19 Aug AWS Reinforces Which Cloud Company Has The ‘Magic’ With Its Q2 Results

Last week was a fun one if you are into tracking quarterly cloud progress from Microsoft Azure, Google GCP, and Amazon AWS. While most of the stories have already been told about Microsoft and Google, I wanted to focus in on AWS’s quarterly performance as reflected in their earnings numbers. AWS reports numbers that are […]

19 Aug The Qualcomm-Tencent Deal Demonstrates That The US And China Need Each Other

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Today, Qualcomm announced a sweeping, strategic collaboration agreement with Tencent Games covering 5G, smartphones, augmented and virtual reality, and personal computers. While I don’t pay too much attention to these kinds of non-binding, collaboration agreements, this one is interesting for many reasons above the current icy relationship between the US and China. While there wasn’t […]

06 Aug Microsoft Wins Big In AT&T Cloud Deal Valued At $2B

The fight for cloud computing dominance is at its peak and the leaders are starting to show their faces. When it comes to IaaS, Amazon AWS has a big lead, followed by Microsoft Azure, IBM Cloud, Alibaba, and Google Cloud Platform. If you were wondering where Oracle was, Gartner doesn’t place the company in its […]

06 Aug Intel Registers Solid Q2 Earnings And Its Future Opportunities Look Even Brighter

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I had the chance to talk with Intel CEO Bob Swan this week, which made earnings that much more interesting. We chatted about Intel’s long-term objectives and strategies, but before I dive into that, I wanted to touch on what Intel announced yesterday. Solid Q2 earnings Intel yesterday served up very solid earnings for Q2 […]

31 Jul Frank Azor Joins AMD As ‘Chief Gaming Architect’

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Today, AMD confirmed the rumor that Frank Azor, formerly of Dell and Alienware, will be joining AMD to head up its cross-platform gaming efforts. I believe this is a big win for AMD as Azor is a gaming icon across the industry and has demonstrated he “gets” the gamer, game publisher, and, of course, the […]

26 Jul Did Lenovo Defend Its TOP500 Supercomputer Throne At ISC 2019?

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ISC 2019 took place last month in Frankfurt, Germany. While I was unable to attend the annual supercomputing conference in person this year, one thing that always catches my eye at the show was the release of the latest Top 500 List of the most powerful supercomputers in the world. This latest iteration of the list is […]

26 Jul HP Inc. Continues Rich Legacy Of Sustainability As Outlined In 2018 Report

As a technology analyst, I spend a lot of time jet setting from conference to conference, covering the latest greatest advances in technology and IT solutions. Another part of what I cover, though, is the kinder, gentler material that’s under the hood—company culture, CSR, and the like. Environmental sustainability is a huge issue that in […]

25 Jun Cisco Leans Into People And Culture At Its 2019 Customer And Partner Event, Cisco Live

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The week before last, I attended Cisco Live 2019 in San Diego, CA. If you follow our analysis and articles, you know that Cisco System is a company Moor Insights & strategy’s analysts and I follow very closely. We follow them closely in compute, cloud, storage, networking, software, security and its leadership. One of the […]

08 Jun Salesforce.com’s Tableau Acquisition: Admitting Organic Innovation Failure?

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Technology companies believe in two certainties: to survive, you have to grow, and to grow you have to innovate. There are two ways to innovate; organically leveraging internal R&D and inorganically through partnering, M&A and corporate investment arms. In the software and SaaS world, mergers and acquisitions have become a dime a dozen in the […]

22 May Lattice Semiconductor Looks Like A Different Company At Its Financial Analyst Day

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Monday, Lattice Semiconductor held its Financial Analyst Day (FAD), which I attended in person at the NASDAQ MarketSite in Times Square in New York City. This is a day, like all major public companies have, where senior management discusses their plans for the future with its major institutional investors and a handful of press and […]

15 May ON Semiconductor And Globalfoundries Both Win With Its $430M Fab 10 Deal

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Last month, ON Semiconductor and Globalfoundries announced a $430 million agreement to transfer ownership of Globalfoundries 300mm Fab 10 in East Fishkill, New York, to ON Semiconductor. While the deal is still pending regulatory approval and closing conditions, I wanted to give my quick take on the news. The deal The transition of ownership of […]

02 May AMD’s 50th Anniversary Reminds Us Why The Company Matters

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This week, AMD celebrated its 50th anniversary. I wanted to weigh in on the occasion, as I have been in and around the company, its customers, partners and competitors for close to 30 years. I spent roughly a decade as a hardware OEM at Compaq, NCR, and AT&T, over a decade in chips at AMD, […]

27 Apr Who Are Apple’s iPhone Contract Manufacturers?

This coming Monday, a highly anticipated trial between Qualcomm and Apple will start in San Diego. The legal showdown is the next, important chapter of a two-year conflict between the two technology powerhouses and now, in this trial, Apple’s contract manufacturers. You can get caught up to speed on the prior two years here. Next week’s […]

12 Apr Cisco Trumpets A Unique Decibel, An Early-Stage Venture Company

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From its leadership in software, security and networking technology, to its extensive CSR efforts, Cisco Systems is a company I follow very closely. One thing I really like about Cisco is the interest it takes in fostering innovation and entrepreneurship, vital for a large company.  It’s vital for every large tech company because the typical cycle of a tech company […]

28 Mar FTC Case Against Qualcomm Gets Weirder With Northern District of CA Court Ruling

A week ago today, the US Northern District Court of California’s Judge Koh issued its FTC ruling on a case against Qualcomm that I believe from the start could be considered a clown show. I think this case is important to the wireless industry, competition, and even national security and am taking a hard stance on this.  […]

19 Mar How Cisco Fosters A ‘Conscious Culture’ Within The Company

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Cisco Systems is a company that I follow very closely. While the company is well-known (and rightfully so) as a networking, security and software powerhouse, one of the things I appreciate about this company is its focus on the human element—whether we’re talking about its Networking Academy, which trains approximately 1 million people per year in IT […]

13 Mar The 10 Most Bizarre Things About The FTC-Qualcomm Case

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It has been two months since closing arguments were presented in the FTC versus Qualcomm Trial, and Judge Koh could issue a verdict at any moment. In these past few months, I have been analyzing what a ruling might mean. I’m not a lawyer, but have seen a lot of antitrust action and was considered […]

07 Mar HP Demonstrating Commitment To Diversity And Inclusion

HP Inc. is a company that I follow very closely. I covered the company extensively at CES 2019 this year and was impressed by the array of new, innovative displays it brought to its PC line (you can see my coverage here). It’s no secret that the company excels at delivering powerful PC offerings, but that’s […]

01 Mar IBM Rolls Out Big Customers At Think 2019 Using AI, ML, DL On Power Systems

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There was a tremendous amount of news delivered at this year’s IBM THINK 2019, which I personally attended along with my senior storage analyst colleague Steve McDowell. One thing that impressed me, which didn’t get much press, was the number of rich conversations from IBM customers on how they were using Power Systems to help […]

12 Feb AMD Cranks Out An Inspiring Q4 2018 And Full Year 2018

After coming off of what I considered a successful CES 2019 showing headlined by CEO Lisa Su (wrote about that here), today Advanced Micro Devices announced its Q4 2018 earnings, full-year 2018 results, and forecast. Unlike some of the other earnings announcements we have seen so far, AMD appears to have bucked many of the trends like China […]