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Rob Enderle

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Rob Enderle

September 2010

September 30, 2010

HP to Oracle: It’s On, Baby, It’s On!

HP just hired a new CEO and chairman, both hand-selected over the objections of Mark Hurd’s heir apparent, to battle for cloud computing against Oracle and IBM. I don't know any two people more capa... More >

September 29, 2010

Apple vs. RIM vs. HP in Tablets for Business

The next big phase of the tablet market is expected to be in business because employees are dragging in their iPads despite IT managers' objections. Though Apple clearly leads in the consumer market,... More >

September 27, 2010

Beginning of the End of the U.S. Technology Market?

Governments tend to be reactive, and if any market gets too much regulatory attention, the tendency is to overregulate and possibly kill it. The United States owned the oil market coming into the las... More >

September 24, 2010

IBM's STM Storage Breakthrough Has Quantum and Solar Power Implications

Part of the fun of this job is being able to visit labs and see things that few others get to see. The IBM Almaden Lab in San Jose, Calif., is particularly fun because the entrance that the GPS syste... More >

September 22, 2010

Oracle vs. HP: The Mysterious Backstory

In the drama between Oracle and HP, there seems to be a lot of information that just doesn’t make sense. If we connect the dots, another potential explanation emerges. We’ll call this the “backstory”... More >

September 20, 2010

Ann Livermore is HP’s Best Choice for CEO

Hewlett-Packard's past two CEOs have been outsiders. It was a company in financial trouble struggling for relevance the first time and struggling for financial stability the second.  This time the co... More >

September 17, 2010

Why Employees Aren’t Cows and Anti-Poaching Agreements Are Stupid

There is an ongoing antitrust probe among a number of high-tech companies about employee anti-poaching agreements. These agreements, typically between large companies, represent a pact not to compe... More >

September 16, 2010

IBM’s Sam Palmisano Unloads on HP

In what could be seen as the CEO equivalent of piling on,  IBM’s Sam Palmisano was sharply critical of HP in a Wall Street Journal piece. He lit into HP for the way it handled the removal of CEO Ma... More >

September 13, 2010

Intel’s Preparing for Stormy Seas Ahead

As markets change, dominant companies lose that dominance. That rule has seldom been broken, but at Intel’s Developer Conference this week, Intel is making a solid effort. While the PC market is fo... More >

September 10, 2010

Five Reasons Hurd Bet Will Not Pay off at Oracle

CRN is running a slideshow on the five reasons Mark Hurd will pay off for Oracle, but because there are two sides to every argument – this is the season for election debates and I don’t get to part... More >

September 9, 2010

Is Oracle Scheming to Buy HP?

The whole Larry Ellison/Mark Hurd thing has got a lot of folks scratching their heads. The causes could be anything from Larry having a senior moment ( IT Business Edge's Mike Vizard is clearly on ... More >

September 7, 2010

Oracle Gets Hurd, HP Gets Mad: What Does it Mean?

I’m fascinated by the sequence of events that put HP’s now ex-award winning CEO in as a subservient member of Oracle’s executive team, possibly positioned as Larry Ellison’s successor. A lot has ha... More >

September 2, 2010

HP Wins Bidding War for 3PAR: Implications

Paying a sharp premium for 3PAR, HP has purchased a core technology that should position the company well against what is believed to be the biggest pool of potential revenue for this decade, the v... More >