Ginni the Eagle: IBM’s Corporate “Transformation”

IBMI promised a follow-up to my post from last week about IBM’s massive layoffs and here it is. My goal is first to give a few more details of the layoff primarily gleaned from many copies of their separation documents sent to me by laid-off IBMers, but mainly I’m here to explain the literal impossibility of Big Blue’s self-described “transformation” that’s currently in process. My point is not that transformations can’t happen, but that IBM didn’t transform the parts it should and now it’s probably too late.

First let’s take a look at the separation docs. Whether you give a damn about IBM or not, if you work for […]

What’s happening at IBM (it’s dying)

Corporate-Life-CycleThis is a column I didn’t want to write. Like many of you I am tired of IBM stories and the company that was once an industry leader has become, at best, a poster child for how not to manage the later stages of a corporate life cycle. But because what’s happening at IBM is also happening right now at hundreds of other big technology companies makes it worth covering. So let me be clear: IBM is dying.

Last week a huge round of layoffs hit IBM just as I predicted back in January. The company is releasing as few details as possible. Nobody, for example, knows exactly how big […]

Why Apple doesn’t sell televisions

appledolbyAt least twice over the past decade Apple has been close to announcing its own television. Not the Apple TV set top box but actual big screen TVs with, well, big screens. But both times I’ve heard about this Apple backed away at the last minute. And the reason why they did was because even an Apple television would be just another television with an Apple logo. Steve Jobs realized that TVs had become a commodity and there didn’t seem to be an obvious way to make Apple’s television special. I’m not here to say Apple has finally found its TV design path as suggested in Walter Isaacson’s book and will be doing […]

Amazon bookstores: It’s the drones, stupid

Screen Shot 2016-02-04 at 10.52.27 PM Remember the motto of the Clinton Presidential campaign back in 1992: “It’s the economy, stupid!” That election was about the economy and Clinton won as a result. Well Amazon.com this week let slip its plan to open 300-400 bookstores in U.S. cities, sending Wall Street analysts into a tizzy because bookstores look to them like a lousy business even for the world’s biggest bookseller. But this isn’t about selling books. This Amazon plan — if it happens at all — is about creating bases from which to fly delivery drones.

Delivery drones are to me a stupid idea except in certain rare circumstances like flying prescriptions to people living […]

Prediction #9: Intel starts to become irrelevant

2016predictionsI know I promised that my next 2016 prediction would be Apple’s big acquisition, and I will publish that prediction soon as my #10, but right now I just have to say what a perilous position Intel is in. The company truly risks becoming irrelevant, which is an odd thing to say about a huge, rich outfit that would appear from the outside to pretty much dominate its industry — an industry the company created. Intel won’t go away, I just think there is a very good chance they’ll no longer matter.

We’re approaching the end of the closed, proprietary, single source technology era. ARM processors are freely licensed, more open, and much […]