Microsoft HoloLens…

This week Microsoft had an update for their HoloLens technology which, I think, currently has the best shot at defining one of the major evolutionary pivots for personal computers. Right now, it reminds me a lot of the early days of the PC market. But instead of replacing calculators, typewriters, mainframe computers, and rolodexes this technology is replacing manuals, remote trainers, tablets, and wearable PCs. What is particularly...

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..IBM’s Acquisition of Red Hat – Is it a Game Changer?

IBM’s acquisition of Red Hat has been termed a “game changer” by many, but what is the real impact of this deal? Where will the acquisition have a significant impact and where will the combination be less effective? I’ve written up a new brief for our ESG subscribers about the IBM/Red Hat deal. In summary, while the deal is significant in scope, the near-term impacts will be limited by the lack of existing synergies in the...

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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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The True Value of SaaS and Managed Service Offerings

SaaS companies carry huge valuations when compared with traditional licensed software companies. It took me forever to figure out why, but I did. At first blush, one might believe that Wall Street values subscription revenue over one-time revenue—and truth be told, they do. Why? Because it’s a hell of a lot more predictable revenue stream for a company to manage than ad hoc revenue. I get that, but the gap is still too big for what,...

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CA’s BTCS2.1: Where Do We GrOw From Here?
Jun14

CA’s BTCS2.1: Where Do We GrOw From Here?

At last week’s second annual Built to Change Summit CA Technologies updated analysts and journalists on where it and the markets it’s pursuing — primarily DevSecOps, with a heaping helping of mainframe — are, where they’re going, and how the software toolmaker will grab a bigger slice of the rapidly growing digital transformation (DT) pie, which is being largely driven by software, and more specifically, applications....

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