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• Quick takes....
• 4 hours ago
• HP buying EDS is brilliant. HP needs to up the game and get into high-end corporate board rooms, and at the same time extend its global high-end service capabilities. Problem solved. IBM has run around all alone as a systems... ...

• Service as a Service – My new SaaS play….
• 7 days ago
• Why not? We have Software as a Service, Platforms as a Service, and a host of others. How about Service as a Software? That's what all the backup guys are really offering – not Software as a Service. This "asS"... ...

• Get Ready For Some Chinese Take-Out...
• 17 days ago
• ….of Silicon Valley tech companies, that is. A depressed dollar, a booming Chinese economy flush with more cash than the U.S. has debt (which is a lot, in case you are wondering), a superbly educated, low-cost work force, ultra-low cost... ...

• EMC
• 22 days ago
• Is simply smoking hot. The numbers are killer, and I don't care how much you hate them, right now you want to be them. Smoking hot. Annoyingly hot perhaps. What macroeconomic downturn? The hedge strategy they put into effect in... ...

• Is IBM Buying Israel?
• 23 days ago
• XIV, Files-X, and now Diligent. It's been busy month for big Blue. First, allow me to take full credit for calling the Diligent play. I said "Diligent will be the next to go - with the run on bulk storage... ...