IBM sells Intel server business, company is doomed

Zemanta Related Posts ThumbnailIBM 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 […]

Net neutrality is dead, but it probably doesn’t matter

 

powellLast week the U.S. Court of Appeals for the District of Columbia shot holes in the U.S. Federal Communications Commission’s version of net neutrality saying the Commission was wrong not in trying to regulate Internet Service Providers but in trying to regulate them as Common Carriers, that is as telephone utilities. The FCC can’t have it both ways, said the Court, and so the Feds get to try all over again. Or will they? I think events are moving so quickly that by the time this particular argument is worked out all the players will have changed and the whole argument may be moot.

If you read the court’s near-unanimous decision they leave the […]

The Internet of Crap

silverchambersCisco CEO John Chambers gave a keynote speech last week at the Consumer Electronics Show laying out Cisco’s vision for what he called the Internet of Everything and other people are calling just the Internet of Things. The idea is very simple: put intelligence in every device and connect them all together on the Internet. And the idea behind the idea is even simpler: the everything is what we’ll first have to throw away. Because that’s the only way the Internet of Everything can work.

Throw away your routers, wireless and wired. Throw away your network adapters, wireless and wired. Throw away your modems. Throw away your network extenders. Throw away anything with a radio or […]

Final 2014 prediction: the end of the PC as we knew it

cook-jobsWe’re generally a Macintosh shop here in Santa Rosa. I have Windows and Linux PCs, too, but most of the heavy lifting is done on Macs. Next Wednesday I’m expecting a delivery from B&H Photo (no tax and free shipping!) of four new iMacs plus some software totaling $5,407. I fully expect these to be the last personal computers I will ever buy.

How’s that for a 2014 prediction?

Moore’s Law doubles the performance of computers every couple of years and my old rule of thumb was that most people who make their living with computers are unwilling to be more than two generations behind, so that means no more than four years between new PCs. And […]

Bill Gates and the non-prediction prediction

bill-gates-steve-ballmer-microsoftFollowing my #1 prediction yesterday of dire consequences in 2014 for Microsoft some readers challenged me to say what should happen this year in Redmond to right the ship. Is it even possible? So here’s my answer which isn’t in the form of a prediction because I doubt that it will actually happen. But if it actually does come to pass, well then I told you so.

At this point in Microsoft’s history the only CEO who could follow Steve Ballmer and be more or less guaranteed to be successful is Bill Gates. I think Bill should take back his old job for awhile.

This line of thinking was suggested to me, by the way, […]