EMC's Next Play: Compliance As A Service
EMC is moving inexorably from storage to virtualization to document management to systems management to cloud and finally to... compliance services?
Technology
Wi-Fi Sales Bomb Coming In
You may have heard about the new Wi-Fi spec, announced today, that that challenges Bluetooth. And it's true, it could. But it's offering a whole different level of challenge to Wi-Fi equipment vendors.
Google Wave Add-On Is The Start Of A Tsunami
A new Google Wave add-on for Firefox shows how quickly and widely support for Google Wave will spread, creating a tsunami of adoption for Google's platform.
Intel's Numbers and Their Story
Late yesterday, Intel released its Q3 earnings, which sent a note of encouragement though the industry because they shot past analyst expectations and even its own guidance offered at the end of August. Personally, I smell a bit of a rat in this and think that going into what the numbers are saying about Intel's overall business is more illuminating.
Return Of The Empire: Intel, Microsoft, Nokia Strike Back
Intel's strong showing and the introduction of new PCs and netbooks running Windows 7 are an indication that traditional computing isn't ready to let cloud-based computing show it the door.
How Tech Companies Should Position for Shareholders, Part II
Yesterday I mentioned a conversation with friend and colleague, Chicago-based Ann Logue -- a former financial industry analyst who these days writes and teaches about finance and is the author of Socially Responsible Investing for Dummies (Wiley 2009). The financial services meltdown and resulting shareholder disgust has turned into a market equivalent of psychological transference, where the dour mood of investors can expand like a cloud to other industries. This is having a number of results that have to be of interest to an industry where stock price is so important for acquisition and compensation:
Barnes & Noble E-book Reader About Control
There's a growing rumor that Barnes & Noble will announce its own e-book reader device on October 20. But if true, the company would be making a mistake. Clearly the impetus to create and sell an electronics device is a knee-jerk reaction to Amazon's relative success with the Kindle, rememberin...
Cisco's Smart Move to Buy Starent
If Cisco is anything, it is acquisition-friendly. Make that acquisition-driven. And given the spread, from video conferencing to consumer video phones, some might say acquisition-manic. Just the other week the company acquired Tandberg. Its moves don't always make sense (Flip to me is a strategic Flop.), but when they do, Cisco is generally a lot smarter in its outward purchases than in some of its whacked notions to make servers internal development efforts. And acquiring Starent is a move that is exceedingly bright.
HP Giving SAP New View On Life
HP can give SAP more than Neoview and consulting support for business intelligence software; it can provide a new outlook on life in data centers.
How Tech Companies Should Position for Shareholders -- Part I
Financial institutions have been in the crosshairs of public -- and investor -- disgust. Well, duh. But it's not as though other economic sectors are immune for reputation malaise. That's a problem in any industry, but particularly in technology, where share prices become a measure of whom a company...
Microsoft Storage Fiasco Doesn't Diminish Cloud
Microsoft's Sidekick/Danger issue doesn't reflect badly on cloud storage, it reflects on cloud storage done badly.
Limits of the Cloud Spells Data Loss
It's been quite a week for data loss. First, Microsoft and T-Mobile managed to create an enormous crash, wiping out customer data in both primary and backup storage, without any off-line copies apparently having been included in the system design. Apple uncharacteristically admits a problem with data loss in Snow Leopard, though saying that it only happens in "extremely rare cases," which is little comfort if that's where you find yourself. And Facebook had a database outage that cut 150,000 users from getting into their accounts. And that doesn't even include Google's two Gmail outages last month, which led the Christian Science Monitor to ask if Gmail is the new Twitter. Don't think this is a curious anomaly, as there will be a lot more of this as people move to the cloud.
Expect New Services from Dell Targeting SMB
Dell and Salesforce.com have announced that they are partnering to reach the small and medium business market. But the real news appears when you consider Dell's planned acquisition of Perot Systems.
Apple, Google Governance Continues Cracking
Looks like ex-Genentech CEO Arthur Levinson has resigned from the board of Google. In some cases that might be enough to get the Federal Trade Commission spotlight off Google and Apple having shared two directors while competitors, but even if this particularly issue goes away, plenty is left on the regulatory front to be a concern for management of either company.
Microsoft Mobile Strategy In Danger
Microsoft's Sidekick (via Danger) disaster foretells the end of Windows Mobile and the company's presence in the mobile market.
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