MORGAN STANLEY: in a 90-page report, says, “The workforce is about to meaningfully change. ..
..”Pre-COVID, about ~5% of [office] employees worked from home [3 or more days per week], whereas our survey suggests this number could grow 4-5x.”
(1/x)
..”Pre-COVID, about ~5% of [office] employees worked from home [3 or more days per week], whereas our survey suggests this number could grow 4-5x.”
(1/x)
2.
Big implications for IT budgets, as companies reconfigure their networks. Nearly 1/4 say they’ll boost spending by 10%+.
Big implications for IT budgets, as companies reconfigure their networks. Nearly 1/4 say they’ll boost spending by 10%+.
3.
“.. we come away from this survey even more bullish on the PC market as we now see a reopening/return to the office as a clear tailwind to commercial PC demand. As a result, we.. significantly raise our PC market forecast and now estimate PC shipments grow 16.5% Y/Y in 2021”
“.. we come away from this survey even more bullish on the PC market as we now see a reopening/return to the office as a clear tailwind to commercial PC demand. As a result, we.. significantly raise our PC market forecast and now estimate PC shipments grow 16.5% Y/Y in 2021”
5.
“Companies expect that an average 35% of their workforce will [work from home] 3+ days per week.”
Amazing.
(( END ))
“Companies expect that an average 35% of their workforce will [work from home] 3+ days per week.”
Amazing.
(( END ))
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