Cloud Computing
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Tweetstorm Digest: Reactions to Barron’s “IBM’s Reboot” Story
Some @charlesfitz reactions to Barron’s excitedly bullish cover story on IBM. I for one was excited they used “Lost Decade” on the cover! Twitter thread repeated here: Barron’s makes its semi-regular pitch for IBM’s imminent reincarnation in this week’s cover story 🧵 /1 Despite a lede calling Watson “one of the greatest coups in the…
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Follow the CAPEX: Oracle FY21 Q3 Update
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Oracle announced Q3 earnings yesterday, and talked up their CAPEX spending. This post pulls together for posterity some of my Twitter reactions and provides another exciting installment of CAPEX Clown Watch. Oracle spent $1.85 billion on CAPEX over the previous twelve months (by obscuring the quarterly number, they must…
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Follow the CAPEX: Digital Ocean
UPDATE: Tl;dr – Digital Ocean tried to make their CAPEX numbers look bigger than they are, which we have to respect. Digital Ocean’s S-1 is out and they use the word cloud 212 times, which definitely suggests they see themselves in the cloud business. Lets see how they stack up on my favorite dimension: CAPEX.…