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I went to Lenovo Accelerate last week and feasted my eyes on one of the most innovative PCs I've ever seen. However, as I absorbed the rest of Lenovo's announcements, I realized I was looking at just the tip of what could be a significant coming change in personal computers -- one that could eclip...
Apple, Google and Microsoft are three very powerful companies. Two of them had big events last week -- Google I/O and Microsoft Build. What I found interesting was that both Google and Microsoft largely were on the same page about focusing on the customer. Both Google and Microsoft have been making ...
I spent a good deal of my educational and early career as an analyst doing research at scale. In fact, the way I got into the executive resources program at IBM was through one of the largest research projects my division had ever undertaken. A recurring issue with those who attempt to address the ...
Drop Tank is a small company in footprint -- it started with only 22 people -- but it has an outsized mission: to provide loyalty and discount programs to thousands of gasoline retailers. It has been decades since gas stations offered incentives to purchase their products. Last time, in the 1960s, r...
Many consumers have opted to cut the cord -- that is, to ditch cable or satellite TV and instead rely on over-the-top streaming services for their viewing pleasure. Price has been one factor, but changing viewing habits has been another.
Tesla sure didn't have a good week last week, given the kind of press coverage it got. I'm not that worried about Tesla going away, though, as its products are far too popular for it to disappear. On the other hand, management clearly needs to be fixed. What got me started looking at Tesla last week...
The big news last week was that Apple finally agreed to settle its fight with Qualcomm. Kudos to Tim Cook, because I've known a lot of CEOs rather who would have fought to the death than admitted they were wrong -- and not only wrong but acting disingenuously the entire time. Fighting this to the d...
It is expected that 5G will move aggressively into the market, with near-complete major metropolitan coverage by the end of the year. This technology is a game-changer, but it doesn't come without issues, one of which is the massive change in network loading. 5G will shift the bottlenecks from the ...
There should be no argument that we live in a diverse world, and that the technology industry doesn't reflect that diversity. The lack of diversity in employees makes it very difficult for companies, both in and out of the tech market, to address their increasingly diverse customer base effectively...
One of the things I mention very infrequently is that I was groomed to be a CEO from a very early age. On top of my three management degrees and CMA certificate, I participated in two IBM programs that provided access to a massive amount of resources that detailed both the success and failure of com...
I spent last week at Nvidia's GPU Technology Conference, and I expect this will be the last year it will go by that name. The company has evolved significantly during the last decade with robotics, artificial intelligence, and even complete workstations and servers taking it well beyond its GPU root...
Elizabeth Warren's desire to curtail Facebook, Amazon and other companies that have misused their massive power -- or may do so in the future -- is well founded. The U.S. appears to be trending toward civil war, and I'd place social media in general on the wrong side of this trend. However, just as ...
The tech market is defined by its battles: Microsoft vs. IBM; Apple vs. Microsoft; Netscape vs. Microsoft; Google vs. Microsoft. If Microsoft were a person, it likely would have PTSD. Then there was Apple vs. Google, and now the big one is Apple vs. Qualcomm. The screwy thing for me is that Huawei r...
Long-term trends in the technology segment are often the result of structural change. One such change in the semiconductor space was the shift to outsourcing specialized functions, including technology development in the form of intellectual property, chip design, fabrication, and packaging and test...
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