Patrick "at" MoorInsightsStrategy "dot" com

26 Aug IBM-Lenovo Server Agreement Basically A Done Deal


A few weeks ago, U.S. officials OK’d the way for Lenovo to acquire IBM’s x86-based server business for $2.3B. While other countries still need to approve the deal, the U.S. Treasury Department’s CFIUS (Committee on Foreign Investment in the United States) approval was the last real hurdle Lenovo had to overcome.  This is not to say another country’s approval isn’t [...]

26 Aug Curb Energy: Real-time Monitoring of Home Energy Usage

Curb Energy

Every now and then in our home town of Austin, TX we get the pleasure of visiting with a new start-up. Such was the case a few weeks ago when Paul Teich and I visited Curb Energy in the Capital Factory. In the Human IoT world of home automation we think of the panacea of [...]

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14 Aug SXSW Interactive Madness in . . . August?

MI&S at SXSW Interactive 2015

It’s that time of year again: SXSW Interactive (South by Southwest) happens to Austin each March, much like a force of nature, and we are now just about six months in front of it. That means it is time to vote on the content! SXSW built a tool called “PanelPicker” to start sorting through thousands [...]

11 Aug Intel’s 14nm Process Is Alive And Well, Thank You


Intel lifted the veil today on its 14nm process and shared many, many details on it. Had you read a few of the articles on it over the last month, you would have thought that its 14nm process had driven off the road and was stuck in a ditch. After spending the day in Portland, [...]

06 Aug Lenovo Yoga HD+ Tablet: A Good Example Of Why Lenovo Excels In Client Devices


Lenovo has been on quite a tear lately in client computing. In the last 12 months, they achieved the #1 PC market share position, the #3 mobility (phone+tablet) market share position, and is in the final throes of acquiring Motorola’s smartphone and smartwatch business. Lenovo has shown unique prowess in emerging regions and is also [...]

23 Jul AppliedMicro Can Improve On Big Data Workloads With Upcoming Gen 2 Features


My analyst firm has been researching the nascent ARM-based server market and its technologies before it was cool to do so. ARM-based servers are not shipping in meaningful volumes today, but show promise. Two key points we are always making to folks we advise are to first, don’t make the mistake thinking ARM-based server SoC’s [...]

22 Jul Nvidia Shield Tablet: Mobile Gaming Strategy Gains Clarity


Nvidia announced today two new members of the SHIELD family, the SHIELD tablet and the SHIELD controller for gaming. This comes on the heels of the Nvidia SHIELD portable released a year ago. I think the SHIELD tablet will get a warm reception by the press and gamers for multiple reasons and a much better [...]

18 Jul Is ARM the Secret Winner in the Human IOT Race?


        With all the churn going on in the Human (wearables, home automation) side of the IoT space not many folks are going out on a limb to call winners and losers yet. There are going to be many winners (and losers) over time in Human IoT, but right now I’m going to [...]

16 Jul iOS App Comparison of IBM, SAP, Oracle and Salesforce

Oracle iPad

The following are screen shots taken from the Apple App Store on July 16, 2014. Click on the images to see a detailed screenshot.

15 Jul Thread: And Then There Were Three…

Thread Group

      Yesterday a group of companies including Samsung and Nest Labs banded together to create Thread Group, the latest in IoT consortium “Start-ups”.  Joining the Open Interconnect Consortium (OIC) announced last week and the AllSeen Alliance announced in December we now have 3 different groups proving how important IoT will be, and just how [...]