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Posts tagged “PC industry”

Updated July 3

Analyst sees 3 strikes against Lenovo, says 'Sell'

Lenovo banner at a trade show       Lenovo faces trouble on all of its three big product markets - PCs, smartphones and servers - leading an analyst firm to slash its rating on Lenovo shares to "Sell."

Updated July 2

Premium Lock Inside Intel's big shakeup: What the CEO told his employees

Intel Tech giant Intel shook up its management ranks in a big way Thursday, setting off pre-July 4 fireworks of speculation and reporting. Intel's CEO shared his thoughts with workers in a lengthy letter. The shakeup includes the firm's president - a 28-year Intel veteran - plus the head of Intel's venture unit and two high-profile execs leading efforts in mobile technology.

Updated July 2

Premium Lock HP moves ahead with plan to split; enterprise group leader quits

HP Hewlett-Packard is moving ahead with plans to split into two companies with CEO Meg Whitman to lead the new venture focused on enterprise software and services. The previous head of the HP hardware group, meanwhile, quit.

June 25

Premium Lock Analyst: Lenovo's 'Stick' is top dog of the dongles

Lenovo earlier this week entered the "dongle" market with its PC-on-a-stick called the Ideacentre Stick 300. And it's the leader over Intel as well as Google and Asus, declares Technology Business Research analyst Ezra Gottheil.

Lenovo's Stick 300  Lenovo's Stick 300

June 24

Premium Lock Report: 'Cloud' services not necessarily cheaper than internal platforms

Is "cloud computing" cheaper than running information technology applications on your own internal resources? It's often touted that way, but a new report from Information Services Group says "cloud" is not always cheaper. WTW Insiders can access the details.

Pricing in the "cloud" Pricing in the "cloud"

June 23

Computer on a key chain: Lenovo's new Stick 300

Lenovo, the world's biggest PC manufacturer, is also a maker of among the smallest: On Tuesday, Lenovo unveiled its Ideacentre Stick 300, a device small enough to fit on a keychain but powerful enough to turn devices such as TVs into computers. The Stick also comes equipped with Windows software.

Lenovo's Stick 300  Lenovo's Stick 300

June 23

Premium Lock Inside Oracle: Declining software license revenue is a threat

Oracle Analysis: Oracle, which has a major outpost in the Triangle following its acquisition of Tekelec in 2013, is transitioning to the "cloud." But the tech giant must find ways to support declining software license revenue, says Technology Business Research.

Updated June 23

Premium Lock In the name of hype, Lenovo launches a 'Killer' campaign

In light of the recent massacre in Charleston, a company in the U.S. would be well advised to stay away from a "Killer" campaign. But Lenovo is hyping what appears to be a new smartphone "Killer" in India and is offering a contest in which smartphone users can "bury" their old devices. Smart? Distasteful?

Lenovo's "Killer" teaser at Twitter Lenovo's "Killer" teaser at Twitter

June 18

Premium Lock Inside Microsoft: Nadella's moves end a corporate civil war

Analysis: Microsoft CEO Satya Nadella announced a host of executive and organizational changes on Wednesday, and Technology Business Research analyst Ezra Gottheil believes he knows why all the changes were made.

Microsoft  Microsoft

June 10

Premium Lock Inside Lenovo: Slowing PC, server, smartphone growth means tougher times

Lenovo's LaVie Z Analysis: Lenovo's most recent quarterly earnings report shows that internal, or organic, growth is slowing. That means the world's No. 1 PC manufacturer is going to have to rely on other business units to maintain momentum, says Technology Business Research analyst Daniel Callahan.

June 3

Premium Lock Inside look at Cisco, IBM's latest OpenStack 'cloud' plays

Cloud computing Cisco and IBM are deepening their commitments to the "cloud" - especially in the open source collaborative world of OpenStack where Red Hat is a big player - with acquisitions announced Wednesday. Here's what insiders had to say about the deals.

June 1

Premium Lock Watch out, world: Dell enters IoT sweepstakes with a strong contender

Dell reports income Analysis: Despite the lack of clear Internet of Things (IoT) standards, Dell has formed an IoT division, designed to work closely with customers to create IoT solutions. Dell will work to meet customers' needs with its ability to integrate endpoint devices, data center technologies, and management, security, and analysis software and services, while providing some of its own, unique Dell-designed IoT building blocks.

May 28

Premium Lock Online video will consume 80 percent of Internet use in five years

 In five years, online video will consume 80 percent of the global Internet use and rise even higher, to 85 percent in the U.S. So says Cisco's annual study of the future of Web published Wednesday.

May 22

Premium Lock Inside HP: Financial decline, business challenges persist as split nears

HP Tech giant HP made news Thursday by disclosing the $2 billion-plus sale of a server business in China, but the latest earnings report shows revenue declines at each of its business units year-over-year. Technology Business Research takes a look at what's happening as HP nears a split into two groups.

Updated May 21

Premium Lock Lenovo revenues surge 20% but profit misses analysts expectations

Lenovo banner at a trade show       Lenovo, its income driven up 20 percent over the past year due in part to $5 billion in acquisitions, didn't deliver on the amount of profit financial analysts had forecast in its annual financial report issued early Thursday.

May 21

Premium Lock Lenovo's 'attacking' strategy: Targeting the 'social mobile Internet'

If only one thing has become clear to most observers about Lenovo's top executive Yang Yuanqing since the company bought IBM's PC business a decade ago, it's this: He's always on the attack, looking to grow the world's No. 1 PC manufacturer. His new target of opportunity: What he calls the "social mobile Internet." And that means continuing change for the company, which already has diversified into a global powerhouse.

Lenovo's "YY" takes a selfie at kickoff meeting in Raleigh Lenovo's "YY" takes a selfie at kickoff meeting in Raleigh

Updated May 15

Premium Lock Report: Lenovo may acquire Taiwan-based gaming notebook business

Lenovo banner at a trade show       Lenovo, the world's No. 1 manufacturer of personal computers, may try to strengthen its lineup by acquiring the gaming notebook business of Taiwan-based Micro-Star International, sources say.

May 14

Premium Lock 'Venom' security risk hits cloud; Red Hat warns about vulnerability

Red Hat        The world of "cloud computing" has been hit by another serious security vulnerability called "Venom." Raleigh-based Red Hat warns that "all" of its products that include a particular open source tool are vulnerable.

May 13

Premium Lock Lenovo's first 'Tech World' draws Intel, Microsoft CEOs as speakers

Lenovo banner at a trade show       Lenovo is putting on a star-studded "Tech World" event in Beijing later this month with the CEOs of Intel, Microsoft and Baidu delivering keynote addresses along with Lenovo chair and CEO Yang Yuanqing.

May 12

Premium Lock IBM picks Triangle for first 'dojo' cloud computing lab

As IBM continues its shift to "cloud computing" applications and development with projects such as Watson and away from hardware, its campus in RTP could be a key to that evolution. Proof in part is Big Blue's decision to open its first cloud computing lab, or "dojo," in RTP where the focus is on open source, collaborative application development.

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The Skinny: A Blog by Rick Smith