Arm TechCon 2017… Securing and Enabling IoT

In technology, as well as most every other sector, marketing relies on compartmentalization—crafting messages that make large subjects easily consumable and complex ideas modest in scope. But that practice tends to enforce the notion that those subjects and ideas somehow stand alone and are discretely independent from one another. Nothing could be further from the truth. In fact, rather than existing in a vacuum, successful technologies are interdependent and gain value from playing off the strengths of other products and services. Evolving emerging technologies, like the Internet of Things (IoT), offers insights into how this works and last week’s Arm TechCon 2017 conference in Santa Clara, CA firmly underscored the process in action. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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IBM Cloud Private – What it Means and Why it Matters…

A significant disconnect exists in the public perception of cloud computing customers and end users—namely in how enterprises are served by the likes of public cloud players, including AWS, Microsoft Azure, Google Cloud and IBM Cloud. Why is that notable? For two reasons. Since large organizations are far better funded than small and mid-sized businesses (SMBs), they are obviously attractive targets for cloud providers. But at the same time, enterprises have discretely different and far more robust computing needs. So, while companies of every size can adopt conventional cloud offerings, those services aren’t appropriate for every application or scenario. That’s especially true for large private and public-sector organizations that face demanding compute and regulatory requirements, like healthcare and finance companies. They typically support their most business-critical applications and data with robust, secure, on-premises systems. But that places them in a quandary if they wish to maintain the best aspects of their traditional infrastructures while gaining public cloud’s easy-to-use benefits, plus cloud-native integration and portability features, and access to new development tools and paradigms. An approach many are taking is to deploy “private clouds” that blend the best of both worlds. In fact, IBM estimates that starting in 2017 companies will spend more than $50B annually to create and evolve private clouds, with growth rates of 15%-20% through 2020. Speeding and simplifying that process is central to IBM’s new Cloud Private platform. 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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IBM’s Q3… Measuring the Progress of Self-Reinvention

Tech vendors reinvent themselves so often that it qualifies as a spectator sport in Silicon Valley. Strategic repositioning is necessary due to continually evolving technologies, from constantly shrinking semiconductors to massive cloud-scale data centers to increasingly complex data sets to ever-more sophisticated software. Vendors that fail to parse the import of these issues or respond incorrectly can quickly find their businesses descending toward irrelevance. But other issues also demand vendors’ attention. Evolving technologies often spark new behaviors among consumers and businesses, rippling the competitive landscape like a tectonic wave. That can panic a vendor’s customers and partners, leading to other problems. And in a world driven by information, some can sometimes be driven mad, including shareholders who nervously sniff the data-laden wind in a panic over where a missed rumor or muffed signal might lead. How companies approach these issues varies widely. However, IBM’s recent Q3 2017 earnings results show how a vendor can effectively face these and other challenges while fundamentally reinventing itself. 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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