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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Intel/Waymo/AI.. Autonomous Car Dominance

Autonomous cars likely represent of the biggest potential technology waves since the Smartphone. This is because, to function properly, they’ll not only have to carry some of the most powerful computers ever created, they also will have to have a network that is even more ubiquitous than the cellular network, and have a secure management overlay that would dwarf that of Nuclear Power plants. And, right behind autonomous cars and trucks, we have autonomous flying drones coming some of which will replace these autonomous cars which aren’t yet in market. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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AMD Threadripper and Why We Need Products Built on Passion

I’ve been involved with a lot of amazing products over the years and one thing that is almost always the case with an amazing product is that it doesn’t go through the normal product development path.  More often they come from “Skunk Works” type efforts – people that go off and create something amazing because no one told them it was impossible, or where one or more people, on their own time, flesh out an idea and drive it through management, or they come from a startup that rises up to scare vendors who believed that what the startup did was impossible or stupid. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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