Max Mortillaro
@maxmortillaro.bsky.social
Industry Analyst | Co-Founder at Osmium Data Group | Tech Field Day delegate | Data Infrastructure, AI, Sustainability, Regulations | Husband, Father, and Cat Herder
🌐 www.osmiumdatagroup.com
🌐 www.osmiumdatagroup.com
Create product, force your employees to use product, report growing customer base, profit!
October 22, 2025 at 6:43 PM
Create product, force your employees to use product, report growing customer base, profit!
Reposted by Max Mortillaro
We already get information about hazards directly in our line of sight. It's called "eyesight" and it's amazing.
October 22, 2025 at 6:38 PM
We already get information about hazards directly in our line of sight. It's called "eyesight" and it's amazing.
Great stuff, I'm hooked! Clearly a great company with a unique approach, and their speaker (Bryan?) is a very welcome change from boring presentations.
October 22, 2025 at 6:25 PM
Great stuff, I'm hooked! Clearly a great company with a unique approach, and their speaker (Bryan?) is a very welcome change from boring presentations.
You beat me to it!
October 22, 2025 at 5:41 PM
You beat me to it!
The more Cybers, the more Secures!
October 14, 2025 at 12:39 PM
The more Cybers, the more Secures!
Thanks all for the likes & reshares!
October 14, 2025 at 12:35 PM
Thanks all for the likes & reshares!
Thanks Becky, doing well! Nuance in the details, but overall can't complain at all :) Enjoy NetApp Insight!
October 14, 2025 at 12:35 PM
Thanks Becky, doing well! Nuance in the details, but overall can't complain at all :) Enjoy NetApp Insight!
The desert area around Las Vegas is -to me at least- way better than the city. Glad you had some "you" time!
October 13, 2025 at 8:06 AM
The desert area around Las Vegas is -to me at least- way better than the city. Glad you had some "you" time!
It's true and that works both ways. I was able to find out more about my great-grandmother parents in a relative tree, but that also helped me discover the entire family branch through tedious study of Italian archives and presumably get all the way back to 1763 on a previously unknown branch.
October 7, 2025 at 9:07 AM
It's true and that works both ways. I was able to find out more about my great-grandmother parents in a relative tree, but that also helped me discover the entire family branch through tedious study of Italian archives and presumably get all the way back to 1763 on a previously unknown branch.
Just seeing this now... I'm also using gramps-web via docker-compose but make all changes in the Gramps thick client and syncing over. I miss some of the features from MyHeritage, but I'm now at the point where it's a lot of data clean-up / curation, plus cross-verifying sources.
October 2, 2025 at 8:05 AM
Just seeing this now... I'm also using gramps-web via docker-compose but make all changes in the Gramps thick client and syncing over. I miss some of the features from MyHeritage, but I'm now at the point where it's a lot of data clean-up / curation, plus cross-verifying sources.
Reposted by Max Mortillaro
Is the Intel relationship too lucrative to break? Could Dell even afford to build Arm-based servers with such low margins? Does Dell (the man and company) have the will to be more of an innovator and designer of hardware?
August 15, 2025 at 9:23 AM
Is the Intel relationship too lucrative to break? Could Dell even afford to build Arm-based servers with such low margins? Does Dell (the man and company) have the will to be more of an innovator and designer of hardware?
Reposted by Max Mortillaro
So, could Dell afford to move into the build market with Arm, compared to the assembly market with Intel? Overall gross margin is only 21%. Net Income is only 5% (5.2% in CSG, 9.7% in ISG).
August 15, 2025 at 9:23 AM
So, could Dell afford to move into the build market with Arm, compared to the assembly market with Intel? Overall gross margin is only 21%. Net Income is only 5% (5.2% in CSG, 9.7% in ISG).
Reposted by Max Mortillaro
Dell spends a tiny amount of money on R&D. Last quarter was $808 million of $23.4 billion revenue, about 3.5%. Historically, the spend was more like 5-5.5% but has declined. The company spends almost 4x this on sales & marketing.
August 15, 2025 at 9:23 AM
Dell spends a tiny amount of money on R&D. Last quarter was $808 million of $23.4 billion revenue, about 3.5%. Historically, the spend was more like 5-5.5% but has declined. The company spends almost 4x this on sales & marketing.
Reposted by Max Mortillaro
Contrast this to Arm, with no finished product. Dell would need to do the whole "Apple" ecosystem thing and design & build themselves. Dell came from the JIT manufacturing process (more assembly really), so the need to get into design/manufacturing may not be desirable.
August 15, 2025 at 9:23 AM
Contrast this to Arm, with no finished product. Dell would need to do the whole "Apple" ecosystem thing and design & build themselves. Dell came from the JIT manufacturing process (more assembly really), so the need to get into design/manufacturing may not be desirable.
Reposted by Max Mortillaro
Second, Dell takes "finished product" in the form of already manufactured hardware. I don't know if Dell outsources motherboard & server design, but I suspect this is a "lean" process at the moment, as each new processor generation is released.
August 15, 2025 at 9:23 AM
Second, Dell takes "finished product" in the form of already manufactured hardware. I don't know if Dell outsources motherboard & server design, but I suspect this is a "lean" process at the moment, as each new processor generation is released.
Reposted by Max Mortillaro
Agreed. I see a few points of note. First, we have no idea of the Dell/Intel commercial relationship. I expect Dell receives substantial discounts for buying Intel processors and preferential access to development labs before new products are released.
August 15, 2025 at 9:23 AM
Agreed. I see a few points of note. First, we have no idea of the Dell/Intel commercial relationship. I expect Dell receives substantial discounts for buying Intel processors and preferential access to development labs before new products are released.
Thanks for the thorough background research here! Pity I checked only today (and glad I did!). The question you raise about both the company and the man seems self-explanatory.
August 18, 2025 at 1:37 PM
Thanks for the thorough background research here! Pity I checked only today (and glad I did!). The question you raise about both the company and the man seems self-explanatory.