Author: Coté
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From a computer on every desktop to computers on everything, everywhere
These are the most important three chunks from Satya Nadella (Microsoft’s new CEO) memo: Our industry does not respect tradition — it only respects innovation. … Our job is to ensure that Microsoft thrives in a mobile and cloud-first world. … I believe over the next decade computing will become even more ubiquitous and intelligence…
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Moz builds its own private cloud
We spent part of 2012 and all of 2013 building a private cloud in Virginia, Washington, and mostly Texas. This was a big bet with over $4 million in capital lease obligations on the line, and the good news is that it’s starting to pay off. On a cash basis, we spent $6.2 million at…
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“Postmodern ERP”
A fun phrase from Gartner to label ERP systems that can’t be evolved fast enough to do what businesses want. See “anti- Agility.” “Postmodern ERP”
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More on the IBM x86 divestiture rationale
As usual, TPM is extensive, starting with: IBM is selling off the System x business, presumably because it is not profitable, but also because it is something it can sell while at the same time getting approximately 7,500 employees off its payrolls. Lenovo’s Peter Hortensius, who is president of the Think Business Group that sells…
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DrunkAndRetired.com #183 episode up, in video form. Here’s the audio only, and remember, you can subscribe to the podcast feed to get the audio versions of each episode downloaded automagically. (Source: https://www.youtube.com/)
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[new.livestream.com/accounts/…](http://new.livestream.com/accounts/1639890/events/2523952/videos/40302837/player?width=960&height=540&autoPlay=false&mute=false) This week I was lucky enough to be invited to a Dell hosted think-tank discussing how the application needs of companies are changing. You could also phrase it: “how is all that cloud stuff changing how CIO’s run their company’s IT?” It was a great session, driven by the discussion of the CIOs on…
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Dealing with industry analysts, for startups
Dealing with industry analysts, for startups from Michael Coté Earlier this week I had the privilege to speak at HeavyBit, a developer centric incubator run by some ex-Heroku (and other!) folks. First of all, the premises of HeavyBit is awesome: for as important as developers are, there’s not enough attention paid to companies that are…
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One of the more concise writeups a of IBM’s 2013 performance that you’ll see
Big Blue has seen revenue in its System and Technology Group drop throughout the year, with the division finishing out fiscal 2013 down 18.7 per cent from the previous 12 months. Software and middleware revenues and sales in the Global Business Services unit rose during the year, but Global Technology Services and Global Financing also…
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GitHub is the developer resume, so don’t screw that up for your employees
“In many cases in the big companies and all the small startups, your Github profile is your resume,” explained another former Amazonian. “When I look at developers that’s what I’m looking for, [but] they go to Amazon and that resume stops … It absolutely affects the quality of their hires.” I’ve been reading The Everything…
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Privately innovating instead of publicly growing
When I spent time with other entrepreneurs, the feeling was ‘go public’. Now you have ‘stay private longer’, because then you can invest, innovate. The minute you go public, you have this incredible pressure to increase earnings every single quarter, quarter after quarter. I am not saying that is all bad. There are companies that…
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IBM building out it’s public cloud, doubling capacity this year
The company plans to open 15 new data centers this year, more than doubling the cloud capacity it acquired when it purchased SoftLayer last year for $2 billion. It plans to combine the new data centers, the existing SoftLayer data centers, and the data centers it already ran before the SoftLayer purchase into a single…
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The sales force is now using iPads
Nice anecdote about iPads going from zero to full use in mainstream-sounding use cases: I’m not a “tech” guy, but wanted to give you a perspective from a person who works for a fortune 500 company. I recently returned from a National Sales meeting, and was amazed with the iPhone market share within our company…
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So… screw the contrarians, it sucked. Standing In Line, Tim Bray
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Press Pass: PaaS in 2014 (Pun!)
Paul Krill asked a few questions about the future of PaaS last month for an omnibus appdev article of his (it’s a nice round up!). Here’s the only slightly edited full reply I sent him: Q: Does 451 Group see 2013 as a banner year for PaaS? If so, why? PaaS has always had the…
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IBM Watson drove <$100m revenue in 2013
You know, $100m actually seems pretty good for something so obscure and weird. IBM Chief Executive Virginia “Ginni” Rometty has told executives she hopes Watson will generate $10 billion in annual revenue within 10 years, according to an October 2013 conference-call transcript reviewed by The Wall Street Journal. She set that target after the executive…
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451 Study on SDN adoption – 16% in use or plan
After seeing one of the other SDN forecast studies referenced here, one of my 451 collegues sent some finding from our recent (August 2013) survey on software defined networking usage: TheInfoPro survey has adoption at a much lower level. Wave 10, based on 154 interviews and published August 2013, has it at 16% in use…
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Pretty good explanation of the Red Hat/CentOS kumbaya
“Red Hat’s open source business is strong enough that CentOS is effectively a mindshare force multiplier rather than a RHEL competitor,” noted Ryan Paul, Ars’ former open source guru. And, making it harder for Oracle too. Pretty good explanation of the Red Hat/CentOS kumbaya
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“Digital pennies”
The app economy shows that there are big opportunities in “digital pennies” and that the figures are beginning to match even the “analog dollars”. In fact, I suspect eventually digital pennies will dwarf analog dollars. The trouble is that these pennies will not be earned at the same control points. Bits are already big bucks.…
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Bottoms up, viral spread still works
Cloud startups like Dropbox pose a problem because they are viral in their sign-up and billing. This is what has given them a foot in the door at SMBs and the departments of big companies, and resulted in CIOs’ business-collaboration platforms becoming based on Dropbox before they know it. Also, some good insights into IBM…
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