The kick-off of the Consumer Electronics Show this year may be more meaningful for tech than usual because it’s a barometer of some critical market dynamics. Tablets are set to take the hot seat at the show, even though (as usual) Apple isn’t attending. The big question in my view is less whether we’ll see…
The new year is always a time of perceived change, though of course the simple transition between two calendar dates doesn’t drive change itself. Rather than talk about the coming year in general (which I’ve done in our Annual Technology Forecast issue for Netwatcher in any event), I’ll focus here on the immediate “changes” the…
I had a chance to review the full text of the FCC’s Net Neutrality Order (10-201 if you’re into the FCC’s numbering system) and there were no real surprises in the material versus the commentary that was provided in the public meeting. I’m still concerned that the FCC hasn’t created a solid legal foundation for…
At CES, Microsoft will confront a demon that’s been haunting it from the early ‘90s, and how it does that will likely have a major impact on the future of the company and of Windows and its ecosystem. The demon is the GUI. Most OSs can be visualized as a kernel and a shell, with…
The FCC’s neutrality vote went as expected, with commentary by various people involved in the process, including the Commissioners. I found a lot that I agreed with, but I disagreed with at least some of what virtually everyone said. It’s not a disappointing order, though I’m sure that most will characterize it that way. The…
We’re starting off what will likely (but you never know these days!) be a quiet week in the markets. Top of the news is the announcement by Oracle that it will be supporting at least some of its PeopleSoft and JD Edwards applications on Amazon’s EC2. This seems a reversal for the company, who had…
Even as economic conditions worldwide appear to be improving at the macro level, there are renewed pressures on the Eurozone sovereign debt issue, and concerns that managing a global shift from stimulus to the control of debt and inflation will be challenging. Bond ratings for Ireland sunk and there may be further revisions in bond…
There are renewed stories that NSN is looking to sell about a third of itself to a private equity consortium. The stories aren’t indicating at this point how the share would be divided among the buyers, nor where it would come from in terms of Nokia and Siemens. It’s a classic good news versus bad…
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Enterprises are pushing through a set of complex political and project dynamics in 2011 according to our surveys. The changes and their motivations offer us an interesting view on the cross-currents that really define what enterprises buy and how they buy it. Thus, they offer a vision of what we could expect in terms of…