For 20+ years I’ve been writing predictions every January and I guess I’m doing another set now. But this time will be different for several reasons. For one, January is almost over, so it will slough over into February. For another, I always start by going back to the year before and grading my previous year’s predictions. I’m the only guy in this business who does that. But this year I am going to bury the score a bit because I need to start with a prediction or two simply because both are immediate and really can’t wait. So I’ll do the scoring on Monday, but today I have two 2020 predictions to […]
My first two predictions for 2020 — IBM and Trump
Red Hat takes over IBM
So IBM is buying Red Hat (home of the largest Enterprise Linux distribution) for $34 billion and readers want to know what I think of the deal. Well, if I made a list of acquisitions and things to do to save IBM, buying Red Hat would have been very close to the top of that list. They should have bought Red Hat 10 years ago when the stock market was in the gutter.
Jumping the gun a bit, I have to say the bigger question is really which company’s culture will ultimately dominate? I’m hoping it’s Red Hat.
The deal is a good fit for many reasons explained below. And […]
Predictions #8-10: Apple, IBM & Zuckerberg
It’s time to wrap up all these 2018 predictions, so here are my final three in which Apple finds a new groove, IBM prepares for a leadership change, and Facebook’s Mark Zuckerberg gives up a dream.
Apple has long needed a new franchise. It’s been almost eight years since the iPad (Apple’s last new business) was introduced. Thanks to Donald Trump’s tax plan, Cupertino can probably stretch its stock market winning streak for another 2-3 years with cash repatriation, share buy-backs, dividend increases and cost reductions, but the company really needs another new $20+ billion business and it will take every one of those years to get a new one up to […]
IBM back in the USSR?
My book, The Decline and Fall of IBM, is now available in paperback, on the iPad and Nook, as well as on the Kindle. A dozen other platforms plus an audio book will be available shortly, but these are the big ones.
Over the weekend I received a very insightful message about the book from reader Steve Jenkins in Australia, where IBM is showing the same behavior problems as everywhere else. Steve has an insight into Big Blue that I wish I had thought to include in the book because I believe he is absolutely correct.
“Finished your e-book, but skimmed the blog comments,” wrote […]
The Decline and Fall of IBM
Well my IBM eBook is finally available. Right now that’s just on Amazon.com for the Kindle (just click the link to the right) but by next week it will be on every eBook platform (iPad Nook, etc.) and there will be a trade paperback as well as an audio edition. I’ll announce all of those here as they appear.
I feel I owe an explanation for the long delay in publishing this book. I finished it in early January, about a week after my mother died, only to learn that my old-school book publisher didn’t want to touch it. Or more properly they wanted […]
