Dell buys EMC and gets the corporate cloud for free

emccloudThe Wall $treet Journal carried a story last week about Dell Computer possibly buying EMC, the big storage vendor, and this morning the New York Times confirmed it, pinning a price of $65 billion on the deal. There’s a lot to wonder about in this combination, which I think is pretty brilliant on Dell’s part even if I’m not generally in favor of mega-mergers. But it seems to me most of the experts commenting on the deal have it ass-backwards as Wall Street once again proves it doesn’t really understand technology business.

EMC has this large but aging storage division and a valuable subsidiary in VMware, of which EMC owns 80 percent. Activist investors […]

Steve Jobs: The Man in the Machine

BobBellevilleCriesAlex Gibney’s Steve Jobs documentary is available now in some theaters, on Amazon Instant Video and, ironically, on iTunes. It’s a film that purports to figure out what made Steve Jobs tick. And it does a lot, just not that.

I’m not a dispassionate reviewer here. More than a year before Jobs died I tried to hire Alex Gibney to make a Steve Jobs film with me. At that point he suggested I be the director, that he’d coach me (“It’s not that hard,” the Oscar-winner claimed.) We talked and met but didn’t come to a deal. Later Gibney decided to do a Jobs film on his own — this film — and […]

Evil Google waiting on line one

telephoneLately I have been getting telephone calls from Google. Do you get them, too? The numbers they come from are in many different cities but the callers always ask to speak to the business owner (that’s me) so I can claim my business listing and my free web site from Google. But I don’t want a business listing and I don’t need a free web site, I explain. Please take my name off your list. Then they tell me the first of many lies: “We can’t take you off our list.”

Resistance is futile.

Actually the script varies a little and sometimes they say “we won’t take you off,” not “we can’t […]

How I (and you?) am hurting the PC industry

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Starting in 1977 I bought a new personal computer every three years. This changed after 2010 when I was 33 years and eleven computers into the trend. That’s when I bought my current machine, a mid-2010 13-inch MacBook Pro. Five years later I have no immediate plans to replace the MacBook Pro and I think that goes a long way to explain why the PC industry is having sales problems.

My rationale for changing computers over the years came down to Moore’s Law. I theorized that if computer performance was going to double every 18 months, I couldn’t afford to be more than one generation behind the state-of-the-art if I […]

IBM is so screwed

I’ve been working on a big column or two about the Office of Personnel Management hack while at the same time helping my boys with their Kickstarter campaign to be announced in another 10 days, but then IBM had to go yesterday and announce earnings and I just couldn’t help myself. I had to put that announcement in the context you’ll see in the headline above. IBM is so screwed.

Below you’ll see the news spelled-out in red annotations right on IBM’s own slides. The details are mainly there but before you read them I want to make three points. First, IBM’s sexy new businesses (cloud, analytics, mobile, social and security or CAMSS) aren’t growing — and probably won’t be growing — […]