Nadella’s success at Microsoft probably depends on Gates

Ballmer_Gates_NadellaMicrosoft has a new CEO in former cloud and server chief Satya Nadella and readers have been asking me what this means? Certainly Nadella was the least bad of the internal candidates but an external selection would have been better. Whether it works out well or not probably comes down to Bill Gates, who leaves his job as chairman to become Nadella’s top technical advisor.

You might ask why Nadella, whose technical chops are easily the equal of BillG’s (and a lot more recent, too) would even need Gates in that advisory role? I believe the answer lies in my recent column where I argued that the best new Microsoft CEO would be Gates, […]

By |February 5th, 2014|2014, Business, Companies, Phones, Software|89 Comments
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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 […]

By |January 23rd, 2014|2014, Breaking News, Business, Companies, Computing, Technology|117 Comments
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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 […]

By |January 21st, 2014|2014, Government, Industry, Internet, Media, Technology, Television|70 Comments
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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 […]

By |January 13th, 2014|2014, Companies, Industry, Internet, Privacy and Security, Software|75 Comments
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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 […]

By |January 10th, 2014|2014, Business, Companies, Computing, Phones, Predictions, Software|122 Comments
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