Archive for Uncategorized

Dell’s Next Move: Turning Software into Gold

Dell is a company in transition. As we have seen with many companies that have a hardware legacy, Dell is transforming itself into what it calls “an end-to-end solutions and services company that services mid-sized enterprises”.  Software will clearly be the key to this executing on this strategy.    This is not a transition that can be undertaken lightly.  It is
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Revolutionizing the Traditional Data Center to Support Systems of Engagement

Many organizations are looking at cloud computing as an extension to their traditional data center.  The private cloud is often envisioned as a technique to provide a segregated set of services that can be used for such requirements as supporting peak loads, creating new applications, or more easily deploying services on demand.  But as with many technology trends, there are
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Can Meg Whitman Save HP?

This article was first published in Bloomberg BusinessWeeks’s online site. It was published several days before the October 3rd HP financial analyst meeting. On Oct. 3, Meg Whitman, Hewlett-Packard’s (HPQ) current and fourth chief executive in the past seven years, will meet with Wall Street analysts. Investors, customers, and employees better hope Whitman starts channeling Lou Gerstner, the former IBM
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What is the big deal about big data?

I have begun writing a weekly blog for Bloomberg BusinessWeek. I am pleased to be able to republish my discussions on my blog site. In this blog I discuss the value of big data and its implications for the business. Your comments on this blog are welcomed.   The ability to analyze mountains of data is important, but managers need
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Can Hewlett Packard Make its Own Luck?

The following is a guest blog that I wrote for the Harvard Business Review. HP finds itself in a complicated position. While the technology giant’s second-quarter revenue increased by 3%, its relatively new CEO, Leo Apotheker, was forced to lower the forecast for revenue for the fiscal year. He blamed the Japan earthquake, the anemic PC market, and a troubled
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Yes, you can have an elastic private cloud

I was having a discussion with a skeptical CIO the other day. His issue was that a private cloud isn’t real.  Why? In contrast to the public cloud, which has unlimited capability on demand, a private cloud is limited by the size and capacity of the internal data center.  While I understand this point I disagree and here is why. 
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HP's Ambitious Cloud Computing Strategy: Can HP Emerge as a Power?

To comprehend HP’s cloud computing strategy you have to first understand HP’s Matrix Blade System.  HP announced the Matrix system in April of 2009 as a prepackaged fabric-based system.  Because Matrix was designed as a packaged environment, it has become the lynch pin of HP’s cloud strategy. So, what is Matrix?  Within this environment, HP has pre-integrated servers, networking, storage,
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What's a private cloud anyway?

So in a perfect world all data centers be magically become clouds and the world is a better place. All kidding aside..I am tired of all of the hype. Let me put it this way.  All data centers cannot and will not become private clouds– at least not for most typical companies. Let me tell you why I say this. 
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Lotus redux: a transformation in process

I have attended Lotusphere for many years so it is very interesting to watch the transition. When Lotus Notes was first introduced in the late 1980s, it was a seminal moment in the evolution of collaborative computing. During those first few years, Lotus was able to establish a rich ecosystem of partners and really define the market for collaborative computing
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Why is IBM in the horizontal solutions business?

Every year I attend IBM software analyst meeting. It is an opportunity to gain a snap shot of what the leadership team is thinking and saying.  Since I have had the opportunity to attend many of these events over the year, it is always instructive to watch the evolution of IBM’s software business over the years. So, what did I
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