asterisk2a + commoditization + cloudcomputing   4

The Phablet Effect – AVC
[ remote control for your life, of your life ] Tablets are niche. Watches are niche. You could even argue that desktops are becoming niche. Everything pales in comparison to the smartphone it seems. [ small computer connected to super computer and all the worlds information ] & [ will have also impact on semiconductor business. marginal costs lower for mass smartphone parts, could (will eventually) find its way into the data center according to a16z Peter Levine and Benedict Evans and others. - bit.ly/1Jcx77U - Mobile Invades the Data Center & Consumerization (commodity hardware and software (OPEN SOURCE) will orchestrate everything else) of the Data Center &! bit.ly/1TZZVuH &! &! A Copernican Update … In Tech, the Smartphone Is the Center - bit.ly/1TZZZun // &! bit.ly/1JGyI9Z - The smartphone is the new sun.
phablet  Tablet  Smartphone  mobile  phone  mobile  homescreen  user  behaviour  snacking  technological  history  technological  progress  semiconductor  marginal  cost  commodity  business  commoditization  data  center  cloudcomputing  economics  of  abundance  Moore's  Law  Technology  Intel  Nvidia  AMD  ATI  ARM  Platform  Open  Source  Mainframe  Open  Hardware  Qualcomm  Google  Apple  MediaTek 
august 2015 by asterisk2a
Lenovo to buy IBM's low-end server unit for $2.3 billion | Reuters
It would not be easy for Lenovo turn around the server unit, however. IBM's low-margin server business has posted seven quarters of losses as clients move to the cloud. "To generate costs synergy, Lenovo will need to move most of the manufacturing from IBM's existing facility in Virginia to Asia while keeping some R&D in the U.S.," Lau said. The server business being sold by IBM, which produced low-cost x86 servers, competes with Hewlett-Packard Co and Dell but lags both in market share. + http://www.bloomberg.com/news/2014-01-23/lenovo-to-buy-ibm-server-unit-for-2-3-billion-amid-pc-slump.html "[S]egment’s gross margin -- the percentage of sales remaining after taking out production costs -- also is getting squeezed. It fell 3.5 percentage points to 36 percent last year. That compares with an 89 percent margin for its software business."
IBM  Lenovo  Cloudstorage  cloudcomputing  margin  commoditization  commodity  business  SaaS  Service  Industry  Enterprise  Services  IT  Industry 
february 2014 by asterisk2a

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