Microsoft
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A Dispatch from Cloud City – 2014 Retrospective
In an effort to make this an annual event, here is a plumbing-palooza stream of cloud consciousness. Last year’s broad themes remain intact though my Rackspace call didn’t pan out. Cloud Infrastructure Public cloud has won. Thanks Target. Thanks Sony. Thanks Kim Jung Un. If your public cloud gets hacked, you get to blame someone…
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Boxed In
via Flickr The oft-repeated explanation for Box’s failure to IPO is that they somehow filed at a bad time and “missed the window”. As usual with Box, the sound bites are better than the substance. They filed on March 24th of this year, a year that has seen the most IPOs since 2000. Since…
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Ballmer vs. Chambers: A Corporate Cage Match
Amidst adding Cisco to Dinosaur Row, I asked someone “If Steve Ballmer got run off by Wall Street, how does John Chambers still have a job?” Both are/were long-tenured, non-founder CEOs of two of the biggest technology companies. Both have presided over erosion of prior dominance during the course of the 21st century, even as…