This week we did pretty well, I think:


This week, we discuss the many problems with calendaring and scheduling, industry analysts, how press releases aren’t really too terrible if you know how to read them (along with other types of tech corporate communications that should supplement them), and talk at length about the IBM/Apple partnership announced this week.


With Brandon Whichard, Matt Ray, and Coté.

If you like video, see this episodes’ video recording.


  • This week I’ve added in more detail on the IBM/Apple partnership from our pre-reading on the topic and the 451 Research report.

Calendaring will never work, analysts types

IBM and Apple

  • All about the IBM/Apple partnership and the cyberponies that may result

  • Plans for 100+ industry specific applications – IBM is just about done transforming (back?) into an applications company (from IBM press release): “a new class of more than 100 industry-specific enterprise solutions including native apps, developed exclusively from the ground up, for iPhone and iPad” – time line looks like “available starting this fall and into 2015.”

  • Industries (from IBM analyst presentation): Banking, Insurance, Telco, Retail, Government, Travel/Transportation, Healthcare

  • Where does this leave Dell, HP, Oracle… SAP is probably neutral here as IBM can sell them and they’d just be cross-platform. There’s, of course, Google for others to team up with, and Microsoft…

  • Meanwhile, Microsoft laying off 14% of workforce, 18,000 in total, with 12,500 from Nokia.

  • For Mobile Device Management (MDM), IBM had acquired Fiberlink (which brought MaaS360, the mobile device manager thingy SaaS tool) in Nov 2013 for a 451 estimated $300m.

  • One thing we don’t touch on (aside from Coté flashing his Chromebook review unit) is a point that Gruber makes well: perhaps much of it is about the transition from Windows PC to iPad.

What’s 451 Saying about IBM/Apple?

Corporate smart phone buying over the next 90 days

  • Chart Source: 451 ChangeWave, 3Q 2014 Corporate IT Spending Trends, June 2014.

  • 451’s coverage of the IBM/Apple partnership:

  • “With this partnership, the two companies are essentially looking to bridge transactional, commerce and database systems of record with the mobile application experience.”

  • IBM has 1,000’s of “assigned” people to this.

  • iOS brings a “single platform” to IBM’s apps, vs. fragmented Android.

  • Companies already want to buy iPhones (chart from 451 ChangeWave, what do you plan on buying in the next quarter):

  • Our report says there aren’t that many 10,000+ deployments, however.

  • Hooking mobile up to all those boring, yet critical enterprise backends: “So far, the widespread deployment of iOS and even Android devices has not created significant demand for mobile apps in the enterprise. The biggest barrier here is the difficulty in securely connecting large-scale legacy back-end systems to mobile devices. This can be a key role for systems integrators like IBM, which have expertise and large teams of developers that can work hand in hand with clients to develop mobile apps that meet customers’ needs.”

The way things go with press releases, and “why”

  • In defense of press releases, and other announcement mediums (blogs, social/word-of-mouth) that are helpful to do as well
  • When the stock price is high, everyone is happy and no one cares what your “why” is.


  • Brandon: The Halo Effect – a business book about business books
  • Matt: get a full a nights sleep by going on a family vacation and all sleeping in one bed.
  • Coté: The Ocean at the End of the Lane, Neil Gaiman – always looking for light, entertaining reading to balance out the ponderous biz and tech books I make myself plod through.

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