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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 […]

By |August 29th, 2014|2014, Books, Companies, Industry, Internet, Media, mobile technology, Social Media, Television|34 Comments
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The Age of Supply, not Demand

Our-Base-is-Under-AtackI’ve been away for a few days not by choice but because this blog has been under continual attack so I couldn’t log-in. I must have offended someone. Anyway, I appear finally to be back.

I had lunch last week with my old friend Aurel Kleinerman, an MD who also runs a Silicon Valley software company called MITEM, which specializes in combining data from disparate systems and networks onto a single desktop. Had the Obama Administration known about MITEM, linking all those Obamacare health insurance exchanges would have been trivial. Given MITEM’s 500+ corporate and government customers, you’d think the company would have come to the attention of the White House, but […]

By |August 6th, 2014|2014, Economy, Industry, Startups, Technology|111 Comments
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The Fed suckered IBM into a failing cloud strategy?

Ginni_RomettyEconomist David Stockman, who is probably best known for being President Reagan’s budget director back in the era of voodoo economics, has been particularly outspoken about IBM as a poster child for bad policy on the part of the U.S. Federal Reserve. How this would be isn’t immediately obvious but I think is worth exploring because IBM is far from the only company so afflicted. There’s an important effect here to be understood about corporate motivations and their consequences.

So I’ll begin with a story. Almost 40 years ago there was a study I worked on at Stanford’s Institute for Communication Research having to do with helping farmers in Kentucky be […]

By |July 25th, 2014|2014, Business, cloud computing, Companies, Economy, Finance, Government, Industry|63 Comments
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The Coming Microsoft Cultural Revolution

Screen Shot 2014-07-15 at 12.34.41 AMLast week Microsoft CEO Satya Nadella took another step in redefining his company for the post-Gates/Ballmer era, sending a 3100-word positioning memo to every Microsoft employee and to the world in general. I found it a fascinating document for many reasons, some of them even intended by Nadella, who still has quite a ways to go to legitimately turn Microsoft in the right direction.

We’re seeing a lot of this — companies trying to talk their way into continued technology leadership. Well talk is cheap, and sometimes that’s the major point: it can be far easier to temporarily move customers and markets through the art of […]

By |July 15th, 2014|2014, cloud computing, Companies, Industry, mobile technology, Software, Technology|107 Comments
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IBM back in the USSR?

backintheUSSRMy book, The Decline and Fall of IBM, is now available in paperback, on the iPad and Nook, as well as on the Kindle. A dozen other platforms plus an audio book will be available shortly, but these are the big ones.

Over the weekend I received a very insightful message about the book from reader Steve Jenkins in Australia, where IBM is showing the same behavior problems as everywhere else. Steve has an insight into Big Blue that I wish I had thought to include in the book because I believe he is absolutely correct.

“Finished your e-book, but skimmed the blog comments,” wrote […]

By |June 15th, 2014|2014, Books, Business, Companies, history, Industry, Predictions, Technology|66 Comments
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