Max Mortillaro
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maxmortillaro.bsky.social
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
Create product, force your employees to use product, report growing customer base, profit!
October 22, 2025 at 6:43 PM
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
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
You beat me to it!
October 22, 2025 at 5:41 PM
The more Cybers, the more Secures!
October 14, 2025 at 12:39 PM
Thanks all for the likes & reshares!
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!
October 14, 2025 at 12:35 PM
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
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
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
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
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
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
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
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
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
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