The IT establishment is dressing in new clothes

“WE ARE A different company now. We are no longer focused just on mobile. And we have the numbers to back it up.” Cristiano Amon, the boss of Qualcomm, which makes chips mostly for smartphones, is emphatic when he describes what he will tell Wall Street at the firm’s investor day on November 16th. He is in good company. Over the past few weeks, some of the other famous members of a previous generation of big-tech firms (Cisco, Dell Technologies, Hewlett Packard Enterprise and IBM) have met investors to explain how they intend to stay relevant in the age of cloud computing and artificial intelligence (AI).

There is plenty of

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