Part of the problem with being an analyst is that we are expected to think as if we were living five years in the future. While the market is undergoing a recovery at the moment, I was recentl... More >
I get to go to a lot of events and I can see which folks really put the effort into making what they are presenting special and those that either offloaded the effort to some flunky or waited until t... More >
What a services unit gives you is higher customer loyalty and, assuming you do it right, a hedge against bad years. What it takes away is some of your agility (it adds size) and rapid financial perfo... More >
I was talking to a security specialist from one of the largest aerospace companies in the world and he told an interesting story. Fortunately, it wasn’t about his own company so I can share it. It qu... More >
For those that follow Intel or EMC or are interested in corporate governance, the house cleaning that went on there yesterday is actually kind of interesting. There are three aspects of this announ... More >
Ever since the Sun/Oracle merger was announced, IBM has been carving into the Sun installed base like a starving dog through a juicy steak. Recently, it looked like HP was positioning to be th... More >
At one time companies bought cars for employees and it was a standard perk. This shifted over time to being a personal purchase. Cell phones, with some exceptions, remained a personal purchase that c... More >
IDC’s server numbers were recently released, and while HP remains dominant in several key areas, IBM actually came out on top overall -- largely, I think, because of its early and aggressive moves... More >
Carly Fiorina, HP’s ex-CIO, is positioning to run on the Republican ticket for one of California’s Senate seats in the upcoming election. Opponents are using HP’s reported sales through dist... More >

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