IBM today sold its Intel server business to Lenovo, yet another example of Big Blue eating its seed corn, effectively dooming the company for the sake of short-term earnings. It’s a good move for Lenovo and an act of desperation for IBM.
Wall Street analysts may see this as a good move but then Wall Street analysts typically aren’t that smart. They’ll characterize it as selling-off a low-margin server business (Intel-based servers) to concentrate on a higher-margin server business (Z-series and P-series big iron) but the truth is IBM has sold the future to invest in the past. Little servers are the future of big computing. IBM needs to be a major supplier […]
Everything I know about Stephen Hawking I learned one evening a couple years ago at the old Claremont Hotel on the border between Oakland and Berkeley, California. I was there to give a speech and was late for the gig, so instead of waiting for an elevator I took the stairs down a couple floors in the old wooden hotel. Bursting through the doors at the bottom of the stairs and into the lobby I almost crashed into Stephen Hawking! Killing a world-famous physicist in a wheelchair is not what I wanted to be remembered for so it was lucky I was able to roll a bit to one side and avoid — just barely […]