* Posts by Captain

4 publicly visible posts • joined 24 Aug 2012

Stricken 2e2 sacks 627, winds down, retains a few data centre caretakers

Captain

Your heart will go on

Being left 'high and dry' would be a result. It's preferable to being dragged down into the abyss. I'm sure that the customers appreciate your rendition of Abide With Me, but it won't stop them scrambling for the lifeboats.

HP: Autonomy had us believing in a false IDOL

Captain
Pirate

The oldest trick in the book

"The other major bone of contention is the reporting of licensing deals with resellers rather than with end-customers. HP said this was to 'inappropriately accelerate revenue recognition, or worse create revenues where no-end user customer existed at the time of sale'."

Isn't this the first thing any due diligence ought to pick up? It has been historically commonplace with software companies.

Distie consolidation: Someone everyone's gonna get hurt

Captain
Pirate

Bigger but not better

The Big Four distributors remind me of that Hungry Hippo game, mindlessly gobbling up whatever rolls past.

And like Hungry Hippo, they are so last century.

Tech Data on its crappy Q2: Don't blame us, blame the strong dollar

Captain
Pirate

A 'blip' or a trend?

A core customer base of mom and pop shops, the very kind that will be consumed by the Cloud;

An unhealthy reliance on big vendors, the very kind that don't allow a margin;

A perpetual pissing contest for market share;

Tablets, not PCs;

Virtualisation, not more servers;

SaaS, not MS;

Looking inwards, not outwards.

What could possibly go wrong?