What’s happening at IBM (it’s dying)

Corporate-Life-CycleThis is a column I didn’t want to write. Like many of you I am tired of IBM stories and the company that was once an industry leader has become, at best, a poster child for how not to manage the later stages of a corporate life cycle. But because what’s happening at IBM is also happening right now at hundreds of other big technology companies makes it worth covering. So let me be clear: IBM is dying.

Last week a huge round of layoffs hit IBM just as I predicted back in January. The company is releasing as few details as possible. Nobody, for example, knows exactly how big […]

The FBI v. Apple isn’t at all the way you think it is

cookjpgThe FBI holds an iPhone that was owned by one of the San Bernardino terrorists, Syed Rizwan Farook, and wants Apple to crack it. Apple CEO Tim Cook is defying the FBI request and the court order that accompanied it, saying that cracking the phone would require developing a special version of iOS that could bypass passcode encryption. If such a genetically modified mobile OS escaped into the wild it could be used by anyone to crack any current iPhone, which would be bad for Apple’s users and bad for Amurica, Cook says. So he won’t do it, dag nabbit.

That’s the big picture story dominating the tech news this […]

Why Apple doesn’t sell televisions

appledolbyAt least twice over the past decade Apple has been close to announcing its own television. Not the Apple TV set top box but actual big screen TVs with, well, big screens. But both times I’ve heard about this Apple backed away at the last minute. And the reason why they did was because even an Apple television would be just another television with an Apple logo. Steve Jobs realized that TVs had become a commodity and there didn’t seem to be an obvious way to make Apple’s television special. I’m not here to say Apple has finally found its TV design path as suggested in Walter Isaacson’s book and will be doing […]

Amazon bookstores: It’s the drones, stupid

Screen Shot 2016-02-04 at 10.52.27 PM Remember the motto of the Clinton Presidential campaign back in 1992: “It’s the economy, stupid!” That election was about the economy and Clinton won as a result. Well Amazon.com this week let slip its plan to open 300-400 bookstores in U.S. cities, sending Wall Street analysts into a tizzy because bookstores look to them like a lousy business even for the world’s biggest bookseller. But this isn’t about selling books. This Amazon plan — if it happens at all — is about creating bases from which to fly delivery drones.

Delivery drones are to me a stupid idea except in certain rare circumstances like flying prescriptions to people living […]

Personal computers approach retirement age

Scan Jul 29, 2014, 9_44 AMMy birthday was this past week. When I came to Silicon Valley in 1977 I was 24 years old. Thirty-nine years later I am 63 and a lot changed around me in those four decades. I went from young to old. The personal computer industry, of which I consider myself to be a part, went from being two years old to 41 — an even greater change than I have experienced. And the point of this column is to write a bit about how personal computers have matured and where they are going, because I am pretty sure the PC is going away. And I have figured […]

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