Ian sees some common themes with Pinewood (PINE) and Made Tech (MTEC) results – looking at sales processes and how much more difficult it is to sell software than services, and how lines can become blurred.
George looks to the results of TCS (Tata Consultancy Services), the services behemoth and ponders an industry regaining its mojo, before considering FD Technologies (FDP) disposal and focusing on KX (AI again!).
After a quick chat about the 'Rule of 40' data in
Ian’s recent blog (positive for UK but not Rule of 40 obsessives), George sums the tech sector up with a bit of poetry:
‘When she was good, she was very, very good