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Latest Podcast

Companies

IBM

  • The State of Consumer Technology at the End of 2014

    While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]

  • Peak Google

    Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]

  • Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries

    IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.

  • Big Blue and Apple’s Soul

    I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the […]

  • Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM