Expert in Burning Platform
Maybe Stephen Elop is the right guy for the job. He create a lot of customer and sharehoulders value...
82 publicly visible posts • joined 5 Sep 2012
I always found that Dell inc & VMware are satellites/creation of Intel.
Their (Dell-VMware) products, future visions are in my opinion articulated around Intel moves. (there is a reason VMware is late in the ARM world). I also think their culture are quite similar. Booth companies Intel - VMware could boost each other strength. Maybe the regulator(s) will say too much of monopoly risks ... but a Swiss vision and better integration of the different products / stacks could be a win win for the end customers small and big against the 3 massive cloud giants and Apple.
An under-lighted aspect of the hypersonic missile development is the chemistry of the propellent.
and maybe its on that aspect the Russians made the technology gap between us. The " speed " of the flame /reaction of that specific (synthetic ?) fuel mixture is key (even if you slow down the air in the chamber ) and that is really top notch chemistry. (maybe a topic the author can enlighten us more in a next article )
All that subscription sauce we are being served in the IT-hardware world at this moment is it a sign these OEM's are at a plateau of growing their customer pool and so the cost allocation is getting higher and higher ? Or are we getting to a technical plateau of the hardware (lithography, power, platform architecture, soft integration, …) ?
Or is the actual stuff just good enough for the foreseeable future and the new stuff is getting just too expensive to develop, produce for a shrinking customer pool who needs it and are willing to buy it because all heavy applications/work you just do it on a rented cloud service ... ?
Is there a business case for AWS to bring its version/view of Microsoft Office 365 ( and CRM-ERP- HR ) to counter Microsoft 365 and Google Workspace services or is there no business case for them to go in that market ? Will they need to first introduce there own browser based on Chromium ? If they do it lets hope its based/compatibel with LibreOffice ...
Wouldn't surprise me that the next version of Apple TV is a stealth Xbox, Play station.. with more than enough Umhp
and this in combination with a "clever/unique " interaction from Apple watch, phone, glasses and there different services it could result in a convincing product for the game box users and game studios to shift to Apple.
At which point in the future does it make economic sense for AWS, Google, Microsoft, etc
to develop and/or operate there own mini, small nuclear power plants? Are there rumors of any plans ?
The amount of energy these players consume is crazy and still growing fast just as the rest of the market..
and actual supply has to be shared with other industries and end-users ...
and we are at the beginning of the EV-cars energy needs .
15 years ago non of these cloud-players where into developing and making there complete hardware stack form CPU to network gear ...
and now there the biggest server builders on the planet.
Amazing - Aerosmith (November 1993)
Amazing that after 28 it still a niche product .
Zuckerberg should have had the gallantry to invited Miss A. Silverstone to introduce that Metaverse concept of him with the song of Aerosmith on the background.
I guess and wish it will be in the city of Leuven (Flanders +Belgium) next to Imec and KU-Leuven (Catholic University of Leuven)
“Europe has two jewels,” Intel CEO Pat Gelsinger said in an interview in May. “One is ASML, the most advanced lithography, and the other is imec, the most advanced semiconductor research in the world.”
Question ... how much fiscal engineering does an multinational retailer as Oxfam do ? At least I guess it receive a lot of local Tax money for its different local "noble" projects here and there ... It must be, other wise how can you pay the rent of all these shops in top places around the world and to pay all of its many many marketing campaigns for its political views ...
I saw the Buran in all its glory on a the back of the massive Antonov An-225 Mriya with open bay. And in my opinion when the USSR showed the Buran as an Technical-Might PR-stunt (after the withdrawal of Afghanistan) at Paris, they basically knew they lost the technical race.
It was in the suppliers halls of Le Bourget - that you could clearly see that the West was accelerating its technological advance on the USSR. The exposed USSR chips, e-card etc where clearly behind. And more importantly every Western supplier who exposed at the fair had to show they where already developing future parts on CAD-CAM stations. The Bull, Nixdorf, SUN, HP, Digital, SGI, etc station where on every corner. CAD/CAM was already a common tech in the western supply chain.
NON at the other side.
Call me naïve but if SAP really want to migrate there customers base to there SAP-Cloud
& take market share form others . Than shouldn’t the HANA DB be free if you migrate you’re MySAP, R3, SAP B1, etc to SAP Cloud?
That they ask extra for there cloud customer who still wants to use there SQL-server, DB2, Oracle .. databases I can get it.
But for me , moving to the SAP ERP in the cloud ... HANA DB should be free idem as OSX is free when you buy a Apple MAC. ( even with uprade etc )
Yep and in my humble opinion Intel should milk out the X86 platform
And surprise the world with a Intel range of top notch risc-v based system on a chip
Which are target at vertical market . (automotive, mobile, medical, etc)
with specific added modules like AI, GPU, integrated modems (give these specific add-ons modules a specific marketing name like they did with Core 3, 5 etc )
and start backing chips for OEMs like TSMC does for VW, Bosch, Nvidia, Sony, AWS, AZURE etc
Isn't Bill Gates or Microsoft the biggest shareholder of Nvidia ?
so its basically Microsoft buying ARM ...
Nvidia is a better candidate than an Chinese state owned conglomerate.
even better would be a European private one (Nokia, Ericsson or the car boys Bosch, HERE! ) from my European point of view ..
for once we have a Jewel in IT better keep it ..
or T5 & M5
I thought Sparc + Solaris servers main target was IBM System Z mainframes ecosystem...
and not X86 and Arm cloud infrastructure...
Tesla computer simulations of production tools is a big flop,
and the rest of the industry is watching this test very very closely.
Guess they used Siemens PLM and had to skip the Official Beta production to keep the pyramid-game sorry Wall street going with the promise they would be ready with the Tesla 3 this year...
Musk has big balls to take this risk and he knows he can get a way with every fiasco and a lot of bullshit ... because of his Green guru status .
( they are now in Beta production => 250pieces / month and only for the employees of Tesla )
Cisco John Chambers predicted said it in 2014
And I guess IBM & HPE are the two who will be gone,
if you look how there respective Captains are steering and managing there Big Tankers to new harbours its crazy. They don't even now to witch harbours to go ...
Booth company's management are more busy to play the HedgeFunds game than to be 100% focused to transit there company and troops to the new IT reality.
" Huawei, which has Chinese government support and gains the lion’s share of Chinese contracts "
Like Chinese steel and aluminium etc etc
Promoting open market without strict control if we play by the same rules (like here in Europe) is stupidly naive and destroying allot of wealth creation...
And so the losers ( common people like me and you ) will go for politics who sings songs of the virtue of closed market ...
Yep in the Western World we are now at this point I guess ....
I don't know but for me there is something wrong with the business model of the cloud
the tech is super,
they are all growing at 2digits in the cloud, the Oracle, SAP, Saleforce, Amazone, IBM, Netflix, Microsoft etc etc
but if you look at the NET profit of the cloud part without the gimmicks .. there losing money ...
even company's who are +10 years in the cloud-business-service and are the leader in there service have a NET-Profit which is negative.
Is this a sustainable business model ?
Don't you need to make a real profit and not a cash injection from the stocks on wall street .. ?
May be I'm too stupid or so to understand the dynamic, but for me a business who is 10years old and still is losing net money then there is something wrong with it.
At which point are they big enough to make real money ...
Big as a monopoly like Alphabet search service ?
So a diesel engine has en efficiency of 40% , the rest of the energy is transforms to heat
Electric cars :
- first we need to produce the electricity .. actual electrical power plants … efficiency of +/- 40%
- this electricity has to be moved from the power plant to the user … in the transport there is +/- 7% who gets lost so efficiency of 93%
- the electricity has to be transforms from high tension to low tension , 25% gets lost ( efficiency of 75% )
- In a battery you receive +/- 72 % back of the energy you put in it ..
- The electrical motor itself has a better efficiency the a diesel engine but still there is 10% energy who gets lots ( efficiency 90%)
=> 90% of 72% of 93 of 40% = 18%
conclusion an electrical car consumes two times more than a diesel engine .
and we don’t count the energy you need to produce and recycle the batteries...
Strange things that there is a lot of fuzz coming from the EU and European governments to protect the free users against Facebook and/or Alphabet and other reselling user data internet service company's
but they are blind or mute of the build-in spy-ware in WIN10 and may be in Android, OSi and OSX
or is this a smoke screen
but may-be like us .. the cost to go from Windows Small Business Server 2003 premium to server 2012 + full exchange + full sql-server + full sharepoint is a little to expensive for an small company's ... ( 5 to 15 man strong )
and No not every small company want to go to the trap-cloud solution of Microsoft ...
We where lucky to be migrate to smb 2011 but we don't know where to go from there in the future ...