Enterprise
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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 Nadella’s…
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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
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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 same.…
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Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Google I/O – Analysis on Every Announcement
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Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable
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Growing Apple at WWDC
In the end, as with many of Apple strategies, much of what transpired in Monday’s WWDC keynote was telegraphed many months ago, at least from a strategic perspective. Consider the thinking behind iOS 7. As Jony Ive told USA Today: When we sat down last November (to work on iOS 7), we understood that people had…