Category Archive for "TMT"

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Quick Thoughts: iBlowout – iPad and iPhone Lead the Way

    –          Unlike Amazon and Google, Apple cares about margins and proved it in 1QFY12 –          Set up for a strong 2012 if expectations don’t get too out of hand –          A successful transition to iCloud is the key

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Quick Thoughts: Google, Intel, Microsoft and IBM

–       Google miss may portend general economic weakness, but long term position is still extremely attractive –       Strong Intel sales curious given PC weakness reported by others, we’re still skeptical long term –       Microsoft gets strength from Xbox, beats despite

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Virtualization and “The Cloud”: No Silver Lining Ahead For Enterprise Data Center Vendors

  Virtualization and “the cloud” are NOT equivalent concepts.  Virtualization is a software technology that allows many users to flexibly and securely share a computing resource.  It can be implemented within a single private enterprise data center, or by a

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Quick Thoughts: CES Day Three – I Want That Toy Helicoper That Fires Missiles

  YouTube keynote highlights the virtuous cycle of growing content, viewers and ad dollars Connected TV will be a battle royale Things I liked on the floor – OLED TVs, Dish Networks’ Hopper, Chinese smartphones, Android tablet proliferation, Windows 8,

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Quick Thoughts: CES Day Two – Look, I’m Walkin’ Here

Intel has 2 Medfield customers – yawn Auto makers promise consumer electronics that are not obsolete when you drive them off the lot FCC Chairman Genachowski is frustrated with Congress, but expects more spectrum soon   The only suspense at

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Quick Thoughts: Day 1 and Boy, Are My Feet Tired …

Microsoft dog and pony emphasis on Metro as a unified interface suggests they “get it” Consultant led panel on “over the top” TV suggests that many companies don’t “get it” C/Net names “The Ecosystem” as the next big thing –

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Quick Thoughts: By the Time I Get to Vegas …

Disney’s deal with Comcast will not forestall “Over the Top” and could hasten it Nokia Microsoft deal? Maybe, but can Nokia survive without smartphones? What to see at CES?  Ultrabooks, automotive electronics, connected home everything   Greetings from Continental flight

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Enterprise IT: Send in the Clouds

Enterprise IT is in flux.  Weak economic conditions will pressure budgets, particularly in the government market, while CIOs contemplate a major strategic change of direction.  The focus is on making the deluge of data useful, fostering collaboration, and empowering a

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Quick Thoughts: Yep, More Predictions for 2012

  OK.  There is an unwritten rule that all blogs have to start a new year with either a list of resolutions or predictions.  Since I have no willpower whatsoever, I’ll take the easy road and make 6 predictions for

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Quick Thoughts: Oracle’s Scary Quarter

  Oracle’s disappointing 2QFY12 results, delivered just before Christmas, sent shockwaves through a tech tape that had been riding fairly high in the weeks prior.  3Q11 numbers had been generally positive, with a string of beats from the major enterprise

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