IBM + Red Hat: On The Path Of Change

Today’s announcement that IBM was going to acquire Red Hat for $34B amazes me because it showcases how much change a company can achieve. Back when I worked at IBM, it was a very rigid, hardware focused company that resisted change like a 4-year-old resists eating his or her vegetables. Back then we used to bet how long a new external hire would survive in the firm with the most generally lasting in the 9-12-month range. Today’s IBM...

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HPE Targets One of DT’s Biggest Pain Points
Oct04

HPE Targets One of DT’s Biggest Pain Points

HPE’s enterprise storage credentials are impressive – sitting second (17.3%) behind Dell (19.1%) [although it’s growth in the last quarter was an anemic 1.9% versus 26.6% for Dell and 21.3% for the overall market] — but this week’s backup, or secondary storage, announcements are intended to redress an area where the company has been relegated to the ‘niche’ category. IDC’s numbers were for the second quarter,...

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VMworld 2018… from Disruptive Outsider to Legacy Platform

As I was preparing to attend VMworld 2018 a couple of weeks ago, I realized how much history the company and I share. VMware was founded the year before I became an IT industry analyst. A few months after I started that job, a pair of VMware reps on their first analyst “tour” briefed us to explain and promote the company’s technology and strategy. Further along, I was covering EMC in 2004 when it bought VMware, a deal spearheaded by...

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Is Dell Right? Was The MacBook Air Stupid?

Steve Jobs was a natural manipulator, so much so that folks often referred to him as having his own Reality Distortion Field. This allowed him to say often even contradict himself and get away with it. For instance he once said that video on an iPod was stupid and that no one would ever adapt a tablet because it lacked a keyboard (there is a list of his 6 most impressive false statements here). One effort that really screwed up the PC...

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New Dell PCs – Predictable Evolution and…

The concept of “law” means different things to different people. For some, laws are rules defining conventional/unconventional behavior. For others, they are immutable strictures or even barriers begging to be tested. But I’d argue that the most important (and, ironically, the least discussed) aspect of law is its predictability. That is, laws clearly delineate expectable outcomes with certain events or behaviors. You “can’t drive...

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