IBM Splits, IBM Skepticism, IBM and Antitrust

IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.

Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID

More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.

The End of the Beginning

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling

Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.

IBM’s Old Playbook

IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.