IBM Power Calls Intel’s Model And Processor Obsolete

I’m at IBM Edge this week and Power is clearly a major part of this event. Doug Balog General Manager of IBM’s Power Systems group was talking about disruption today and there are few things as disruptive and IBM’s unique approach to servers and technology. The focus of his talk is on the cloud and how Intel’s model and parts are obsolete. Doug is arguing that the elements of this move to the cloud have to do with Flexibility, Speed, Productivity, and Efficiency. As a result, the conversation has moved from a technology conversation to a business conversation. To address these business needs...

AMD vs. Intel-Assessing Their New Strategies: A Study In Contrasts

Over the next few years we are going to see something we don’t see that often. Two companies in the same market on two very different paths. AMD will be focused like a laser on traditional PC and Server markets but adapting to the new loads and tasks that both are being tossed in. Intel, in contrast, will be expanding massively to drones, IoT, and Automotive each of which has massive, but as yet, unrealized potential for firms in their class. Now typically when AMD and Intel run at each other AMD is massively disadvantaged but with Intel’s shift in focus they won’t be chasing Intel but a...

The Birth Of Drones With Intel Inside

This week is the Intel Developers’ Forum and at the CEO keynote there is a ton of stuff to talk about from a car that drove on and off the stage by itself without running anyone over to the birth of Mixed Reality; Intel’s answer to Microsoft’s Hololens (which Microsoft is helping them with). However, the most interesting part for me was on ever smarter drones. I have two Drones one of the first Parrott drones and DJI drone that has far more capability and a 4K camera. The problem with both is they tend to run into things and neither one has follow-me mode. Now the problem with the early...

Why Lenovo Dominates the SAP Hana Market

It is kind of amazing how much Lenovo has changed in the last 15 years or so. In 2001, I doubt most of us had even heard of the company and then they bought the IBM PC product group, along with one of the most iconic PC brands; ThinkPad. Most recently they bought IBM’s System x x86 server business, and on a call last week SAP confirmed that Lenovo sells over 50% of the solutions for SAP’s HANA . SAP Hana is one of the leading analytics engines and it has been designed and tuned to run on x86 platforms. These implementations tend to be large and sell well into the enterprise space which,...

How AMD And NVIDIA Outperformed Intel

Intel has for much of the last 40 years out performed every other company in their segment but this last cycle both AMD and NVIDIA solidly beat expectations while Intel missed blaming a soft PC market (though it was their ill-advised run at Mobile that really did them in ). Realize that both AMD and NVIDIA are also PC technology vendors. Now one quarter is hardly a trend but it should be noted that there was a huge difference in market focus between these three vendors and Intel got caught making a very common recurring mistake which is why they slid and the others didn’t. And, to be clear,...

Why The PC Market Is Soft And Why AMD Should Be Excited

Brian Krzanich, Intel’s new CEO, upon announcing an historic layoff and blaming poor PC sales performance has handed AMD one hell of an opportunity.

Apple’s Not So Secret Strategy To Kill The Mac Could Boost Windows

Tim Cook has been pretty clear of late that the future of the PC is much more like the iPad Pro than it is the MacBook Air. In fact, personally, he appears to have made the switch and, I think, he is making a mistake common with CEOs. He is viewing the Mac user base as basically the same as he is and he really doesn’t need much more than light word processing, some calendar function (his secretary likely does the heavy lifting), and email. The new MacBooks seem to be stripped down but slightly updated versions of their predecessors that fail to excite where the only big advances came from...

The Countdown To Wireless Power

I spent a part of this morning talking to old friend Alex Gruzen who is now CEO at WiTricity and getting an update on what is going on with wireless power. WiTricity is the leading firm bringing broadcast electrical power to the market and currently they can broadcast power up to a foot with similar performance to a physical chord. This has applications everyplace from plug-in hybrids and full electric cars, to keeping our notebooks, tablets, and smartphones powered up and the very real eventual probability that we will no longer need wall warts (plug in chargers) for our devices. Here is...

Intel Gets Serious About The Cloud

This week was a pretty big week for Intel, they pulled out all the stops to release a new solution for Cloud workloads. When a market changes often it takes some time for the component makers to figure out what makes the new market very different from the old. The Cloud has emerged as a very different beast with very different performance requirements than your typical high performance server environment. It requires far more system agility to handle concurrent and vary diverse processing loads, it requires high security because of the nature of the work and the national and international...

America’s Greatest Makers Gameshow: Is It A Disaster In the Making?

Intel's doing a gameshow which could be a good thing but history says it might be a really bad thing.

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