Tag: hardware
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Remember to sell customers what they ask for
Sun had become bored with the mechanics of running a business… Except, it didn’t. The customer could not get Sun to pick up the phone. (And when Sun did pick up the phone, they tried to sell them the wrong product.) This was in sharp contrast to their experience with Dell. 🔗 What Sun got…
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Dell’s AI Server Business Now Bigger Than VMware Used To Be – Maybe private AI will really be a thing: ‘“We are still in the early innings, and our AI opportunity with tier 2 CSPs, enterprise, and emerging sovereign customers is immense,” Jeff Clarke, Dell’s chief operating officer, explained on the call with Wall Street…
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Link: Worldwide Spending on Security Solutions Forecast to Reach $91 Billion in 2018, According to a New IDC Spending Guide
“Worldwide spending on security-related hardware, software, and services is forecast to reach $91.4 billion in 2018, an increase of 10.2% over the amount spent in 2017.” Also, a breakdown of spending per industry and type of security product. Original source: Worldwide Spending on Security Solutions Forecast to Reach $91 Billion in 2018, According to a…
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Link: Google takes $1.1bn chomp out of HTC, smacks lips, burps
Google still looking to crack into hardware. Maybe getting a clutch of regular, steady performers instead of startup rock-stars will help: ‘Google has formally completed its $1.1bn (£780m) takeover of a chunk of HTC, under which some 2,000 staff will transfer to work on the chocolate factory’s Pixel phone. ‘In a blog post, Rick Osterloh,…
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Atlantis: The DSSD, data centre disk killer rising from the deep
Atlantis: The DSSD, data centre disk killer rising from the deep
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How to be a hardware analyst…?
After reading an, as ever, great, deep coverage of some new fangled piece of hardware from TPM, I got to thinking: I don’t really know how hardware analysts approach their craft. What framing and context do they use to understand, evaluate, and judge any given chunk of hardware? I’ve never been much of a hardware…
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Betting against IBM
Indeed, the numbers may back him up—cloud computing sure seems to be squeezing the vendor’s hardware business. The most recent evidence is clear: In Q3 2013, IBM’s systems revenue fell 19 percent, with its Power line falling 38 percent, System x sliding 18 percent and storage falling 11 percent. Among its hardware platforms, only System…
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