Archive for January, 2007
Tuesday, January 30th, 2007
High-k Metal Gate Technology
IBM has been in the news this week for announcing a breakthrough in High-k Metal Gate Technology. Though IBM was the lead, they partnered with AMD and others to share risk and expense. Intel singularly announced a similar breakthrough the same week. I’ve provided what I believe is a sufficiently detailed summary […]
1 Comment » - Posted in General, Interviews, People, Research, News by Greg
Tuesday, January 30th, 2007
IBM Buys Softek Storage Solutions
IBM announced on Saturday an agreement to acquire Softek Storage Solutions Corporation, a privately held company based in Vienna, Virginia. They have been an IBM partner for as long as they’ve been independent from Fujitsu (1996) and have good penetration in the Fortune 1000, claiming 60% of them as customers. Interestingly, Softek just bought […]
2 Comments » - Posted in General, Acquisitions, News, Mainframe by Greg
Thursday, January 18th, 2007
IBM Q4 Earnings Release: Long-term Outlook Good, Short-term Bad
IBM released earnings after the bell today and the news was largely good. Revenue rose 7.5% to $26.4 billion and profit was up $3.54 billion, or $2.31 a share, up from $3.19 billion last year. That was slightly above “expectations”, but press has been glowing of late (another great IBM article was in […]
1 Comment » - Posted in General, Performance, News by Greg
Thursday, January 18th, 2007
Great IBM discussion spurred by the ‘Father of WebSphere’s’ Defection to Microsoft
There’s a nice discussion over at slashdot spurred by the defection of Don Ferguson, the man behind WebSphere, to Microsoft. The discussion can be summed up by the following:
what kind of person leaves IBM to go to the evil empire?
IBM management is out of touch and IBM is a sinking ship (I know that […]
No Comments » - Posted in General, Community, People, News by Greg
Monday, January 15th, 2007
IBM Stock Poised for Another Strong Year
Money Magazine has a v
ery positive article about IBM at CNN on Friday. This is the kind of
positive publicity I was wanting when I wrote my embittered (and
retrospectively ironical)”Why I hate HP”
post in August. IBM, in spite of sluggish services growth in Q3 seems
to be firing on all cylinders and people (journalists and […]
2 Comments » - Posted in General, News, Strategy by Greg
Thursday, January 11th, 2007
IBM’s Mike Moran on Search Engine Optimization
Avinash Kaushik of Occam’s Razor speaks with Mike Moran, the new Product Manager for IBM’s OmniFind search product, about Search Engine Optimization. (link: http://www.kaushik.net/avinash/2006/12/ten-minutes-with-mike-moran-ibm.html ). The interview is great. I don’t know that you’ll learn much about IBM strategically, but it’s interesting to me. A couple of no nonsense points that IBM’s “Distinguished […]