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 — […]

Oh Vern, where art thou?

I’ve been trying to get in touch with Vern Raburn. You remember Vern, who was an early employee at Microsoft, Lotus, and Symantec. Vern was very involved in pen computing, ran Paul Allen’s investments, created the first Very Light Jet — the Eclipse 500 — and most recently sold Titan Aerospace to Google. That’s a busy career. Well I’ve been trying to get in touch with so far no success.

I contacted a couple old mutual friends, but they’d lost touch with Vern, too. I saw he was on LinkedIn so I tried to connect. No luck. Then I upgraded my LinkedIn account so I could send Vern e-mail, to which he didn’t reply.

Oh Vern, where art thou?

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 […]