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 […]

By |March 8th, 2016|2016, Business, Companies, Industry, Predictions|149 Comments
Read More

Final Prediction #10: Apple will buy Dish Network

2016predictionsA third of the people who read this column don’t live in the USA so maybe this prediction isn’t interesting to them, but I think Apple will buy Dish Network, the American direct satellite TV broadcaster. It’s the only acquisition that will give Apple the kind of entry point they want into the TV business, allowing Cupertino to create overnight an over-the-top (OTT) Internet streaming video service — effectively an Internet cable system.

Buying Dish would be a bold move for Apple because all the benefits Cupertino seeks aren’t obviously available. True, Dish has 14 million U.S. subscribers (I am one of those) who get 100+ channels of TV from the sky. True, Dish […]

By |January 22nd, 2016|2016, Business, entertainment, Internet, Media, Predictions, strategy|59 Comments
Read More

Prediction #8: Apple WILL NOT buy Time Warner

2016predictionsIf my last prediction about the Internet of Things becoming a security nightmare seemed a no-brainer to half of my readers, as some commenters suggested, this prediction that Apple won’t buy Time Warner will probably be a no-brainer for the other half, simply because it is always easier to say an acquisition or merger won’t happen than that it will. But I think there is something to be learned from why I don’t think this acquisition will take place — something that says a lot about Apple as a company.

That this topic comes up at all is because, as frequently happens these days, activist investors are trying to bully Time Warner into selling all […]

By |January 15th, 2016|2016, Business, Companies, entertainment, Media, strategy, Television|63 Comments
Read More

IBM loses its mind

bathwaterThis came in today from an IBM customer. Sure enough, as of this morning he’s correct:

This morning I needed to check to see if one of IBM’s products would run on a particular version of an operating system. I went out the IBM U.S. website to look. I can’t find the product. I can’t find a lot of IBM products. Where are the servers? Where are the software products? Where are the storage products? Wow, its all gone or at least well hidden. The website has been completely replaced and only the CAMSS stuff is there.

Where, indeed, are the mainframes?

IBM is a completely sales-centric business.  It is really all about what IBM […]

By |January 11th, 2016|Breaking News, Business, Companies|99 Comments
Read More

Predictions #2 (and 3?): Microsoft and Apple hit walls

2016predictionsIt isn’t easy being huge as both Apple and Microsoft are starting to realize. Both companies are incredibly successful and I’m not here to say either is in real danger, but both are suffering major structural challenges that will hurt them in 2016. What’s key for these predictions is how they respond.

I’ll deal with Microsoft first because there the challenges and solutions are both clearer than they are with Apple. I’ve been very impressed with Microsoft CEO Satya Nadella who I think hasn’t saved the company, because it didn’t need saving, but he’s a real improvement over Steve Ballmer. Nadella has done the best he can to get Microsoft in order and reinvigorated, […]

By |January 6th, 2016|2016, Business, Companies, Predictions|60 Comments
Read More