Rob Enderle

I’m at EMC’s analyst event in Boston this week and it’s an interesting event. One of the compelling stats that they shared: approximately 18% of large companies are choosing to build their own public cloud because they feel they can do it better and cheaper than services like Amazon Web Services can. EMC is moving […]

I was fascinated by an article in Science Magazine on a huge NASA event that sought to massively reduce the cost of a conference by making it virtual – only to find that engagement had dropped off a cliff.  In looking at the methodology used I could see why they tried to preserve the format […]

Let’s take out of the mix whether you think Bill Gates has been an asset or a liability over the past decade and talk about how you do a company turnaround. Microsoft’s flat valuation has clearly frustrated many investors, and the three institutional investors pushing for Gate’s to be sacked showcase this frustration. However, what […]

HP’s turnaround is actually going far better than I thought it would and far better than it appears.  This first is because I had doubts, given how complex HP is and the series of failed CEOs, that the firm could be turned around. And the second is because HP has been very light on corporate […]

I had an “Ah Hah” experience last week when being briefed by VCE, a fascinatingly unique enterprise solutions provider, on some of their coming offerings. You see they have one of the fastest growth rates in their side of the market, which represents the largest of vendors. This is actually pretty hard to explain because […]

One of the things that has resulted from the NSA leaks by consultant Edward Snowden is a reactive move by the agency to replace 90% of their system administrators with automated systems. It’s an interesting concept – if you’re concerned about security and you know people are the source of the problem, replace most of them […]

Amazon Web Services (AWS) and other cloud services in this class are positioned as a replacement for IT. And they are often cheaper and easier to use than their IT-supplied alternatives. We go through this about every ten to fifteen years when service providers find they can provide services directly to internal organizations better, faster […]

You have to feel for Michael Dell. He is trying to buy back his company so he can restructure it for the future, and corporate raiders have moved to derail his plan. Last week he had to up his offer by $150M just to buy off a corporate raider and his cronies. He offered a […]

As I write this, BlackBerry’s shares are spiking, largely because of the talk from BlackBerry’s CEO with regard to BlackBerry’s future. I’ve been through and followed a number of turnaround efforts over the years. Since we currently have two high profile companies still in the early phases of a turnaround (HP and BlackBerry), I think […]

This past week was Build, Microsoft’s developer conference, and much of the content was on Windows 8.1, the new point release of Windows. But what may be becoming lost is the rebirth of Microsoft under Steve Ballmer. You see, for the last ten years, Steve has been running Bill Gates’ company. It appears that over […]