Software as a Service
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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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Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
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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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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had been…
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Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Breaking Down Satya Nadella’s Letter
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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