IBM is so screwed

I’ve been working on a big column or two about the Office of Personnel Management hack while at the same time helping my boys with their Kickstarter campaign to be announced in another 10 days, but then IBM had to go yesterday and announce earnings and I just couldn’t help myself. I had to put that announcement in the context you’ll see in the headline above. IBM is so screwed.

Below you’ll see the news spelled-out in red annotations right on IBM’s own slides. The details are mainly there but before you read them I want to make three points. First, IBM’s sexy new businesses (cloud, analytics, mobile, social and security or CAMSS) aren’t growing — and probably won’t be growing — […]

By |July 21st, 2015|2015, Big Data, Breaking News, cloud computing, Companies, Industry, mobile technology, Privacy and Security, Social Media|167 Comments
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The U.S. computer industry is dying and I’ll tell you exactly who is killing it and why

18326481-empty-computer-room-abandoned-building-basement-sf-old-mintThis is my promised third column in a series about the effect of H-1B visa abuse on U.S. technology workers and ultimately on the U.S. economy. This time I want to take a very high-level view of the problem that may not even mention words like “H-1B” or even “immigration,” replacing them with stronger Anglo-Saxon terms like “greed” and “indifference.” The truth is that much (but not all) of the American technology industry is being led by what my late mother would have called “assholes.” And those assholes are needlessly destroying the very industry that made them rich. It started in the 1970s when a couple of obscure academics created a creaky logical […]

By |June 24th, 2015|2015, Business, Companies, Industry, Outsourcing, strategy|205 Comments
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Disney’s IT troubles go beyond H-IBs

DisneyLetterDisney has been in the news recently for firing its Orlando-based IT staff, replacing them with H-1B workers primarily from India, and making severance payments to those displaced workers dependent on the outgoing workers training their foreign replacements. I regret not jumping on this story earlier because I heard about it back in March, but an IT friend in Orlando (not from Disney) said it was old news so I didn’t follow-up. Well now I am following with what will eventually be three columns not just about this particular event but what it says about the U.S. computer industry, which is not good.

First we need some context for this […]

By |June 12th, 2015|2015, Companies, Government, Outsourcing|53 Comments
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Autodesk’s John Walker explained HP and IBM in 1991

autodeskcoverOne reader of this column in particular has been urging me to abandon for a moment my obsession with IBM and look, instead, at his employer — Hewlett Packard. HP, he tells me, suffers from all the same problems as IBM while lacking IBM’s depth and resources. And he’s correct: HP is a shadow of its former self and probably doomed if it continues to follow its current course. I’ve explained some of this before in an earlier column, and another, and another you might want to re-read. More of HP’s problems are covered in a very fine presentation you can read here. Were […]

By |June 3rd, 2015|2015, Business, Companies, Finance, history, Industry, strategy|60 Comments
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Sadie’s Apple Watch Arrived Two Weeks Early

IMG_0120This is Sadie the Dog wearing her new Apple Watch. The watch actually belongs to my young and lovely wife, Mary Alyce, but she was unwilling to be photographed this morning while Sadie will pose anytime, anywhere. This is the Sport model of the Apple Watch in space gray with a black band. What makes this picture interesting is the watch was delivered last Friday two weeks early.

I ordered the watch on the first day Apple was taking orders but didn’t do so in the middle of the night so I missed the first batch of watches that were delivered in April. It was promised for delivery June first. Since then there have been stories about […]

By |May 19th, 2015|2015, Companies, Gadgets, mobile technology, wearable technology|24 Comments
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