* Posts by 2Blockchainz

38 publicly visible posts • joined 7 Aug 2018

Equinix to close its 'Metal' IaaS offering in 2026

2Blockchainz

Metal pricing

Equinix Metal pricing put colocation pricing to shame. Compute was slightly more than market price, but storage pricing was at multiples to S3 or blob pricing.

They didn't understand that usually you break into a market with lower than market pricing, before you lock in your customers and raise them?

As IBM pushes for more automation, its AI simply not up to the job of replacing staff

2Blockchainz

Re: So if we ask chatGPT....

Because investors have been rewarding companies who trim staff by raising their equity values. Since C-level executives only expect to stay in their positions a year to three, Wall Street and it's associated private wealth system are creating a moral hazard.

Oddly, Elon Musk, whose experiment with de-staffing Twitter has served as this model, has lost a ton of equity value on Twitter. I wish we could see approximately how much he's lost.

Lebanon: At least nine dead, thousands hurt after Hezbollah pagers explode

2Blockchainz

Very much on the same content-Asia-which most of the casualties of WWII. Also, the German army was within 200km of Palestine at El Alamein. There were plans to continue Eastward to connect with the Soviet War, and the Palestinians including their Grand Mufti, had discussions with Adolf Hitler about joining their cause.

2Blockchainz

Paging Terry Rist...Terr?

Dell says biz transformation continues. Translation: More layoffs

2Blockchainz

What Dell won't say

The market is moving away from ots high-margin SAN and server business, and buy low-to-no margin GPU accelerated servers.

Great for Nvidia, bad for Dell, which is now basically an Nvidia distributor.

Pat Gelsinger's grand plan to reinvent Intel is in jeopardy

2Blockchainz

A better turnaround plan

Invent a time machine, send the conpany back to 2010, and start making GPU's instead.

UK tech pioneer Mike Lynch dead at 59

2Blockchainz

Random tornadoes

... forming in calm weather to swallow lawyers, billionaires who skirted the line of the law, and their friends and family?

What does Richard Dawkins say about this?

Dell starts new round of layoffs while it looks to 'unlock modern AI'

2Blockchainz

Re: Non-Incentives

The stock options are to provide the appearance that the interests of the worker bees and mid-managers are somehow in alignment with PE firms and CEO's worth billions of dollars.

We can't have the little guys doing something naughty, like forming a labor union.

Nutanix starts thinking outside the VM – with extra help from Dell

2Blockchainz

Re: VXrail

I think that's actually true. Dell and VMwares relationship is governed by a separate agreement. So Dell can still bundle the VMw stack with their HCI appliance in a perpetual license. Last call is 2025 I believe, since Dell chose not to renew the agreement.

Change Healthcare attack latest: ALPHV bags $22M in Bitcoin amid affiliate drama

2Blockchainz

Three parties

1) the malware devs

2) the affiliate distribution team

3) the US healthcare system, including CVS

It's hard to tell who is the "good guy" here.

Dell share price jumps 16% on mention of AI server backlog

2Blockchainz

I'm sure Dell views Nvidia's preferential treatment of Super Micro to be anti-competitive. Dell is now the notional entrant which makes the market appear competitive to regulators, and prevents capture by the supplier: Akin to AMD's role circa 1999.

Staff say Dell's return to office mandate is a stealth layoff, especially for women

2Blockchainz

EMC childcare

When I was at EMC, I had my two children in EMC childcare, which was a benefit that many young women availed themselves. When Dell took over, the childcare center lasted another year before it was shut down.

What companies they say they want and what they do are different things.

Missing Titan sub likely destroyed in implosion, no survivors

2Blockchainz

Have no fears

...my billionaire passengers. Everyone knows this submarine is unsinkable!

Elon Musk to step down as Twitter CEO: Help us pick his replacement

2Blockchainz

Marketer to mugs

It should be Tim Armstrong, ex-AOL. He was able to find the biggest fool in the room (Verizon), and have them pay exorbitant amounts for a worthless firm.

Yahoo! Japan! offers! free! comment!-moderation!-as!-a!-service! API!

2Blockchainz

A natural experiment

Yahoo! Japan's continued existence and profitability demonstrate serve as a good comparison to their US brethren managerial incompetence through the decades:

Verizon, Marissa, Bratz, Yang, (particularly) Terry Semel

Switchzilla? More like Ditch-your-staff-zilla: Cisco back at the layoffs as revenues shrink

2Blockchainz

Re: Majority of profit from expensive service contracts

Take it from me...service and maintenance is a small part of the revenue, large part of the profits!

2Blockchainz

Silicon valley

What an efficient way to resolve the quarrel between the homeless and tech wealthy in Silicon Valley. Foreclose on the sacked tech workers and make everyone homeless! Ah, the workers' paradise.

Roses are red, IBM is Big Blue. It's out of RSA Conference after coronavirus review: IBMers will not attend infosec event over 'health concerns'

2Blockchainz

Attendees at RSA conferencr

Will be PE firms trying to ascertain if RSA has any intellectual property to make it worth acquiring.

Guess we have to do this the Huawei then: Verizon sued by Chinese giant for allegedly ripping off patented tech

2Blockchainz

Verizon does something of value?

Forgive me, can someone with more knowledge than myself explain how Verizon could have violated these Huawei patents?

Verizon essentially doesn't make Telecom equipment, and are actively shifting to outsourced management and architecture of network infrastructure to REITs like American Tower and Crown Castle.

Since Verizon is essentially a spectrum license holder and billing company, how could they have possibly violated these patents, which are primarily focused on network efficiency and performance?

Huawei with your rural subsidies ban: Chinese comms bogeyman fires sueball at US regulator

2Blockchainz

Forcing EU to choose sides

So why is the US a more favorable EU Ally than China? WWII and the Cold War were a long time ago. It seems the US primary interest is selling overpriced, outdated Telco gear and military hardware. Let's be completely candid, their military performance, apart from their questionable ethics, from 2003-2013 wasn't exactly impressive. Their electorate is also loathe to exert global influence.

EU wouldn't! Uncle Sam brandishes 'up to 100%' tariffs over France's Digital Services Tax

2Blockchainz

Asian export markets

Perhaps the French would be able to find buyers of luxury goods in certain APAC markets with populations of 1.600+M who consume copies numbers of Fendi purses, Krug Champagne, Truffles, etc.

I just don't know of any countries which fit the description.

HP polishes the redundancy cannon, prepares to fire 16% of workforce

2Blockchainz

Re: Bon Voyage, HP Ink

Respectfully, I would suggest that this result is the outcome of performing useful work, not the goal of work itself.

Then again, one might say the City and Westminster are useful counter-examples!

2Blockchainz

Bon Voyage, HP Ink

My personal opinion: HP has been a zombie company since the Fiorina days, whose focus has not been on creating relevant technology for its customers, but finding novel methods to expoit them.

I'm prepared for many thumbs down: However, If you are talented and hardworking, and you come to realize your firm's raison d'etre is build legal and technogical hurdles so people can't replace their printer ink with any ink other than your own, then it is time to reflect on whether that is the purpose you wish to devote your life's work.

Be still, our drinking hearts: Help Reg name whisky beast conjured by Swedish distillers and AI blendbot

2Blockchainz

Blue Label bottle of dearh?

US sanctions fail to get in Huawei as embattled Chinese vendor reports 23% revenue growth

2Blockchainz

Huawei revenue bump

I imagine Huawei will experience a temporary increase in revenue as firms in the China "sphere of influence" refresh their Western gear to Huawei.

We will see how sustainable it will be to have a Chinese-dominated ecosystem and a separate US-dominated ecosystem. This will present the opportunity for a brilliant startup to develop products and services that are compatible with both ecosystems!

Huawei is planning to inject $436m into Arm-based server silicon

2Blockchainz

Bad news for US Defence firms

It now appears unlikely that the PRC will invade Taiwan in order to gain chip manufacturing capability.

UK MPs find 'no technical grounds' to exclude Huawei from 5G networks

2Blockchainz

Get Huawei from our supply chain, 5 eyes

The long term damage to US firms has already been done. China will now work to extricate the US from their supply chain. Temporarily allowing US firms to supply Chinese firms simply means Huawei and others can finance the transition through ongoing operations.

IEEE says it may have gone about things the wrong Huawei, lifts ban after US govt clearance

2Blockchainz

Too late

If anyone previously had any doubt, they now know the IEEE is a US gov't lapdog. Why should Huawei or anyone else contribute? Ironically, now China has valid concern that the IEEE will be used to invalidate their IP rights, since the US seems to have rejected operating through multilateral organizations, such as the WTO.

You go that way, we'll go Huawei: China Computer Federation kicks back at IEEE in tit-for-tat spat

2Blockchainz

Redacted from Muller repoet

Putin: Comrade, I bet you there is no way that a genocidal, colonialist, secretive, nationalist country like the Peoples Republic of China could be made sympathetic!

Trump: Hold my vodka.

Taylor drift: Finally, a use for AI emerges? Cyber-smut star films fsck-flick in Tesla with Autopilot, warns: 'I wouldn't recommend it'

2Blockchainz

Never Tesla employees

Maybe coincidental, but I cannot find news stories of Tesla employees demonstrating recklessly high levels of confidence in their autopilot software.

By showing such disregard for life, I support an investigation of the incident. It might seem like innocent fun, but the fact remains that 40k Americans died on the road last year, and the rest of us have to bear rising insurance premiums due to others irresponsibility.

While US fires criminal charges at Huawei, UK tells legislators not to worry, everything's fine

2Blockchainz

Pick any country

So, if you were to purchase Telco gear based on the host country government's likelihood to have compromised the software, where would you theoretically purchase it from?

Somalia, because the government is ostensibly too weak, and lacks the expertise, to be able to compel equipment manufacturers to build backdoors and monitor the data that comes through?

Singapore, Brazil, or Iceland, since they are theoretically unaligned to the major military powers?

Cyprus, since even they themselves don't know who they are aligned with?

What's wrong with the assumption that BGP can be compromised BY ANYONE, so any traffic anywhere, could be monitored by any party at my time? Would we then simply go back to a free-market calculation, where we look for a combination of quality and price?

Wall St moneymen on IBM Q4 financials: Don't get your hopes up

2Blockchainz

The Ginni coefficient:. A stastical measure of the number highly-skilled engineers you need on staff vs. Outsourced low-wage coders, needed to produce a minimally-viable product in the marketplace.

IBM to kill off Watson... Workspace from end of February

2Blockchainz

Desperation play

"I want to put all my cash, my mortgage, and first born child on Red. Hat, that is."

2Blockchainz

Re: "...AI tool Watson Workspace..."

I'm sorry, I can't let you do that, Gini

Peak Apple: This time it's SERIOUS, Tim

2Blockchainz

Is Woz available?

...call me naive, but I think he would care about building great products, using solid engineering principles, and creating utility for society.

Michael Dell serves up stump speech to settle sceptical investors

2Blockchainz

Interest accrued in debt is tax-deductible, so it can be a relatively cheap form of capital, especially during times such as these when interest rates are historically low.

What is crucial is the ability to erase that debt when advantageous to do so! Predictable, capital intensive firms typically find debt a cheaper form of capital than issuing of equities. Plus, Michael Dell won't dilute himself by issuing shares.

Battle lines drawn over US mass surveillance as senators probe NSA's bonfire of phone records

2Blockchainz

Re: Shame

What opportunities for exploitation are you referring to?

Do you think heavily regulated industries aren't exploitative? (Healthcare, Property & Casualty insurance, Higher Education, finance, for starters)