Economics and Platform Architecture (Part 2)
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...
Category: Cloud
Economics and Platform Architecture (Part 1)
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...
2012 Predictions
Just for fun – and in no particular order – here are some technology industry predictions for 2012.
Intel’s ARMageddon II
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...
Policy Challenges for A Globally Integrated Innovation, Production and Market Platform
“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...
Intel’s ARMageddon
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 ...
Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects
Goldman Sachs’ analyst Sara Friar is at it again.
Why Its Time to Break Up Microsoft
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...
Why Regulators Need to Mandate Open Data Protocols in the Cloud
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...
The Reality of ‘Private Cloud’
Mary-Jo Foley posted a provocative article yesterday about the reality of ‘Private Cloud’ offerings and who is driving the demand; customers or vend...