Tag Archives: Dell

Supplier Report: 7/21/2017

Cloud technology is the main theme of the week. Microsoft solidified themselves as the #2 cloud company with very strong earnings. Amazon is zoning in on health cloud and lured away a Box executive to make things happen. They also removed certain ownership language in their standard contracts that rubbed many clients the wrong way. Google is attempting to push quantum computing to cloud as industry insiders ponder if their strategy is working.

IBM’s 21st consecutive quarterly loss had news organizations and investors calling for IBM to make a change… any change at this point.

Acquisitions

  • Sprint’s Chairman Has Engaged Warren Buffett About Investment

    Sprint Corp. Chairman Masayoshi Son has engaged Warren Buffett and cable mogul John Malone in discussions about participating in a deal with the wireless company, people familiar with the situation say.

    The contours of the deal the parties are discussing are unclear. The talks are at an early stage and may not result in an agreement, the people said, but one possibility would see Berkshire put more than $10 billion into a transaction.

    https://www.wsj.com/articles/sprint-executives-have-engaged-warren-buffett-about-investment-1500055560

  • Uber Rival Grab in Talks for Up to $2 Billion from SoftBank, China’s Didi

    Singapore-based GrabTaxi Holdings Pte is raising as much as $2 billion from Japan’s SoftBank Group Corp and Chinese ride-hailing company Didi Chuxing Technology Co., people familiar with the matter said.

    The deal could be completed in the next few weeks and would value Grab, as it is known, at more than $5 billion—making it the region’s most valuable startup. Grab launched in 2012 and operates in 65 cities across seven countries.

    https://www.wsj.com/articles/uber-rival-grab-in-talks-for-up-to-2-billion-from-softbank-chinas-didi-1500032435

Artificial Intelligence

  • IBM’s AI can predict schizophrenia by looking at the brain’s blood flow

    The research team first trained its neural network on a 95-member dataset of anonymized fMRI images from the Function Biomedical Informatics Research Network which included scans of both patients with schizophrenia and a healthy control group. These images illustrated the flow of blood through various parts of the brain as the patients completed a simple audio-based exercise. From this data, the neural network cobbled together a predictive model of the likelihood that a patient suffered from schizophrenia based on the blood flow. It was able to accurately discern between the control group and those with schizophrenia 74 percent of the time.

    https://www.engadget.com/2017/07/20/ibms-ai-can-predict-schizophrenia-by-looking-at-the-brains-blo/

Cloud

  • Amazon nabs a top Box exec in health as it goes after the medical industry

    Missy Krasner, vice president and managing director of Box’s healthcare and life sciences group, is headed to the e-commerce company, according to two sources familiar with the matter. The sources, who asked not to be named because the hire hasn’t been announced, didn’t know exactly what role she’ll have.

    Amazon is investing heavily in health across a number of different areas, and another source said Krasner has been talking to Amazon Web Services for several years about a potential move.

    AWS, the cloud division, is bolstering its HIPAA-compliant offerings so that health-care providers and insurers can store and move customer data. Customers include Bristol-Myers Squibb, Siemens and Orion Health.

    http://www.cnbc.com/2017/07/20/amazon-hires-box-vp-missy-krasner-to-beef-up-health-division.html

  • Google wants to sell quantum computing in the cloud

    Whether or not you believe Google has honest-to-goodness quantum computers, the bigger problem is their limited access: they’re largely off-limits outside of the company itself. That could change sooner than you think, though. Bloomberg sources understand that Google is gearing up toward using its quantum systems in a “faster, more powerful” computing service than it offers today. It recently started offering access to researchers in order to spur development of tools and apps (including through an open source Project Q initiative), and there’s a new lab it describes as an “embryonic quantum data center.” It’s looking at the practical realities of quantum computing, in other words.

    https://www.engadget.com/2017/07/17/google-puts-quantum-computers-to-work-in-cloud/

  • Is Google’s Cloud Strategy Working?

    Alphabet doesn’t break out its cloud sales, but it believes it could beat Amazon to become the world’s largest cloud infrastructure vendor in the next five years. Amazon generated $3.7 billion in revenue from its cloud division, AWS (Amazon Web Services), in 2Q17, which represented a 42.0% YoY (year-over-year) rise.

    Alphabet’s cloud business will be on the radar of many investors as it reports 2Q17 earnings, mainly due to Google’s comments about its cloud strategy. Google earlier this year suggested that it doesn’t see itself joining rivals Amazon, Microsoft, and Oracle in cloud computing pricing wars.

    Instead, Google wants to compete on the basis of service quality and portray itself as the go-place for cloud services related to data analytics and artificial intelligence.

    http://marketrealist.com/2017/07/is-googles-cloud-strategy-working/

  • Amazon Cloud Service Drops Controversial Clause

    With competition heating up in the cloud computing arena, Amazon.com Inc. is removing a clause from its Amazon Web Services contracts that irked customers worried about their intellectual property (IP).

    Based on an updated version of the AWS customer agreement, the ecommerce giant has remove the non-asset clause from the contract that prevented customers from suing the company over patent infringement. With a tons of companies using AWS for computing and data storage, many were concerned that IP could end up in the hands of Amazon.

    http://www.investopedia.com/news/amazon-cloud-service-drops-controversial-clause/

  • Microsoft Profit Jumps, Fueled by Cloud Computing

    Microsoft doesn’t disclose revenue figures for its Azure and Office 365 businesses, but it said Azure revenue jumped 97% and Office 365 revenue rose 43%.

    Overall, Microsoft posted $6.51 billion in fourth-quarter net income, or 83 cents a share, compared with a profit of $3.12 billion, or 39 cents a share, a year ago. Excluding the impact of revenue deferrals and other items, adjusted earnings climbed to 98 cents from 69 cents a year earlier.

    https://www.wsj.com/articles/cloud-computing-helps-power-microsoft-earnings-1500583095

Datacenter

  • Michael Dell Says Public Cloud Is Important But It’s Not Everything

    “There’s a boomerang of companies moving to public cloud,” Dell said. “We’re not against it, but it’s not the right place to put all workloads.”

    For 90% of a given company’s predictable computing tasks, running them in-house or in a co-location center, costs less than public cloud, Dell said. A co-location center is a data center used by many businesses, each of which controls their own hardware and software.

    “AWS gets expensive when you scale it up,” Dell said. (That’s a contention that Amazon would likely contest.)

    http://fortune.com/2017/07/17/michael-dell-cloud-computing/

Software/SaaS

  • Rimini Street: Dispute with Oracle is contract law, not copyright

    The smaller company accepted some of the charges against it, saying it will pay $35.6m for “innocently infringing the software”, but appealed against the rest following the October 2016 judgment.

    Without being able to do this, Rimini Street is prevented from carrying out its responsibilities to its own clients, Perry added.

    He argued that Oracle had surrendered its exclusive rights to copying, and that Rimini had permission to copy the software – instead the issue was with the environment that it created and how that environment was used, and on which server it lived.

    “Cross-use and hosting are contract law,” Perry said. “Those are licence disputes… and ought to be resolved as matter of contract law and not copyright law.”

    https://www.theregister.co.uk/2017/07/14/oracle_vs_rimini_street_court_latest/

Other

  • IBM Revenue Decline Continues to Pressure Bottom Line

    The 4.7% drop in second-quarter revenue, to $19.3 billion, marked the 21st consecutive quarter of declining sales at IBM. Profit margins also narrowed across all business units, including the divisions for its main cloud computing and Watson-artificial intelligence operations—two areas Ms. Rometty is counting on to propel the company’s turnaround. Profit fell 6.9% from a year earlier.

    Earnings results exceeded analysts’ expectations. Still, revenue came in below forecasts, and shares in Big Blue slid more than 3% after-hours Tuesday, extending a roughly 8% drop this year through Tuesday’s close. In contrast, the S&P 500’s has gained nearly 9% during the same period.

    https://www.wsj.com/articles/ibm-revenue-decline-continues-to-pressure-bottom-line-1500411024

  • To Save IBM, Rometty Needs To Go Big Or Go Home

    Rometty should aggressively rebrand IBM by simply naming it after the one thing in which IBM remains a market leader – Watson. All efforts in the cloud should be geared towards not just acting as a service provider but differentiating IBM by tailoring Watson’s services to the given client’s data so it can augment their decision-making. While they’re at it they can rename their cloud effort Watson Cloud.

    https://www.forbes.com/sites/ryanwibberley/2017/07/19/to-save-ibm-rometty-needs-to-go-big-or-go-home/#2479fd827ac0
    Cramer: IBM is just another company that has been ‘Amazoned’

    Regarding IBM’s growth, Cramer said a lot of the initiatives the company is doing have not “kicked in yet, so the stock has not kicked in yet.” He added, “IBM is really burdened by the old business. And the new business — they’re up against these amazing companies.”

    http://www.cnbc.com/2017/07/19/cramer-ibm-is-just-another-company-that-has-been-amazoned.html

Photo: Robson Hatsukami Morgan

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Supplier Report: 6/16/2017

Flush with cash, SoftBank is starting to execute on their 300 year plan. Softbank took Boston Dynamics off of Google’s hands… if you are going to have a multi-century strategy, it makes sense to buy a robotics company.

Dell’s financials are down $1.5b as they pay off the massive debt incurred to buy EMC. Slack is taking in $500M of funding as AWS and Microsoft contemplate buying the company. Verizon has finally closed their acquisition of Yahoo, Marissa Mayer is officially gone.

Acquisitions

  • SoftBank to Buy Two Pioneers in Advanced Robots From Google Parent

    SoftBank Group Corp. said it would buy Boston Dynamics from Alphabet Inc. The company builds robots that can perform feats such as pirouetting and climbing stairs, highlighting the Japanese company’s long-term investment horizon.

    Price and other terms weren’t disclosed.

    The deal comes more than a year after the Google parent dissolved its robotics group and started seeking buyers for Boston Dynamics, the unit at the centerpiece of the program. People close to Alphabet have said the company decided to sell Boston Dynamics when it resisted developing a commercial product within the next several years.

    The deal also includes Schaft, a Japanese robotics maker that achieved fame by winning a challenge held by the U.S. Defense Advanced Research Projects Agency in 2013 for robots to perform rescue tasks.

    https://www.wsj.com/articles/softbank-to-buy-two-pioneers-in-advanced-robots-1496972870?mg=prod/accounts-wsj

  • PokitDok Acquires Pharmacy and Software Assets of Oration PBC

    PokitDok, an API platform to free, secure, and unify data has acquired the pharmacy and software assets of Oration PBC. The acquisition enables PokitDok to complete support for delivery of essential commercial pharmacy benefit data, via its APIs, so organizations, providers and consumers have tools to make better healthcare and treatment decisions. Financial terms of the acquisition were not disclosed.

    http://hitconsultant.net/2017/06/13/pokitdok-acquires-pharmacy-software-assets-oration-pbc/

Cloud

  • IBM will put connected car data to better use

    As cars get smarter, we’re going to have to deal with all of the information our daily drives create in a way we’ve never had to bother with before. Thankfully, IBM is offering to be the middleman that represents our vehicles in the confusing new world of automotive cloud telematics. The company has signed a deal with BMW that will see the BMW CarData platform connect to IBM’s Bluemix cloud. The idea is that IBM will host and analyze your information and then pass it to third parties — with your consent — when required.

    https://www.engadget.com/2017/06/14/ibm-bmw-connected-car-data/

  • Gartner’s IaaS Magic Quadrant includes Alibaba, IBM

    “The IBM Cloud experience is currently disjointed,” Gartner writes, noting that the company hasn’t updated its SoftLayer infrastructure since its purchase two years ago.

    https://seekingalpha.com/news/3273838-gartners-iaas-magic-quadrant-includes-alibaba-ibm

Datacenter

  • IBM and HPE’s Server Businesses Aren’t Just Pressured By the Cloud Anymore

    It also wasn’t too surprising that sales of servers designed by cloud giants and supplied by ODMs grew strongly following a Q4 lull, as the likes of Amazon and Facebook continued spending heavily on capex. IDC estimated sales of such servers, which it refers to as ODM Direct, grew 41.8% to $1.2 billion (10.4% of industry revenue). It added one unnamed cloud firm single-handedly accounted for over 10% of the 2.21 million servers shipped during the quarter.

    What was, surprising, though is that both firms reported Dell, the world’s second-biggest server vendor, saw meaningful sales growth in spite of the headwinds faced by peers. IDC estimated Dell’s server sales grew 4.7% to $2.37 billion, leading its market share to rise to 20.1% from 18.3% a year ago. By contrast, the firm had estimated Dell’s server sales were roughly flat in Q4. Gartner gave Dell a 19% Q1 share, up from 17.3%.

    http://realmoney.thestreet.com/articles/06/09/2017/ibm-and-hpes-server-businesses-arent-just-pressured-cloud-anymore

  • Dell slumps to $1.5bn operating loss in first quarter in new structure

    For its first quarter ending 5 May 2017, the Texas-based giant posted an operating loss of $1.5bn on revenues of $17.8bn. Dell is a private company, but still divulges its numbers, partly because it now owns VMware courtesy of its recent merger with EMC.

    Dell’s Client Solutions Group saw revenue rise six per cent year on year to $9.1bn and operating income hit $374m.

    https://www.channelnomics.eu/channelnomics-eu/news/3011688/dell-grows-but-profits-hit-by-component-cost-headwinds

Software/SaaS

Other

  • IBM’s Harriet Green named top 100 creative people for work with Watson

    “I don’t much believe in artificial intelligence,” says Harriet Green, who is one of the executives helping to run IBM’s AI platform. “I believe in augmented intelligence. With Watson, we can augment capabilities that clients already have.”

    “We have reached a tipping point with IoT innovation,” Green said.

    “IBM Watson IoT has more than 6,000 clients and partners around the world, many who are eager to “co-innovate,” she added. IBM is investing $3 billion to prepare Watson for IoT.

    This past February, Green helped IBM open its $200 million global headquarters in Munich, Germany. The center houses the Watson Internet of Things business. It is designed to drive collaboration and innovation with dozens of clients and partners in what IBM executives call “first-ever cognitive collaboratories.”

    http://www.healthcareitnews.com/news/ibms-harriet-green-named-top-100-creative-people-work-watson

  • Uber just pissed off dozens of longtime employees; now they’re gunning for management

    Earlier this week, at a staff meeting in San Francisco, Uber executives revealed to the company’s 12,000 employees that 20 of their colleagues had been fired and that 57 are still being probed over harassment, discrimination and inappropriate behavior, following a string of accusations that Uber had created a toxic workplace and allowed complaints to go unaddressed for years.

    Yesterday, Uber fired senior executive Eric Alexander after it was leaked to Recode that Alexander had obtained the medical records of an Uber passenger in India who was raped in 2014 by her driver.

    Recode also reported that Alexander had shared the woman’s file with Kalanick and his senior vice president, Emil Michael, and that the three men suspected the woman of working with Uber’s regional competitor in India, Ola, to hamper its chances of success there.

    https://techcrunch.com/2017/06/08/uber-just-pissed-off-dozens-of-longtime-employees-now-theyre-gunning-for-management/?ncid=rss

  • Verizon Seals $4.5 Billion Yahoo Purchase as Mayer Heads Out

    The companies officially closed the $4.5 billion agreement Tuesday, following Yahoo shareholder approval last week. Yahoo properties including Sports and Finance will become part of a new Verizon unit called Oath, which is home to brands like AOL, TechCrunch and the Huffington Post. Oath will be overseen by former AOL Chief Executive Officer Tim Armstrong, while Yahoo CEO Marissa Mayer, 42, is stepping down.

    https://www.bloomberg.com/news/articles/2017-06-13/verizon-seals-4-5-billion-yahoo-purchase-as-mayer-heads-out
    Verizon Launches New Ad and Content Unit as Yahoo Deal Closes

    Distribution will also be a factor: Soon, some of Oath’s content brands will be automatically available on the “decktop” of Verizon subscribers’ phones through its AppFlash app, for example. Verizon’s go90 mobile video app, will also become more integrated with Oath’s content properties. And entirely new mobile content brands are set to launch before the end of the year, created by Oath’s internal Factory unit.

    https://www.wsj.com/articles/verizon-launches-new-ad-and-content-unit-as-yahoo-deal-completes-1497362908

Photo: Alex Knight

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Supplier Report: 1/7/2017

Japan’s love of technology might be backfiring for their salarymen as 36 white collar workers have been replaced by IBM’s Watson technology (long term they will need it due to declining a declining population). Foxconn workers in China are also being phased out in favor of automation and robotics (because young Chinese workers don’t want to be treated like robots).

The US Healthcare industry is expected to grow their use of cognitive computing by 42% (compound annual growth rate) over the next 4 years. During those 4 years your car is also expected to get much smarter as Amazon and Microsoft are putting their AI technologies in your dashboard.

Acquisitions

  • Google buys Sweden’s Limes Audio to boost Hangouts voice quality

    “As more and more businesses adopt our video conferencing solutions, powered by Chromebox for Meetings and Google Hangouts, it’s critical that we provide a great audio experience. With G Suite customers now relying on video communications for their day-to-day meetings, it’s more important than ever to ensure low-cost, high-quality audio.”

    https://techcrunch.com/2017/01/05/google-acquires-limes-audio/?ncid=rss

  • Why LinkedIn Under Microsoft Is Doomed (this article is a little misguided, but a fun read)

    There are two things Microsoft will most likely do to LinkedIn. The first would be to leave it alone, which—from what I can tell—will worsen the product. But Redmond could also come in and ruin the product with a few years of meddling, just as it did with everything from Nokia to WebTV.

    So the likelihood of anything good coming from the LinkedIn buyout is improbable, at best. This, despite the fact that Satya Nadella is at the helm. The problem is the corporate culture, not the bosses.

    http://www.pcmag.com/commentary/350754/why-linkedin-under-microsoft-is-doomed

Artificial Intelligence

Cloud

  • AT&T Goes All In on IoT at CES

    In a series of announcement at the show, AT&T revealed a new partnership with Emerson for methane emissions monitoring, announced the addition of Portland, Ore., as a new spotlight city in its Smart Cities program, and launched a new IoT Professional Services offering that will lend the carrier’s expertise to help businesses design, test, deploy, and manage IoT solutions. Alongside the latter, AT&T also introduced a new light version of its IoT Starter Kit, a dedicated starter kit for the Amazon Web Services (AWS) IoT service, and a more streamlined IoT device certification process.

    https://www.wirelessweek.com/news/2017/01/t-goes-all-iot-ces

  • Microsoft unveils connected car strategy at CES 2017: ‘Cloud will do the heavy lifting’

    The platform allows automakers to leverage Microsoft’s virtual assistants, business applications, and office services, the post said. It will also help integrate productivity tools such as Cortana, Office 365, and Skype for Business into vehicles.

    http://www.techrepublic.com/article/microsoft-unveils-connected-car-strategy-at-ces-2017-cloud-will-do-the-heavy-lifting/

Datacenter

  • Dell EMC serves up ‘white glove’ treatment to exclusive top-tier partner level

    “Partners with Titanium Black status have placed a big bet on Dell EMC,” Byrne said. “They’re going above and beyond. They’re investing heavily in us and we are returning the investment in them so they can continue to achieve the extraordinary.

    “Titanium Black provides a rare and distinctive opportunity far and above what partners have experienced anywhere in the industry. Through the Dell EMC Partner Program, Dell EMC and our partners will attack the market, with our Titanium Black partners leading the way. We will deliver incredible transformation for our customers. We’ll be the channel to watch.”

    http://www.channelnomics.com/channelnomics-us/news/3001801/dell-emc-serves-up-white-glove-treatment-to-exclusive-top-tier-partner-level

  • Better Buy: Hewlett-Packard Enterprise Co vs. Cisco Systems, Inc

    Even after its banner 2016, HP Enterprise stock is trading at a mere 11 times future earnings, making it one of the best values in its sector. Cisco is tradingat just 12 times forward earnings, and with its nearly 3.5% dividend yield and future prospects, it’s the better buy for growth and income investors.

    That said, when the smoke clears, HP Enterprise will be ideally positioned to grow by leaps and bounds as 2017 progresses — and beyond. For investors in search of pure growth potential, HP Enterprise gets the nod.

    http://www.foxbusiness.com/markets/2017/01/04/better-buy-hewlett-packard-enterprise-co-vs-cisco-systems-inc.html
    But where is HPE’s growth coming from? Storage? That can’t last.

Software/SaaS

  • Oracle is starting to fine customers who thought they were using free Java software

    At issue, reports Clarke, is a hugely popular version of Java called Java Standard Edition (or Java SE), that anyone can download from the Oracle website.

    One unnamed retailer that underwent an audit on Java was issued a $100,000 bill, negotiated down to $30,000, The Register reports. And this could be only the beginning. Sources told Clarke that Oracle has hired 20 Java specialists for its License Management Services (LMS) department, the ones who do the audits.

    http://www.businessinsider.com/oracle-starts-to-audit-java-customers-2016-12
    But Oracle is publicly stating that they ARE NOT increasing audits…
    Oracle denies it’s ramping up a program that fines customers for using software they thought was free

    Oracle’s commitment to Java and its community remains stronger than ever, as shared recently at JavaOne. Oracle is not ramping Java SE compliance activity or hiring of compliance staff. The licensing model and policies for Java SE have remained unchanged since before the acquisition of Sun Microsystems. It is incorrect to imply that it’s easy for users to accidentally use Java SE Advanced features.

    http://www.businessinsider.com/oracle-says-it-is-not-ramping-up-a-audits-of-java-2016-12

  • It’s Official: Microsoft Eliminates Yammer Enterprise Plan

    Orton described that decision as a natural product evolution. Earlier this year, Microsoft turned on Yammer by default for all eligible Office 365 customers. Since then, the vast majority of Yammer customers use it as part of an Office 365 subscription. The stand-alone version was retired Jan. 1, although those who are already using it can continue to do so at least through the end of this year (and, in exceptional cases, as long as 2019).

    http://www.cmswire.com/digital-workplace/its-official-microsoft-eliminates-yammer-enterprise-plan/

Other

  • 11 things we think will happen in business technology in 2017

    In 2016, Microsoft and Google — widely seen as the second- and third-place contenders in the cloud wars with Amazon, respectively — made big hires and masterminded partnerships and acquisitions to bolster out their sales pitch to enterprises.

    Amazon may be the undisputed leader in the space, but Microsoft and Google aren’t taking it lying down. Watch this space: The cloud computing market is still growing, and so vicious competition will be the order of the day.

    http://www.sfgate.com/technology/businessinsider/article/11-things-we-think-will-happen-in-business-10830675.php

  • Department of Labor sues Google over wage data

    The agency is seeking what it calls “routine” information about wages and the company’s equal opportunity program. The agency filed a lawsuit with its Office of Administrative Law Judges to gain access to the information, it announced Wednesday.

    Google, as a federal contractor, is required to provide the data as part of a compliance check by the agency’s Office of Federal Contract Compliance Programs (OFCCP), according to the Department of Labor. The inquiry is focused on Google’s compliance with equal employment laws, the agency said.

    http://www.cio.com/article/3154772/government/department-of-labor-sues-google-over-wage-data.html

Photo: Megapixelstock

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SourceCast: Episode 39: Dynamically Static

sn_colorbuilding_Ján Jakub Naništa

As IT companies introduce massive changes to their customers, how does a strategic sourcing department keep up?

Photo:  Ján Jakub Naništa

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Supplier Report: 7/30/2016

sn_docks_Austin Neill

For weeks we have been asking if Java is dead… while the rumors of its demise may have been greatly exaggerated, Google may have created the final nail for Java’s future coffin.

Speaking of the future, does IBM have their eyes set on the golden goose Cerner? Acquiring Cerner would finally get them access to hospital information they so desperately want. While IBM is pining for a purchase, Oracle made a big one happen by grabbing NetSuite for $9.3B. Of course we can’t ignore Verizon’s purchase of Yahoo, oh wait I dedicated a whole podcast to that move.

Microsoft seems to be in a funk this week with news that they are cutting employees and potentially misrepresenting their cloud growth (yes, Microsoft too).

IBM

  • Cerner Could Be a Prized Asset for IBM

    To date the only active buyer on the health care front when it comes to large mega cap companies is IBM (IBM) , though its one missing link is access to hospitals, explained Mohan Naidu of Oppenheimer on Tuesday.

    While Cerner would fill that gap, Naidu cautioned that the likelihood of a potential deal comes down to both timing and how much IBM would be willing to pay. The health care IT firm’s scarcity value would likely require a pretty hefty premium, he said.

    Morningstar Inc. analyst Vishnu Lekraj added on Tuesday that Cerner is viewed as a “crowned jewel” in the health care IT space, describing its software assets as top tier in the industry and a “big prize” to gain: “To a company that’s lacking in servicing health care it would be a prime target,” he said.

    https://www.thestreet.com/story/13653083/1/cerner-could-be-a-prized-asset-for-ibm.html
    Note: IBM has approximately $14B in cash as of 3/31/2016 (credit: Spoons)

  • IBM Hired Hundreds of Designers to Figure Out What Customers Want

    So to shake up the status quo, IBM, Cognizant, Infosys and others have been racing to hire thousands of designers who once would have taken more specialized jobs—at an ad agency, say, or an industrial-design shop. At IBM, they team up with engineers and consultants and embed with a multiplicity of clients. Besides providing customer insights, the teams encourage constant feedback and tweak products as they’re built—a process aimed at getting them out faster. It’s how successful Silicon Valley startups operate but radical for the IT services industry.

    http://www.bloomberg.com/news/articles/2016-07-25/ibm-hired-hundreds-of-designers-to-figure-out-what-customers-want

  • IBM to deploy recruitment process automation at ITC Infotech

    The implementation will help us enhance employee experience. This will create visibility in social media and provide real time data and dashboards. We hope that this will also help us improve recruitment efficiency in terms of cost, productivity and time to fulfill, added Anand Talwar, Chief Human Resource Officer, ITC Infotech.

    http://www.financialexpress.com/industry/companies/ibm-to-deploy-recruitment-process-automation-at-itc-infotech/328122/

Oracle

  • Oracle buys enterprise cloud services company NetSuite for $9.3B
    The rumors are true…

    Oracle will acquire NetSuite for about $9.3 billion, or $109 per share in an all-cash deal, the companies announced Thursday. Both Oracle and NetSuite’s cloud service offerings aimed at enterprise customers will continue to operate and “coexist in the marketplace forever,” according to a statement by Oracle CEO Mark Hurd.

    https://techcrunch.com/2016/07/28/oracle-buys-enterprise-cloud-services-company-netsuite-for-9-3b/
    The Flawed Logic Behind Oracle’s NetSuite Deal

    Oracle Corp.’s $9.3 billion bid for cloud financial software provider NetSuite should help boost Oracle’s lagging cloud business. But Oracle is paying a high price, particularly as NetSuite is too small to really move the needle for Oracle. Another big issue: NetSuite plays in a software category—financial management systems—whose mojo is being sapped by newer apps.

    https://www.theinformation.com/the-flawed-logic-behind-oracles-netsuite-deal
    A look at Oracle’s 10 biggest acquisitions
    http://www.networkworld.com/article/3101876/software/a-look-at-oracle-s-10-biggest-acquisitions.html

  • Pulling back the covers on Oracle lawsuit: State could spend $27 million in legal fees

    According to the Oregon Legislative Fiscal Office, the state has spent nearly $16 million so far building its case that the giant software company badly bungled development of the Cover Oregon heath-care exchange. With the trial not set to begin until January, the Department of Justice has estimated the cost of the lawsuit could top $27 million by next April, making it one of the most expensive in department history.

    “I had feared it would be extremely high, but my God, I’m shocked by that number,” said Mike McLane, House Republican leader.

    http://www.oregonlive.com/business/index.ssf/2016/07/puling_back_the_covers_on_orac.html

Microsoft

  • Is Microsoft Massively Overstating Its Cloud Revenues?
    Another cloud provider, another rumor of misreported revenues…

    In its quarterly 10-Q filing with the SEC from April, Microsoft breaks out the specific products it includes in its commercial cloud figure in the following way, “Our commercial cloud … primarily comprises Office 365 Commercial, Microsoft Azure, and Dynamics CRM Online.” As such, Microsoft’s commercial cloud pulls sales from two different official reporting divisions — intelligent cloud and productivity and business processes — each of which contains several unique products, making it guesswork at best to glean how much of that stated $12 billion in sales belongs to which product.

    The same problem exists in the intelligent cloud reporting segment, making it frustratingly difficult to gauge the progress of this strategic imperative. When Microsoft announced its new financial reporting structure, it outlined intelligent cloud as including “results from public, private and hybrid server products and services such as Windows Server, SQL Server, System Center, Azure, and Enterprise Services.”

    http://host.madison.com/business/investment/markets-and-stocks/is-microsoft-massively-overstating-its-cloud-revenues/article_985d1685-e5dd-5433-8eb7-c5c93c717a77.html
    sn_lying_ms

  • Microsoft is laying off an additional 2,850 employees

    The latest round of job cuts is in addition to the 1,850 layoffs that were announced in May, reports Engadget. Microsoft made the announcement in its latest SEC filing. Most of the layoffs are ex-Nokia employees, the company Microsoft acquired to try to become a hardware player in the smartphone space. Microsoft says that 900 of the 2,850 employees it plans on laying off have already been notified, with the rest of the additional layoffs coming before mid-2017

    https://news.fastcompany.com/microsoft-is-laying-off-an-additional-2850-employees-4015477

  • Microsoft misjudges millennials, spectacularly

    Since this spring Microsoft has had to apologize publicly three times for offensive, anti-Semitic, sexist, homophobic and racist words and acts, all in the name of getting millennials onboard. One of the incidents could be deemed unintentional, but a lack of foresight certainly contributed to the resulting marketing calamity. Memo to Microsoft: There are much better ways to lure millennials to your brand. In fact, thinking that any of this might help is deeply insulting to your target audience.

    http://www.computerworld.com/article/3101397/it-management/microsoft-misjudges-millennials-spectacularly.html

Storage (Dell | Infinidate | Netapp)

  • Ditch your Macs, Dell tells EMC staff

    Amid Dell’s looming takeover of EMC, an edict has been issued insisting that Dell customers must only ever see Dell laptops during meetings and consulting engagements, EMC insiders have told The Register.

    At least EMC staff after being offered nice replacement kit, in the form of the gaming-bred XPS machines, that another insider told us have been promised to incoming Dell employees.

    http://www.theregister.co.uk/2016/07/29/ditch_your_macs_dell_emc/

  • Two in five execs grumble flash technology is too expensive, research finds

    Yet NetApp argues that the benefits of flash go beyond the bottom line. “Our research shows that while the business value of flash in terms of performance and responsiveness is understood by IT decision makers, education on the true value of flash needs to continue further up the chain,” said Laurence James, EMEA products, alliances and solutions manager at NetApp. “Flash is a long-term investment that can transform business performance and should not be analysed in terms of capital investment alone.”

    That is a TERRIBLE sales tactic, you are either saving money or going after a performance boost.
    http://www.cloudcomputing-news.net/news/2016/jul/29/execs-grumble-flash-technology-too-expensive-research-finds/

Other

  • Verizon buys Yahoo for $4.8B

    As a side note to all this, some anecdotal evidence. We’ve been hearing for months that AOL offices in different regions have been readying themselves for a future with more purple in it. That’s run the gamut from keeping a holding pattern over new office space and future hires, through to strategic ‘sprints’ to consider developments in coming months around R&D initiatives, advertising and more.

    “We are preparing. It sometimes feels like the only thing we talk about,” one AOL executive told me. It may be a sign of how confident Verizon and AOL are of a winning bid, but also of how they would like to kickstart an integration and get working together as quickly as possible. (Poor integrations being one of the killers of so many mergers, of course.)

    http://sn.joeylombardi.com/?p=1927
    Why a Verizon and Yahoo merger would be like Microsoft snapping up CompuServe

    Here’s the other infuriating part of Verizon and AOL “purchasing” Yahoo assets. What assets? I know the one-time competitor to Google has some of the highest traffic on the planet, what with all of their weather apps and such. But even Google has figured out how to break free from the old “click my banner” trick so popular in 2007. Major companies like eyeballs, consumers like innovation. That’s the problem with investors who still use a BlackBerry. They want to buy a logo. They see brand acquisition as a conquest, not a business strategy.

    http://www.computerworld.com/article/3099116/internet/why-an-verizon-and-yahoo-merger-would-be-like-microsoft-snapping-up-compuserve.html

  • Salesforce’s Benioff says he would have paid more than $26B for LinkedIn

    Of course, the Benioff email didn’t say how much more he would have offered, or how the revised bid would have been restructured. Microsoft won in part because of the amount on the table, but also because if offered all cash. Salesforce had offered a mix of cash and stock.

    I wouldn’t be proud of that…
    http://venturebeat.com/2016/07/25/salesforces-benioff-says-he-would-have-paid-more-than-26b-for-linkedin/

  • Teradata agrees to acquire data company, to expand services

    Miami Township-based Teradata (NYSE: TDC) will acquire Big Data Partnership, a London-based EMEA-based services provider of big data solutions and training. Big Data Partnership has what Teradata calls deep expertise in disruptive technologies, including Apache Hadoop, and helps its clients discover how to become more data driven and data savvy through data science and the adoption of the latest big data technologies.

    http://www.bizjournals.com/dayton/news/2016/07/25/teradata-agrees-to-acquire-data-company-to-expand.html

  • FireEye Stock Jumps on Takeover Speculation

    Possible acquirers include Symantec, which reportedly made an offer for FireEye in June before ultimately buying Blue Coat Systems. International Business Machines (NYSE: IBM) and Cisco Systems (NASDAQ: CSCO) may also be interested in the company, with both tech titans aiming to grow their respective security businesses.

    http://www.pantagraph.com/business/investment/markets-and-stocks/fireeye-stock-jumps-on-takeover-speculation/article_4c9bb33c-a526-5bdc-80ab-ac29e3798859.html

  • Why open source programming languages are crushing proprietary peers

    Even more impressive than R, however, is Go, the open source language first released by Google. Based in large measure on a 5X boom in active GitHub repositories defaulting to Go as their primary language, developers have gone gaga for Go. Go may even give the venerable Java a run for its money, given developers’ propensity to use it to build cloud applications.

    http://www.techrepublic.com/article/why-open-source-programming-languages-are-crushing-proprietary-peers/

  • CSC reportedly plans layoffs ahead of HPE merger

    Computer Sciences Corp. plans to lay off about 500 workers ahead of its merger with Hewlett Packard Enterprise’s enterprise services business, according to a Computerworld report. But the company says the layoffs are unrelated to the proposed merger.

    http://www.ciodive.com/news/csc-reportedly-plans-layoffs-ahead-of-hpe-merger/423504/

Photo: Austin Neill

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