IBM loses its mind

bathwaterThis came in today from an IBM customer. Sure enough, as of this morning he’s correct:

This morning I needed to check to see if one of IBM’s products would run on a particular version of an operating system. I went out the IBM U.S. website to look. I can’t find the product. I can’t find a lot of IBM products. Where are the servers? Where are the software products? Where are the storage products? Wow, its all gone or at least well hidden. The website has been completely replaced and only the CAMSS stuff is there.

Where, indeed, are the mainframes?

IBM is a completely sales-centric business.  It is really all about what IBM […]

Predictions #2 (and 3?): Microsoft and Apple hit walls

2016predictionsIt isn’t easy being huge as both Apple and Microsoft are starting to realize. Both companies are incredibly successful and I’m not here to say either is in real danger, but both are suffering major structural challenges that will hurt them in 2016. What’s key for these predictions is how they respond.

I’ll deal with Microsoft first because there the challenges and solutions are both clearer than they are with Apple. I’ve been very impressed with Microsoft CEO Satya Nadella who I think hasn’t saved the company, because it didn’t need saving, but he’s a real improvement over Steve Ballmer. Nadella has done the best he can to get Microsoft in order and reinvigorated, […]

It’s Michael Dell versus the world and Dell will win

In my last column I wrote that Dell buying EMC is a great idea (for Dell) and left it to this column to more fully explain why that is so. It takes two columns because there is so much going on here in terms of both business models and technologies. As the title suggests it comes down to Michael Dell against the world and in this case I predict Dell will win, Cisco, HP and IBM will lose, Apple will be relatively unaffected and I don’t really know what it will mean for Microsoft but I think the advantage still lies with Dell.

One thing that is key is every one of these companies except Dell is publicly traded […]

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 […]

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 […]