Tag Archives: HPE

Supplier Report: 11/24/2017

As everyone sleeps off the last traces of tryptophan, IT companies are also taking this time to pause and reflect… except for Uber who is in trouble AGAIN.

The ride share company announced a massive breach that happened last year (which they did not inform the public of until this week).  The company also paid the hackers that breached their security $100K to delete the stolen data (and let’s take the hacker’s word that they complied with that gentlemen’s agreement) and not make any public statements.

Uber’s CSO has been terminated.

In other news, FCC chairman Ajit Pai seems poised to overturn net neutrality rules on December 14th which could greatly impact the way companies and consumers interact with each other on the internet.

Acquisitions

  • AT&T Faces U.S. Antitrust Suit Over Time Warner Deal

    The U.S. Justice Department is poised to sue to block AT&T’s $85.4 billion takeover of Time Warner, according to a person familiar with the matter, culminating more than a week of sparring over the deal and dealing a major blow to the carrier’s bid to create a media and telecommunications empire, Bloomberg News’ Sara Forden and David McLaughlin report.

    The Justice Department said it plans to make a major antitrust announcement Monday afternoon, without specifying the topic. The person familiar with the matter said the news regards the government’s plan to sue to block the proposed AT&T merger with Time Warner.

    https://www.bloomberg.com/news/articles/2017-11-20/at-t-faces-u-s-antitrust-suit-over-time-warner-deal

  • 5 Companies That Microsoft Could Put on Its Shopping List

    Workday Inc. (WDAY) and ServiceNow Inc. (NOW) , as the largest SaaS pure-plays not named Salesforce, could catch its attention. Workday, worth $23 billion, is the top provider of cloud human capital management (HCM) and financials apps for enterprises, and it has also rolled out analytics tools and apps meant for universities.

    ServiceNow, worth $22 billion, is the top provider of cloud-based IT service desk software and is also now a meaningful player in the IT operations management (ITOM) and IT business management (ITBM) software spaces. Buying the company would extend Microsoft’s reach within corporate IT departments and yield some synergies with the company’s System Center systems management software platform.

    https://www.thestreet.com/story/14399919/1/companies-microsoft-could-buy.html

Artificial Intelligence

  • AI Can Help Hunt Down Missile Sites in China

    The deep learning algorithms proved capable of helping people with no prior imagery analysis experience find surface-to-air missile sites scattered across nearly 90,000 square kilometers of southeastern China. Such AI based on neural networks—layers of artificial neuron capable of filtering and learning from huge amounts of data—matched the overall 90 percent accuracy of expert human imagery analysts in locating the missile sites. Perhaps even more impressively, the deep learning software helped humans reduce the time needed to eyeball potential missile sites from 60 hours to just 42 minutes.

    https://www.wired.com/story/ai-can-help-hunt-down-missile-sites-in-china/

Cloud

  • Amazon’s cloud is about to announce a huge health-care deal with Cerner, sources say

    As part of his keynote at re:Invent, AWS CEO Andy Jassy is planning to announce that Amazon is teaming up with Cerner, one of the world’s largest health technology companies, to help health-care providers better use their data to make health predictions about patient populations, according to sources familiar with the matter.

    The sources, who asked not to be named because the discussions are still in the final stages, said the partnership is initially focused on Cerner’s so-called population health product — HealtheIntent — which enables hospitals to gather and analyze huge volumes of clinical data to improve patients’ health outcomes and lower treatment costs.

    https://www.cnbc.com/2017/11/22/aws-is-partnering-with-cerner-on-cloud-deal-for-healtheintent.html

  • Google Cloud Platform cuts the price of GPUs by up to 36 percent

    Google today announced that it’s cutting the price of using Nvidia’s Tesla GPUs through its Compute Engine by up to 36 percent. In U.S. regions, using the somewhat older K80 GPUs will now cost $0.45 per hour while using the newer and more powerful P100 machines will cost $1.46 per minute (all with per-second billing).

    The company is also dropping the prices for preemptible local SSDs by almost 40 percent. “Preemptible local SSDs” refers to local SSDs attached to Google’s preemptible VMs. You can’t attach GPUs to preemptible instances, though, so this is a nice little bonus announcement — but it isn’t going to directly benefit GPU users.

    https://techcrunch.com/2017/11/20/google-cloud-platform-cuts-the-price-of-gpus-by-up-to-36-percent/?ncid=rss

  • HPE and Rackspace bring pay-as-you-go service to OpenStack Private Cloud

    “The launch of OpenStack Private Cloud with pay per use infrastructure delivered by Rackspace and HPE marks a pivotal moment in the private cloud market and in the industry at large,” said Antonio Neri, president of HPE. “This experience is the best of the cloud and on-premises worlds, and we fully expect this simple pay-per-use technology model to change the way enterprises make technology decisions.”

    The move is meant to respond to increased interest in public cloud services. The offering allows customers to pay only for what they use like a utility bill using HPE’s Flexible Capacity, making it easier to manage growth and bursts in workloads without paying for fixed capacity. The companies said providing the pay-as-you-go service will make private cloud 40% less expensive than the leading public cloud, an estimate based on Rackspace internal pricing analysis.

    https://www.rcrwireless.com/20171120/pay-as-you-go-model-inspires-hpe-rackspace-private-cloud-tag27

Security

  • Uber admits massive data breach

    CEO Dara Khosrowshahi confirmed Tuesday that, in late 2016, hackers stole the data of 57 million of the company’s riders and drivers from around the world, including names, email addresses, phone numbers and driver’s license numbers. Khosrowshahi also confirmed that the $70 billion ridehailing giant has kept the cyberattack quiet for more than a year, in violation of laws that regulate such breaches.

    As a result, Uber has fired chief security officer Joe Sullivan and one of his employees, according to Bloomberg. Sullivan was in charge of the company’s response when the attack took place. Former CEO Travis Kalanick reportedly learned about the hack roughly a month after it occurred.

    The breach was reportedly discovered by a team hired by Uber to investigate Sullivan and the security department as a whole. The outside law firm in charge of the investigation found that two hackers broke into Uber’s Amazon Web Services account to gain access to rider and driver data, then asked Uber for money to keep the information private. Uber reportedly paid the hackers $100,000 to delete the data and conceal the incident.

    https://pitchbook.com/news/articles/uber-admits-massive-data-breach
    New York attorney general launches investigation of Uber’s $100,000 hack cover-up

    The office of New York State Attorney General Eric Schneiderman confirmed to TechCrunch that it has opened an investigation into the incident.

    The new investigation won’t be the first time that Uber has tangled with Schneiderman. Flaunting laws over the course of its aggressive pursuit of growth, Uber often ran into conflict with city and state legal authorities, and New York is no exception. The company reached a settlement with Schneiderman’s office in January 2016 over its abuse of private data in a rider-tracking system known as “God View” and its failure to disclose a previous data breach that took place in September 2014 in a timely manner.

    Given the New York Attorney General’s interest in the latest Uber scandal, it follows that Uber will likely be in the hot seat in its home state of California, where under Civil Code 1798.82 businesses are required to disclose data breaches affecting more than 500 state residents to the Attorney General “in the most expedient time possible and without unreasonable delay.”

    https://techcrunch.com/2017/11/21/ny-ag-schneiderman-uber-hack-cover-up/?ncid=rss

Other

  • Philip Hammond just declared war on tech firms like Amazon and Apple that avoid UK tax

    Amazon, for example, uses a intricate arrangement that involves paying itself royalty fees for its own intellectual property. Those royalty fees are shielded from tax, and mean the company can wipe out its taxable income.

    The Treasury source explained: “If you’re hosting your intellectual property in a country that doesn’t charge tax, and using that IP to make profit by interacting with UK customers, we will be taxing you at 20%.”

    Since the UK’s tax authority can’t tax an overseas subsidiary, it will charge a “withholding tax”, meaning the money will be deducted at source.

    Richard Murphy, a tax specialist who has previously written about the way tech firms avoid paying UK tax, described the announcement as “a good move.”

    http://www.businessinsider.com/treasury-to-tax-uk-generated-revenue-held-offshore-by-tech-firms-such-as-amazon-and-apple-2017-11

  • Meg Whitman out as CEO of HPE early next year

    Six years after taking the helm as head of HP, Meg Whitman will step down from her role as CEO of Hewlett Packard Enterprise in February 2018. Whitman’s spot will be filled by the company’s current President, Antonio Neri.

    Neri has been with HP since 1995, starting as a customer service engineer at at call center, ultimately rising the ranks to Executive Vice President of HPE in 2015 and then to President in June of this year.

    https://techcrunch.com/2017/11/21/meg-whitman-out-as-ceo-of-hpe-early-next-year/?ncid=rss

  • What the End of Net Neutrality Means for You

    On Tuesday, FCC Chairman Ajit Pai announced his plan to gut net neutrality and hand over control of the internet to service providers like Comcast, AT&T and Verizon (which also happens to be Pai’s former employer).

    The new plan, titled the “Restoring Internet Freedom Order” promises to end government “micromanaging” of the internet in exchange for added transparency from service providers. However, it’s also ready been widely criticized for removing the consumer protections passed by the FCC in 2015.

    The FCC is set to vote on the proposal on December 14, and it’s expected to pass thanks to a 3-to-2 party split favoring the Republicans.

    https://lifehacker.com/what-the-end-of-net-neutrality-means-for-you-1820647171
    FCC plan would give Internet providers power to choose the sites customers see and use

    One major beneficiary of the rule-change may be AT&T, which is embroiled in a landmark legal dispute with the Justice Department over an $85 billion purchase of the entertainment conglomerate Time Warner. Should AT&T’s acquisition of Time Warner be allowed to close, a repeal of the FCC’s net neutrality rules could give the telecom giant greater power to flex its new content properties in different ways, according to some analysts.

    The most immediate effect of the FCC’s plan “is that constraints limiting contractual arrangements [between Internet providers and other companies] … will be lifted for both AT&T and its competitors,” said Joshua Wright, a former Republican FTC commissioner.

    https://www.washingtonpost.com/news/the-switch/wp/2017/11/21/the-fcc-has-unveiled-its-plan-to-rollback-its-net-neutrality-rules/
    Net Neutrality II: Last Week Tonight with John Oliver (Very NSFW!)

    I probably posted this before in the “News You Can Use” section, but this is a good summary of the situation… beware of colorful language and singing goats.

Photo: João Victor Xavier

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Supplier Report: 10/27/2017

Cisco is all over the news this week: they spent at least $2B on two companies (terms were not disclosed on the Perspica deal) and they entered into a partnership with Google on cloud and network services.

Companies looking to expand their AI programs are finding an unexpected barrier… a complete lack of available talent.  Due to this shortage, those people in the AI field are commanding massive salaries.

Softbank is advancing their goal of buying all the things.

Acquisitions

  • WeWork acquires Flatiron School

    Flatiron School is a coding education platform that offers both online and offline classes to folks who want a career in the world of tech. The coding academy was launched in 2012 and has raised more than $14 million since inception, according to Crunchbase.

    The terms of the deal were not disclosed.

    https://techcrunch.com/2017/10/23/wework-acquires-flatiron-school/?ncid=rss

  • Cisco snaps up streaming-data startup Perspica (terms not disclosed)

    One of the reasons it was attracted to Perspica is because of the company’s ability to monitor data in real-time, Cisco says. Being able to process data as it’s created or very soon afterwards can speed the time that end users are able to gain insights from the data, the company says. “Perspica is known for its stream-based processing with the unique ability to apply machine learning to data as it comes in instead of waiting until it’s neatly stored,” says Bhaskar Sunkara, VP of Engineering at AppDynamics.

    https://www.networkworld.com/article/3234329/lan-wan/cisco-snaps-up-streaming-data-startup-perspica.html

  • Cisco scoops up BroadSoft for $1.9 billion to boost communications tools portfolioa

    The purchase gives Cisco a new way to sell its communications tools as it shifts its focus from a pure networking hardware company to one focused on software and services delivered in the cloud. Today’s announcement comes on the heels of an announcement last week that it intended to purchase Perspica and fold the engineering team into AppDynamics, a company it purchased earlier this year for $3.7 billion. If you’re thinking, this is an acquisitive company, you’re right. It just purchased its 200th company.

    https://techcrunch.com/2017/10/23/cisco-scoops-up-broadsoft-for-1-9-billion-to-boost-communications-tools-portfolio/?ncid=rss

  • When $100BN is not enough… Softbank is planning Vision Fund sequels

    In comments to Nikkei, Son did set out his expectations for the funds’ size and likely investment reach over the next decade.

    “We are creating a mechanism to increase our funding ability from 10 trillion yen to 20 trillion yen to 100 trillion yen,” he said, adding that, all told, the funds “will probably have invested in at least 1,000 companies within 10 years”.

    According to Nikkei, all the Vision Funds are expected to chiefly target unicorns — aka tech startups that haven’t gone public yet but have an estimated valuation above $1BN.

    The average scale of investment by the funds is likely to reach about $888 million, it said.

    https://techcrunch.com/2017/10/20/when-100bn-is-not-enough-softbank-is-planning-vision-fund-sequels/?ncid=rss

Artificial Intelligence

  • Tech Giants Are Paying Huge Salaries for Scarce A.I. Talent

    Tech’s biggest companies are placing huge bets on artificial intelligence, banking on things ranging from face-scanning smartphones and conversational coffee-table gadgets to computerized health care and autonomous vehicles. As they chase this future, they are doling out salaries that are startling even in an industry that has never been shy about lavishing a fortune on its top talent.

    Typical A.I. specialists, including both Ph.D.s fresh out of school and people with less education and just a few years of experience, can be paid from $300,000 to $500,000 a year or more in salary and company stock, according to nine people who work for major tech companies or have entertained job offers from them. All of them requested anonymity because they did not want to damage their professional prospects.

    Well-known names in the A.I. field have received compensation in salary and shares in a company’s stock that total single- or double-digit millions over a four- or five-year period. And at some point they renew or negotiate a new contract, much like a professional athlete.

    https://www.nytimes.com/2017/10/22/technology/artificial-intelligence-experts-salaries.html

Cloud

  • Amazon’s $18 billion cloud business continues to crush Microsoft and Google

    Amazon Web Services reported $4.6 billion in revenue for the quarter. AWS has already brought in $12.3 billion in 2017 so far, with a quarter left to go.

    With sales growing quickly and projected to jump again next quarter, AWS is expected to hit $18 billion in revenue for the full year. As a bonus, it’s already the single most profitable part of Amazon’s business.

    Microsoft doesn’t disclose the revenue it generates from Azure, its product that competes directly with AWS. However, it did say Azure’s sales grew 90% from the same period last year.

    Google Cloud is the biggest cipher of the three, in terms of financial performance. Instead of breaking out the amount of revenue it generates from its cloud business, Google lumps together its cloud sales with the revenue it generates from the Google Play app store and from its hardware business. That combined category posted $3.4 billion in revenue last quarter.

    http://www.businessinsider.com/amazon-web-services-is-battling-microsoft-azure-and-google-cloud-2017-10

  • Google and Cisco Strike Cloud Partnership

    Google, a unit of Alphabet Inc., is contributing cloud-development expertise and tools that run on the Google Cloud Platform, a suite of services for the cloud including computing, storage, databases and analytics. Cisco is bringing networking, security and infrastructure technologies to the mix. Both companies are using open-source technologies to give customers more flexibility.

    “It really does help companies avoid lock-in,” Cisco Chief Executive Chuck Robbins said in an interview.

    Mr. Robbins is counting on new cloud services to help turn around Cisco by moving further away from its legacy hardware. Cisco’s customers are increasingly using cloud services instead of investing in hardware for their own data centers.

    https://www.wsj.com/articles/google-and-cisco-strike-cloud-partnership-1508932804

Datacenter

  • HPE Is Exiting the Cloud Server Business

    Hewlett-Packard Enterprise is getting out of the cloud server business. That means it will no longer sell low-end “commodity” servers to large cloud computing customers like Microsoft.

    It has proven to be an exceedingly tough business for traditional hardware makers because while they may sell huge volumes of cloud servers, profits are slim to none. The target customers are companies like Microsoft, Amazon Web Services, or Google, each of which can (and do) negotiate huge discounts. Insult to injury, most of these cloud companies go directly to contract manufacturers in Taiwan or China to have servers built to their specifications at low cost. They don’t need or want to pay for name-brand servers

    http://fortune.com/2017/10/19/hpe-cloud-servers/

  • Michael Dell on cloud infrastructure:

    Wow… Mike says Boomerang kind of weird…
  • The heart of “The Cloud” is in Virginia

    This data center is in Loudoun County, Virginia. Buddy Rizer, the county’s head of business development, helped turn Loudoun County into the largest concentration of data centers in the world — 10 million square feet in 70 enormous buildings.

    According to Rizer, 70 percent of all web traffic from the world, on a daily basis, passes through a Loudoun County data center.

    AWS is growing at 40 percent a year, and Loudoun County can’t build data centers fast enough. Buddy Rizer says that seven new ones are under construction right now. A new RagingWire data center will add another two million square feet of data center space.

    And even though it will be nearly two years until construction is completed, the space is already 100 percent leased. “It’s not getting ahead; we’re just barely keeping up,” Rizer said. “There’s no empty space in our data centers. By and large they are all 100% filled.”

    https://www.cbsnews.com/news/cloud-computing-loudoun-county-virginia/

Software/SaaS

  • SAP earnings fall short on slower cloud and business software growth

    “Overall it was not a good quarter,” said Andrew Bartels, vice president and principal analyst at Forrester Research Inc. “The growth was not as strong as in previous quarters,” particularly in North America.

    One culprit was the source of strong growth in previous quarters: its business network group, which includes acquired businesses such as Ariba Inc., Concur Technologies Inc., Fieldglass Inc. and SuccessFactors Inc. Bartels noted that SAP had been depending on that growth to the extent that “success may have bred some complacency” in applications such as Ariba, which is said is “not really best-in-class in its category anymore.” That may have allowed competitors to gain some ground, he said.

    https://siliconangle.com/blog/2017/10/19/sap-earnings-fall-short-slower-cloud-business-software-growth/

  • Tech IPO Trends Worked In Mongo DB’s Favor, But Could Work Against Stitch Fix

    On Oct. 19, MongoDB Inc. (MDB) joined the ranks of fast-growing, money-losing, enterprise software names to see a strong 2017 debut. After pricing its 8 million-share offering at $24 (above an elevated $20 to $22 range), shares opened at $33 and as of the Oct. 20 close are at $30.68, up 28%. That leaves the company valued at $1.85 billion after accounting for outstanding stock options and warrants, or about 15 times trailing sales.

    MongoDB sells on-premise and cloud versions of a popular open-source database under the same name, while leading the community responsible for developing the database. Thanks partly to its popularity among developers, startups and big-name Internet companies, it’s arguably the most popular NoSQL database on the market.

    Also:

    Many other companies, including Cisco, SAP, Verizon, Adobe and Intuit, have embraced MongoDB, which it should be noted is often run on major third-party cloud platforms. The company claimed 4,300 clients as of the end of July, including over half the Fortune 100. With the help of 1,100 customer adds, revenue (mostly from software subscriptions) rose 51% annually to $68 million during the 6 months ending in July. Net loss — the result of big sales and R&D investments — rose fractionally to $45.8 million, or $36.4 million excluding stock expenses.

    https://realmoney.thestreet.com/articles/10/20/2017/tech-ipo-trends-worked-mongo-dbs-favor-could-work-against-stitch-fix

  • Oracle Joins The Blockchain Party

    Oracle’s Blockchain Cloud Service is a new solution that will be included in the platform-as-a-service (PaaS) family of offerings. The service is claimed to be based on a comprehensive distributed ledger platform which will create opportunities for businesses to enhance their processes by several means.

    First of all, the solution will support deploying and running smart contracts. A smart contract is an automated contract which does not require a middleman, and where the terms and conditions are written as a code. This type of technology is being increasingly adopted by the financial sector, especially in securities trading, where smart contracts can cut costs and save time and money. For instance, Bank of America (BAC) revealed earlier this year a new platform based on Etherium for automating the process of creating a standby letter of credit.

    https://seekingalpha.com/article/4115483-oracle-joins-blockchain-party

Security

  • New Ransomware ‘Bad Rabbit’ Spreading Quickly Through Russia and Ukraine

    The malware, dubbed Bad Rabbit, has hit three Russian media outlets, including the news agency Interfax, according to Russian security firm Group-IB. Once it infects a computer, Bad Rabbit displays a message in red letters on a black background, an aesthetic used in the massive NotPetya ransomware outbreak.

    The ransom message asks victims to log into a Tor hidden service website to make the payment of 0.05 Bitcoin, valued at around $282 at the time of writing. The site also displays a countdown of a little bit over 40 hours before the price of decryption goes up.

    A researcher from Proofpoint said that Bad Rabbit spread via a fake Adobe Flash Player installer. Researchers from Kaspersky Lab confirmed this, and added that the malware dropper—the file that launches the malware—was distributed via booby-trapped legitimate sites, “all of which were news or media website.”

    https://motherboard.vice.com/en_us/article/59yb4q/bad-rabbit-petya-ransomware-russia-ukraine

  • How I Socially Engineer Myself Into High Security Facilities

    We became best buds. I was given complete and unaccompanied access to the facility where I stayed for several hours.

    I gained network access and stole several thousands of dollars in physical primitives by picking my way through cheap locks (credit to Deviant Ollam for the rad lockpicking animations.)

    https://motherboard.vice.com/en_us/article/qv34zb/how-i-socially-engineer-myself-into-high-security-facilities

Other

  • Amazon Says 238 Places Want to Host Its New Headquarters

    Opening a second, equal headquarters is believed by management experts to be an unprecedented move by an American corporation, and it presents unique cultural challenges for the company.

    While Amazon continues to grow in Seattle, experts say it would be difficult for the company to essentially double its footprint there. In addition, hiring thousands more software developers will almost certainly be cheaper and easier in a different city, they say.

    https://www.wsj.com/articles/amazon-says-238-places-want-to-host-its-new-headquarters-1508772669?mg=prod/accounts-wsj

  • Bitcoin breaks above $6,000, and $100 billion in value for the first time in its history

    The cryptocurrency hit an all-time high of $6,147.07 just a day after pushing through the $6,000 mark, according to data from industry website CoinDesk.

    Much of the rise can be attributed to another upcoming split in bitcoin known as a “fork”. This will lead to the creation of a new cryptocurrency called bitcoin gold. Holders of bitcoin will get some bitcoin gold when it is issued, essentially giving them free money.

    But Alex Sunnarborg, founding partner of cryptocurrency fund Tetras Capital, told CNBC on Friday that bitcoin investors were betting on bitcoin holding its status despite the split. Bitcoin already underwent a fork in August when a new cryptocurrency called bitcoin cash was created. Despite this, bitcoin has continued to perform strongly.

    https://www.cnbc.com/2017/10/21/bitcoin-price-6100-new-record-high.html

  • Cortana Gets A Speaker Of Its Own

    Aside from the fact that it works best with Microsoft’s own services and doesn’t support others, Cortana’s biggest limitation is that it can only support one account at this time. Calendar information, reminders, and to-dos will all be pulled from the account the Invoke was set up with, which makes it difficult to use as a shared device for those functions. Both Alexa and Google’s Assistant have added features that attempt to identify the person making the voice request and serve up personalized information to them. And while the Invoke does sound good on its own, it can’t be paired in stereo or be used in a multi-room system, like Google, Amazon, or Sonos speakers can.

    https://www.theverge.com/2017/10/20/16505468/harman-kardon-invoke-cortana-microsoft-smart-speaker-review
    I hate to say it, but I called it.

  • What’s HPE Next? Now it’s unemployment for ‘thousands’ of staff

    The cuts were expected, but still cast a pall over the enterprise IT giant. In June, we revealed the existence of the HPE Next project: a radical three-year plan to overhaul HPE’s processes and investments, and optimize its people and overheads to make itself relevant again.

    And by optimize, it means it will cut or move positions to low-wage places to save the biz a pretty penny. In September, it emerged the axe was being sharpened for 5,000 of its 50,000 workforce, or one in ten.

    https://www.theregister.co.uk/2017/10/24/whats_hpe_next_an_unemployment_claim_for_thousands_of_workers_today/

Photo: Nicolas Picard

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Supplier Report: 9/8/2017

HPE had a crazy week where they finally cast off their software division, they purchased a cloud migration company, and saw their stock jump in value.  As all of these good things occured, Meg Whiteman announced another simplification of HPE’s strategy called HPE Next.  So I am not the one to say it, many IT journalists highlighted that’s what the last two years were supposed to be.

IBM is making smart moves as they committed to spending $240M with MIT on AI projects over the next decade. Big Blue also secured the US Army for another 33 months on their secure cloud platform.

Locally, Microsoft announced they are closing their Philadelphia Reactor office after 16 months. Philly might have a shot at a massive rebound as Amazon is looking for a city to create a 2nd HQ.

Acquisitions

  • HPE Shopping Spree Continues With Purchase of This Cloud Specialist

    Hewlett-Packard Enterprise said Tuesday that it will acquire Cloud Technology Partners, a Boston-based company that helps business customers plan and build cloud computing capabilities.

    Terms of the deal were not disclosed.

    Seven-year-old CTP works with businesses to determine which cloud technology—be it from Microsoft, Amazon Web Services, Google, or the non-vendor aligned OpenStack—is best for the customer’s needs. It then helps corporate customers plan out how they will run their information technology on that cloud (or clouds, if spread out across multiple vendors).

    http://fortune.com/2017/09/05/hpe-buys-cloud-technology/

  • Hewlett Packard Enterprise to complete software spin-off

    Hewlett Packard Enterprise Co (HPE.N) completed the spin-off of much of its software business early on Friday, closing the door on the disastrous 2011 acquisition of British firm Autonomy and narrowing the company’s focus to data center hardware and software.

    The enterprise software businesses, which include the widely used ArcSight security platform, have been merged with Micro Focus International Plc (MCRO.L), a British software company. HPE was formed when the company once known as Hewlett-Packard split into HPE and HP Inc in November 2015.

    http://www.reuters.com/article/us-hewlett-packard-spinoff/hewlett-packard-enterprise-to-complete-software-spin-off-idUSKCN1BC40S

  • 10 of the most-funded startups to fail in 2017

    Juicero shut down after launching just 16 months prior. The company managed to raise more than $118 million from prominent VCs like Google Ventures, Kleiner Perkins and even Campbell Soup Company.

    Yet the company suffered greatly from a Bloomberg article that revealed the company’s proprietary juice packs did not require the $400 machine and could be squeezed by hand. Raised $118.5 million in 4 Rounds from 17 Investors.

    https://techcrunch.com/gallery/10-of-the-most-funded-startups-to-fail-in-2017/?ncid=rss

  • Amazon is looking for a 2nd headquarter city, a ‘full equal to Seattle’

    At full-capacity, the site would be expected to be of similar, or even bigger, size to the Seattle operation, which today is a major cornerstone of Seattle’s business life, employing 40,000 people, covering 8.1 million square feet with 33 buildings including 24 restaurants. HQ2, as Amazon is calling the new headquarters, is expected to employ 50,000 and will get $5 billion in investment, the company said.

    “We expect HQ2 [the name Amazon is using] to be a full equal to our Seattle headquarters,” said Jeff Bezos, Amazon founder and CEO, in a statement. “Amazon HQ2 will bring billions of dollars in up-front and ongoing investments, and tens of thousands of high-paying jobs. We’re excited to find a second home.”

    https://techcrunch.com/2017/09/07/amazon-is-looking-for-a-2nd-headquarter-city-a-full-equal-to-seattle/?ncid=rss

    No, I am not biased at all…

  • Is Symantec getting ready to buy Splunk?

    Clark definitely plans to go whale hunting to regain Symantec’s long-lost security position. Symantec expects to grow 3 percent to 5 percent in 2018. Compare that to Splunk, which projects to grow upwards of 20 percent this year and generate $1.2 billion revenues, up from $950 million last year, and it’s not hard to see why Clark is interested.

    https://techcrunch.com/2017/09/06/is-symantec-getting-ready-to-buy-splunk/?ncid=rss

Artificial Intelligence

  • Oracle adds new AI, data tools for harnessing connected devices

    The Digital Twin capability is rolling out alongside new AI features designed to ease the task of analyzing operational data. Oracle executive Bhagat Nainani told VentureBeat that they provide drag-and-drop controls, which should help accommodate regular business workers. Users can harness the tools to look for operational anomalies and predict potential technical problems in advance.

    These features are joined by several offerings that focus on more specialized tasks. The first is Digital Thread, a framework that Oracle has built to simplify the flow of operational data among a company’s backend systems. The rest are prepackaged solutions that apply existing IoT Cloud services to automating field support, fleet management and factory work.

    https://siliconangle.com/blog/2017/08/31/oracle-adds-new-ai-data-tools-harnessing-connected-devices/

  • IBM and MIT pen 10-year, $240M AI research partnership

    IBM and MIT came together today to sign a 10-year, $240 million partnership agreement that establishes the MIT-IBM Watson AI Lab at the prestigious Cambridge, MA academic institution.

    The lab will be co-chaired by Dario Gil, IBM Research VP of AI and Anantha P. Chandrakasan, dean of MIT’s School of Engineering.

    Big Blue intends to invest $240 million into the lab where IBM researchers and MIT students and faculty will work side by side to conduct advanced AI research. As to what happens to the IP that the partnership produces, the sides were a bit murky about that.

    https://techcrunch.com/2017/09/06/ibm-and-mit-pen-10-year-240m-ai-research-partnership/?ncid=rss
    Smart move by IBM… get the future thinkers to get hooked on their platform early.

Cloud

  • Army Re-Ups with IBM for $135 Million in Cloud Services

    The 33-month, $135 million contract represents a successful re-compete of work that LOGSA signed with IBM in September 2012. Under that managed services agreement, the Army pays only for cloud services that it actually consumes. The efficiencies created by this arrangement have enabled the Army to avoid about $15 million per year in operational costs – a significant yield for the Army and taxpayers.

    http://www.prnewswire.com/news-releases/army-re-ups-with-ibm-for-135-million-in-cloud-services-300514471.html

Datacenter

  • Oracle cuts hundreds of hardware jobs in Silicon Valley amid cloud push

    Oracle Corp. is cutting 983 jobs, mostly in its hardware division in Santa Clara, the Mercury News reported, citing filings with the state labor department. The cuts come as Oracle is adding thousands of jobs globally in its cloud computing division and follow hardware layoffs earlier this year.

    The Redwood City-based company is cutting 615 jobs in its hardware division in Santa Clara and the rest in its Solaris operating system division, the Mercury News reported. Oracle declined to comment on the layoffs to the publication.

    https://www.bizjournals.com/sanjose/news/2017/09/06/oracle-layoffs-hardware-santa-clara-cloud-hiring.html

  • Dell Technologies Announces Multi-Year Agreement with GE

    Dell Technologies announces that GE, the world’s largest digital industrial company, has signed a multi-year commitment to use Dell Inc. infrastructure and end-user computing solutions to support GE’s ongoing digital transformation efforts. Under the agreement, Dell Inc. becomes the primary IT infrastructure supplier for GE. The deal is one of the largest non-government contracts in Dell Technologies, Dell or EMC history.

    GE will use Dell EMC servers, storage, backup and related professional services, enabling the company to enhance the reliability and efficiency of its IT infrastructure with automated and flash-optimized solutions. In addition, GE will use Dell client solutions and peripherals to drive workforce transformation and an improved end-user experience for GE employees worldwide.

    http://www.fox34.com/story/36309393/dell-technologies-announces-multi-year-agreement-with-ge

Other

  • Follow-up: Yes, Google Uses Its Power to Quash Ideas It Doesn’t Like—I Know Because It Happened to Me

    After the meeting, I approached Google’s public relations team as a reporter, told them I’d been in the meeting, and asked if I understood correctly. The press office confirmed it, though they preferred to say the Plus button “influences the ranking.” They didn’t deny what their sales people told me: If you don’t feature the +1 button, your stories will be harder to find with Google.

    With that, I published a story headlined, “Stick Google Plus Buttons On Your Pages, Or Your Search Traffic Suffers,” that included bits of conversation from the meeting.

    Google never challenged the accuracy of the reporting. Instead, a Google spokesperson told me that I needed to unpublish the story because the meeting had been confidential, and the information discussed there had been subject to a non-disclosure agreement between Google and Forbes. (I had signed no such agreement, hadn’t been told the meeting was confidential, and had identified myself as a journalist.)

    It escalated quickly from there. I was told by my higher-ups at Forbes that Google representatives called them saying that the article was problematic and had to come down. The implication was that it might have consequences for Forbes, a troubling possibility given how much traffic came through Google searches and Google News.

    http://gizmodo.com/yes-google-uses-its-power-to-quash-ideas-it-doesn-t-li-1798646437

  • Wells Fargo Admits To Nearly Twice As Many Possible Fake Accounts — 3.5 Million

    On Thursday, the bank acknowledged it had created more bogus customer accounts than previously estimated. An outside review discovered that 1.4 million more potentially unauthorized accounts were opened between January 2009 and September 2016.

    That brings the total to 3.5 million potentially fake accounts — two-thirds more than the 2.1 million the bank had previously acknowledged.

    http://www.npr.org/sections/thetwo-way/2017/08/31/547550804/wells-fargo-admits-to-nearly-twice-as-many-possible-fake-accounts-3-5-million

  • Should Procurement Be Negotiating Harder With Oracle?

    But as a procurement person, of course we were drawn to the size of Ms Wilson’s bonus. So just short of 10% of the value of the deal went straight into the pockets of the Oracle sales person. Now we don’t begrudge Ms Wilson her reward and reading some of the details (fascinating for anyone interested in employment law, software or sales commissions) we tend to agree with her case. We also resisted the temptation to stalk her through LinkedIn and ask for a loan.

    However, just think about those amounts as a procurement person. If Wilson had merely received her basic salary, and Pearson had negotiated well, the firm might have got another million dollars on their bottom line that year and Oracle could still have made the same profit. With a typical company P/E ratio of 15, that gives a shareholder value of some $13 million that Pearson lost by failing to drive Oracle down by that $800K on the price.

    http://spendmatters.com/uk/procurement-negotiating-harder-oracle/

  • Microsoft closes Philly ‘Reactor’ for innovators after just 15 months

    The Microsoft Reactor Philadelphia — one of only three in the nation — hosted about 100 programs with 3,200 participants over its 15-month existence. Its departure is a setback for a city seeking to modernize its economy with a vibrant high-tech sector.

    Microsoft spokesman Curtis Lee said Friday that the Reactor will close because of a corporate restructuring, but the company will remain active with the Science Center and its partners, promoting skills for women and minorities and supporting entrepreneurs and tech companies in Philadelphia.The Reactor programs in New York and San Francisco will continue unchanged, Lee said.

    http://www.philly.com/philly/business/microsoft-swiftly-closes-philly-reactor-after-16-months-20170901.html

Photo: Redd Angelo

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SourceCast: Episode 75: The HP Checkup

It has been a few months since we talked about HP/HPI/HPE.  With the HPE Discover conference taking place last week, I thought it would be a good time to discuss the status of each of the HP companies.

Photo: Gaelle Marcel

 

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Supplier Report: 6/2/2017

Should investors lay IBM’s current problem’s at Ginni Rometty’s feet or is her predecessor Sam Palmisano truly to blame? While investors are busy finger-pointing, IBM’s global services division declined another 2%.

But it wasn’t all bad news for big blue, they acquired a company to help bolster their “Connections” platform and another news source is touting just how good Watson is at suggesting cancer treatments.

Meanwhile in Japan, Toshiba is still struggling to sell off their memory chip business in a last-ditch effort to keep the company afloat and NTT quietly invested in NoSQL database provider MarkLogic.

Acquisitions

  • IBM Acquires XCC Digital Work Hub to Strengthen IBM Connections

    Armonk, NY-based IBM acquired the XCC technology from its partner, Cologne, Germany-based TIMETOACT GROUP. XCC is a digital workplace hub that IBM officials said will create a “single destination” personalized homepage for employees. The company made the announcement at its DNUG44 collaboration conference in Berlin this morning.

    XCC’s hub will be renamed the IBM Connections Engagement Center and will live under the portfolio of IBM Connections, IBM’s enterprise collaboration suite that competes with the likes of Microsoft, Slack and Atlassian.

    http://www.cmswire.com/digital-workplace/ibm-acquires-xcc-digital-work-hub-to-strengthen-ibm-connections/

  • Micro Focus’ $8.8bn software acquisition approved by investors

    The approval for the $8.8bn deal comes only weeks after Micro Focus issued a damaging warning on its growth prospects because of a slowdown in sales at the former Hewlett-Packard assets.

    The investor meeting, held near St Pauls in London, was attended by only one shareholder. Approval for the multibillion merger and a $500m return of cash to shareholders was passed without objection in less than 10 minutes. The vote was passed with a 99.9 per cent approval.

    https://www.ft.com/content/976c93f8-4221-11e7-82b6-896b95f30f58

  • Dell further ties itself to VMware

    Initial reports set the price at $67 billion, but Dell now says it was just over $58 billion. Either way, a good portion of the funding was borrowed.Selling off VMware – at its current market cap of about $34 billion – would certainly change the math, but so too would losing VMware’s future potential contributions.

    VMware still functions as its own publicly traded company, as it did under EMC, but it is now majority-owned by Dell Technologies. And unlike other parts of Dell’s new empire, VMware is growing at 10 percent a year.

    http://www.wbjournal.com/article/20170529/PRINTEDITION/170529955/1002

  • Intel CEO explains why he spent $15 billion on Mobileye

    Krzanich said that someday “if you get a ransomware or some kind of virus on one portion of the device,” Intel will not only have backups, but they could “refresh your car on the fly.” While he acknowledged that there are some potential privacy concerns, Krzanich believes that connected cars will be “much safer.”

    “In order for those cars to drive, they do have to look,” said Krzanich about self-driving cars. “There’s a lot of social good that can come out of this.”

    https://techcrunch.com/2017/06/01/intel-ceo-explains-why-he-spent-15-billion-on-mobileye/?ncid=rss

  • NTT Data announces strategic investment in NoSQL database provider MarkLogic

    MarkLogic positions itself as a database system for integrating data from various data silos, something that’s a growing problem for large enterprises as they look into how they can get the most value out of their data. Over the years (and often because of acquisitions), different groups in a company often use different database systems, and now they are looking for ways to bring all of this information together again. Typically, the way to do that is by bringing that data into a schema-less NoSQL database, which is where MarkLogic comes in.

    https://techcrunch.com/2017/05/31/ntt-data-announces-strategic-investment-in-nosql-database-provider-marklogic/?ncid=rss

  • Toshiba Fights to Clear Way for Chip-Unit Sale

    Toshiba said it would transfer the joint venture back to the core Toshiba group, and remove that part of its chip unit from a sale. The company says the joint venture includes manufacturing equipment, but not the key NAND flash manufacturing processes or the plants or engineers in Japan.

    The move defuses Western Digital’s claim that the sale of the chip unit to a third party would be a breach of its joint venture rights, Toshiba’s lawyers said in a letter dated Wednesday.

    https://www.wsj.com/articles/toshiba-makes-legal-concession-on-sale-of-memory-chip-unit-1496239072?mg=prod/accounts-wsj

Artificial Intelligence

  • IBM’s Watson is really good at creating cancer treatment plans

    In a handful of studies being presented at ASCO, researchers show that Watson for Oncology is pretty dang good at recommending treatments for a variety of different cancers. From research done in India, Watson’s treatment recommendations were in agreement with those of physicians 96 percent of the time for lung cancer, 93 percent of the time for rectal cancer, and 81 percent of the time for colon cancer.

    And there were comparable rates of agreement for colorectal, lung, breast and gastric cancer treatments in a Thai-based study. Additionally, Watson was able to screen breast and lung cancer patients for clinical trial eligibility 78 percent faster than a human, reducing screening time from 110 minutes down to just 24.

    https://www.engadget.com/2017/06/01/ibm-watson-cancer-treatment-plans/

  • Google has reportedly launched a new AI-focused venture capital program

    According to Axios, Patterson and company will reportedly be co-investing with GV when it makes sense to do so. Check sizes, it says, will range from $1 million and $10 million to start, though it isn’t yet clear how much Google plans to commit to the program, yearly or otherwise.

    https://techcrunch.com/2017/05/26/google-has-reportedly-launched-a-new-ai-focused-venture-capital-program/?ncid=rss

Cloud

  • VMware to rally nearly 20% on Amazon partnership, analyst says

    “The recent partnership between VMware and AWS [Amazon Web Services] has been received with great positivity and excitement, according to our channel work,” analyst Jayson Noland wrote in a note to clients Wednesday. “Naturally, a co-development between the respective leaders in private and public clouds should offer an unparalleled level of seamlessness in hybrid cloud mobility, which to date remains one of the largest challenges to enterprise cloud deployment.”

    http://www.cnbc.com/2017/05/31/cloud-play-vmware-to-rally-nearly-20-percent-on-amazon-partnership-analyst-says.html

  • Oracle Bucks the Pricing Trend in the Cloud

    Oracle has been acting as if to buck cloud computing pricing trends. Amazon and Microsoft have been waging cloud pricing wars, with Amazon recently trimming AWS costs by as much as 21% on certain services.

    However, Oracle has been hiking prices. Earlier this year, the company updated its licensing policy in a fashion that dramatically increased the cost of running Oracle software on AWS and Azure, Microsoft’s cloud platform. Oracle doubled the cost of running its database on these foreign clouds.

    http://marketrealist.com/2017/05/oracle-bucks-pricing-trend-cloud/

Datacenter

  • MongoDB Taking Share From Oracle In $40 Billion Market

    When you take into account the full cost to a company, MongoDB offered an irresistible bargain. “We believe that the cost of the software should equal that of the hardware. We typically charge $5,000 per server per year for the software to run on a server that costs about $5,000. Our competition charges hundreds of thousands of dollars per server-year plus $50,000 a year in maintenance and their software runs on $10,000 servers,” said Schireson.

    Regrettably, MongoDB declined to provide revenue growth details. But its headcount growth suggested that demand for the product was soaring. Schireson argued, “When I joined as CEO in 2011, the company had 20 employees. That went to 100 by the end of 2011 and 200 by the end of 2012. [As of October 2013] we have 320 people and expect to end the year at between 350 and 400. And we plan to add 200 more in 2014. We now have 600 customers.”

    https://www.forbes.com/sites/petercohan/2017/05/30/mongodb-taking-share-from-oracle-in-40-billion-market/#2e06dd5a3156

  • IBM believes that hybrid cloud is the future of computing

    “When we work with private and public clouds on workload assessment, customers think of what would go Hybrid. We do studies and assessment with our customers every day. So, there is no doubt or question in our mind that hybrid is the way to go,” Vikas Arora, Cloud Business Leader for IBM India and South Asia, told IANS.

    He said IBM believes that it has the best of enterprise cloud and hybrid is a very core capability that it has, adding that there is a need of a global footprint of datacenters.

    http://tech.firstpost.com/news-analysis/ibm-believes-that-hybrid-cloud-is-the-future-of-computing-378615.html

  • Red Hat director talks Reactive and changing middleware layer

    Sharples also shared his opinion on how the middleware layer is changing, such as the shift away from enterprise service buses (ESBs). The ESB, he said, became a burden in the eyes of many software administrators who saw it as a single “choke point” and potential source of universal failure.

    “It became that part of your application code was now embedded within this infrastructure,” Sharples said. “So, it didn’t provide a good separation of concerns.”

    http://searchmicroservices.techtarget.com/video/Red-Hat-director-talks-Reactive-and-changing-middleware-layer

  • HPE meets lowered expectations as execs insist worst is over, but investors not so sure

    HPE’s results were expected to be dismal, and the company surprised no one with earnings that met Wall Street expectations on a 13 percent plunge in revenue compared to the same quarter last year. About the only positive news was that net revenues of $9.9 billion slightly exceeded consensus estimates of $9.64 billion, and that the company reaffirmed its earnings guidance for the rest of the year.

    Exact comparisons to last year’s figures aren’t practical because HPE completed the sale of its services business to Computer Sciences Corp. just last month, shedding 100,000 employees in the process. In after-hours trading, the stock declined a little more than 2 percent.

    https://siliconangle.com/blog/2017/05/31/hpe-meets-lowered-expectations-execs-insist-worst/

Software/SaaS

  • Blockchains are the new Linux, not the new Internet

    Decentralized blockchain solutions are vastly more democratic, and more technically compelling, than the hermetically-sealed, walled-garden, Stack-ruled Internet of today. Similarly, open-source Linux was vastly more democratic, and more technically compelling, than the Microsoft and Apple OSes which ruled computing at the time. But nobody used it except a tiny coterie of hackers. It was too clunky; too complicated; too counterintuitive; required jumping through too many hoops — and Linux’s dirty secret was that the mainstream solutions were, in fact, actually fine, for most people.

    Sound familiar? Today there’s a lot of work going into decentralized distributed storage keyed on blockchain indexes; Storj, Sia, Blockstack, et al. This is amazing, groundbreaking work… but why would an ordinary person, one already comfortable with Box or Dropbox, switch over to Storj or Blockstack? The centralized solution works just fine for them, and, because it’s centralized, they know who to call if something goes wrong. Blockstack in particular is more than “just” storage … but what compelling pain point is it solving for the average user?

    https://techcrunch.com/2017/05/28/double-double-cryptocoin-bubble/?ncid=rss

  • Concord wants to become the Google Docs of contracts

    Concord wants to centralize everything related to contract management into one service, and this service is supposed to work for all sorts of teams. Companies like Just Eat have been using it across the board, from the sales team to the HR team.

    And it starts with writing new contracts. Concord lets you create and edit contracts directly in your browser. If you want to send it to a coworker, you just share the Concord document. The platform then tracks changes and versions so that everybody across your organization stays on the same page. And those contracts are legally binding.

    https://techcrunch.com/2017/05/31/concord-wants-to-become-the-google-docs-of-contracts/?ncid=rss

Other

  • What’s Stopping IBM’s Global Business Services from Growing?

    The GBS segment’s revenue fell 2% to $4.0 billion in the quarter. The segment encompasses consulting, global process services, and application management services. It provides customers with these services by integrating them with the company’s offerings, including Watson, cloud, blockchain, and technology services.

    The migration of customers from big on-premises projects and models to the cloud system has led to a fall in IBM’s traditional back office implementation business.

    http://marketrealist.com/2017/06/whats-stopping-ibms-global-business-services-from-growing/

  • Is Management Really to Blame for IBM’s Woes?

    Shares of IBM have declined 8% this year, while the S&P 500 has gained 8%. The reasons are easy to see — the company’s revenue has fallen annually for 20 straight quarters, Warren Buffett sold about 30% of Berkshire’s stake in February, and Moody’s downgraded its credit rating in early May.

    Amid all those negative headlines, it’s easy to blame IBM’s management for its current woes. However, it makes more sense to blame former CEO Sam Palmisano for most of those problems. Rometty initially waited too long to abandon Palmisano’s quixotic plan, but her moves over the past three years indicate that she knows how to turn around the aging company. Therefore, investors should keep those facts in mind before assuming that IBM would fare better under new management.

    https://www.fool.com/investing/2017/05/27/is-management-really-to-blame-for-ibms-woes.aspx

Photo: Hermes Rivera

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