Former Apple CEO Steve Jobs and former Yahoo CEO Carol Bartz: It is rather fascinating that both CEOs had their names turned into a verb. Yet even here they are opposites. To be Steved was to be fired by Steve Jobs on a whim. I’ve known folks at Apple who have been fired (and remained […]
Contrasting Dell and HP (companies doing plenty of mergers) you’ll see a pattern, particularly if you got a look at the internal results. One of my jobs at IBM was to do clean-up after mergers and my peers and I now believe that integration mergers carry an 80% failure rate. This is in contrast to […]
Recently I was at HP’s labs to see their latest advances in optical switches, and there’s a lot of backstory here. However, the OMG takeaway for Cisco is that HP plans to have an optical switch in the market that is 20% cheaper than a traditional electronic switch — or 1/10th the price of current optical […]
Google and Microsoft have a problem — and to sum it up, that problem is Apple. Google has tablets but they aren’t selling well against the far more complete iPad offering. Microsoft won’t have an iPad competitor until well into 2012. Google is having an issue with relevancy on tablets and Microsoft loses not only […]
With any merger there is a period of time when the merging company is particularly vulnerable, and Oracle, with their Sun merger, has enjoyed a significantly longer time than most. Given that competitors in the enterprise space tend to move relatively slowly, this large window is starting to benefit IBM and EMC. Now both these […]
I’m at the annual Dell analyst meeting this week and the company has a lot to be proud of this year. After nearly a decade of being pounded on for not being Apple, Dell has executed on a uniquely Dell strategy. I personally think this strategy is far better than what we are currently seeing […]
I don’t impress that easily. I’ve been at a number of Apple launches, was at the even more impressive Windows 95 launch (which has never been beaten), and I grew up in and around Hollywood. Most product launch events these days, other than Apple, seem to be more about saving money than in showcasing the […]
One of the difficulties in competing with any dominant vendor, especially Apple, is in getting around the perception that only the winning company has a good idea. Currently, while we talk about “the Tablet market” only the iPad is trending, which suggests there may not be Tablet a market at all, we are simply seeing […]
After Dell’s stunning recent financial report where they blew away profit expectations, mostly due to the acquisitions, they have recently made a lot of folks seemed to want to understand what Dell was doing right all of a sudden. The answer is easy: they documented their acquisition successes and failures along with best practices and […]
Dell’s Analyst Meeting is kicking off in Austin this week. This is where they lay out their strategy for the coming year for a collection of industry analysts. The opening talks are from their head of strategy, CFO, and Steve Felice (one of my favorite Dell folks) who heads their consumer and small/medium business effort. […]
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