Supplier Report: 9/28/2018

Facebook was hacked (again), exposing 50 million users to potential data breaches. Instagram and WhatsApp accounts could also be affected.

As Intel experiences chip shortages, their plan is to focus on getting the high end chips at the door.

Ohh… Elon Musk is getting sued.

Acquisitions

  • Slack buys Astro and shuts down its email app

    It may seem curious for Slack, the giant chat app with the goal of killing email, to buy an email app — but the pairing makes a good deal of sense. Astro’s focus was on business users, and it built out some smart integrations inside of Slack. With the two teams combined, Slack can use Astro’s experience to build a native solution for dealing with emails right inside the chat app.

    There is some bad news, though: Slack is shutting down Astro’s email app. The app will stop functioning on October 10th. That’s unfortunate, given that good third-party email clients have become increasingly hard to come by, and Astro had some features that really made it stand out.

    https://www.theverge.com/2018/9/24/17897658/slack-astro-acquisition-email-app-shut-down-integration

  • With Sirius behind it, can Pandora now stage a comeback?

    Sirius XM is all about selling subscriptions to listen to Howard Stern and stations based on genres like 70s, 80s and 90s, and for those who want on-demand music, “now Sirius can cross sell a Spotify clone,” he says. “It’s a winning combination.”

    Pandora’s biggest issue has been its double-edged sword. It is under contract to the record labels in paying higher copyright fees than on-demand outlets, and thus, the more listeners it gets, the more money it has to pay out. Pachter says Pandora has lost over $100 million in 2017 and 2016 due to sky high royalty rates.

    https://www.usatoday.com/story/tech/talkingtech/2018/09/25/sirius-xm-pandora-comeback/1416707002/

  • DXC Boosts Cloud-First Approach With System Partners Buyout

    System Partners, a provider of customer-centric services like advisory, strategy designing, tailored managed services and the like, boasts more than 100 Salesforce certified consultants in Sydney, Melbourne and Canberra.

    Management at DXC Technology believes that the buyout is a strategic move to support and cater to existing customers more efficiently, and strengthen its position in the cloud market

    https://www.nasdaq.com/article/dxc-boosts-cloud-first-approach-with-system-partners-buyout-cm1029023

Artificial Intelligence

Cloud

  • Rising Cloud Bills May Get a Breather

    It is a big food chain that’s gotten much bigger quickly. Total capital spending by the four aforementioned companies has jumped by an average of 45% on a year-over-year basis for the past six quarters. The four spent a total of $34.7 billion in the first six months of this year—up 59% from the same period last year. But analysts for Morgan Stanley expect that pace to decelerate to growth of 45% for the second half and warned in a note this week that it could slow further to “low double digits” next year.

    https://www.wsj.com/articles/rising-cloud-bills-may-get-a-breather-1538128800

  • Microsoft, IBM sign up to cheaper cloud alliance

    GeekWire is reporting that Cloudflare has brought in Microsoft, IBM, Digital Ocean, Automattic and Backblaze under a single banner called the Bandwidth Alliance.

    Scheduled to be announced today, during Cloudflare’s eighth birthday party, the group’s goal is to make sure Cloudflare’s customers using their services pay either significantly cheaper prices, or pay nothing at all, for the traffic that passes through locations where their networks are connected to Cloudflare’s services.

    https://www.itproportal.com/news/microsoft-google-sign-up-to-cheaper-cloud-alliance/

Security

  • France records big jump in privacy complaints since GDPR

    France’s CNIL agency said today that it’s received 3,767 complaints since May 25, when GDPR came into force, up from 2,294 complaints over the same period last year — which it notes was already a record year.

    CNIL says this represents a 64% increase in complaints, which it suggests shows that EU citizens have “seized the GDPR strongly” — attributing public engagement on the issue to media attention on the new regulation and on data protection stories such as the Facebook-Cambridge Analytica data misuse scandal.

    https://techcrunch.com/2018/09/25/france-records-big-jump-in-privacy-complaints-since-gdpr/

  • Facebook Is Breached by Hackers, Putting 50 Million Users’ Data at Risk

    Three software flaws in Facebook’s systems allowed hackers to break into user accounts, including those of the top executives Mark Zuckerberg and Sheryl Sandberg, according to two people familiar with the investigation but not allowed to discuss it publicly. Once in, the attackers could have gained access to apps like Spotify, Instagram and hundreds of others that give users a way to log into their systems through Facebook.

    https://www.nytimes.com/2018/09/28/technology/facebook-hack-data-breach.html

Infrastructure/Hardware

  • Intel acknowledges supply issues, will prioritize premium chips

    In the short term, Intel plans to prioritize the premium market, including Xeon and Core processors, so it “can serve the high-performance segments of the market.” Beyond that, the company plans to invest $15 billion in capital expenditures this year, including $1 billion going toward the manufacture of 14nm silicon in the U.S., Ireland and Israel.

    These issues have left the broader PC industry in a rough spot. On the face of it, a shortage due to increased demand seems like a good problem to have, but ultimately a lack of processors could create a major issue if the market continues to grow, perhaps ultimately reversing some of that success.

    https://techcrunch.com/2018/09/28/intel-acknowledges-supply-issues-will-prioritize-premium-chips/

  • Verizon hits 1.45Gbps 4G LTE speeds in New York

    The milestone saw it aggregate six channels of spectrum (both licensed and shared — a first in the US). According to Verizon VP of Technology Planning and Development, Bill Stone, the company is laying a “foundation” for its “evolution into 5G.”

    The trial involved aggregating four carriers of licence-assisted access (LTE-LAA) spectrum with licensed PCS and AWS spectrum, according to ZDNet. It also relied on 256 quadrature amplitude moderation (256 QAM) and 4×4 multiple-input multiple-output (4×4 MIMO) technologies — the latter antenna tech is available in 1,100 locations nationwide. Meanwhile, it’s facing fierce 5G competition from rivals AT&T, T-Mobile and Sprint.

    https://www.engadget.com/2018/09/28/verizon-peak-4g-lte-speed-new-york/

Other

  • SEC charges Tesla CEO Elon Musk with fraud

    The SEC complaint alleges that Musk issued “false and misleading” statements and failed to properly notify regulators of material company events. The SEC held a press conference Thursday evening regarding the complaint.

    Among other remedies, the SEC is seeking to bar Musk from serving as an officer or director of a publicly traded company if found guilty.

    https://www.cnbc.com/2018/09/27/tesla-falls-4percent-on-report-elon-musk-sued-by-sec.html

Photo by Claudio Schwarz on Unsplash

Supplier Report: 8/10/2018

Big mergers seems to be getting push back. The AT&T acquisition of Time-Warner is still under scrutiny (as is the Judge that approved it) and the Sinclair acquisition of Tribune was officially shut down. Elon Musk also might be over running a publicly traded company and is thinking about taking Telsa private.

In other news, IBM is still struggling with Watson and bots might pick your veggies in the near future.

Acquisitions

  • AT&T Not Out of the Legal Woods Yet

    In the original case, the government argued that AT&T would be able to dictate higher carriage fees to competing distributors by threatening to withhold its cable networks from rival pay-TV providers, leading to higher prices for consumers. Judge Leon concluded that the facts didn’t uphold that. Antitrust experts say the government is likely to argue that the judge defined the market too loosely, allowing AT&T’s argument that its competition includes tech firms like Netflix , Facebook and Amazon.

    https://www.wsj.com/articles/at-t-not-out-of-the-legal-woods-yet-1533549600
    DOJ’s Behind-the-Scenes Struggles With Judge in AT&T Case

    Jeffrey Jacobovitz, an antitrust lawyer with Arnall Golden Gregory LLP who isn’t connected with the case, said judges have their own styles for administering trials, though sidebar conferences generally happen more in jury trials, so jurors won’t be influenced. There was no jury in the AT&T trial.

    “It’s unusual for a judge to have voluminous sidebars when it’s the judge resolving the ultimate issues,” Mr. Jacobovitz said.

    https://www.wsj.com/articles/dojs-behind-the-scenes-struggles-with-judge-in-at-t-case-1533682305

  • Sinclair’s Bid to Monopolize Local TV News Is Officially Dead

    Said behavior included what critics say were “sham” divestment deals, where Sinclair attempted to offload some stations to companies it still controlled in a bid to pretend the deal would fall within media ownership limits. Currently, the law states no one broadcaster can reach more than 38% of households (Sinclair would have reached 72% had the deal been approved).

    Sinclair’s efforts were so brazen, they forced even the historically mega-industry-friendly FCC chief Ajit Pai to shovel the deal off to an administrative law judge, a move traditionally seen as a death knell for such megadeals.

    https://motherboard.vice.com/en_us/article/8xbk5p/sinclairs-bid-to-monopolize-local-tv-news-is-officially-dead

  • Elon Musk is seriously considering taking Tesla private

    “The reason for doing this is all about creating the environment for Tesla to operate best,” Musk began. Being a public company means being subjected to wild swings in stock prices (it even spiked earlier today after his tweet talking about taking the company private), and such volatility can be a “major distraction” for both Tesla’s workforce and shareholders. It’s the latter Musk seems to want to mute by going private, as he lamented the pressure that putting out quarterly reports (which are mandated by law for public companies) puts on the company to make decisions that will look better in the short term but not serve Tesla best in the long run. He also noted that going private would avoid stock shorting attempts to harm the company.

    https://www.engadget.com/2018/08/07/elon-musk-admits-want-take-tesla-private/

Artificial Intelligence

  • Employees at Google, Amazon and Microsoft Have Threatened to Walk Off the Job Over the Use of AI

    There is certainly a lot to worry about. Widespread use of facial-recognition technology by law enforcement can spell the end of speech, association and privacy rights (just think about the ability to identify, catalog and store thousands of facial images from a boisterous political rally). As O’Neill reminds us in her book, the algorithms employed in large chain store hiring processes and credit worthiness decision are opaque and lack self-correction mechanisms. They give off an air of objectivity and authority while encoding the prejudices of the people who programmed them. Weapons systems combining face recognition and social-media access can pick off opponents more efficiently than the most ruthless assassin. The images of swarm-drone warfare in Slaughterbots are the stuff of nightmares.

    https://nationalinterest.org/blog/buzz/employees-google-amazon-and-microsoft-have-threatened-walk-job-over-use-ai-27962

  • Your vegetables are going to be picked by robots sooner than you think

    Root AI is focused on the 2.3 million square feet of indoor farms that currently exist in the world and is hoping to expand as the number of farms cultivating crops indoors increases. Some estimates from analysis firms like Agrilyst put the planned expansions in indoor farming at around 22 million square feet (much of that in the U.S.).

    While that only amounts to roughly 505 acres of land — a fraction of the 900 million acres of farmland that’s currently cultivated in the U.S. — those indoor farms offer huge yield advantages over traditional farms with a much lower footprint in terms of resources used. The average yield per acre in indoor farms for vine crops like tomatoes, and leafy greens, is over ten times higher than outdoor farms.

    https://techcrunch.com/2018/08/08/your-vegetables-are-going-to-be-picked-by-robots-sooner-than-you-think/

  • IBM Has a Watson Dilemma

    Recommending personal medical treatment is a taller order. The software needs to be trained with data on what has worked in the past, including details on patients’ medical histories and treatment outcomes. That information is often recorded in different formats and owned by different companies, and isn’t always complete or consistent.

    Moreover, human doctors still have a lot to learn about the science of disease, including cancer.

    Oncology won’t be “a great space for making [AI] products” until there’s better data about patients, spanning genetic, environmental, lifestyle and health information, said Bob Kocher, a medical doctor and partner at venture-capital firm Venrock in Palo Alto, Calif. In the near term, most of the benefits from AI in the health-care field will come in administrative tasks such as billing, he added.

    https://www.wsj.com/articles/ibm-bet-billions-that-watson-could-improve-cancer-treatment-it-hasnt-worked-1533961147

Cloud

  • AWS error exposed GoDaddy business secrets

    The information involved in the security breach appeared to describe GoDaddy’s architecture, as well as “high-level configuration information for tens of thousands of systems and pricing options for running those systems in Amazon AWS, including the discounts offered under different scenarios,” according to UpGuard.

    Configuration files for hostnames, operating systems, workloads, AWS regions, memory, CPU specifications, and more were included in the exposed cache, which described at least 24,000 systems.

    “Essentially, this data mapped a very large scale AWS cloud infrastructure deployment, with 41 different columns on individual systems, as well as summarized and modeled data on totals, averages, and other calculated fields,” the cybersecurity firm said.

    https://www.zdnet.com/article/aws-error-exposed-godaddy-server-secrets/

  • DXC Technology and AWS join forces for new integration practice

    DXC Technology and Amazon Web Services (AWS) are joining forces to build a new integrated practice focused on delivering IT migration, application transformation and industry-specific cloud services.

    The multibillion-dollar DXC – AWS Integrated Practice is part of a multi-year, global agreement that also encompasses joint development, marketing, sales, and delivery of AWS solutions. Specifically, these services include managed security and compliance services for AWS; dedicated VMware Cloud on AWS migration solutions and analytics and application services on AWS.

    https://sg.channelasia.tech/article/644922/dxc-technology-aws-join-forces-new-integration-practice/?fp=2&fpid=1

Security

  • iPhone supplier TSMC shut down factories after virus attack

    TSMC is the largest semiconductor manufacturer in the world, and supplies components for companies like ADM, Apple, Nvidia, and Qualcomm. The company told Bloomberg that the virus infected a “number of its fabrication tools,” but that the “degree of infection varies” from factory to factory. Several have resumed their operations, but others won’t come back online until tomorrow. The company indicated that its factories weren’t infected by a hacker.

    https://www.theverge.com/2018/8/4/17651448/iphone-supplier-taiwan-semiconductor-manufacturing-co-tsmc-virus-shut-down

Software/SaaS

  • Oracle introduces autonomous transaction processing database – pounds on AWS

    We’re the easiest database in the world to use. There’s nothing to learn, there’s nothing to do. It’s much much less labor involved so it’s much, much lower in cost. It’s truly elastic because you only pay for the infrastructure that you use. So when the application is not running then Oracle deactivates servers – it’s called a serverless system. And if you’re at a busy time then it will automatically add servers while the system is is still running.

    https://diginomica.com/2018/08/07/oracle-introduces-autonomous-transaction-processing-database-pounds-on-aws/

  • SAP Ariba Named a Leader in Gartner 2018 Magic Quadrant for Strategic

    SAP Ariba today announced it has been positioned in the Leaders quadrant of the Gartner 2018 Magic Quadrant for Strategic Sourcing Application Suites. (Gartner, Inc. Magic Quadrant for Strategic Sourcing Application Suites, Magnus Bergfors, Patrick M. Connaughton, et al., August 1, 2018). In May, SAP Ariba was also recognized in the Gartner 2018 Magic Quadrant for Procure-to-Pay Suites alongside SAP Fieldglass.

    https://www.businesswire.com/news/home/20180806005442/en/SAP-Ariba-Named-Leader-Gartner-2018-Magic

  • Salesforce Promotes Keith Block to Co-CEO

    Mr. Block, a former Oracle Corp. executive who joined Salesforce in 2013 as vice chairman and president, now will report directly to Salesforce’s board of directors. Mr. Benioff, who will go from being sole CEO to co-CEO, will continue leading the company’s “vision and innovation in areas including technology, marketing, stakeholder engagement and culture,” while Mr. Block will run the company’s “growth strategy, execution and operations,” Salesforce said.

    https://www.wsj.com/articles/salesforce-promotes-keith-block-to-co-ceo-1533704207

Datacenter/Hardware

  • Samsung is still trying to make DeX happen

    The idea of a pocketable laptop-like machine has its merits, and in theory, DeX is promising. It’s the combination of a small accessory for the Galaxy S8, Note 8 and S9 with a software mode (like on the Tab S4) that provides a faux desktop system. To minimize the number of loose accessories you have to carry around, Samsung introduced HDMI compatibility on the Note 9, so you can plug it into any supported display with an HDMI to USB-C converter and use the DeX software to immediately get to work. You can leave the converter cable on your desk or attached to the screen, so all you need to bring is your phone. Neat.

    https://www.engadget.com/2018/08/10/samsung-dex-success-outside-mainstream/
    I am all about this type of technology. It needs to happen and corporations should get behind it.

Other

  • The greedy ways Apple got to $1 trillion

    We still turn to Apple because it makes the best core products. But the edges of the customer experience have frayed like the wires of a Lightning cable. The key to Apple’s fortune is obviously selling high margin iPhones, not these ways it nickels and dimes us. But the company has an opportunity to raise its standards after this milestone, and win back the faith that could push it to a $2 trillion market cap.

    https://techcrunch.com/2018/08/04/the-greedy-ways-apple-got-to-1-trillion/

Photo by Johannes Plenio on Unsplash

Supplier Report: 7/14/2017

IBM is coming under fire by Jefferies and competitor OpenText over their AI success (or lack of it).  Jefferies says IBM customers are suffering from complicated implementations and OpenText claims that their AI platform is better and cheaper.

Google is hoping to leverage AI technology to make the world a better place.  And what better way to improve the world than to buy a small AI company in India (…that does have a social  focus).

Meanwhile Verizon made the world a slightly worse place by announcing a security breach that could impact up to 14 million customers.

Acquisitions

Artificial Intelligence

  • Microsoft to use AI to assist the blind, fix bias, and rescue the planet

    In order to make sure that further developments are pursued in the proper fashion—accessible and inclusive to everyone—Microsoft also noted that it is working on an Ethical Design Guide for AI product development, based on CEO Satya Nadella’s 10 principles for AI development.

    “As technology that uses AI gets smarter, we want to ensure that we take a responsible approach to our progress – and one that will ultimately provide the most benefit to our customers and to society as a whole,” Shum said at the event.

    http://www.techrepublic.com/article/microsoft-to-use-ai-to-assist-the-blind-fix-bias-and-rescue-the-planet/

  • Jefferies gives IBM Watson a Wall Street reality check

    Jefferies pulls from an audit of a partnership between IBM Watson and MD Anderson as a case study for IBM’s broader problems scaling Watson. MD Anderson cut its ties with IBM after wasting $60 million on a Watson project that was ultimately deemed, “not ready for human investigational or clinical use.”

    The MD Anderson nightmare doesn’t stand on its own. I regularly hear from startup founders in the AI space that their own financial services and biotech clients have had similar experiences working with IBM.

    The narrative isn’t the product of any single malfunction, but rather the result of overhyped marketing, deficiencies in operating with deep learning and GPUs and intensive data preparation demands.

    https://techcrunch.com/2017/07/13/jefferies-gives-ibm-watson-a-wall-street-reality-check/?ncid=rss
    IBM’s Watson, Despite Hype, Outgunned in A.I., Says Jefferies

    Kisner compiles his own estimates for Watson and finds them “somewhat disappointing for investors,” with IBM in the best scenario “barely recouping its cost of capital.”

    “From an EPS perspective, it seems unlikely to us under almost any scenario that Watson will generate meaningful earnings results over the next few years,” he writes. “In our Base case, Watson and associated “pull-through revenue” contributes 3% to Consensus EPS in 2019; in the Bull case, it’s still only 5%.”

    http://www.barrons.com/articles/ibms-watson-despite-hype-outgunned-in-a-i-says-jefferies-1499896835

  • OpenText launches Magellan, an AI platform aimed at IBM’s Watson

    OpenText is using an open source approach with Magellan with integration with Apache Spark and MLlib, a machine learning library. “We are combining the strengths of OpenText and the open source community,” said Adam Howatson, chief marketing officer at OpenText.

    Magellan’s approach will be to enable customers to leverage open source intellectual property and algorithms as well enabling companies to build their own models. Howatson added that OpenText’s Magellan platform will have a lower price point, be available as an appliance and be available on premises or via the cloud.

    http://www.zdnet.com/article/opentext-launches-magellan-an-ai-platform-aimed-at-ibms-watson/
    OpenText CEO on AI: Buying IBM may cost you your job (LMAO Mark Barrenechea)

    In a press conference following the announcement, Channelnomics asked Barrenechea how opportunities Magellan enables for resellers differs from those enabled by IBM Watson. The CEO responded by saying that while he’s doubtful of the idea of robots resulting in the loss of IT jobs, buying IBM technology may yield a different result.

    “I do think you lose your job if you buy IBM, and it’s our mission to crush that theme,” Barrenechea said. “That old adage ‘If you buy IBM you won’t lose your job’, I think, is dead. They are locked into their little swim lanes, and opening up insights into all those transactional systems is going to be very hard for them. It’s certainly proving to be massively expensive.”

    The CEO claimed that IBM Watson’s information lake is a “swamp of data”, adding that Magellan is different in its centric applications, focus on automation, AI and APIs and integration between transaction and AI system.

    https://www.channelnomics.com/channelnomics-us/news/3013620/opentext-launches-ai-rival-to-ibm-watson

Cloud

  • Workday finally pops for a PaaS – 10 questions it needs to answer

    In an unusual move, Aneel Bhusri Workday CEO took to the company’s blog to announce an intention for Workday to offer a platform upon which partners can extend the core Workday applications.

    If we take the example of Salesforce, that company has never had intentions of entering certain verticals or, for that matter, certain horizontals but by offering a platform (Force.com) upon which developers can knock themselves out, Salesforce has spawned a multi-billion dollar ecosystem from which it too benefits. The most immediate examples that spring to mind are Apttus in CPQ, FinancialForce in financials and Rootstock in manufacturing, all of which are built upon Salesforce’s PaaS.

    http://diginomica.com/2017/07/11/workday-finally-pops-paas/

Datacenter

  • Dell struggling after EMC purchase

    The $67-billion deal closed last September, so the new partnership is still in its very early stages, but early indications are that the arrangement hasn’t yet fared well, said Will Mitchell, a professor of strategic management at the Rotman School of Management at the University of Toronto.

    “It doesn’t mean that he can’t turn it around, but it better happen fast,” Mitchell said of Dell Founder, Chairman and CEO Michael Dell.

    Dell’s losses have actually only grown since the EMC deal went through. The company lost $1.5 billion In the first quarter of fiscal 2018, which ended in May. In the same quarter the year prior, Dell lost $139 million.

    http://www.wbjournal.com/article/20170712/NEWS01/307129996

  • HPE wants to grow again, announces new products and services to do it

    Whitman said that, according to IDC, more than half of enterprises have, or are considering bringing workloads back on-prem from the public cloud, thanks to what she referred to as the cloud cliff.

    “The cloud is absolutely the right choice for certain applications and use cases,” she said. But at some point, “they hit what we call the cloud cliff, where either for reasons of control, security, performance or cost, the platform they went with is no longer the best option.” That’s when moving to a hybrid environment makes sense.

    Also:

    While HPE has spun off its enterprise services into DXC, it still retains a robust technology services organization. Now branded Pointnext, HPE says it “helps customers harness the power of hybrid IT, real-time data and analytics, and mobile solutions to enhance customer experiences, create and deliver new digital product and services, and improve core operations at unprecedented speed and efficiency.”

    http://business.financialpost.com/technology/cio/hpe-wants-to-grow-again-announces-new-products-and-services-to-do-it/wcm/8d8cd127-3d07-4eee-a516-485b49251099

Software/SaaS

  • IBM: A Future Blockchain Leader?

    Given the low level of blockchain maturity in general, as well as specific IBM blockchain projects (more on these in the succeeding sections) being in their initial stages, it is too early to assess revenue from specific solutions. However, given the traction that IBM’s cloud-as-a-service offering seems to be getting with over 400 client engagements, blockchain has the potential to become one of the fastest-growing sources of revenue starting in 2017, when many of the first IBM enterprise applications are scheduled to roll out.

    https://seekingalpha.com/article/4086778-ibm-future-blockchain-leader

Other

  • Millions of Verizon customers affected by security breach

    Verizon confirmed that a recent security incident exposed the personal identification numbers and other private information pertaining to millions of telecom customers.

    Six million unique Verizon user accounts were affected by a data breach suffered by a third-party vendor detected last month, Verizon said Wednesday.

    UpGuard, a Silicon Valley security firm that first reported the data breach, said as many as 14 million Verizon accounts may have been affected.

    http://www.washingtontimes.com/news/2017/jul/13/millions-verizon-customers-impacted-security-breac/

  • Paying Professors: Inside Google’s Academic Influence Campaign

    Google has paid professors whose papers, for instance, declared that the collection of consumer data was a fair exchange for its free services; that the company didn’t use its market dominance to improperly steer users to Google’s commercial sites or its advertisers; and that it hasn’t unfairly quashed competitors. Several papers argued that Google’s search engine should be allowed to link to books and other intellectual property that authors and publishers say should be paid for—a group that includes News Corp, which owns the Journal. News Corp formally complained to European regulators about Google’s handling of news articles in search results.

    https://www.wsj.com/articles/paying-professors-inside-googles-academic-influence-campaign-1499785286?mg=prod/accounts-wsj

  • Microsoft CIO Jim DuBois departs amid layoffs; Kurt DelBene named chief digital officer

    DuBois was on sabbatical and decided to leave Microsoft as part of the reorganization of its global sales staff, which also includes thousands of job cuts. DuBois was named CIO in 2013, and he had been with Microsoft since 1993, where he worked in a variety of roles, mostly focused on information technology.

    Kurt DelBene is stepping up to fill the void of DuBois’ departure under his new title of chief digital officer. DelBene currently focuses on corporate strategy, and his new role will also see him working closely with core engineering teams across the company as well as IT. DelBene will also oversee the company’s digital transformation efforts.

    https://www.geekwire.com/2017/microsoft-cio-jim-dubois-departs-amid-layoffs-kurt-delbene-named-chief-digital-officer/

  • Microsoft’s Calibri font is at the center of a political scandal

    Pakistan’s government is in trouble. And its fate may hinge on a Microsoft font. Judicial investigators probing the financial assets of the country’s Prime Minister and his family allege his daughter (and apparent successor) forged documents to hide her ownership of overseas properties. How did they reach that conclusion? The documents from 2006 submitted by Maryam Nawaz (daughter of PM Nawaz Sharif) were in the Calibri font. That font, according to the investigation team’s leaked report, wasn’t publicly available until 2007.

    https://www.engadget.com/2017/07/12/microsoft-calibri-pakistan-fontgate/

  • Accenture handed $26M in Centrelink payments system overhaul

    Accenture Australia has been granted just over $26 million by the Government for the provision of systems integration services as part of the Department of Human Services’ landmark Centrelink payments system overhaul.

    Accenture’s latest purchase order for the project, the contract terms of which run from 26 May to 28 February 2018, was awarded via the Department of Human Service’s ‘Systems integrators for the provision of services related to WPIT [Welfare Payment Infrastructure Transformation]’ procurement panel, according to tender documents.

    https://www.arnnet.com.au/article/621596/accenture-handed-26m-centrelink-systems-overhaul/

Photo: danist soh

Supplier Report: 2/18/2017

Oracle is having a heck of a week… they just started their 3rd round of lawsuits with Google over java API use, former employees filed a class action lawsuit over commission payments, and the finance blog Seeking Alpha laid out a horrific future for their database dominance.

Looks like Verizon is finally moving forward with the Yahoo purchase and managed to score a little discount thanks to Yahoo’s security issues.

IBM released an odd video of a young boy creating an Alexa-esque Watson assistant to help IT professionals monitor security threats. Is this the modern version of your dad making the baking soda volcano for your science project because “you didn’t do it right”?

Acquisitions

Artificial Intelligence

  • IBM’s Watson trained in the language of cyber security

    According to IBM, Watson can now help security analysts parse thousands of natural language research reports that have never before been accessible to modern security tools.For the past year, Watson has been trained on the language of cyber security with over one million security documents, and has been tested with over 40 clients and channel partners including the Ireland based partner Smarttech and Avnet.

    http://www.information-age.com/ibms-watson-cyber-security-123464427/

  • Elon Musk reiterates the need for brain-computer interfaces in the age of AI

    Musk’s comments recalled those made at Recode’s Code Conference last year, in which he discussed a “neural lace” that would interface directly with the brain, letting users communicate thoughts with computers with much more bandwidth and much less latency than is currently possible via input mechanisms like keyboard and mouse. The need for this, he said on Monday in Dubai, could “achieve a symbiosis between human and machine intelligence, and maybe solves the control problem and the usefulness problem,” reports CNBC.

    https://techcrunch.com/2017/02/13/elon-musk-reiterates-the-need-for-brain-computer-interfaces-in-the-age-of-ai/?ncid=rss

  • IBM wants to bring machine learning to the mainframe

    IBM wants to provide data scientists with the same types of machine learning capabilities in a mainframe environment that they are used to finding in the cloud. The goal is to automate the often monotonous work of creating, testing and deploying analytical models. The solution works with popular open source tools including languages like Scala, Java and Python, and machine learning frameworks like Apache SparkML, TensorFlow and H2O. It’s also designed to work with virtually any data type the customer brings to the table.

    https://techcrunch.com/2017/02/15/ibms-bringing-machine-learning-to-the-mainframe/?ncid=rss

Cloud

  • Why AWS has such a big lead in the cloud

    The simple answer is that it was first, but as Andy Jassy, the AWS CEO said in an interview at the University of Washington last week, in some ways it was a classic case of disruption dynamics. The competition simply didn’t believe there was enough of a market to worry about it.

    It’s easy to dismiss an irritant until it’s too late. In fact, Harvard professor, Clayton Christensen outlined the problem in his seminal book, The Innovator’s Dilemma. The dominant players don’t have any reason to worry about someone attacking the bottom of the market, and that’s precisely what AWS was doing in the early days.

    https://techcrunch.com/2017/02/13/why-aws-has-such-a-big-lead-in-the-cloud/?sr_share=facebook

  • Oracle Fleshes Out Cloud Data Strategy

    The cloud services challenger on Monday (Feb. 13) rolled out a data integrator cloud service designed to accelerate support for real-time analytics across enterprises. The service addresses the shift of more data to the cloud and the resulting challenge of delivering the results of data analytics to the appropriate applications and the employees using those apps.

    https://www.enterprisetech.com/2017/02/13/oracle-fleshes-cloud-data-strategy/

  • Cisco to Produce Azure Stack Hybrid Cloud Systems

    Echoing some of the benefits that business leaders seek when they implement cloud-enabled IT strategies, Centoni said the jointly-engineered solution would provide “accelerated growth and innovation for enterprise customers and service providers looking to grow their businesses quickly with an efficient and flexible cloud consumption model. Service providers can deliver Cisco-Azure infrastructure as-a-service (Iaas) and platform-as-a-service (Paas).”

    http://www.eweek.com/cloud/cisco-to-produce-azure-stack-hybrid-cloud-systems.html

Datacenter

  • Fujitsu has its own line of storage boxes, so, uh, why is it reselling XtremIO in Japan?

    The spokesperson said: “In the domestic Japanese market, Fujitsu provides end-to-end services for large customers, including the purchase of third-party products like XtremeIO – it is strictly for this market only due to the specific nature of the corporate customer business.”

    https://www.theregister.co.uk/2017/02/14/why_fujitsu_resells_xtremio_in_japan/

Software/SaaS

  • The Death Of The Commercial Database: Oracle’s Dilemma

    The vast majority of SaaS providers today either use an open-source database, or, as is the case with SaaS HCM vendor Workday, develop their own. Every user of an on-premises enterprise application, including one of the five core client-server application categories: ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), HCM (Human Capital Management), SCM (Supply Chain Management), and BI (Business Intelligence) applications, which moves to SaaS therefore eliminates a commercial database seat, and with it, the maintenance/support and future upgrade revenue it would have generated. Even an enterprise seat that moves to Salesforce.com will generate far less revenue for Oracle than that seat did when it was deployed on-premises.

    http://seekingalpha.com/article/4044813-death-commercial-database-oracles-dilemma

  • Amazon Wants to Be the Next Skype for Business with Chime

    Chime is currently available for free download on iOS, Android, Mac, and Windows and is free to use for up to two people at once. For $2.50 per month per user, you’ll have access to screen sharing and a corporate directory but still for only two people. The plan Amazon hopes many will take advantage of is the $15/month/user tier which allows you to have up to 100 participants in a call at once, share screens, record calls, schedule conferences, set custom join URLs, and more. Of course, for a big company, that cost may shoot all the way up to $1500 per month just so you can communicate with employees, so Amazon is definitely not that concerned with pricing at least for now.

    https://mbeddedmaximum.com/2017/02/14/amazon-wants-to-be-the-next-skype-for-business-with-chime/

  • Oracle refuses to accept pro-Google “fair use” verdict in API battle

    Fair use is a defense to copyright infringement if certain elements are met. It’s decided on a case-by-case basis. “There is no specific number of words, lines, or notes that may safely be taken without permission,” according to the US Copyright Office. There are, however, at least four factors to be considered when deciding fair use: the purpose of use, the nature of the copyrighted work, the amount and substantiality of the portion taken, and the effect of the use upon the potential market.

    Before going to the appeals court, Oracle asked US District Judge William Alsup to overturn the jury’s verdict. Alsup, who presided over the second trial, ruled that Google’s use cleared all four factors.

    https://arstechnica.com/tech-policy/2017/02/oracle-refuses-to-accept-pro-google-fair-use-verdict-in-api-battle/

Other

  • Privacy Advocates Celebrate as Judge Rules Microsoft Can Sue the DOJ

    Last April, Microsoft sued the Department of Justice over the FBI’s use of “sneak-and-peak” email searches and its refusal to allow the company to notify its customers that their data was under surveillance. The suit alleges that the FBI violated users’ Fourth Amendment right against unlawful search and seizure, as well as Microsoft’s First Amendment right to free speech. Robart rejected the Fourth Amendment complaint on the grounds that Microsoft couldn’t sue on behalf of its customers, but said the company had made a solid enough argument on the free speech issue to send it through to trial.

    http://thevarguy.com/var-guy/privacy-advocates-celebrate-judge-rules-microsoft-can-sue-doj

  • IBM leader defends role on Trump advisory council

    “Some have suggested that we should not engage with the U.S. administration. I disagree,” Rometty wrote in the letter, obtained by The Hill and first reported on by TechCrunch, which was distributed shortly after a meeting with Trump earlier this month.

    “Our experience has taught us that engagement — reaching out, listening and having authentic dialogue — is the best path to good outcomes.”

    http://thehill.com/policy/technology/319257-ibm-leader-defends-role-on-trump-advisory-council

  • Samsung chairman arrested for bribery

    Lee is being accused of directing Samsung subsidiaries to pay out over $30 million to Park’s confidante and related foundations. Ultimately, Lee wanted to secure the merger of two affiliates, which would have afforded him greater control of Samsung.

    https://www.technobuffalo.com/2017/02/17/samsung-chairman-arrested-for-bribery/

  • New name for CSC-HPE as deal approaches (DXC Technologies)

    The creation of DXC is just the beginning, of course. The plan for now is that the two companies will operate as different business units of DXC with their current management teams in place, which means that Marilyn Crouther, who runs the government business for HPE Enterprise Services, will continue in that role.

    https://washingtontechnology.com/blogs/editors-notebook/2017/02/csc-hp-new-name-dxc.aspx

  • Class-action suit claims Oracle stiffed salespeople out of commissions

    Marcella Johnson of Modesto, who sold software for the Bay Area tech giant for 16 months, alleged in the lawsuit that she worked for months without receiving commissions she’d earned, because Oracle had forced her to give back commission money she had already received.

    A lawyer representing Johnson said an estimated 1,000 to 2,000 salespeople at the company were also affected by what Oracle calls “re-planning.” Johnson is seeking class-action certification and more than $150 million in damages for herself and other current and former employees.

    http://www.mercurynews.com/2017/02/14/oracle-stiffed-sales-staff-by-clawing-back-pay-150-million-lawsuit-claims/

Photo: Nick Jio