2016 Prediction #1 — Beginning of the end for engineering workstations

2016predictionsFirst a look at my predictions from one year ago and how they appear in the light of today:

Prediction #1 — Everyone gets the crap scared out of them by data security problems. Go to the original column (link just above) to read the details of this and all the other 2015 predictions but the gist of it was that 2015 would be terrible for data security and the bad guys would find at least a couple new ways to make money from their hobby. I say I got this one right — one for one.

Prediction #2 — Google starts stealing lunch money. The title is 100 percent smart-ass but my point (again, […]

By |January 5th, 2016|2016, cloud computing, entertainment, Industry, Predictions, Privacy and Security, Technology|73 Comments
Read More

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 […]

By |October 14th, 2015|2015, Business, cloud computing, Companies, competition, mobile technology, Software, strategy|68 Comments
Read More

Dell buys EMC and gets the corporate cloud for free

emccloudThe Wall $treet Journal carried a story last week about Dell Computer possibly buying EMC, the big storage vendor, and this morning the New York Times confirmed it, pinning a price of $65 billion on the deal. There’s a lot to wonder about in this combination, which I think is pretty brilliant on Dell’s part even if I’m not generally in favor of mega-mergers. But it seems to me most of the experts commenting on the deal have it ass-backwards as Wall Street once again proves it doesn’t really understand technology business.

EMC has this large but aging storage division and a valuable subsidiary in VMware, of which EMC owns 80 percent. Activist investors […]

By |October 12th, 2015|2015, Business, cloud computing, Companies, Industry|30 Comments
Read More

Zuckerberg’s Complaint

Facebook last week announced its Initial Public Offering — exactly the event I said wouldn’t happen in one of my controversial predictions for 2012. But I’m sticking with my call on this one since we’re 2-3 months from the actual event and a lot can happen to screw things up between now and then. I’m pretty sure Facebook shares will be trading sometime this year, I just don’t think the company will have a traditional IPO.

Companies go public for three reasons: 1) to raise capital for various corporate purposes like acquisitions and paying down debt; 2) to secure the wealth of founders, giving their kids something to fight over, and; 3) because they have over […]

By |February 6th, 2012|2012|44 Comments
Read More

What would Sharon do?

This is my third and (I hope) last column in a series on education. If things work as planned this is where I’ll make some broad generalizations that piss-off a lot of people, incite a small riot in the comments section, after which we’ll all feel better and switch to discussing the Facebook IPO. So let’s get to it. I believe that education is broken in the U.S. and probably everywhere else, that it is incapable of fixing itself, and our only significant hope is to be found in the wisdom of Sharon Osbourne.

These conclusions are based on my experiences as a teacher, a parent, on the content of those two previous columns, one visit […]

By |February 3rd, 2012|2012|157 Comments
Read More