microsoft Posts

All Shook Up – How AWS is Pulling Off the Impossible in Enterprise IT

All Shook Up – How AWS is Pulling Off the Impossible in Enterprise IT

Since Amazon’s Q3 earnings announcement, AWS (Amazon Web Services), has been grabbing more headlines than ever. The nine-year old unit is breaking records as the dominant cloud infrastructure services provider, rapidly becoming a default choice for enterprise and government organizations. How have they pulled this off, and can anyone give AWS a run for its money?

The Dell-EMC Deal: Brilliant or Delusional?

The Dell-EMC Deal: Brilliant or Delusional?

What is the outlook for this largest-ever merger of tech companies, assuming that it goes through without any major hitches? The history of prior mega-mergers tell a mixed story. What is there about this one, between two ailing giants, that could be different?

Bits & Pieces…

Bits & Pieces…

As a tribute to the Dave Clark Five, this column consists of Bits & Pieces: Denouement of the Salesforce.com acquisition situation; What the recently announced IBM-GE-Verizon big data alliance means for the future of the category; Three much-hyped categories – cognitive analytics, plus two types of wearable devices – that have yet to cross the chasm; Thanks to successive breaches of corporate data, information security moves into the mainstream; Update on how well major on-demand businesses Airbnb and Uber are orchestrating change in their respective industries…

Who would be the best acquirer of Salesforce.com?

Who would be the best acquirer of Salesforce.com?

Rumors are swirling about the possibility of Salesforce.com finally becoming food rather than the feeder it has been through twenty or so small and mid-sized acquisitions. Analysts seem to agree that the possible acquirers are limited to four or five suspects – SAP, Oracle, Microsoft, IBM, and HP. This note examines in brief which of these five would be the closest to being the “right” acquirer of the company in strategic terms…

The Salmon Run – Cloud Vendors Swim Upstream Toward the Enterprise

The Salmon Run – Cloud Vendors Swim Upstream Toward the Enterprise

Until quite recently, the only customers adopting cloud-based technologies to solve mission-critical problems were small businesses or fast-growing startups, many of them online companies themselves. Things have changed dramatically in the past few years, leaving vendors with a lot to learn – or re-learn, in the case of older companies transitioning their technology and business model to the cloud – as they race to engage larger customers in more complex implementations.

Impact of a New Leader – A Breath of Fresh Air at Microsoft

Impact of a New Leader – A Breath of Fresh Air at Microsoft

Satya Nadella, Microsoft’s new CEO, has come into the top leadership position at a challenging but potentially exciting time for the company. After fourteen years with Steve Ballmer occupying the role, during which time Microsoft went from being arguably the most powerful player in tech to being “merely” a highly profitable cash machine, Nadella is faced with the opportunity to make the company relevant again, to help it grow and profit in major new categories and thus to reinvigorate the company’s power and valuation, which has languished since 2000. How is he doing? And what are we learning about the importance of the right leadership philosophy, style, and future impact, from Nadella’s initial moves?