Last week I attended the IBM event with Fast Company on its hybrid cloud solutions. IBM is unique in that it often populates events like this with customers who talk about how IBM’s solutions are used rather than the far […]
IBM’s Hybrid Cloud, AI, and Fixing the Document Classification and Protection Problem Read More »
CableLabs, which is run by my old friend Phil McKinney, is one of the few firms run by an ex-CTO. I find this interesting because CTOs are tied to a strategic vision that was once core to a CEO’s job
CableLabs 10G Effort to Predict the Future Read More »
This week, Russia announced that any patents belonging to firms who have pulled out of Russia can be stolen by Russian businesses. I expect this will effectively expand to any business not doing business in Russia and may even eventually
Russia’s Patent Theft Effort Will Backfire Badly Read More »
(Disclosure: all the companies mentioned are clients of the author) Behind Lenovo’s very successful quarter (17% revenue and net income growth of 62% year-over-year), there was one interesting statistic which was that the Lenovo ThinkStation P620 has reached 60% market
The Amazing Success of the Lenovo ThinkStation P620 AMD Threadripper Pro Workstation Read More »
I met with Mathias Steiner, who is a researcher out of the Rio de Janeiro IBM lab. He was talking about the amazing work that IBM is doing with a network of labs all working on sustainability, and material discovery
IBM’s Carbon Capture Research Effort Validates Hybrid Cloud Model Read More »
HP is one of several companies attempting to differentiate itself through sustainability efforts. But since 87% of HP’s revenue is driven through the channel, failing to loop in the channel would limit the company’s progress. So, given that 98% of
HP Data Sharing and Partner Sustainability Read More »
Rokid Air this month released their long-anticipated augmented reality (AR) glasses but, surprisingly, the glasses make a far better head-mounted display even though they contain the sensors needed for AR. What makes the difference between good AR glasses and a
What makes the difference? AMD had a stunning quarter and year with huge upside surprises and near-legendary performance levels. Facebook (Meta), a far larger and more powerful company, got pounded for excessive costs, enormous material screw-ups, and what appears to
AMD vs. Facebook (Meta) Financials: The Powerful Difference of Competent Leadership Read More »
There were two interesting mergers in play this year with semiconductor companies. The big one was the proposed NVIDIA ARM merger, but also interesting was the AMD Xilinx merger. The NVIDIA ARM merger had no chance of being successful because
AMD vs. NVIDIA and the Advantage of Not Being Considered Big Tech Read More »
The education market generally gets the cheapest products the industry can make, which is far from ideal given that kids are very hard on products. One of the reasons for this is that education tends to be underfunded, so the
HP Creates what May Be the Best PC Line for Education Read More »
