Tag Archive | acquisition

Garmin’s Acquisition Of ‘Tacx’, The Maker Of Indoor Bike Trainers Very Puzzling & Kind Of Stupid.

by Anura Guruge


Click to ENLARGE and read here. This from ‘marketwatch.com’. It is on Garmin.com also.


Click to access their Website.


Why, or Why?

Does Garmin plan to add GPS to stationary indoor bikes? That is the kind of stupid thing that Garmin is likely to do these days!

Garmin is NOT in the indoor bike business and claiming that it is going to branch out into that sector is stupid.

Garmin has to stay with its core strengths: GPS and wearables!

This is stupid and I here talk as a longtime Garmin investor. So, I do have a right to be concerned. I have money in Garmin.

I was involved in a number of $100+ MILLION acquisitions in the late 1990s with Cisco — the then market leader in networking. We always worked on the adaje “don’t even think about buying a cow if you can get all the milk you need at a reasonable price”. Shame that nobody at Garmin knew of this basic rule of Mergers & Acquisitions (M&A). It is actually called the “Cow Rule”.

Garmin should be investing in health technology for its watches — blood pressure monitoring, diabetes etc.

Instead, it buys an unknown Dutch maker of indoor bike trainers. Blinking amazing. Typical Garmin.


Related posts:
Search ‘Garmin’.


by Anura Guruge

Amazon Buying Wi-Fi MESH Network Provider EERO.

by Anura Guruge


Click for CNBC post.


Click to access their Website.


Wi-Fi MESH networks are akin to having a cell network across your house for Wi-Fi. It is not the same as using Wi-Fi extenders — more a case of having multiple satellite Wi-Fi access points that flood your house with Wi-Fi signals. It has been around for at least 4-years, with Google one of the pioneers.

I have looked at it and to intend to upgrade to such a MESH network one of these days.

EERO, by no means, is the only provider. Most Wi-Fi providers now offer some level of MESH networking.

Pretty obvious why Amazon wants the technology. They will incorporate it with Alexa. You will then have Alexa all around your house — without any blind spots! You could interact with Alexa from the bathroom. Scary. Plus, Google has it.

I am surprised that Amazon did not go with Ubiquiti Networks. That would have been my choice. Maybe Ubiquiti was overkill, whereas EERO has just enough for what Amazon wants to do with Alexa.

Click to access their Website.


Related posts:
Search ‘Amazon’.


by Anura Guruge

IBM’s Proposed Overpriced Acquisition Of ‘Red Hat’ Will NOT Stem The Bleeding.

by Anura Guruge


This from “MarketWatch”. Click to ENLARGE. Google for more coverage.


Click to access my recent post.


They ENDED up buying the ‘Weather COMPANY’ without the Channel. But, they made the acquisition nonetheless. Click to access my post.


Another desperate, drunken-lurch by ‘gin-and-tonic’ Ginni Rometty to distract the market & investors and DESPERATELY cling onto her job for another year.

This is but a shiny object to distract.

Open Source Linux will NOT stem the bleeding at IBM. Red Hat, of late, was also losing money.

Open Source does NOT command the margins that IBM needs — and got so used to, for over 70-years, with its PROPRIETARY systems, e.g., mainframes, 8100s, S/36s etc.

The market has changed, fundamentally.

Over the last 30-years IBM missed every single major market move. It let the likes of Google, Apple, Facebook, Twitter, NVidia steal the show.

Oh, and don’t forget IBM has its own version of UNIX, AIX — and has had it for 20+ years. It will take years to transition from AIX to a different flavor of Unix.

IBM’s days as an acquirer are gone.

IBM needs to be ACQUIRED by the likes of Amazon or Google.


Related Posts:
Search on ‘Amazon& ‘IBM’.


by Anura Guruge

IBM Software Revenue Decline Will Continue — Cash Cow CICS Has Croaked.

ibm40old.Anura Guruge December 2014 thumbnail
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by Anura Guruge


ibmjuly212015

Today’s chart from “MarketWatch.com”.

Related Posts:
>> Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D.
>> IBM’s 26% layoff is NOT enough.

>>
Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.
>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.
>> IBM Hursley pictures.
>> Malaysia flight 370: And ‘Poor’ IBM.

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Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


cics47ssadIBM’s software revenues will continue to spiral downwards because 47-year old CICS no longer rules the roost!

Yes, CICS, whose roots go back to 1966 has been IBM’s cash cow when it comes to software. CICS was IBM’s proprietary Transaction Manager — and most things to do with IT is basically a transaction.

Today, in the Internet/Linux/OpenSource world people no longer want PROPRIETARY Transaction Managers. So CICS sales are down and that more than anything else hurts IBM’s software sales numbers.

I, as somebody who made a good living as an independent IBM analyst for 30 years, have said it before and will say it again now. IBM’s tremendous successes from the 1960s till around 2008 was ALL due to the stranglehold it had managed to acquire with its PROPRIETARY hardware (i.e., mainframes, S/3x, PowerPC), networking (SNA (and I was “Mr. SNA”)) and software solutions. Now proprietary systems are anathema.

In yesterday’s results IBM said that its new mainframes are doing well. Its new mainframes are OPTIMIZED to run Linux! Yes, IBM is positioning its mainframes (and it has done so for a about a decade now) has the most scalable and reliable, clustered Linux servers EVER. And that is true. But selling mainframes as Linux servers does NOT help IBM’s software revenues.

In terms of software the 3 key products that contributed to the lion’s share of revenue and margins were: CICS, DB2 and z/OS (and its predecessors). All 3 of these are now legacy-legacy. Dying if not already dead. That is the problem. I wish I had the time to explain this more. I used to do that for a business.

IF you are a MAJOR IBM investor and want to know the real scoop contact me. I still know and understand IBM better than most of those you will see and hear on CNBC. SMILE. Yes, I am ex-IBM too. 


I Am NOT Sold That Acquiring “BlueBox” Will Do That Much To Help IBM’s Woes.

.Anura Guruge December 2014 thumbnail
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by Anura Guruge

 


Related Posts:
>> Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D.
>> IBM’s 26% layoff is NOT enough.

>>
Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.
>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.
>> IBM Hursley pictures.
>> Malaysia flight 370: And ‘Poor’ IBM.

++++
Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


blueboxaasa

Click to access BlueBox’s take on their acquisition by IBM.


Yes, of course, it sounds good. It has all the right buzzwords, ‘cloud‘, ‘open‘, ‘private‘, ‘service‘ and ‘OpenStack‘.

Fantastic deal for the BlueBox investors and employees. Glad for them. Way to go ‘boys’. You suckered them in good.

Not convinced it will do IBM’s bottomline any good. How many such acquisitions have we seen over the decades. More times than not it turns out to be a black hole rather than a blue box. I hope, in the name of ‘Watson’, that they didn’t buy them BECAUSE of their name!

IBM has the technology to do this all, in-house, without buying such a company.

To me, and yes I am jaded and cynical, this is just IBM wasting money to BUY ‘PR’ hoping that PR, rather than real fiscal results, will help them.

I am not convinced BUT given my deep seated love for IBM, I hope I am WRONG.


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