Rob Enderle

It appears that Oracle CEO Larry Ellison is aggressively either buying or putting out of business potential competitors.SAP and HP look to be his latest targets on the latter path and his goal appears to be total account control, that is, a situation in which one vendor single-handedly has an enterprise’s entire account. Ellison says […]

There are several interesting aspects of the new Instant-On marketing initiative from HP.The first is that HP is approaching the market correctly, addressing its needs to both maintain legacy hardware-software and leverage opportunities from Cloud Computing. The second is the perception of the IT organization as a broker and builder of IT. Dealing with Change […]

The advantage in any battle – and this is classic Sun Tzu – goes with the army fighting on its home turf because they hold both logistic and knowledge of terrain advantages.This can be mitigated through surprise and overwhelming force, which is how Germany took most of Europe in the Second World War. It’s also […]

One of the things that Carly Fiorina wanted to do was build HP into a software power.Her heir seemed to increasingly be Nora Denzel, the then new head of HP’s fledgling software division. As is often the case, when Fiorina’s replacement Mark Hurd came in, he pushed out Nora Denzel. But with IBM putting Steve […]

This week at the NVIDIA GPU Technology Conference (GTC) they have announced several additions to the vendors using servers with built-in Tesla graphics processors. They include: the IBM Blade server; T-Platforms (the firm is the largest HPC provider in Russia) TB2; and the Cray XE6 Supercomputer. These join similar products from Dell, HP, and other […]

We seem to be surrounded by drama in the tech sector based on some questionable decisions at the moment.The most recent is the hiring of Mark Hurd, the former HP CEO, by Oracle this week.While the entire event had me write up a story line for a potential sitcom or reality TV show, ( I […]

I’ve been thinking a lot about HP’s CEO problem and what kind of CEO they need to carry the company forward. The firm is in reasonably good financial shape but those metrics shield serious competitive and employee problems.In short, I think what they need is a CEO who can rally the HP troops and reform […]

There is a “he said, she said, they said” storm surrounding the ouster of HP’s CEO last week.The good news for HP is that the firm beat market expectations with its financial results, and it has two people internally, Todd Bradley and Shane Robison, who have the needed breadth and experience to step into the […]

One of the under-covered items from last week is that IBM quietly did what may, in hindsight, be the biggest change since their restructuring in the early 90s: The Software Group, under the direction of Steve Mills, will now control Hardware. This potentially addresses one of the long-standing problems in IBM, one that goes back […]

Reports from Microsoft are that the rank and file employees who are unhappy with Microsoft’s direction are asking for Bill Gates to return. I feel for them, as a few decades ago, being unhappy with IBM’s direction, I was one of those hoping that Thomas Watson Jr. would come back. And I understand that at […]