5 Things About Q4 by Mark Anderson

This Q4 is considerably more complex than in all of the past years, and that may be one more good reason for readers to be interested.

It is obvious that there is nothing “normal” about the economic landscape of the world as we enter Q4, but one surprising aspect to this story is that I expect the quarter’s results to be, on the surface, fairly normal. As always, the devil is in the details, and this “average” normal disguises large-scale purchasing and platform shifts. Here then, are the Five Things all members should know about this coming quarter:

1. It’s about units, not numbers
2. It isn’t about Q4; it’s about Q1.
3. There are gorillas in the mist.
4. Q4 will be all about Apple.
5. Did I mention Amazon?

Mark Anderson, Info-Tech Research Fellow and CEO of Strategic News Service™, writes the most accurate predictive reports covering the computing and communications industries. This is one of his weekly newsletters, available for download to our community!