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Intel has driven a dagger through Microsoft's mobile strategy

Analysis Intel’s retreat from mobile chips is one of the biggest disruptions to the Wintel relationship in Microsoft’s 35-year business relationship with the chip giant – if not the biggest of all. There have been tiffs before, but not like this – and it raises serious questions about Microsoft’s mobile investments. Don’t expect rebel …
Andrew Orlowski, 03 May 2016

Argos defection to Tech Data whips Ingram Micro's bottom... line

The loss of a retail supply contract with Argos helped push Ingram Micro’s European sales growth into the barrier’s during car crash Q1 financials. The US-headquartered tech distributor reported sales of $2.66bn on this side of the pond for the period ended 31 March. This was down 13.35 per cent year-on-year. Ingram is being …
Paul Kunert, 03 May 2016
Michael Dell, photo: Dell

Dell to change name to 'Dell Technologies'

Michael Dell has written to his staff to tell them that Dell will soon become known as “Dell Technologies”. Except for the bit of Dell that sells PCs, which will be called “Dell”, and the bit that sells to the enterprise, which will be called “Dell EMC”. Confused? Here's how Dell the man said it in his letter: “Dell …
Simon Sharwood, 03 May 2016
Small truck skids towards side of road as wheel comes loose. Photo by shutterstock

WD’s revenue wheels have fallen off. Profits are sinking, too

WD is experiencing global disk drive cooling as the slowing PC jetstream and flash El Nino jointly disrupt the HDD environment. But that's enough in the meteorological metaphor line. WD revenues fell 21 per cent year-on-year to $2.8bn in WD’s third fiscal 2016 quarter, which closed April 1. The quarter-on-quarter compare …
Chris Mellor, 29 Apr 2016

Microsoft fingered for Western Euro PC tragedy

Microsoft last year effectively murdered one part of the mobile PC market that was going gangbusters - Windows with Bing (WwB) - and unsurprisingly this is now reflected in weaker sales across Western Europe. The low-cost WwB portables reached distributors by summer '14, designed to counter what was seen as a growing threat to …
Paul Kunert, 27 Apr 2016
Walking on water, image via Shutterstock

Ding-dong, reality calling: iPhone slump is not Apple's doom

The sky is not falling. This is not as bad for Apple as 2003 or 1996. But neither does Apple walk on water. For the first time in 13 years, Apple’s reported falling revenue – down 13 per in the last three months to $50.6bn. Cruelly, it was the growth engine that was winding down: iPhone sales fell for the first time in the …
Gavin Clarke, 27 Apr 2016
Godzila

Intel CEO Krzanich: PCs are things too!

Intel CEO Brian Krzanich, presiding over flatlining performance, boardroom tumult and a one-in-ten slimming down of Chipzilla's workforce, has broken out the happy juice to promise better times ahead for the world's biggest sand-slinger. Krzanich has posted a blog in which he calls out the cloud (chips for data centres), the …
AMD CEO Lisa Su speaking at the firm's 2015 financial analyst day

Hands up, who prayed for AMD? Well, it worked

About a year ago, we asked you to pray for AMD. It's working. AMD has announced a joint venture with a Chinese manufacturer that will churn out server processors using mini-Chipzilla's technologies in the Middle Kingdom. It also said it will bank about $1.5bn from three new games console chips over the next three or four years …
Chris Williams, 22 Apr 2016

12,000 chopped: Intel finds its inner paranoid

Only the Paranoid Survive, or so former Intel chief executive Andy Grove once wrote. And it seems that, faced with the demise of the PC market, Intel CEO Brian Krzanich has found his inner Andy Grove. Grove, who died last month aged 79, left both an awesome business record and some great quotes behind him. While Intel co- …
Close up of etched silicon

ARM Holdings gives the thumbs-up, reports revenue and licensing uptick

Chip designer ARM has reported revenue and profit increases in Q1, with its shares trading up despite a moody FTSE 100 this morning. Q1 2016 saw a year-on-year dollar revenue rise for ARM at 14 per cent (22 per cent in £) when its results were posted today. Pre-tax profits of £137.5m are an increase of 14 per cent year-on-year …
Sad man stares glumly over boxed contents of desk. Image via shutterstock (Baranq)

Intel literally decimates workforce: 12,000 will be axed, CFO shifts to sales

Intel will axe 12,000 employees globally – more than one in ten of its workforce – as it moves further away from being a PC chip company. The layoffs are among the biggest into the company's history, and come as PC industry continues to tank harder than Intel expected. The Santa Clara-based biz sees a lot of growth in the …
Chris Williams, 19 Apr 2016

Oof! Acer suffers 25 per cent hit to PC sales in turbulent Q1

Acer and Lenovo's PC sales tumbled during the first three months of 2016 as the EMEA market contracted by 10 per cent, according to Gartner. While everybody except Asus was down compared to 12 months ago, Acer was the single biggest loser. The ailing notebook maker shipped 26.4 per cent fewer PCs – 1.5m units – leaving it …
Gavin Clarke, 19 Apr 2016

Seagate revenue numbers rain on cloud after market misses

+Comment Seagate has issued an early warning that its third fy2016 quarter revenue will be off by $100m from its forecast of $2.7bn. The company expects to report revenue of approximately $2.6bn and non-GAAP gross margin of approximately 23 per cent, for the quarter which ended April 1 – no, this is not a late April Fool joke. The …
Chris Mellor, 15 Apr 2016
Shopping trolley. Pic: Mikey, Flickr

Microsoft licensing giant yanked off market after sales bid fails

The sales process for Microsoft enterprise licensing house Comparex is "ongoing", the parent company has told us, denying claims from multiple industry sources it is dead in the water. The Raiffeisen Banking Group-owned reseller hired investment banker Jefferies to manage a sales process in May and by September just two …
Paul Kunert, 15 Apr 2016
graveyard_648

PC market shambling towards an unquiet grave

The ongoing decline in PC shipments has continued in Q1 2016, according to Gartner and IDC. Depending on which set of numbers you prefer, the cold number is that between 60.6 million (IDC) and 64.8 million (Gartner) machines shipped in the quarter. The misery is clear in the table below. Vendor Gartner Q1 shipments ( …

Intel restructures financial reporting to 'provide visibility'

Intel has announced that it's going to radically revise the segmentation it uses for financial reports. Chipzilla has announced the template here. It's got nothing to do with trying to highlight better performing segments and isolate its flatlining PC processor segment, really. It's all about providing “visibility into the …
The lift-off of New Shepard

3D printers set for lift off? Yes, yes, yes... at some point in the future

3D printing is still perched on the edge of greatness, industry types insist, but sales are not yet matching the marketing bluster. The latest stats in the shipment stakes arrived on our desks today from the number-crunchers at Context - units sales went up 19 per cent year-on-year in Q4 to 73,012 machines. Some 96 per cent …
Paul Kunert, 05 Apr 2016
Windows 10

Windows 7's grip on the enterprise desktop is loosening

Microsoft last week updated its Windows 10 usage data, claiming 270 million devices now run its newest operating system. We've updated our numbers, too, namely the three sources we use to assess desktop operating system market share. And on our numbers, if Windows 10 is on 270 million devices Windows 7 is on about 750 million …
Simon Sharwood, 05 Apr 2016
Wim Coekaerts

Microsoft lures top Linux exec from Oracle to Redmond

Larry Ellison will be throwing his boats out of the bathtub on the news that Wim Coekaerts, possibly Oracle's top Linux guy, has jumped ship to Microsoft. "Wim Coekaerts has joined Microsoft as Corp VP of Open Source in our Enterprise Cloud Group," Mike Neil, VP for enterprise cloud at Microsoft, told El Reg. "As we continue …
Iain Thomson, 01 Apr 2016
Apple logo. Pic: Blake Patterson

Apple Fools: Times the House of Jobs went horribly awry

Apple at 40 Today marks the 40th anniversary of Apple's official establishment. Since 1976, the House that Steves Built has pushed out some of the most beloved personal electronics products in the world. There will no doubt be plenty of articles waxing poetic on the many successes that have dotted the last four decades for the Cupertino …
Shaun Nichols, 01 Apr 2016
Micron_P300_SSD_detail

Micron turns $900m profits into a $97m loss. Only took 12 months

Micron revenues plummeted for the fifth quarter in a row and it made a loss after eleven successive profitable quarters. What's up with the boys from Boise, the USA's memory and NAND powerhouse? Revenues for the second quarter, ended 3 March, were $2.93bn, 29.7 per cent down on a year ago, and 12.3 per cent less than the first …
Chris Mellor, 01 Apr 2016

Gartner: RIP double-digit smartphone growth. 2016 has killed you

Remember the rapacious smartphone growth that turned once-troubled Apple into the world’s most valuable company? That’s over. Smartphone sales will grow seven per cent in 2016, to 1.5 billion units. It’s the first time sales of this once must-have piece of personal tech has grown by a mere single digit percentage, according …
Gavin Clarke, 31 Mar 2016
Happy business people celebrate. Photo by Shutterstock

R&D white coats at HP Inc will make corporate ID into wearable tech

The consumerisation of wearables has got HP Inc’s chief techie thinking about ways to reach out and touch everyone on the planet. The obvious way to do it? Sex up the corporate name badge, of course. Shane Wall, CTO at the PC and printer monster told us the company is eyeing up the top spot in commercial wearables – though …
Paul Kunert, 29 Mar 2016
Michael Dell, photo: Dell

$3bn for an IT services outfit? Bloody Dell!

NTT Data says it will be acquiring the IT services branch of Dell in a reported $3bn deal. The Japanese IT services giant said it would be taking on Dell Services as part of a push to expand its reach globally as a provider. In particular, NTT Data says that the deal will boost its presence in North America and extend its …
Shaun Nichols, 28 Mar 2016
Julie Larson-Green Microsoft Corporate Vice President, Windows Experience

Mud sticks: Microsoft, Windows 10 and reputational damage

Comment So, Windows 10 isn't the saviour of the PC industry after all – and is beginning to look more like a Windows Vista than a Windows XP. PC growth predictions have been revised down by IDC. A range of companies including HP Ink and Northamber blame Windows 10 for flagging sales. "We have not yet seen the anticipated Win10 …
Andrew Orlowski, 25 Mar 2016
Railway line split. Pic: Ian Sane

Wobbly Acer goes two-legged to steady itself

Acer is to split into two in an effort to stabilize an uncertain recovery. The company will move its "core business" of PCs, servers, tablets and monitors under one umbrella and its "new business" of cloud services, smartphones and wearable devices under another. The restructuring is the same as we outlined earlier this week …
Kieren McCarthy, 24 Mar 2016
Pennies in a jar. Photo via Shutterstock

Creaking Surrey distie Northamber: Windows 10 ate my hamster

AIM-listed tech distie Northamber’s sales are again withering on the vine, with blame falling on Microsoft’s Windows 10 and pesky human beings who are failing to buy more computers. Sequestered in an industrial estate in deepest Surrey, Northamber has made a living from selling IT for the past 35 years but might just have seen …
Paul Kunert, 24 Mar 2016
Railway line split. Pic: Ian Sane

Troubled Acer is going to chop itself into three bite sized chunks

Management head-to-wall banging at Acer has seemingly inspired a novel idea to fix the things that are wrong the business - more restructuring. Well done, C-suite execs! Bonuses all round! The new design for Acer, if Digi Times is right, is to turn itself into a holding company to attract new investors and carve the business …
Paul Kunert, 23 Mar 2016

PC World's cloudy backup failed when exposed to ransomware

The shortcomings of consumer-grade backup services in protecting against the scourge of ransomware have been exposed by the experiences of a UK businesswoman. Amy W, who runs a small business in the Newbury, Berkshire area, was convinced that the KnowHow cloud was the only backup technology she'd ever need1 when she bought a …
John Leyden, 22 Mar 2016

Former Intel CEO Andy Grove dies, aged 79

Former Intel CEO Andrew Grove has died, aged 79. Grove's story is in many ways an American classic. Born András István Gróf in Hungary in 1936, Grove was Jewish. He and his mother survived World War Two by hiding under assumed identities. His family then fled the failed Hungarian revolution of 1956, which saw the Soviet Union …
Simon Sharwood, 22 Mar 2016
A cute cat in a jumper waves goodbye.... Pic via Shutterstock

Lenovo says bye-bye to key exec amid massive spring reorganisation

Lenovo is embarking on the mother of all spring cleans after digesting the acquisitions of Motorola and IBM’s volume server biz. The group is re-arranging execs and the business units they steer amid numerous sector challenges, including the weakened state of demand for traditional PCs, tabs and smartphones, or the sales hit …
Paul Kunert, 21 Mar 2016
IBM PC 5150

IBM buys CRM SaaS firm – no, not Salesforce

IBM has snapped up an as-a-service CRM expert and, no, it has nothing to do with Salesfore. The giant has bought Microsoft Dynamics systems integrator partner Optevia for an undisclosed sum in a deal announced Friday morning. UK-based Optevia will be folded into IBM Global Business Services, which is seeing staff axed as part …
Gavin Clarke, 18 Mar 2016
Microsoft Surface Pro 3

One in five PCs will be a tablet with detachable keyboard by 2020

Tablets with detachable keyboards are set to capture a fifth of the PC market by 2020, in Western Europe at least, say the abacus-shufflers at IDC. The firm says Typoslabs, as we prefer to call the devices, accounted for just five per cent of PC sales in 2015. But by 2018 combined sales of typoslabs and pure tablets will …
Simon Sharwood, 18 Mar 2016

How Microsoft copied malware techniques to make Get Windows 10 the world's PC pest

Microsoft uses techniques similar to aggressive malware to promote its “Get Windows 10” offer. As many readers have discovered, the persistent and constantly changing methods Microsoft uses to continually reintroduce its “Get Windows 10” tool, or GWX, onto computers means it’s extremely difficult to avoid. Windows users who …
Andrew Orlowski, 17 Mar 2016

UK tech supplier Softcat shows off fuller figures

Mid-market reselling monster Softcat is still piling on the pounds after adding hundreds of new punters and squeezing more out of existing ones. But the tech supplier agrees with Chancellor Osborne - storm clouds are gathering over the UK economy. At the half-way stage of fiscal ’16 ended 31 January, turnover at the Marlow- …
Paul Kunert, 17 Mar 2016
Attack film poster

Attack! Run. WTF? A decade of enterprise class fear and uncertainty with AWS

Ten years ago, Oracle was mid-snack, taking a break between swallowing PeopleSoft for $10bn and Sun Microsystems for $8.5bn. Microsoft had settled a long-running feud with Sun over something petty involving Java for $20m and had begun designing its vision of how the internet should be programmed with its new BFF, IBM. …
Gavin Clarke, 17 Mar 2016
Michael Dell, photo: Dell

Private Dell mostly makes PCs – and its sales of those are down

Dell isn’t exactly in rude financial health as it marches ever closer to the $60bn+ acquisition of EMC – at least, judging by P&L accounts the privately-held Texan tech firm filed with the US SEC. The mammoth Form s-4 is supposed to paint a painfully honest picture of the businesses current position and the potential risks of …
Paul Kunert, 15 Mar 2016

Dell plans sale of non-core assets to reduce EMC buy debt

Dell and EMC have agreed on the documentation to be put to the latter's shareholders at a forthcoming meeting that will vote on the merger of the two companies. And the document reveals that Dell plans to sell off some non-core businesses after the merger. The document in question is a Form S-4, one of the many regulatory …
Simon Sharwood, 15 Mar 2016
A fix for the troubled Windows 10 Start menu

Hey Windows 10, weren't you supposed to help PC sales?

Very few if any ever thought Windows 10 would truly reinvigorate the PC industry, and they were right - IDC has pulled down forecasts on traditional device sales for 2016. The analyst has clipped unit expectations by a couple of per cent, claiming global notebooks and desktops shipments into channels are now on course to …
Paul Kunert, 14 Mar 2016
Asus Chromebook Flip

Don't fear PC-pocalypse, Chromebooks, two-in-ones 'will save us'

Growing sales of ultra-portables and Chromebooks will help to offset the drop in PC shipments. This according to a report from analyst house ABI Research, which predicts that between 2015 and 2021, notebook shipments will remain steady as Chromebooks and ultraportables (tablet convertible notebooks) take up an increasing share …
Shaun Nichols, 09 Mar 2016

Systemax bleeds cash, reports $100m net loss for 2015

The cost of exiting its North America reseller biz propelled Systemax’s net losses to nearly $100m in calendar 2015 - but European ops might just be finally showing some signs of recovery. The supplier, in the midst of a turnaround strategy, offloaded the Technology Group reseller biz in December to PCM for $14m but then …
Paul Kunert, 09 Mar 2016
china_future_648

Lenovo, Juniper in hyper-converged mashup.... hang on, who's doing storage?

Lenovo and Juniper have set up a strategic alliance to build converged, hyper-converged and hyper-scale data centre infrastructure products for enterprise and web-scale customers. Lenovo contributes x86-based servers and switches. Juniper has a portfolio of routers, switches, network management software, network security …
Chris Mellor, 09 Mar 2016
data centre racks

Hardware – yes, hardware – is driving Hewlett Packard Enterprise's top line

Hewlett Packard Enterprise spends much of its time talking about hybrid IT taking over the world, but it was good old fashioned hardware - boosted by a $3.5bn buy - that made Q1 of fiscal year 2016 better than it might have been. In the period ended 31 January, the first full quarter of since HPE split with the PC and printing …
Paul Kunert, 04 Mar 2016
jigsaw_puzzle_648

Dell-EMC Federation, stardate 11254.7: What about the storage?

Comment With SEC filings describing the top execs heading the intended Dell-EMC federation, the structure of the storage business becomes clearer. Basically – and surprisingly – there is no change yet. Looking at the roles of the level 2 execs reporting to Michael Dell, we now know: Michael Dell runs the whole show, Joe Tucci …
Chris Mellor, 03 Mar 2016
Prison

Former Systemax execs ordered to repay $35m to the biz

Two brothers who held high office at Systemax before being found guilty of perpetrating a multi-million pound swindle have been ordered to repay $35m to the company. Gilbert and Carl Fiorentino were sentenced in March 2015 to five and six years behind bars respectively for masterminding a $27m fraud at the reseller and one- …
Paul Kunert, 02 Mar 2016
Man runs as a fire engine pulls up to a burning building. Pic by Shutterstock

Official: Toshiba pulls out of European consumer PC market

Exclusive Scandal-hit Toshiba is slashing jobs across Europe as it beats a retreat from the region’s consumer PC market. Retailers are honouring existing orders for the first quarter of this year but are not placing any further ones, sources told us. Staff have been notified of the planned redundancies and a number put at risk. “We are …
Paul Kunert, 26 Feb 2016
HP ZBook 17 mobile workstation

Who hit you, HP Inc? 'Windows 10! It's all Windows 10's fault'

HP Ink – the PC and printers half of the Hewlett-Packard split – has blamed Windows 10 for a ho-hum quarter of declining sales. "Windows 10 is a tremendous operating system platform," HP Ink CEO Dion Weisler told analysts and investors on a conference call on Wednesday afternoon. "But we have not yet seen the anticipated Win10 …
Chris Williams, 25 Feb 2016
recruitment_hired

Lenovo set to hire fresh top bod to run UK biz

Lenovo is tipped to make John Harber its next UK managing director, according to well placed industry sources. Harber is presently veep of global sales at wearables and peripherals vendor Jawbone but has agreed to join the Chinese biz and is understood to be working out his notice at his current employer. A change at the top …
Paul Kunert, 25 Feb 2016
Money for nothing by dire straits

Microsoft hoses down Windows Server hardware support change fears

Microsoft's issued an interesting post in which it says it is making no changes to hardware support for Windows Server. Hang on there Reg! Why are you reporting a post that says nothing is changing? The answer, dear readers, is that back in January Microsoft announced it would not support Windows 7 and 8 on new CPUs. The …
Simon Sharwood, 21 Feb 2016
De Vaartkapoen. Pic: Bianca Bueno

2016: The year IT sales will go sdrawkcaB

The world will spend US$2.3 trillion on information technology hardware, software and services in 2016, but that represents a “major slowdown” according to analyst firm IDC. Smartphones and China are mostly to blame for the decline. The former is at fault because new buyers are drying up, which makes it harder for smartphones …
Darren Pauli, 18 Feb 2016

Opinion

Walking on water, image via Shutterstock

Chris Mellor

IDC stats reveal who's who in the backup appliance bearpit
Carry on Cleo

Gavin Clarke

Infamy, infamy, Amazon and Microsoft have all got it in for me!

Tim Anderson

Also signals stronger cross-platform tools, access to new markets

Features

Nerd fail photo via Shutterstock
Shouting match
Single market vs. rest of the world
hacker
Mostly it's financial crime. Here's what all the cool kids' terms mean in English
Apple logo. Pic: Blake Patterson
Plenty of bumps in the 40-year road for Mac makers