Andrew Smith | WRAL TechWire
Andrew Smith

Andrew Smith


Posts by Andrew Smith


Selling Software Group makes strategic, financial sense for Dell-EMC merger

Editor’s note: The sale of Dell Software Group to Francisco Partners and Elliott Management comes after the March announcement that NTT DATA will acquire Dell Services; both developments are driven by the need to jettison noncore assets and generate additional financing for Dell’s planned acquisition of EMC, says Technology Business Research. HAMPTON, N.H. – Dell announced earlier this week the definitive agreement of the acquisition of its software group by Francisco Partners and Elliott Management. All Dell Software Group brands except Boomi are included in the transaction. A purchase price was not disclosed, but TBR estimates the transaction will...

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The new HPE’s focus: Hybrid cloud, security, big data, software

Analysis: The first quarter of the newly split-off HPE Enterprise under Meg Whitman offers analysts a chance to review the strategy of the former software and services side of HP. Technology Business Research Analyst Andrew Smith takes a look. HAMPTON, N.H. – HPE Software remains in cost-saving mode as it improves integration and go-to-market capabilities under the HPE umbrella. With the completion of HPE’s corporate split the vendor moves forward with an emphasis on becoming a cloud and software-driven business, focusing growth around four customer transformational areas: hybrid cloud, security, big data and workspace productivity. HPE announced its dedication...

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Inside Intel: Even as PC chip demand rebounds, Intel eyes Internet of Things for growth

Editor’s note: Andrew Smith is an analyst with Technology Business Research. HAMPTON, N.H. – Another quarter of strong performance within Intel’s (Nasdaq: INTC) PC Client Group helped catalyze 8% year-to-year growth in overall revenue, to $14.6 billion. The PC Client Group continues to report better-than-expected numbers thanks to a resurgent market, accounting for 63% of Intel’s total revenue in 3Q14, an impressive 9% growth year-to-year. Outside the PC Group, Intel continues to pursue its macro-level strategy for growth focused on provisioning for cloud, big data, mobile devices, and Internet of Things (IoT). Intel’s Data Center Group revenue grew 16%...

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