Apple needs Time-Warner Cable more than does Comcast

TWCappleTVTech news changed this week faster than the weather. At the beginning of the week Charter Communications was trying to buy Time-Warner Cable, then on Tuesday Apple was rumored to be close to a deal for Apple TV to replace or augment Time-Warner’s cable boxes, then on Thursday both stories crashed and burned when Comcast bought TWC out from under Charter, killing the Apple deal in the process. But does it really have to end that way? Not if Apple is smart.

I don’t care about cable consolidation, frankly, though a lot of other people do, seeing too much power being concentrated in Comcast. I would just like to see things shaken up in the TV […]

Nadella’s success at Microsoft probably depends on Gates

Ballmer_Gates_NadellaMicrosoft has a new CEO in former cloud and server chief Satya Nadella and readers have been asking me what this means? Certainly Nadella was the least bad of the internal candidates but an external selection would have been better. Whether it works out well or not probably comes down to Bill Gates, who leaves his job as chairman to become Nadella’s top technical advisor.

You might ask why Nadella, whose technical chops are easily the equal of BillG’s (and a lot more recent, too) would even need Gates in that advisory role? I believe the answer lies in my recent column where I argued that the best new Microsoft CEO would be Gates, […]

IBM sells Intel server business, company is doomed

Zemanta Related Posts ThumbnailIBM today sold its Intel server business to Lenovo, yet another example of Big Blue eating its seed corn, effectively dooming the company for the sake of short-term earnings. It’s a good move for Lenovo and an act of desperation for IBM.

Wall Street analysts may see this as a good move but then Wall Street analysts typically aren’t that smart. They’ll characterize it as selling-off a low-margin server business (Intel-based servers) to concentrate on a higher-margin server business (Z-series and P-series big iron) but the truth is IBM has sold the future to invest in the past. Little servers are the future of big computing. IBM needs to be a major supplier […]

Net neutrality is dead, but it probably doesn’t matter

 

powellLast week the U.S. Court of Appeals for the District of Columbia shot holes in the U.S. Federal Communications Commission’s version of net neutrality saying the Commission was wrong not in trying to regulate Internet Service Providers but in trying to regulate them as Common Carriers, that is as telephone utilities. The FCC can’t have it both ways, said the Court, and so the Feds get to try all over again. Or will they? I think events are moving so quickly that by the time this particular argument is worked out all the players will have changed and the whole argument may be moot.

If you read the court’s near-unanimous decision they leave the […]

The Internet of Crap

silverchambersCisco CEO John Chambers gave a keynote speech last week at the Consumer Electronics Show laying out Cisco’s vision for what he called the Internet of Everything and other people are calling just the Internet of Things. The idea is very simple: put intelligence in every device and connect them all together on the Internet. And the idea behind the idea is even simpler: the everything is what we’ll first have to throw away. Because that’s the only way the Internet of Everything can work.

Throw away your routers, wireless and wired. Throw away your network adapters, wireless and wired. Throw away your modems. Throw away your network extenders. Throw away anything with a radio or […]