. So this small Boston Globe story this morning about Oracle missing its earnings jumped out at me.
Actually, the line about hardware and software purchases declining 8% in Q1 jumped out at me. Is the decline from Q4 of 2011 or it against Q1 in 2011? I tried to track down the source, a Wells Fargo Securities report, but, alas, no luck.