TV 3.0 is already here

PhilcoRetroTVEthernet inventor Bob Metcalfe, when I worked for him 20 years ago, taught me that we tend to over-estimate change in the short term and under-estimate it in the long term. So it can be pretty obvious what is coming but not at all obvious when. And what we know about the when of it is that making money from new technologies is often a matter of investing right before that bend upward in the hockey stick of exponential change.

We all know television is bound to enter a new era sooner or later. Heck, I’ve written dozens of columns on the subject over my 17 years in this job. But this is the first time […]

How to fix IBM

IBMGiven IBM’s earnings miss last week and the impact it had on company shares I thought rather than just criticizing the company it might make better sense to consolidate my ideas for how to fix IBM. Here they are.

Early in his tenure as CEO, Sam Palmisano made changes that created IBM’s problems today. IBM customers are buying fewer products and services. Revenue has dropped each quarter for the past ten. Sam’s changes alienated IBM customers, many of whom are ending what has been in many cases a multi-decade relationship. No amount of earnings promises, no amount of financial engineering, will fix this problem.

IBM forgot the most important part of running a business. While shareholder value […]

Ginni comes to her senses, but too late for IBM?

Ginni_RomettyThis week, of all weeks, with IBM seemingly melting-down, you’d think I’d be writing about it and I have been, just not here. You can read two columns on IBM I published over at forbes.com, here and here. They are first day and second day analyses of IBM’s earnings announcement and sale of its chip division to GlobalFoundries. I could publish them here three days from now but by then nobody will care so instead I’ll just give you the links.

One thing I can do here is consider the way IBM CEO Ginni Rometty is spinning this story. She was all over the news […]

IBM’s Power8 servers are less than meets the eye

ibm-nvidiaTwo weeks ago IBM told the IT world it was taking on Intel in the battle for server chips with new Power8 processors incorporating advanced interconnection and GPU technology from NVIDIA. This followed an announcement earlier in the year that Google was using Power8 processors in some of its homemade servers. All this bodes well for IBM’s chip unit, right?

Not so fast.

Some product announcements are more real than others. While it’s true that IBM announced the imminent availability of its first servers equipped with optional Graphical Processing Units (GPUs), most of the other products announced are up to two years in the future. The real sizzle here is the NVlink and CAPi stuff that won’t really […]

To stop data theft, pull the plug

moneyBack in the 1980s, when I was the networking editor at InfoWorld, one of my jobs was to write profiles of corporate networks. One of those profiles was of the Adolph Coors Brewing Company of Golden, Colorado, now known as Molson Coors Brewing. I visited the company’s one brewery at the time, interviewed the head of IT and the top network guy, then asked for a copy of the very impressive network map they had on the wall.

“Sorry, we can’t give you that,” they said. “It’s private.”

“But we always print a map of the company network,” I explained.

“Fine, then make one up.”

And so I invented my own map for the Coors network.

There’s a lesson here, trust […]