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Category: Cloud

Apple/Cloud/Competition/CompSci/Economics/Futures/Intel/internet/Microsoft/Networks/Oracle/Platforms/Uncategorized

Economics and Platform Architecture (Part 2)

Posted on February 27, 2013 by Jonathan

Part I in this series of articles outlined the impact that the economics of scarcity has had on both software architectures and the structure of the computer in...

Cloud/Competition/CompSci/Economics/Futures/Intel/internet/Microsoft/Networks/Oracle/Platforms/Policy/SAP/Strategy/Uncategorized

Economics and Platform Architecture (Part 1)

Posted on February 27, 2013 by Jonathan

The underlying economics of computing resources have always had a profound impact on development of computing architecture and in-turn the structure of the comp...

Apple/ARM/Cloud/Competition/Futures/Gadgets/Intel/Microsoft/Oracle/Platforms/SAP/Strategy

2012 Predictions

Posted on January 2, 2012 by Jonathan

Just for fun – and in no particular order – here are some technology industry predictions for 2012.

Cloud/Competition/Platforms/Strategy

Intel’s ARMageddon II

Posted on October 27, 2011 by Jonathan

Back in January of this year I published an article about the threat the ARM processor architecture would pose to Intel in the high margin – highly profit...

Cloud/Economics/Policy/Political Economy/Strategy

Policy Challenges for A Globally Integrated Innovation, Production and Market Platform

Posted on July 20, 2011 by JM

“Cloud computing” is much more than simply a new set of technologies and business models.  It is rapidly emerging as the platform that will underpin the next ge...

Cloud/Futures/Gadgets/Microsoft/Platforms/Strategy

Intel’s ARMageddon

Posted on January 7, 2011 by Jonathan

In ten years we’re going to recognize this week as the moment Intel ceded its leadership position in the global chip business. Microsoft’s decision ...

Cloud/Futures/Microsoft/Platforms/Strategy

Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects

Posted on December 14, 2010 by Jonathan

Goldman Sachs’ analyst Sara Friar is at it again.

Cloud/Futures/Microsoft/Platforms/Strategy

Why Its Time to Break Up Microsoft

Posted on July 23, 2010 by JM

Microsoft posted a record quarterly profit of $4.5B on record revenue of $16.04B after the markets closed yesterday. The EPS of 51 cents blew away analysts cons...

Cloud/Futures/Policy/Political Economy

Why Regulators Need to Mandate Open Data Protocols in the Cloud

Posted on July 19, 2010 by JM

TechCrunch’s article about Intuit’s decision to shut down Quicken OnLine and not let users migrate their data to the new service Mint.com is an outs...

Cloud/Platforms/Political Economy

The Reality of ‘Private Cloud’

Posted on June 26, 2010 by JM

Mary-Jo Foley posted a provocative article yesterday about the reality of ‘Private Cloud’ offerings and who is driving the demand; customers or vend...

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