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 […]

Google’s OnHub router may save WiFi from itself

OnHubGoogle this week introduced its first WiFi router and my initial reaction was “Why?” WiFi access points and home routers tend to be low-margin commodity products that could only hurt financial results for the search giant. What made it worth the pain on Wall Street, then, for Google to introduce this gizmo? And then I realized it is Google’s best hope to save the Internet… and itself.

WiFi is everywhere and it generally sucks. WiFi has become the go-to method of networking homes and even businesses. I remember product introductions in New York back in the 80s and 90s when we were told over and over again that it cost $100 per […]

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 — […]

Sadie’s Apple Watch Arrived Two Weeks Early

IMG_0120This is Sadie the Dog wearing her new Apple Watch. The watch actually belongs to my young and lovely wife, Mary Alyce, but she was unwilling to be photographed this morning while Sadie will pose anytime, anywhere. This is the Sport model of the Apple Watch in space gray with a black band. What makes this picture interesting is the watch was delivered last Friday two weeks early.

I ordered the watch on the first day Apple was taking orders but didn’t do so in the middle of the night so I missed the first batch of watches that were delivered in April. It was promised for delivery June first. Since then there have been stories about […]

A tale of three voicemails

Update – Audio problem solved (I hope). Just click on the play button at the bottom of the text.  Sorry.

I have three sons, Channing, Cole, and Fallon, who as of this week are 13, 11, and 9, respectively. They are all bright boys, full of energy, and completely different from each other. You can see this even in their approach to voicemail.

Each kid goes to a different school and since this mountain we live on has never seen a school bus that means one of us (usually Mama) drives to three schools, dropping a kid at each. To coordinate all this, we thought it was important for every kid to have a phone — all Samsung Galaxy S5’s. Yes, I have Android children.

Cole (11) […]