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 […]
Category Archives: The Cloud
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]