Tag Archives: OpenText

Supplier Report: 2/16/2018

Moves are being made this week!  Both Oracle and Google (along with Roche and OpenText) announced acquisitions.  If you pair that with comments made by Oracle CEO Mark Hurd about the economy, it seems that the M&A drought is subsiding.

Equifax, the company that allowed hackers to gain access to all of the information needed to open a line of credit in your name, announced that hackers probably got even MORE information that initially reported.  News also came out this week that the Consumer Financial Protection Bureau has stopped investigations into the breach.

Amazon is going after UPS and Fedex and also reducing their workforce in certain areas (while increasing headcount in their Alexa and AI departments).

Acquisitions

  • Roche to Acquire Healthcare-Software Company Flatiron for $1.9 Billion

    Pharmaceuticals firm Roche Holding AG RHHBY 1.16% has agreed to buy the shares it doesn’t already own of Flatiron Health Inc., an oncology software company, for $1.9 billion, the companies said Thursday.

    Switzerland-based Roche said the deal is part of an effort to accelerate its development and delivery of medicines for cancer patients. Roche already owns 12.6% of New York City-based Flatiron Health, which was launched in 2012.

    https://www.wsj.com/articles/roche-to-acquire-healthcare-software-company-flatiron-for-1-9-billion-1518732811

  • Google to acquire Xively IoT platform from LogMeIn for $50M

    Google announced today that it intends to buy Xively from LogMeIn for $50 million, giving Google Cloud an established IoT platform to add to their product portfolio.

    In a blog post announcing the acquisition, Google indicated it wants to use this purchase as a springboard into the growing IoT market, which it believes will reach 20 billion connected things by 2020. With Xively they are getting a tool that enables device designers to build connectivity directly into the design process while providing a cloud-mobile connection between the end user app and the connected thing, whatever that happens to be.

    https://techcrunch.com/2018/02/15/google-to-acquire-xively-iot-platform-from-logmein/

  • Oracle acquires cloud security startup Zenedge

    Oracle announced today that it reached an agreement to acquire Zenedge, a company that provides firewalls and denial-of-service mitigation to enterprises.

    The deal is part of Oracle’s overall work to build out its cloud platform, providing customers with security features for their applications that help them stay secure and running in a hostile web environment. Zenedge fits in with the company’s previous acquisition of Dyn, a domain name system (DNS) provider that helps determine how traffic gets directed between different applications.

    https://venturebeat.com/2018/02/15/oracle-acquires-cloud-security-startup-zenedge/

  • Consolidation in the cloud as OpenText buys Hightail and Carbonite grabs Mozy from Dell

    Mark J. Barrenechea, who holds several titles at OpenText including vice chairman, CEO and CTO, says the addition of Hightail helps them meet yet another content management use case. “The acquisition of Hightail underscores our commitment to delivering differentiated content solutions in the cloud that enable marketers and creative professionals to share, produce, and securely collaborate on digital content,” Barrenechea said in a statement.

    This could allow them to compete with Adobe, at least on the file sharing side. Adobe has a big stake in the creative market and providing solutions for creating and sharing the large files they produce.

    Today’s acquisition comes on the heels of the sale of another early cloud company when Dell sold Mozy to Carbonite yesterday for $145 million. Mozy, a cloud backup service, which launched in 2005, was sold to EMC in 2007 for $76 million. You may recall that Dell purchased EMC in Oct 2015 for $67 billion. That deal closed in September 2016.

    https://techcrunch.com/2018/02/14/consolidation-in-the-cloud-as-opentext-buys-hightail-and-carbonite-grabs-mozy-from-dell/?ncid=rss

  • Equinix acquires Infomart Dallas hub for $800m

    Equinix, which was recently listed as the top data centre operator in the world by Cloudscene’s latest leaderboard rankings, will benefit greatly from the acquisition of the 1.6 million gross sq ft landmark facility. The highly interconnected hub will further strengthen Equinix’s global platform.

    The Dallas metro represents one of the largest enterprise and colocation markets in the Americas and the eight Equinix IBX data centres house more than 100 network service providers—more than any other data centre provider in the Dallas metro area.

    http://www.capacitymedia.com/Article/3787932/Equinix-acquires-Infomart-Dallas-hub-for-800m

Cloud

  • LinkedIn still hasn’t moved to Azure, continues to run its own data centers

    However, despite Microsoft owning LinkedIn, the company has no obligation to adopt Azure, a pattern seen before. Last year, Amazon acquired Whole Foods in a $13.7 billion deal, and the company made no public announcement of adopting AWS. At the time of acquisition, Whole Foods ran on Azure.

    Still, Microsoft is the “preferred” cloud vendor for some heavyweight companies including Adobe and Columbia Sportswear. However, if companies don’t adopt Azure, Microsoft often boasts enterprise customers through its SaaS solutions.

    https://www.ciodive.com/news/linkedin-still-hasnt-moved-to-azure-continues-to-run-its-own-data-centers/516748/

  • Oracle to Launch 12 Cloud Data Centers Around the World

    Oracle announced Monday a plan to add 12 locations to the list of availability regions hosting its new enterprise cloud platform. Today, the platform is hosted in two locations in the US and one in Europe.

    Most of the expansion will be in Asia, where the new platform, launched in 2016, currently has no physical presence. Oracle’s plan includes new cloud data centers in China, India, Japan, Singapore, and South Korea. (It’s expanding in China in partnership with Tencent, according to The Wall Street Journal.)

    Oracle is also adding data centers in Europe (Amsterdam and Switzerland), where the platform is currently hosted in Frankfurt, with an upcoming London region.

    http://www.datacenterknowledge.com/oracle/oracle-launch-12-cloud-data-centers-around-world

Security

  • Apple intern reportedly leaked iPhone source code

    According to Motherboard, the intern who stole the code took it and distributed it to a small group of five friends in the iOS jailbreaking community in order to help them with their ongoing efforts to circumvent Apple’s locked down mobile operating system. The former employee apparently took “all sorts of Apple internal tools and whatnot,” according to one of the individuals who had originally received the code, including additional source code that was apparently not included in the initial leak.

    The plan was originally to make sure that the code never left the initial circle of five friends, but apparently the code spread beyond the original group sometime last year. Eventually, the code was then posted in a Discord chat group, and was shared to Reddit roughly four months ago (although that post was apparently removed by a moderation bot automatically).

    https://www.theverge.com/2018/2/9/16997266/apple-source-code-leak-intern-internal-tools-jailbreaking-github-ios-9

  • Equifax breach may have exposed more data than first thought

    The 2017 Equifax data breach was already extremely serious by itself, but there are hints it was somehow worse. CNN has learned that Equifax told the US Senate Banking Committee that more data may have been exposed than initially determined. The hack may have compromised more driver’s license info, such as the issuing data and host state, as well as tax IDs. In theory, it would be that much easier for intruders to commit fraud.

    https://www.engadget.com/2018/02/10/equifax-breach-may-have-exposed-more-data/
    32 senators want to know if US regulators halted Equifax probe

    Earlier this week, a Reuters report suggested that the Consumer Financial Protection Bureau (CFPB) had halted its investigation into last year’s massive Equifax data breach. Reuters sources said that even basic steps expected in such a probe hadn’t been taken and efforts had stalled since Mick Mulvaney took over as head of the CFPB late last year. Now, 31 Democratic senators and one Independent have written a letter to Mulvaney asking if that is indeed the case and if so, why.

    Reuters sources said that Mulvaney has neither ordered subpoenas against Equifax nor collected any sworn testimony from company executives. Additionally, reviews of how Equifax protects its data and on-site cybersecurity exams of other credit bureaus — which the Federal Reserve, Federal Deposit Insurance Corp and Office of the Comptroller of the Currency all offered to assist with — have been put on hold. The bank regulators who had offered to help were reportedly told that there were no exams planned and their assistance wouldn’t be needed.

    https://www.engadget.com/2018/02/08/senators-ask-if-us-regulators-halted-equifax-probe/

  • Consumers prefer security over convenience for the first time ever, IBM Security report finds

    “We always talk about the ease of use, and not impacting user experience, etc, but it turns out that when it comes to their financial accounts…people actually would go the extra mile and will use extra security,” Kessem said. Whether it’s using two factor authentication, an SMS message on top of their password, or any other additional step for extra protection, people still want to use it. Some 74% of respondents said that they would use extra security when it comes to those accounts, she said.

    https://www.techrepublic.com/article/ibm-security-report-security-now-outweighs-convenience/

  • ‘BuckHacker’ Search Engine Lets You Easily Dig Through Exposed Amazon Servers

    Digging through S3 buckets certainly isn’t new. Chris Vickery, director of cyber risk research at security firm UpGuard, has cornered something of a niche for himself by regularly finding noteworthy datasets in exposed buckets. According to research published in September 2017, some 7 percent of S3 servers may be exposed.

    And tools already exist for quickly grinding through leaky Amazon servers: ‘AWSBucketDump’ “is a tool to quickly enumerate AWS S3 buckets to look for loot,” the project’s Github page reads. As the BuckHacker administrator pointed out, you can also find some exposed buckets with a specific Google search.

    BuckHacker doesn’t only return results for exposed servers. It also includes entries labelled as “Access Denied”, and “The specified bucket does not exist,” meaning, obviously, you can’t simply go access whatever data they contain. But it may still be useful for scoping out whether a target is using S3 at all.

    https://motherboard.vice.com/en_us/article/j5bgm3/buckhacke-amazon-server-search-engine-aws-security

  • Don’t use Huawei phones, say heads of FBI, CIA, and NSA

    During his testimony, FBI Director Chris Wray said the government was “deeply concerned about the risks of allowing any company or entity that is beholden to foreign governments that don’t share our values to gain positions of power inside our telecommunications networks.” He added that this would provide “the capacity to maliciously modify or steal information. And it provides the capacity to conduct undetected espionage.”

    These warnings are nothing new. The US intelligence community has long been wary of Huawei, which was founded by a former engineer in China’s People’s Liberation Army and has been described by US politicians as “effectively an arm of the Chinese government.” This caution led to a ban on Huawei bidding for US government contracts in 2014, and it’s now causing problems for the company’s push into consumer electronics.

    https://www.theverge.com/2018/2/14/17011246/huawei-phones-safe-us-intelligence-chief-fears

Datacenter/Hardware

  • One Man’s Quest to Make Google’s Gadgets Great

    Google could no longer afford to make ho-hum gadgets. Alphabet, its parent company, had become the world’s second-largest corporation by building software that worked for everyone, everywhere, delivered through apps and websites. But the nature of computing is changing, and its next phase won’t revolve around app stores and smartphones. It will center instead on artificially intelligent devices that fit seamlessly into their owners’ everyday lives. It will feature voice assistants, simple wearables, smart appliances in homes, and augmented-reality gadgets on your face and in your brain.

    In other words, the future involves a whole lot more hardware, and for Google that shift represents an existential threat. Users won’t go to Google.com to search for things; they’ll just ask their Echo because it’s within earshot, and they won’t care what algorithms it uses to answer the question. Or they’ll use Siri, because it’s right there in a button on their iPhone. Google needed to figure out, once and for all, how to compete with the beautiful gadgets made by Amazon, Apple, and everyone else in tech. Especially the ones coming out of Cupertino.

    https://www.wired.com/story/one-mans-quest-to-make-googles-gadgets-great/

Other

  • Amazon to Launch Delivery Service That Would Vie With FedEx, UPS

    Amazon expects to roll out the delivery service in Los Angeles in coming weeks with third-party merchants that sell goods via its website, according to the people. Amazon then aims to expand the service to more cities as soon as this year, some of the people say.

    While the program is being piloted with the company’s third-party sellers, it is envisioned as eventually accommodating other businesses as well, according to some of the people. Amazon is planning to undercut UPS and FedEx on pricing, although the exact rate structure is still unclear, these people said.

    https://www.wsj.com/articles/amazon-to-launch-delivery-service-that-would-vie-with-fedex-ups-1518175920

  • Amazon is cutting hundreds of employees to shift resources to fast-growing businesses

    The Seattle Times first reported that Amazon was laying off “hundreds” of employees and “managing out” others as the company consolidates its retail operations.

    A person familiar with the matter says the cuts are focused on Amazon’s Seattle headquarters and will affect some workers globally. The layoffs will occur in the consumer retail business, a unit that includes Amazon’s toys, books and groceries units, to make room for head count in businesses that are growing, like Alexa, AWS and digital entertainment. Jeff Bezos, in a statement in the last earnings report, said Amazon would “double down” on Alexa after blowing past projections.

    https://www.cnbc.com/2018/02/12/amazon-laying-off-hundreds–report.html

  • Oracle CEO Mark Hurd Says Corporate IT Spending Set to Jump

    “People have not invested in IT for a decade, so we have old stuff out there,” Mr. Hurd told senior corporate technology managers Monday at the company’s CloudWorld event in New York.

    Mr. Hurd said most companies have shied away from spending as U.S. economic growth hovered below 3% in recent years: “If the market is only growing at 2%, that means your business is only going to grow 2%,” he said.

    Business spending on IT has been flat “because GDP is flat,” he said, referring to gross domestic product, a broad measure of economic growth. To hedge against lackluster growth, companies have cut IT budgets to improve cash flow, while funneling costs into managing the increasing risk of cyber attacks, breaches and other risks, he said.

    https://blogs.wsj.com/cio/2018/02/12/oracle-ceo-mark-hurd-says-corporate-it-spending-set-to-jump/

  • Cisco to Bring $67 Billion to U.S. After New Tax Law

    The networking-gear maker said Wednesday it would repatriate $67 billion of its foreign cash holdings to the U.S. this quarter, in one of the largest repatriation plans yet revealed.

    Cisco plans to spend much of the newly repatriated cash on share buybacks and dividends, it said Wednesday while reporting earnings, amounting to about $44 billion over the next two years.

    https://www.wsj.com/articles/cisco-returns-to-growth-after-two-year-sales-slump-1518645580

Photo: Anastasia Yılmaz

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SourceCast: Episode 80: AI – I want it now!

Investment firm Jefferies trashed IBM’s AI platform last week while other competitors like OpenText swooped in to kick Big Blue while she was down.  This week, I discuss IBM’s options and if Jefferies’ critiques are accurate.

Photo: Alex Knight

Music:

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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

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Supplier Report: 1/28/2017

Heavy is the head that wears the crown. As Amazon’s AWS services continue to dominate the cloud sector, many analysts are reporting their lack of SaaS offerings as the chink in their armor.

Amazon is not alone in their weakness, poor sales is rumored to be forcing Oracle to eliminate jobs in the traditional software areas as they start to build up for their fight against AWS.

IBM’s good news regarding cloud growth is coming at a cost as the company announced a major reorganization in the cloud and power divisions.

Acquisitions

  • AppDynamics Acquired for $3.7 Billion

    What AppDynamics gives Cisco is a tool for monitoring the performance of applications, regardless the application delivery platform. The idea is to find issues and deal with them before they become a big problem for end users. The worst case is a full outage, but there are countless other issues that can cause slow-downs and other headaches, as every user is keenly aware. As it monitors these applications, AppDynamics is gathering tons of data about the applications, the connections to other systems, the devices being used to connect to the application and so forth. All of this data is a natural byproduct of the monitoring process — and could have great value when combined with other network information.

    https://techcrunch.com/2017/01/25/cisco-appdynamics-3-7-billion-deal-all-about-the-data/?ncid=rss

  • Hewlett Packard Enterprise makes second acquisition in a week

    Cloud Cruiser makes software that helps large companies visualize how and where their IT budget is being spent across different business units and different technology platforms. Its software can analyze changes in spending and ways specific business units might be able to save money.

    http://www.bizjournals.com/sanjose/news/2017/01/24/hewlett-packard-enterprise-makes-second.html
    HPE Acquires Cloud Cruiser In Stepped Up Flexible Capacity Hybrid Cloud Pay-As-You-Go Offensive

    The Flexible Capacity services offering allows customers to buy HPE private cloud infrastructure as a service based on the same monthly, fixed-fee, pay-as-you-go model that has fueled public cloud adoption. Terms of the deal were not disclosed.

    http://www.crn.com/news/cloud/300083513/hpe-acquires-cloud-cruiser-in-stepped-up-flexible-capacity-hybrid-cloud-pay-as-you-go-offensive.htm

  • IBM Acquires Agile 3, Makers Of A Security Dashboard For Business Leaders

    Agile 3, founded in 2009, offers a suite of products that help business leaders make decisions about security threats facing their companies through intuitive visualizations and analytics. The software design is heavily influenced by service-oriented architecture principles.

    Agile 3’s founder, Raghu Varadan, had been IBM’s chief architect for its SOA Center of Excellence, and was responsible for implementing service-oriented architecture solutions for the IBM Global Business Services division’s largest customers.

    http://www.crn.com/news/security/300083507/ibm-acquires-agile-3-makers-of-a-security-dashboard-for-business-leaders.htm

  • Yahoo surprises no one by pushing back its Verizon acquisition close date

    Yahoo has continued to work with Verizon on integration planning for the sale of its core business. In terms of timing, Yahoo had previously stated that it expected to close the transaction in Q1. However, given work required to meet closing conditions, the transaction is now expected to close in Q2 of 2017. The company is working expeditiously to close the transaction as soon as practicable in Q2.

    https://techcrunch.com/2017/01/23/yahoo-unsurprisingly-pushes-back-its-verizon-acquisition-closing-date/?ncid=rss

Artificial Intelligence

  • IBM adds support for Google’s Tensorflow to its PowerAI machine learning framework

    While TensorFlow has only been available for a little over a year, it has quickly become the most popular open source machine learning project on GitHub. IBM’s PowerAI already supported other frameworks and libraries like CAFFETheano, Torch, cuDNN, and NVIDIA DIGITS, but Tensorflow support was sorely missing from this lineup.

    IBM clearly sees the combination of PowerAI with Nvidia’s NVLink interface and Pascal P100 GPU accelerators as a way to differentiate itself from the competition — and in this case, the competition it is gunning for is clearly Intel (though it’s worth noting that Intel and Google also recently teamed up to improve TensorFlow performance on its CPUs).

    https://techcrunch.com/2017/01/26/ibm-adds-support-for-googles-tensorflow-to-its-powerai-deep-learning-framework/?ncid=rss

  • Apple joins Amazon, Facebook, Google, IBM and Microsoft in AI initiative

    The Partnership on AI was officially unveiled back in September 2016. At the time, Amazon, Facebook, Google, IBM and Microsoft were the only founding members. Apple, Twitter, Intel and Baidu didn’t participate in the initiative.

    But Apple was already enthusiastic about the project, so today’s news is more about formalizing the company’s involvement. Siri co-founder and CTO Tom Gruber is going to represent Apple. You can find the full board of trustees on the partnership’s website.

    https://techcrunch.com/2017/01/27/apple-joins-amazon-facebook-google-ibm-and-microsoft-in-ai-initiative/?ncid=rss

  • Will A.I. Allow Humans to Realize Our Full Potential?

Cloud

  • IBM’s SoftLayer is having a meltdown – and customers aren’t happy

    “Since IBM came along there have been loads of outages, planned and otherwise,” our reader in the field told us.

    “In the three years of service prior to this we had only one outage, in the six months after they took over we have had one outage that knocked out their AMS [Amsterdam] data center for four hours, [and] their entire global virtual server platform has had to be rebooted three times on separate occasions.”

    https://www.theregister.co.uk/2017/01/26/ibm_softlayer_having_meltdown/

  • IBM Shakes Up Cloud Division in Executive Reorg

    Vice president and director of IBM research Arvind Krishna has been named senior vice president of Hybrid Cloud, which is a merger between the analytics business formerly run by Picciano, and the cloud division formerly run by LeBlanc. Krishna will report to John Kelly, senior vice president of Cognitive Solutions and IBM Research.

    http://www.thewhir.com/web-hosting-news/ibm-shakes-up-cloud-division-in-executive-reorg

  • How Long Can Amazon’s AWS Retain the IaaS Crown?

    During the most recent quarter Amazon reported $3.231 billion in quarterly revenues while Microsoft’s annualized cloud revenues exceeded $13 billion. At first glance, it would appear that both these companies are running neck and neck when it comes to earnings from cloud, but Microsoft has a huge bonus package in the form of its SaaS product, Office 365, which is experiencing strong growth.

    Though Azure is certainly growing at a healthy rate, it has a long way to go before it can compete at the same level as the IaaS offering from Amazon. Amazon has no such SaaS product lineup but still leads the race in terms of revenue thanks to its strength in IaaS. The company’s single-segment focus has helped Amazon add service after service and keep cutting prices, but still expand revenues – and margins along with it.

    http://www.gurufocus.com/news/475709/how-long-can-amazons-aws-retain-the-iaas-crown

  • Oracle outlines plans to take on Amazon in cloud

    “Oracle should be congratulated for its enthusiasm and the proactive way it is pursuing the cloud market,” says Charles King, an analyst with Pund-IT, adding that the company was late to the market. Oracle has taken a similar approach to Microsoft and IBM in offering services across all three layers of cloud: IaaS, PaaS and SaaS. “They still have a massive install base of customers that want cloud services. The question is whether they will choose Oracle as their cloud vendor as opposed to vendors they may be currently working with, or choosing to go with a more established, more innovative vendor.” King adds Oracle’s cloud will appeal most to existing customers, but he questions how the company will be able to attract net new brands.

    http://www.networkworld.com/article/3158725/cloud-computing/oracle-outlines-plans-to-take-on-amazon-in-cloud.html

Datacenter

  • HP Inc announces moderate price hike across products

    “HP is increasing the list price of its products in India. As a standard business practice, the company regularly reviews pricing and makes adjustments accordingly, based on a variety of factors including currency movement and commodities prices. Actual price increases will vary by product,” Rajiv Srivastava, Managing Director, HP Inc. India, told IANS.

    http://www.financialexpress.com/industry/hp-inc-announces-moderate-price-hike-across-products/516580/

  • Infinidat slims down in UK: Storage upstart has just handful of Brit staff

    Infinidat has slimmed its UK office from 17 heads to just four since January 2016, and has not won a new customer in that time, we’re told.

    We’ve heard that Infinidat has four UK customers: BrightSolid, Pulsant, BT and Barclays. BT, its biggest client worldwide followed by Barclays, is the most active, and is looked after by a director for enterprise sales. There are three technical and professional services people alongside him in the London office. Thirteen others have been let go.

    https://www.theregister.co.uk/2017/01/26/infinidat_slims_down_in_uk/

Software/SaaS

  • Why Salesforce is the new BlackBerry

    Earlier last year, Salesforce announced that it beat Q1 earnings following a 20 percent pricing increase. Its thousands of embedded (read: captive) users have had no choice but to pay up. Soon, however, a new generation of automated CRMs will emerge as a viable alternative, bringing intelligence and ease-of-use to a category of “dumb” CRM databases. They’ll offer products that are easily configured, always up-to-date, and entirely automated – delivering a delightful user experience in a tech landscape known for the opposite.

    Like BlackBerry, the disruption will happen much faster than Salesforce expects.

    http://thenextweb.com/opinion/2017/01/20/salesforce-new-blackberry/

  • OpenText completes $1.62-billion Dell acquisition

    The deal includes the Documentum enterprise content management platform and Dell’s enterprise content management division.

    With the acquisition, 5,000 customers, 2,000 employees and more than 300 partners join OpenText, the company said.

    http://www.cambridgetimes.ca/news-story/7080349-opentext-completes-1-62-billion-dell-acquisition/

  • Oracle Is ‘Toast,’ Layoffs In Sparc Business

    According to a report by Mercury News as part of statutory obligation, Oracle has intimated the Employment Development Department that it would lay off 450 employees in its Santa Clara systems division. According to the report, those affected include hardware and software developers along with managers, technicians and administrative assistants.

    Also:

    With the layoff reports, the analyst feels the reason for optimism on Oracle has proven to be completely wrong. The analyst also pointed to the industry’s belief that more layoffs in California, Colorado and Massachusetts are on the cards, with the guesstimate at 1,500

    https://www.benzinga.com/analyst-ratings/analyst-color/17/01/8932929/chowdhry-oracle-is-toast-layoffs-in-sparc-business

Other

  • Follow-up: US alleges systemic employment discrimination at Oracle

    The U.S. government says Oracle routinely and systemically pays white men more than women and minorities and that it favors Asian candidates over others in product development and technical roles.

    The investigation was triggered by a regular compliance review by the government. As a federal contractor, Oracle is prohibited from engaging in discrimination based on race, sex, sexual orientation, gender identity, or national origin.

    http://www.cio.com/article/3158841/legal/us-alleges-systemic-employment-discrimination-at-oracle.html

  • Avaya says bankruptcy is a step toward software and services

    Networking and collaboration vendor Avaya declared bankruptcy last Thursday, calling the move part of its transition from a hardware to a software and services company.

    It plans to keep operating during the bankruptcy thanks to its cash from operations and US$725 million in financing that still needs approval by the U.S. Bankruptcy Court. Avaya said its foreign affiliates aren’t included in the filing and won’t be affected.

    http://www.cio.com/article/3159579/networking/avaya-says-bankruptcy-is-a-step-toward-software-and-services.html

  • Microsoft reportedly plans to lay off about 700 workers next week

    “The upcoming cuts won’t be specific to any single group, but will be spread across the company’s worldwide offices and business units, including sales, marketing, human resources, engineering, finance and more,” Business Insider said it was told by its source. “The goals of these rotating smaller layoffs is not to reduce costs but to update skills in various units.”

    http://www.bizjournals.com/seattle/news/2017/01/20/microsoft-layoffs-january-2017.html

  • Cisco debuts its own smart whiteboard priced to compete with the Google Jamboard

    The Spark Board works with fingers or a stylus and saves automatically. The system is priced to compete with Google’s Jamboard (which puts it significantly below Microsoft’s $8,999 Surface Hub) at $4,990 for the 55-inch version due out at the end of the month. A 70-inch version is due out before year’s end, priced at $9,990.

    https://techcrunch.com/2017/01/24/cisco-spark-board/?ncid=rss

  • Verizon fourth quarter earnings fall short of analyst expectations

    Verizon this morning reported adjusted fourth quarter earnings of 86 cents per share, on revenue of $32.3 billion.

    On the earnings side, that falls short of what Wall Street analysts had expected — EPS of 89 cents per share and $32.1 billion in revenue. That also marks a 5.6 percent revenue decline from the fourth quarter of 2015.

    https://techcrunch.com/2017/01/24/verizon-q4-earnings/?ncid=rss

Photo: Annette Beetge

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