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Ian Spence
I'm technology analyst focussing on UK software and IT services companies.
Recent Activity
We’re looking at the future of SaaS – can you help please?
As regular readers of Megabuyte will know, we have spent quite a bit of time and effort over the last few years looking at how SaaS is developing as a trend. What are the key challenges and opportunities? What is... Continue reading
Posted Oct 1, 2013 at Megabuyte Blog
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Will we ever again see proper technology companies listing on AIM?
I’m depressed. I have been watching the technology sector for nearly 20 years now and I can think of no time, other than the collective madness of the dotcom days, where the smaller end of the London stockmarket has been... Continue reading
Posted Sep 24, 2013 at Megabuyte Blog
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We’re on the move again … Physically and metaphorically!
As many of our subscribers may know, Megabuyte started life in 2007 as a free blog born in my home office. Fast forward a couple of years to 2009/2010 and the business was starting to look like …well, a business.... Continue reading
Posted Jul 29, 2013 at Megabuyte Blog
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The end of the beginning for Megabuyte
Megabuyte celebrated its fifth birthday a few weeks ago and I consider that, as a company, we have now reached the end of the beginning. I am incredibly proud of the fact that, almost completely in lock-step with the worst... Continue reading
Posted Oct 10, 2012 at Megabuyte Blog
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Appsense rumoured NASDAQ IPO is exciting and depressing all at the same time
Writing about the rumoured forthcoming IPO of Appsense in Megabuyte this morning I had feelings of both excitement and sadness. Excitement that the UK is still producing world leading software companies but sadness because we seem incapable of providing the... Continue reading
Posted Aug 29, 2012 at Megabuyte Blog
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The WANdisco IPO could show the way forward for AIM
Further to my recent post about the emergence of a new generation of quoted software companies, another event has given me cause for a bit more optimism about the future for AIM; the successful IPO of WANdisco. For those of... Continue reading
Posted Jun 18, 2012 at Megabuyte Blog
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The surprising reason why a new generation of quoted software companies is finally emerging
Sitting here in Home House waiting for my next meeting and reading through some of our recent commentary, it occurs to me that, although there has undoubtedly been a flight to private equity ownership in recent years, it also now... Continue reading
Posted May 29, 2012 at Megabuyte Blog
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Greece vs Facebook - the technology sector conundrum
The contrasting events on either side of the Atlantic last week could not have more clearly underlined the conundrum that is the technology sector at the moment. On one side of the pond you have the ever-deepening Euro crisis with... Continue reading
Posted May 21, 2012 at Megabuyte Blog
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European IT services players are in a cul-de-sac: here’s the evidence
Regular Megabuyte readers will know that I have a bit of a downer on the European IT services companies, especially Logica. For the most part, I think they are caught in a (potentially inescapable) trap between the financial and brand... Continue reading
Posted May 14, 2012 at Megabuyte Blog
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