Enterprise
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Daily Update: Amazon, Microsoft, and Google Earnings
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Redmond and Reality
Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
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Daily Update: Microsoft Earnings
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Docker and the Integrated Open Source Company
It’s been a long time since an open source project has gotten as much buzz and attention as Docker. The easiest way to explain the concept is, well, to look at the logo of the eponymous1 company that created and manages the project: The reference in the logo is to shipping containers, one of the […]
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Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
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Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]
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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.
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Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow
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Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted