2011 prediction #9: Apple's Carolina strategy

If you put together my 2011 predictions so far they create a world view of tech culture and business as I see it for the coming year.  Each prediction builds on the others until we get to these last two, which present a couple boffo conclusions, the big question being “What does Apple need with a 500,000 (soon to be one million) square foot data center in rural North Carolina?”

First we have Apple working to kill small hard drives.  We’ll shortly see Apple also killing optical drives in its notebooks. This is to save money, space, and weight, sure, but it is mainly to limit local storage.  We need local storage, but Steve doesn’t want […]

2011 prediction #8: Cloudburst

If 2010 was the year of cloud computing that means 2011 is the year we’ll actually start using it in earnest.  That further means 2011 will be the year that cloud computing lets us down.  Everything in IT fails eventually, though the big myth is that won’t happen with cloud computing.  Hogwash.

We haven’t seen a cloud virus or a cloud trojan — yet — but we will.  Imagine what would happen if the cloud became a zombie.  It is only a matter of time.

There’s also the issue of what happens when some cloud service goes out of service permanently?  These are startups, remember, and a good percentage of startups fail.  Some cloud computing outfit is […]

2011 prediction #7: Microsoft is the new IBM

Microsoft isn’t going away, but they aren’t going to do a lot of things right in 2011, either. The company’s leadership is stuck, complacent, and just a bit thick. We’ve seen a lot of flux in the executive ranks reporting to CEO Steve Ballmer and I think that’s mainly because Ballmer won’t get out of the way. There is no upward mobility path so people leave. But don’t expect Ballmer to leave in 2011, either, which means more mediocrity. So Microsoft will continue to be a huge presence, but not feared in the industry the way they used to be. They’ve become the new IBM.

Windows Phone 7 is almost there, for example, but almost isn’t […]

2011 prediction #6: Yahoo barfs

This is a sad one.  Venerable Yahoo, the original web portal, is in such trouble that it doesn’t know what to do.  So Yahoo will this year begin tearing itself apart.

This will be presented as a semblance of a strategy but I doubt that’s true.  More likely it will be the company attempting to maintain or even increase earnings by selling its seed corn. So look for Yahoo to dispose of its huge assets in China, to sell the part that it owns of Yahoo Japan, and to spin-off photo-sharing site Flickr as a separate company.

It will make the stock look great… for awhile.

2011 prediction #5: Facebook forks

Facebook now claims more than 500 million members. Facebook is too big. Already we’re seeing Facebook defections by, well, me. And others, there are other people than me who are put-off by the simple fact that this social network is becoming as ubiquitous as bad breath in dogs.

LinkedIn, at only 80 million members, is already having success with its branding as the working professional’s Facebook. Well the real Facebook can’t allow that, can they?

So expect this year a Facebook fork with the social network offering premium services to get back all those high earners over at LinkedIn. We may see several Facebook channels in fact. How else can Zuckerberg appeal to those of us who, like Groucho Marx, “refuse to join any club that […]