Category: Found
Links, news articles, clippings, etc. – classic blog-style.
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Companies with cash flows are valued on those flows. Companies without cash flows are valued on usage. Co’s with both have usage valued at 0 — Horace Dediu (@asymco) February 19, 2014
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Interest from new places in Power chips
It’d be loopy, in a fun way, to see a renewed interest in Power, esp. from “commodity hardware” cloud people. Interest from new places in Power chips
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Hadoop moving into production
A recent IDC survey of 202 large companies already experimenting with Hadoop found that 32 percent had moved it to production environments, and another 31 percent are in the process of doing so within 12 months. Hadoop moving into production
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Hadoop growth measured by Teradata disruption
Approximately one-third of our top 50 customers in the Americas have Hadoop in production now, with the other two-thirds in various stages of evaluations. —CEO Mike Koehler Hadoop growth measured by Teradata disruption
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Getting Ahead
maniacalrage: When you’re about to have a baby, people always say the same things: “Oh, get ready to never sleep again!” “Just wait until he starts walking, then the real challenge begins!” “Kids are annoying, who wants one!” And while some of that is true (walking definitely presents challenges) and some… Getting Ahead
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“All the secrets of the Marvel Universe, now in JSON format”
“All the secrets of the Marvel Universe, now in JSON format”
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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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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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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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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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The year in 3D printing: lingerie models, jet engines and the twerking Einstein
The year in 3D printing: lingerie models, jet engines and the twerking Einstein
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Tim Anderson’s ITWrit2013: the web gets more proprietary. So do operating systems, mobile, everything
Tim Anderson’s ITWrit2013: the web gets more proprietary. So do operating systems, mobile, everything
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The Day Google Had to ‘Start Over’ on Android
Excerpt from a book. Always love some tech history. The Day Google Had to ‘Start Over’ on Android
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