Refresh mobile hits the desktop

Screen Shot 2013-09-27 at 1.16.26 PMI’ve been away on a secret mission, which must remain secret for awhile longer.

Somehow this summer my so-called career had a revival of sorts. My earnest and heartfelt book, The Decline and Fall of IBM, is doing well and will shortly appear in a number of foreign language editions coming from actual book publishers. In a week or two I’ll publish here a general IBM update that’s mainly material to bring those foreign editions up to the present. The short version is it still sucks being Big Blue.

But wait, there’s more! Suddenly I have four (four!) television projects in the works, two of them literally back […]

Avram Miller says Steve Jobs has one more Apple intro

steve-jobs-apple-big-brotherWe all have friends (people we know) and friends (people we not only know but hang out with). Maybe the better contrast might be between friends and buddies. Well Avram Miller is one of my buddies. He lives down the road from me and my kids prefer his pool to ours because his is solar heated. The retired Intel VP of business development is quite a character, knows a lot of people who know people, and understands the business of technology at a level few people do. So when he wrote a post this morning predicting that Apple will clean Google’s clock in search, I sat up in my chair.

Avram’s thesis is […]

WhatsApp is the first of several big acquisitions for Facebook

FaceAppIf yesterday’s announcement of Facebook paying $19 billion in cash and stock for WhatsApp surprised you then maybe you’d forgotten this prediction I published on January 8th:

#6 — Facebook transforms itself (or tries to) with a huge acquisition. I wrote long ago that we’d never see Facebook in the Dow 30 Industrials. The company is awash in users and profits but they’ve lost the pulse of the market if they ever had it. Trying to buy their way into the Millennial melting data market Facebook offered $3 billion for Snapchat, which turned them down then rejected a $4 billion offer from Google. Google actually calculates these things, Facebook does not, so where Google will now reverse-engineer […]

Some thoughts on how a Grinch stole Target’s Christmas

targetThere was a time when “activist investor” Carl Icahn actually owned and ran businesses, one of which was TransWorld Airlines (TWA), eventually sold to American Airlines. In an attempt to cut costs, TWA under Icahn outsourced reservation service to a call center built in a prison with prisoners on the phone. When you called to book travel you were giving your credit card number to a felon and telling him when you’d be away from home. Smart move, Carl, and very akin to what may have caused the post-Thanksgiving theft of 40 million credit card numbers from Target, the U.S. discount retailer.

Target used to do its IT all in the USA, then to save costs […]

How I Refresh my memory

refreshlogoMy friend Paul Tyma (ex-Google, creator of Mailinator, occasional stand-up comic) released a mobile product this week and one thing I find interesting is the difference between how he describes it and how I describe it

Paul:  “Let’s say you had an important meeting with someone you really want to impress. A smart person would probably spend a non-trivial amount of time scouring the internet for information about that person. What are they tweeting about? If you’re LinkedIn to them, then go check out their LinkedIn profile. If you were really interested you might go look up their house on Zillow. Or see how their company’s stock price faired today on Yahoo Finance.”

Bob: “Let’s say you […]