Entries by Ezra Gottheil, Principal Analyst

Intel: Optimizing its scale advantage for Business of One flexibility

TBR perspective Usually sound business execution of world-class engineering, coupled with world-class monolithic manufacturing, has made Intel a dominant force around which technology businesses have orbited for decades. Intel’s dominance has been baked in the PC and server form factors, while ever smaller price points and form factors have shifted end-customer purchase criteria from computational […]

2019 Devices & Internet of Things Predictions: The mists are clearing as IoT becomes more realistic and better organized

IoT is getting a lot easier While it is too early to say that the Internet of Things (IoT) market is fully mature, it is maturing. The first three years of the IoT era were filled with extravagant claims, inadequate products and services, and a chaotic partner ecosystem. Starting in 2018 and accelerating throughout 2019 […]

Maturing offerings, vendors and customers prompt long-term IoT vendor growth

The continued interweaving of the technology component market with Internet of Things (IoT) techniques delivers a well-defined path to long-term sustained growth for many IT and operational technology (OT) vendors, especially those vendors that are best able to differentiate their portfolio and position themselves as critical partners for a wide set of IoT solutions. The […]

HCL Technologies (HCLT): IoT NXT Summit

Working with leading technology vendors to develop emerging technology offerings in areas such as Internet of Things (IoT) challenges HCL Technologies (HCLT) to differentiate from peers. However, leveraging its deep engineering expertise integrated with vertical capabilities enables HCLT to be more competitive, driving business transformation for new and existing clients with IoT-based services solutions. TBR […]

Lenovo optimizes to gain share in a market poised for fragmentation by use case

TBR perspective At Lenovo’s Transform 2.0 event, Chairman and CEO Yuanqing Yang (“YY”) laid out the Lenovo strategy crisply in his opening remarks, relying on multiple proof points from analyst firms in the process. The company has been gaining share in a market in the aftermath of consolidation, and it sees nothing but brighter days […]

Samsung heads in the right direction

Samsung introduced its new Galaxy Note 9 smartphone and two other products at a big event, Samsung Unpacked 2018, at the Barclays Center in Brooklyn on Aug. 9. The Galaxy Note 9 is a beautiful thing. It is better than last year’s model in many ways, and it has new features, including a remote control […]

Google goes after IHVs with Cloud IoT Edge

Google’s Cloud IoT Edge hardware-software package for edge devices, announced on July 25, aims to be a comprehensive bundle for the edge ― for devices and for gateways. In this offering, Google leverages its two big assets in machine learning, TensorFlow software and the tensor processing unit (TPU) processor, to stake a position in edge […]

It’s hard to grow up in IoT

One of the most important governing factors in the adoption of Internet of Things (IoT) is the maturity of the companies considering, buying and implementing IoT. Vendors can improve their go-to-market (GTM) tactics by varying their approach to potential customers with different degrees of maturity. Assessment of maturity helps in predicting and targeting growth opportunities […]

GE and Microsoft are getting more serious

General Electric Co. (GE) and Microsoft have been strengthening their Internet of Things (IoT) partnership for at least a year, and a July 16 announcement documents a new, closer stage in their relationship. TBR believes this partnership benefits both parties. GE makes its Predix IoT platform more attractive to the growing number of customers standardizing […]