Category: The Cloud
Posted Date:
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Trouble for Intel in the Data Center?
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to save itself.…
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Making Money from Data
We hear a lot about ‘the value of data’ (including here) and how companies need to monetize their data better. And how every company needs to go out and hire a bunch…
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The Origin of My Post on Slouching
I am particularly proud of my last post “Slouching Towards the Cloud”, because I was finally able to put words to ideas that had been ticking around my head for many years.…
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The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I am now…
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How Riot Games Became a Telco
Telecom networks are changing in some important ways. A few weeks ago, I wrote a somewhat fanciful piece about the ways in which telecom networks are being unbundled by the growing convergence…
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A few thoughts on splitting up companies
After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have not been…
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Talking my book on Amazon
Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is overdone. Before I…
