BlackBerry: Avoiding Death By Autonomous Car

I’m at the annual BlackBerry Security Summit this week. The session I was most interested in was on Security and Autonomous cars. This is because these cars will likely be the very first wave of truly autonomous robots we will have around us and as a big Terminator fan, I’m a tad worried about any proliferation of autonomous robots that could potentially decide I’m a speedbump. This could too easily happen if these coming robotic platforms aren’t secured. Whether it is a hostile government, terrorist group, or just a bunch of kids with more skills than sense the chance these things will become hostile is very high unless they are properly secured. BlackBerry is focused on fixing that problem which, for me, means they certainly have my attention in addition to my support for this critical effort. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Apple vs. Qualcomm: Apple’s Dangerous Gambit

Apple and Qualcomm are at war, but Apple is dangerously close to looking like the bully who complains about his victim’s violence because the bully’s knuckles are bloody. “Look what that guy’s face did to my hand!” The base cause of the dispute is that Apple has been unable to increase revenues by growing volume and has had to resort to increasing prices instead—and their efforts to increase margins have largely resulted from pounding their suppliers to reduce costs. These suppliers mostly folded with Qualcomm being the most visible exception. So, while complaining that Qualcomm had too much power, Apple has effectively cut off a massive amount of Qualcomm’s revenue, showcasing what looks like an excessive amount of power by Apple instead. Fortunately, Qualcomm is more diverse in terms of revenue sources so they are surviving this impressively well but that also points to Apple’s lack of revenue diversity (only one of their diversity problems) as a problem. Add to this claims that Apple must use Qualcomm’s technology while Apple is allegedly designing out that same supposedly critical technology and Apple has the beginnings of what could be a significant credibility problem in the courts. But the real issue is that Apple is increasingly putting iPhone users in the cross hairs of their actions and that never ends well. Let me explain. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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IBM… The Advantages Of Skill And Vision At The Top

IBM significantly beat estimates to turn in a stunning quarter in terms of financial performance this week. Even their mainframe business was looking impressively strong largely because they’ve repositioned that product towards encryption and security. Generally, when you have two quarters of margin increases and increasing double digit growth in new market areas once they are material (IBM’s Strategic Imperatives are now 45% of their revenue mix) you can declare the turnaround out of the woods and affirm the firm’s direction as sustainably positive. IBM has now basically beat street estimates for EPS for a straight 8 quarters supporting this premise that IBM is fully back into the game but with a very different and far more competitive product mix. Let’s talk IBM and why they appear out of the woods while HPE, which is undergoing a similar transition, isn’t doing as well. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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…Will Dell Become The New Enterprise Superpower?

Dell just had a lot of analysts and reporters to their IQT day event in New York (IQ is a reference to making this incredibly broad concept smart, thus IQ). This is Digital Convergence on steroids, and the solution is potentially to take a company based on technology of last century and turn them into a company based on technology that most firms won’t be able to pivot to until the 2030s building what likely will become the standard for much of this century. On paper, this is one of the most powerful pivots I’ve ever seen in a company and it likely wouldn’t be possible if the firm weren’t huge, led by Michael Dell, and private. This is because it requires someone with vision to make the pivot and companies that are public are simply too tactical to take the risk of a broad move into an emerging market like this. But I’ve seen two other big pivots over the years, well three if you include EMC’s VCE, and two were successful, at least initially, and one failed badly. The failure was while I was at IBM early in my career and it reminded me that good on paper doesn’t always mean good in fact. Let’s talk about all 4 pivots. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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ThinkPad 25 Celebrates 25 Years of Solid Innovation

It is not often we get a collectible notebook. I’ve had a few over the years—the ThinkPad Butterfly, the Acer Ferrari Laptop, and there have been several Dell collectibles like the Dell Adamo. Unlike most laptops, even when these are “done” from a computing sense you generally keep them because they are a part of history. One of the most iconic brands in notebooks however is the ThinkPad. The ThinkPad arguably had the first “collectible” (the only one I sadly didn’t keep) and they just recently announced their 25-year anniversary edition—the ThinkPad 25—in limited quantities. Unlike many of the collectibles I’ve mentioned—which were often both pretty and relatively fragile—the ThinkPad 25 reflects its business roots. Like a collectible truck—as opposed to a collectible sportscar—it is comparatively robust. Let’s talk ThinkPads this week. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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