There continues to be a series of contrasts in the global recovery, and in several dimensions. The fundamentals of consumption and production seem to be moving slowly positive worldwide, though the pace is slower in Europe. In Asia, there’s more worry about things like inflation (China) or deflation (Japan), and in the US the big…
Oracle has rolled out a new high-end Sparc-based cluster server, a 16-core T3 version that seems to close off any debate on whether the company is serious about the hardware business. In fact, our rumor mill and survey data show that Oracle may be ramping up for a major effort in 2011. Software is the…
The FCC’s upcoming neutrality order, presuming that it goes forward, isn’t the only thing that the Commission has commented on that could change industry direction. Chairman Genachowski has also indicated that: Our work has also demonstrated the importance of business innovation to promote network investment and efficient use of networks, including measures to match price…
The FCC has released some comments on the Order it will be presenting on net neutrality in its December 21st meeting (if it doesn’t postpone or change the agenda again!) and the position is disappointing. At a high level, what the FCC proposes is to state again its original principles of neutrality and apply only transparency…
The EU has opened an anti-trust inquiry into Google, not the first time the search giant has been in trouble with the EU but perhaps potentially the most serious inquiry yet. Google’s market share in search and its potential for abusing that position have always been a concern, and in the EU you have to…
With Cyber Monday turning in good numbers, it’s ironic that we’re also seeing more stress cracks in the business model of the Internet in its broadest sense. The popular hope that somehow things will just get better and cheaper forever is colliding with hard economic reality within the ecosystem of the Internet as players work…
The holiday season opened a bit stronger than last year, with retail stores reporting higher traffic and somewhat better sales and online retailers reporting sharply improved results. It’s too early to say how this will translate into seasonal gains because shopping behavior (like a lot of consumer behavior) has been altered by the downturn and…
No, they’re not related, but both are providing some news this short work week here in the US! HP’s numbers seem to illustrate a point I’ve been making about the IT spending plans of enterprises. Storage was their big product star, gaining about 25% where other product areas gained less than 10% in sales. The…
The seemingly never-ending Eurozone sovereign debt and bank stability issue moved a step closer to resolution, and at the same time a step further away. That’s been the history of this issue from the first, and it continues to cause concern for the global economy. Ireland, in the most trouble after Greece, accepted IMF and…
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