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Welcome to MarkoInsights

By | May 1, 2014

Welcome to MarkoInsights, my new online home where you’re all invited to join in what I hope will be a mutually beneficial exploration of the always fascinating world of technology, where the implications for business, personal life and society have never been greater. We collectively are inventing the future and I hope to provide insights into not only what is… Read More »

Down, But Not Out: Still Time for IBM to Adapt to Cloud IT

By | February 17, 2015

Disruptive technologies are a time-tested means of upending the business environment. Remember Western Union? No, not the money order company, but the one that lost its communication empire to Bell Telephone. How about former business giants like Kodak, Motorola, WorldCom and most recently, Radio Shack, that once dominated their field and are no longer with us. All were undone by… Read More »

Why Bad News For IBM Is Good News Your Business, But Only If IT Exploits

By | February 8, 2015

The news from IBM, which has been uniformly grim for years, gives the impression of a venerable tech giant in a death spiral. I don’t succumb to such fatalism and believe Big Blue’s problems aren’t terminal, indeed my next column will offer suggestions for how it can adapt to the new world order of cloud IT. Still, there’s no denying… Read More »

Box Delayed Its IPO To Refocus Strategy, But It Still Lacks A Competitive Moat

By | February 5, 2015

Almost a year after first filing the paperwork, Box IPO’d to much investor interest, up 70% on the first day of trading. The intervening weeks haven’t been so kind as Box now trades off almost 30% from its high that day even as the tech-heavy NASDAQ Composite index is flat. As I wrote in this column, Box’s saga from cash-burning… Read More »

What’s a Personal ‘Computer’? It’s Complicated. Changing Technology and Usage Upset PC Hegemony

By | January 19, 2015

Every quarter tech watchers and Wall Street traders pour over the latest shipment figures from the big technology analysis firms looking for signs of renewal in the moribund PC business. The latest numbers for Q4 2o14 show an industry coming off the ‘sugar high’ induced by upgrades from Windows XP refugees needing hardware capable of running a modern OS,… Read More »

Wi-Fi Integral to the In-Stadium Football Experience. Levi’s Raises the Bar

By | January 15, 2015

It wasn’t the best way to break in a shiny new home, with the San Francisco Forty-Niners missing the playoffs for the first time in four years, but that’s no reflection on the venue: Levi’s Stadium, set records for fan convenience and tech amenities. As I discuss in this column, nicer seats, more bathrooms and better food options were… Read More »

Sony and the Beauties Of Cloud Distribution: The Interview, An Example For Enterprise IT

By | January 3, 2015

Movie fans and free speech advocates flocked to The Interview over the holiday weekend thanks to the power of cloud infrastructure. Although a few hundred independent theaters showed the movie, as I detail in this column the vast majority of viewers were in front of their big screens streaming the movie via Google Play, YouTube and Xbox Video. Indeed, online sales… Read More »

Open Sesame: IBM Hoping OpenPOWER and Members Google, Rackspace Can Foster Intel Alternatives

By | December 22, 2014

Intel remains the brains behind most cloud and enterprise servers and having vanquished AMD is without materially significant challengers. That doesn’t mean Chipzilla can be complacent, since new competitors are trying to use the disruptive transition to hyper scale clouds to take a slice of its lucrative data center business. As I recently detailed, Intel’s performance and market lead, while… Read More »

The SAP Money Pit: The Quintessential Business Application Is Immune to SaaSification

By | December 16, 2014

There’s a giant sucking sound emanating from most large enterprise IT departments. It’s called SAP and as I write in this column, the devilishly complex ERP product cum application platform has a life of its own that resists all attempts at efficiency, simplification and IT budget cutting. SAP is the enterprise equivalent of an out-of-control defense contract with C-level business… Read More »

Intel Still Rules the Cloud: Haswell Puts the Squeeze on ARM’s Server Plans

By | December 9, 2014

Update: A rewritten and condensed version of this report appeared as a Forbes column, available here. Cloud software stacks, like those used at Amazon, Google, Facebook, Microsoft and other hyper scale operations, have radically altered how system architects design and build data centers. Out are big, gold-plated integrated hardware systems like fault-tolerant x86 boxes, mainframes and enterprise storage arrays. In… Read More »

Enterprise Cloud Use to Skyrocket in 2015: Will AWS Be Your Next Data Center?

By | December 3, 2014

As we close another year full of IT changes, there are more signs that enterprise adoption of public cloud services will…wait for it…soar in 2015. As I write in this column, big enterprise IT vendors used to charging 6- and 7-figures for hardware and 20% or more of that per year for ongoing support could be in for… Read More »