Winners and Losers of Goldman Sachs' IT Enterprise Spending Survey

In a Goldman Sachs research report on IT enterprise spending for 2007, the top 10 priorities by rank were applications integration, security, cost cutting, business intelligence, ERP, Web-based app development, datacenter consolidation, disaster recovery, compliance/risk management and identity and access management.

The report also detailed what hardware and software players were gaining traction. Surprisingly, Lenovo (LNVGY) and Apple (AAPL) were shown to be gaining share of the IT spend, which Dell (DELL) and HP (HPQ) were losing share. In addition, HP and Dell were viewed as losing share versus EMC Corp. (EMC), IBM (IBM) and NetApp in storage.

The share losers in the software sector were Novell (NOVL) and CA (CA), with VMware (EMC) topping the share gain group, followed by Cisco (CSCO) (security software), BMC Software (BMC), Oracle, Mercury (HPQ), Symantec (SYMC), SAP (SAP), EMC software (non-VMware), Citrix (CTXS) and Microsoft (MSFT).

The report was based on a survey of 100 IT executives (51 percent CIOs) from Fortune 1000 companies, and was conducted in mid-December 2006. Spending is projected to grow a modest 6 to 7 percent–a modest deceleration–this year, according to the Goldman Sachs report.