Cybersecurity Goes Private: McAfee and RSA

There are some interesting industry dynamics going on in the cybersecurity market. Just a few months ago, Symantec bought Blue Coat, taking a private company public and forming a cybersecurity industry colossus in the process. Now two other historical cybersecurity powerhouses are heading in the other direction and going private. When the Dell/EMC deal was approved this week, industry veteran RSA became the security division of the world’s largest diversified private technology company. Not to be outdone, Intel and partner TPG are spinning out McAfee as an independent private company. To read the complete article, CLICK...

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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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Intel Announces New Restructuring Initiative

Silicon Valley has been so successful in cultivating a mystique around technology that it’s easy to forget that most vendors are in the manufacturing business. That is, they make stuff, mostly by assembling commercial off the shelf (COTS) components, such as microprocessors, memory, motherboards and displays made by yet other manufacturers. As a result, the hardware portion of the IT industry is sensitive to the same yield/volume/margin pressures that impact other manufacturers. If acceptable quality (yield) products can’t be made in workable numbers (volume) and sold profitably (margin), the larger structure wobbles. If that situation persists or worsens, the vendor risks injury or even collapse. Though this dynamic is common across the IT industry, its effects are anything but equal. Consumer-centric products tend to be less stable since sales depend on often unpredictable customer preferences. But that’s balanced out by such products being generally cheaper and easier to build. In contrast, making business-focused products is typically more complex and demanding but is also considerably more profitable. So it’s quite common for large scale component manufacturers to develop product lines that span a range of consumer and business applications. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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This Year in Storage

Happy 2016! Is that still allowed in February? Or, if you are like me, are you stunned that just over 8% of the year went by already! Anyhow, while ‘predictions’ is an over-used word around this time of year, there’s another ‘P’ word that has had more than its fair share of deployment in IT circles generally – and storage specifically – over the decades: the word is ‘paradigm’. And especially shifts thereof! But sometimes cliches are cliches for a reason.. .Scott Sinclair and I recently sat down to chat about both P words with regard to the storage industry over the coming year and beyond. In our age of being attention-challenged, it is worth noting that the resulting video is around 7 minutes. But (and hopefully it is not immodest) we think it turned out as a useful overview! To read the complete article, CLICK...

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Intel Skylake… Deep Thoughts

While the Intel Skylake solutions presented at the event closely tied at times to Microsoft’s Windows 10 platform, the threat landscape seemed to overwhelm them. Still, the panel that I moderated praised Intel and Microsoft for the progress they have made. The representa-tives from Eli Lilly, Cerner Health, Booz Allen and Verizon all feel that the moves the two companies have made were solid steps in the right direction and will be a critical part of a far more comprehensive approach to keeping enterprises safe. Even so, I left the presentation thinking that investing in a good solid bunker would be an incredibly prudent strategic personal plan. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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