Some theorists say that the future of all IT lies in the cloud. If you accept that premise, then the logical conclusion is that it’s pointless to invest any further in on-premises IT. IT skeptic and provocateur Nicholas G. Carr sees cloud computing as a stage on the way to computing resources becoming a commodity like electricity.
Try googling “Google and antitrust” and see how many results you get. (I got about 1,450,000 results in 0.25 seconds). And the number is increasing all the time, with Texas, Europe and the federal government all on Google’s case.
In a rare interview, IBM CEO Sam Palmisano took some shots at Hewlett-Packard.
However, the real point of the interview with Wall Street Journal Editors is to defend Palmisano’s strategy of focusing his company on profitability and shareholder value, rather than on sheer size. In his eight-year tenure so far, Palmisano has succeeded at that, but at the cost of losing the crown of world’s largest IT vendor to HP. At one time, IBM dwarfed all its rivals. Its size was a blessing and a curse — it had unparalleled market clout, but was also the target of US antitrust investigations. Read more
Tomorrow is 9-11-10. Nine years ago, our lives changed. Within days of the attacks, I was in New York at Ground Zero and in Queens interviewing executives at the New York Board of Trade.
Turns out NYBOT’s disaster recovery plan put the commodities trading exchange right back in business. NYBOT had been maintaining a mirrored site in Queens since shortly after the first WTC bombing in 1993. It didn’t’ take long to cut over to the Queens site and send all the traders over there. It was a brilliant plan that paid off.
Standing Headline: “Dell looks beyond its PC business.” Dell has been doing that for, um, a decade? Two? Still, the 9/7 WSJ article on Dell highlighted a couple of facts worth noting.
1) Dell last year hired away IBM mergers and acquisitions exec Dave Johnson.
2) Even as actual PC sales have increased, the percentage of Dell’s revenue that comes from PC sales has declined every year since Michael Dell returned to the helm in 2007. Since the company acquired services firm Perot systems in 2009, you would expect that the services portion of revenue would increase. And the acquisition of Equallogic in 2007 means you’d expect the storage component of revenue to increase also.
3Par is a storage vendor, but the reasons for the bidding war may be that 3Par equipment is particularly good for cloud-based data storage.
Let’s accept for a moment that there is a cloud bubble. If you remember the dot-com bubble, it’s clear that the cloud bubble is not like that. Sure, everyone is claiming their gadget or service enables cloud computing, but there is not a rash of ridiculous IPOs as there was back in dot-com days. Exuberance, maybe; irrational exuberance, no.