For 20+ years I’ve been writing predictions every January and I guess I’m doing another set now. But this time will be different for several reasons. For one, January is almost over, so it will slough over into February. For another, I always start by going back to the year before and grading my previous year’s predictions. I’m the only guy in this business who does that. But this year I am going to bury the score a bit because I need to start with a prediction or two simply because both are immediate and really can’t wait. So I’ll do the scoring on Monday, but today I have two 2020 predictions to […]
My first two predictions for 2020 — IBM and Trump
Red Hat takes over IBM
So IBM is buying Red Hat (home of the largest Enterprise Linux distribution) for $34 billion and readers want to know what I think of the deal. Well, if I made a list of acquisitions and things to do to save IBM, buying Red Hat would have been very close to the top of that list. They should have bought Red Hat 10 years ago when the stock market was in the gutter.
Jumping the gun a bit, I have to say the bigger question is really which company’s culture will ultimately dominate? I’m hoping it’s Red Hat.
The deal is a good fit for many reasons explained below. And […]
Predictions #8-10: Apple, IBM & Zuckerberg
It’s time to wrap up all these 2018 predictions, so here are my final three in which Apple finds a new groove, IBM prepares for a leadership change, and Facebook’s Mark Zuckerberg gives up a dream.
Apple has long needed a new franchise. It’s been almost eight years since the iPad (Apple’s last new business) was introduced. Thanks to Donald Trump’s tax plan, Cupertino can probably stretch its stock market winning streak for another 2-3 years with cash repatriation, share buy-backs, dividend increases and cost reductions, but the company really needs another new $20+ billion business and it will take every one of those years to get a new one up to […]
GalleryWhat Carrie Underwood’s success teaches us about IBM’s Watson failure
I have a TV producer friend I worked with years ago who at some point landed as one of the many producers of American Idol when that singing show was a monster hit dominating U.S. television. She later told me an interesting story about Carrie Underwood, the country-western singer who won American Idol Season 4. That story can stand as a lesson applicable to far more than just TV talent shows. It’s especially useful for the purposes of this column for explaining IBM’s Watson technology and associated products. You see the producers of American Idol Season 4 knew before the season was half over that Underwood would win. And, by the same token, […]
Is IBM guilty of age discrimination? — Part two
This is the promised second part of my attempt to decide if IBM’s recent large U.S. layoff involves age discrimination in violation of federal laws. More than a week into this process I still can’t say for sure whether Big Blue is guilty or not, primarily due to the company’s secrecy. But that very secrecy should give us all pause because IBM certainly appears to be flouting or in outright violation of several federal reporting requirements.
I will now explain this in numbing detail.
Regular readers will remember that last week I suggested laid-off IBMers go to their managers or HR and ask for statistical information they are allowed to gather under two federal laws […]
