Lenovo’s Powerful Potential Global Market Position

This last week I was with Lenovo going over their server, storage, and networking strategy as they continue their pivot to become one of the last remaining hardware focused vendors in a market more often defined by change than focus these days.  One of the things that strikes me as a huge competitive advantage is that unlike most technology companies that are based in either the US or Asia, Lenovo is pretty much evenly balanced between the US and China putting them closer to a future model of being more of a global company than one located in any one country. Let’s explore that this week. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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…The Mainframe Comes Back With a Vengeance

I’m at IBM Edge this week and in an IBM z Systems presentation. This is a bit of a “Back To The Future” segment for me because z Systems is the latest implementation of the IBM Mainframe which I first learned to program on. If we went back to 1984 when I entered the tech market, that decade the common belief was that the mainframe was dead as an architecture. But at the heart of the mainframe was the idea that computational power was more efficient if centralized, and that a system optimized on I/O could better handle a massive number of clients than individual remote systems. While initially individual servers better segmented workloads; thanks to virtualization and the idea of “the cloud” once again the concept of the mainframe is trendy, albeit as a sort of super-server at scale. But, recently, blockchain has turned the mainframe from being competitive to becoming cutting edge—and rather than chasing industry standard servers, suddenly it is leading them. Let’s talk IBM z Systems this week. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Why Citrix Is Better than VMware in Desktop Virtualization

I’m at a Citrix event this week and, as you would expect, Citrix is outspoken on the subject of its competitive advantages over VMware. It has a pretty impressive list. But, to be fair, you typically get these from any vendor who has claims like this. Several times I’ve actually seen lists like this that include the name of the company as an advantage which likely does actually make sense for firms like Intel, but never works for smaller companies (Citrix didn’t do this). As a result, I kind of take these things with a huge amount of skepticism both because the lists are biased and because they represent a period in time. On this last, for instance, firms often emulate each other and just because a product doesn’t have a feature when the chart was made doesn’t mean the firm hasn’t released it by the time you actually see the chart. As a result, I look for a sustaining advantage, what strategic advantage does the firm have to ensure it will remain in the lead when I actually deploy the offering. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Apple’s Irish Tax Problem…

Earlier this week Apple was effectively given an overdue tax bill from the European Union’s anti-trust commission for around $15 billion. Apple can certainly pay one $15 billion bill. However, this would also eliminate its related tax breaks from Ireland, which protected Apple profits across the EU and that will have a lasting, painful impact on its financial performance. Why I think Apple is screwed is that this massive tax is very material to every Irish citizen—about $3,000 per person—making it very likely that those that support Apple and are currently fighting the EU will be politically motivated to change sides or lose their elected jobs. For instance, assuming you are in the US, if you were told that finding against Apple would reduce our own personal Tax bill by $3,000, would you support Apple or—like most—figure Apple kind of owes you the money because it made so much off you over the last few years (Apple does have something like $500 billion in reserves). To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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AMD vs. Intel…

Over the next few years we are going to see something we don’t see that often. Two companies in the same market on two very different paths. AMD will be focused like a laser on traditional PC and Server markets but adapting to the new loads and tasks that both are being tossed in. Intel, in contrast, will be expanding massively to drones, IoT and Automotive, each of which has massive, but as yet unrealized potential for firms in their class.   Now typically when AMD and Intel run at each other AMD is massively disadvantaged, but with Intel’s shift in focus they won’t be chasing Intel but a small part of the company and the part that won’t have the greatest interest. The end result is that AMD has the best shot they have had since the early part of last decade to take large chunks of share, but Intel has a shot at getting in on the ground floor of server markets which could end up being larger than PCs have ever been.   So who will win? To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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