Intel has embarked on what might be the biggest battle of its corporate life, the battle to become relevant in the embedded system and appliance space. While Intel has a license to produce ARM chips, it realizes that exercising it isn’t the answer to getting into the smartphone/tablet space. Not only would it suffer in…
HP has lowered its forecast for the year, and the threat of that move that broke yesterday caused tech stocks to shudder. It raises a serious question about just what’s going on in tech, a question that doesn’t have any easy answers. That means the future of tech as we know it may be…well…uneasy. To…
A recent research report on cloud computing says that SMB buyers prefer to get their cloud applications from a single provider rather than to mix and match. That’s not surprising given that for over a decade, SMBs have cited difficulties in sustaining strong technology talent as being among their top three tech problems. But it…
Google’s developer conference has generated a flood of news, and that’s a bit of news itself. There was a time when big announcements were linked to industry events like trade shows, but the new trend to link them to developer meetings shows a new dynamic in the industry. Actually, it shows a revalidation of an…
Cisco reported its results, which the Street has described as those of a “company in transition”. I disagree; they’re the results of a market in transition and a company not yet transitioning. The signs of the conditions that have dumped Cisco’s stock and fortunes have been clearly visible for over four years, and alarmingly visible…
The big takeaway from Interop so far has been the battle for the data center, which is no surprise given that particular item has been on top of my surveys for both enterprises and service providers for eighteen months or more. Interestingly, the financial analysts aren’t seeing anyone decisively winning that battle—at least not right…
Skype and Microsoft? Well, apparently it’s more than just a possibility. There have been rumors swirling around a buyer for Skype for a week or more, but they’ve been just rumors. The possible deal with Microsoft is a lot more than that—Microsoft confirmed it at about 8 AM today. So now, the question is “why?” …
Today begins with more negative comments on Cisco, and it’s hard not to wonder at the way a company that was once a model of tech success (“I want to be the next Cisco”) is now seen as a model of a transition failure. The idea of breaking Cisco up into pieces so that valuable…
Nielson is giving us some new data on video viewing habits, and there are a lot of interesting interpretations you can draw from it. It’s particularly fascinating if you factor in some of the data I’ve collected on content use, and the results of my content consumption model. At the high level, the Nielson study…
There are conflicting reports on the progress of the mobile operators’ Isis project to provide mobile/NFC transaction processing in competition with credit cards. Some of the media are saying that the initial link with Discovery for the actual transaction handling was an error in judgment, and the operators themselves admit that merchants say that Visa…