JP Morgan Global Technology 29 Sep 2011

Table of Contents
Overview ...................................................................................3
Five Key Takeaways ...............................................................................................3
Stock Implications of CIO Survey ...........................................5
J.P. Morgan CIO Survey Results .............................................6
IT Spending Health .................................................................................................6
IT Spending Priorities ...........................................................................................13
The Cloud.............................................................................................................15
Server Virtualization .............................................................................................17
Services ................................................................................................................19
Networking...........................................................................................................20
PCs .......................................................................................................................22
Survey Demographics............................................................25
IT Hardware.............................................................................29
Sector Implications of CIO Survey ........................................................................29
Stock Implications of CIO Survey .........................................................................30
Software ..................................................................................32
Sector Implications of CIO Survey ........................................................................32
Stock Implications of CIO Survey .........................................................................32
Global Communications Equipment & Data Networking ....34
Sector Implications of CIO Survey ........................................................................34
Stock Implications of CIO Survey .........................................................................35
European Software & IT Services .........................................36
Sector Implications of CIO Survey ........................................................................36
Stock Implications of CIO Survey .........................................................................37
Software Technology .............................................................38
Sector Implications of CIO Survey ........................................................................38
Stock Implications of CIO Survey .........................................................................39
Asia Tech Hardware ...............................................................40
Sector Implications of CIO Survey ........................................................................40
Stock Implications of CIO Survey .........................................................................40
IT Services ..............................................................................41
Sector Implications of CIO Survey ........................................................................41
Stock Implications of CIO Survey .........................................................................41
Semiconductors .....................................................................43
Sector Implications of CIO Survey ........................................................................43
SMid Semiconductors............................................................44
Sector Implications of CIO Survey ........................................................................44
Stock Implications of CIO Survey .........................................................................44