Tag Archives: Red Hat

Supplier Report: 12/17/2016

Verizon’s acquisition of Yahoo is in major trouble with the announcement that Yahoo was hacked yet again (impacting 1 billion accounts). Will Microsoft capitalize on Verizon’s misfortunes?

Perhaps Yahoo should speak with IBM as they are focusing their Watson AI technology on Cyber-security.

Cisco’s ambitions towards the cloud have been crushed by the AWS juggernaut. The company announced the discontinuation of their Intercloud platform this week… and there are rumors they might move customers over to Amazon.

Acquisitions

  • Yahoo shares tumble as investors fear Verizon acquisition trouble

    After the first big Yahoo hack was unveiled a few months ago, there were reports that Verizon would demand a $1 billion discount. In an October earnings call, Verizon CFO Fran Shammo said they were “still evaluating what it means for the transaction.” But we have not been given any reason to believe that the deal was no longer happening.

    Should the latest hack change things? Well, it’s certainly not a good look for Yahoo.

    https://techcrunch.com/2016/12/15/yahoo-shares-tumble-as-investors-fear-verizon-acquisition-trouble/?ncid=rss
    If Verizon Walks Away, Then Microsoft Should Finally Buy Yahoo

    All of that sounds rather complicated, but the bottom line is that Microsoft and Yahoo have been in bed with each other for years, and now Microsoft might have a renewed chance to make their relationship official. The golden goose of the deal would likely be the mobile search traffic that Microsoft currently has no stake in.

    http://etfdailynews.com/2016/12/16/if-verizon-walks-away-then-microsoft-should-finally-buy-yahoo/

  • How Autonomy Fooled Hewlett-Packard

    One fact really stands out: in each of the 10 quarters preceding the acquisition, Autonomy’s revenues were within 4% of analyst expectations. That’s a level of precision that should arouse suspicion. In hindsight, achieving revenue targets like clockwork looks awfully strange.

    http://fortune.com/2016/12/14/hewlett-packard-autonomy/

Artificial Intelligence

  • IBM Starts to Apply Watson to Cyber-security

    Kelley notes that there are over 1.5 million open IT security positions that IT organizations have little to no hope of ever filling. Advances in cognitive computing will equip IT organizations better to counter cybersecurity attacks that make use of bots and other automation tools to launch attacks at unprecedented levels of scale.

    http://www.itbusinessedge.com/blogs/it-unmasked/ibm-starts-to-apply-watson-to-cybersecurity.html

  • Google Artificial Intelligence Whiz Describes Our Sci-Fi Future

    Reinforcement learning is the idea of being able to assign credit or blame to all the actions you took along the way while you were getting that reward signal. It’s really effective in some domains today.

    I think where reinforcement learning has some challenges is when the action-state you may take is incredibly broad and large. A human operating in the real world might take an incredibly broad set of actions at any given moment. Whereas in a board game there’s a limited set of moves you can take, and the rules of the game constrain things a bit and the reward signal is also much clearer. You either won or lost.

    http://fortune.com/2016/11/26/google-artificial-intelligence-jeff-dean/?iid=sr-link1

Cloud

  • Cisco Officially Throws In The Towel On Intercloud

    “Cisco has internally communicated that we are discontinuing one of our internal cloud platforms and will be transitioning affected workloads onto other platforms,” said the statement. “The cloud market has shifted considerably in the last two years, and many of our customers are asking Cisco to help them develop cloud strategies that will help drive their digital transformations … We do not expect any material customer issues as a result of this transition.”

    http://www.crn.com/news/networking/300083157/cisco-officially-throws-in-the-towel-on-intercloud.htm
    Also:

    While Cisco isn’t saying the name of that cloud provider, there’s a good chance that it’s Amazon because enterprises are tripping over themselves to use Amazon these days. Amazon has got more features and more partners than any other cloud provider out there.

    http://www.businessinsider.com/amazon-claims-another-victim-cisco-kills-its-1-billion-cloud-2016-12

  • Red Hat’s Container Platform Lands on Google Cloud

    Red Hat and Google are container compatriots, in the sense that both have gone all-in with Kubernetes as a container scheduler. Google started the Kubernetes project, so its commitment there isn’t exactly shocking. Red Hat had developed its own scheduling mechanism for OpenShift but switched to Kubernetes due to the community support the project was getting, says Brian Gracely, Red Hat’s director of product strategy.

    https://www.sdxcentral.com/articles/news/red-hats-container-platform-lands-on-google-cloud/2016/12/

  • Amazon Launches A Data Center Built On A Semi Truck

    Snowmobile is a secure data truck that stores up to 100 PB of data and can help you to move exabytes to AWS in a matter of weeks (you can even get more than one if necessary!). Physically, Snowmobile is a 45 feet long, 9.6 feet high, and 8 feet wide tamper-resistant shipping container. It is water-resistant, climate-controlled and can be parked in a covered or uncovered area adjacent to your existing data center. Each Snowmobile consumes about 350 kW of AC power, and if you don’t have sufficient capacity on site, they can arrange a generator to ensure power stability.

    http://www.psfk.com/2016/12/topline-amazon-launches-a-data-center-built-on-a-semi-truck.html

  • Buyers Guide to cloud computing (who is HIPAA compliant)

    Despite this rush to the cloud, healthcare decision makers must keep in mind they can’t just tap into anybody’s offering. A cloud-based solution that is purpose-built for the regulatory and privacy demands of healthcare and life sciences requires more than compute, storage and networking services.

    http://www.healthcareitnews.com/news/buyers-guide-cloud-computing

Datacenter

  • Old storage guard face incoming tech squeeze

    The prime tech transition in the SAN area is from disk and hybrid flash/disk to all-flash arrays. Such systems take up less physical space and need less power and cooling to operate. Despite a solid wave of startup acquisition and tech adoption, Pure Storage has emerged as a post-IPO independent and Kaminario survives and is growing.

    The three hybrid array startups – Nimble, Tegile and Tintri – have morphed into all-flash array vendors, with Nimble running an IPO. These three are also surviving and growing, meaning three more suppliers sharing the SAN market.

    http://www.theregister.co.uk/2016/12/13/old_storage_guard_flash/

    Image: The Register

Software/SaaS

  • IBM Helps Organizations Respond to and Manage Ransomware

    According to a new IBM (IBM) study, seven out of 10 U.S. businesses surveyed infected with ransomware have paid to resolve a ransomware attack, with more than half paying more than $10,000. To help organizations respond rapidly and strategically to this type of threat and many other types of threats, Resilient’s new Dynamic Playbooks are an industry first in the incident response management market. Resilient’s Dynamic Playbooks provide an unmatched orchestration of incident response by adapting in real-time to the details of a cyberattack or other business threat, and enabling effective, rapid response to more sophisticated threat types.

    http://finance.yahoo.com/news/resilient-ibm-company-helps-organizations-110000984.html

Other

  • IBM vows to hire and train US workers

    “We expect to end 2016 with our US workforce about the same size as it was at the beginning of the year. By 2020, we expect it to be larger than it is today,” Pratt said.

    Let’s review:

    1. Trump calls out IBM for outsourcing jobs
    2. Rometty is the only technology CEO to be added to Trump’s business council
    3. IBM promises more US based jobs in the future

    http://www.taipeitimes.com/News/biz/archives/2016/12/15/2003661222

  • Microsoft’s surprise hardware hit: The Surface Hub

    The average Surface Hub customer is buying about 50 devices for each deployment, and the company has achieved more than 2,000 customers. One (unnamed) car manufacturer bought 1,500 of the things. Though Microsoft didn’t reveal the exact mix between sizes, Surface Hub looks like it’s another billion-dollar-a-year business for the software giant—to boot, it’s a piece of hardware that it got right even in version one. In a Forrester report commissioned by Microsoft, it’s claimed that meetings start more promptly—less faffing about to get remote attendees dialed in or computers hooked up to the projector—saving 15 to 23 minutes per meeting. Less measurable, Microsoft claims that Surface Hub is also driving greater meeting engagement, with people standing up and engaging with each other and the screen rather than hiding behind their laptop screens around a conference table or quietly playing games on their phones.

    http://arstechnica.com/information-technology/2016/12/microsofts-surface-hub-sales-surprisingly-strong-its-a-huge-hardware-hit/

  • Oracle CEO Safra Catz joins Trump transition team

    Unlike some of the other attendees of Trump’s tech summit, Catz was not particularly outspoken about politics during the election season. Federal Election Commission data shows no contributions to presidential candidates in Catz’s name, although the CEO has donated to Republican and Democratic Congressional campaigns. Larry Ellison, Oracle’s chairman, is a Republican mega-donor who contributed millions to a super PAC that backed Marco Rubio’s failed presidential bid.

    https://techcrunch.com/2016/12/15/oracle-ceo-safra-catz-joins-trump-transition-team/?ncid=rss
    Trump’s Tech Summit Was Missing These Key Players

    Salesforce.com co-founder and chairman Marc Benioff was absent. As was Hewlett-Packard Enterprise chief executive Meg Whitman. Fortune reached out to the Trump team as well as HPE for comment, and will update this story as needed.

    http://fortune.com/2016/12/15/tech-execs-trump-summit/

Photo: Stefan Kunze

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Supplier Report: 7/2/2016

sn_throwrock_Felix Russell-Saw

This week the various arms of HP have caught my attention.  They successfully defeated Oracle over their Itanium dispute and have been awarded $3B.

In the wake of that news, HPE CEO Meg Whitman announced a massive restructuring (again) as their long time CTO Martin Fink is on his way out along with their COO. Meanwhile, HP Inc announced the purchase of a 3D scanning company.

With the sell off of the Autonomy products, the divestiture of their consulting services to CSC, and now with this $3B win, both HP companies have some cash, and I want to know what their grand strategy is.

In other news, IBM is doubling down on block-chain technology with their Bluemix Garage initiative, Microsoft has 350 million windows 10 devices active, and Oracle is trying their hardest to kill Java.

IBM

  • IBM and Cisco to combine collaboration tools

    IBM’s Verse email platform and Connections collaboration suite are a good match for Cisco products like the Spark messaging app and WebEx conferencing service, so the two vendors have found ways to integrate them, company officials say. All this will happen in the cloud. They’ll demonstrate the first examples next month at the Cisco Live conference.

    http://www.pcworld.com/article/3090100/ibm-and-cisco-will-make-watson-into-a-virtual-workmate.html
    IBM and Cisco team up on enterprise collaboration to stave off rivals like Slack and Microsoft

    The bigger picture in this latest IBM and Cisco deal is that both companies are feeling the heat of competition from a wide range of rivals, some big and some actually quite small.

    They include standalone services from popular startups like Slack, Quip, Trello and Asana; as well as those offered by large companies like Microsoft and Citrix, which not only build their own solutions but have been aggressive acquirers of those startups that have built popular enterprise productivity tools.

    It’s a mark of how far we’ve come in the tech world that some of these products from much smaller outfits can give huge IT businesses a run for their money.

    https://techcrunch.com/2016/06/30/ibm-and-cisco-team-up-on-enterprise-collaboration-to-stave-off-rivals-like-slack-microsoft-and-more/

  • IBM storage has a new boss: The same one it had six years ago

    At IBM Walsh has a disparate set of products to look after, including FlashSystem, SVC, Storwize, XIV and the DS8000 line. FlashSystem is popular, while the others could be characterised unkindly as fading stars – or, more sympathetically, as long-lived survivors facing the challenges of public cloud storage, software-defined storage, server SANs and hyper-converged systems.

    http://www.theregister.co.uk/2016/07/01/ibm_storage_new_boss_ed_walsh/

  • IBM Launches NYC Bluemix Garage With Former Azure Exec

    The design element is what made a difference for Murray. For example, one of the Bluemix Garage engagements Murray sat in on was a small startup out of San Francisco that had a complete idea and knew exactly what it wanted to build. IBM had the company come to the garage for a design thinking workshop to help it visualize what it was trying to solve and what experience it wanted its end users to have. And the design workshop, the startup abandoned the idea it initially had because it realized that what it was trying to build wasn’t really what it was trying to solve.

    http://www.eweek.com/developer/ibm-launches-nyc-bluemix-garage-with-former-azure-exec.html
    Can IBM Really Make a Business Out of Blockchain?

    According to Jerry Cuomo, vice president of blockchain and cloud at IBM, the plan will succeed because the company offers a full-suite of tools that allow developers to get up and running quickly while also benefiting from a mentoring environment at the Bluemix Garage. The garage moniker is supposed to exude a Silicon Valley-esque vibe, where people throw around ideas with markers on whiteboards and Post-It Notes.

    http://fortune.com/2016/06/28/ibm-blockchain/?iid=leftrail

  • Why IBM Will Soar While Apple Stumbles

    Unfortunately, these great strengths may have become toxic. Its culture has become highly secretive. Suppliers may only refer to Apple by a specially assigned code name. They win new contracts without knowing why and what Apple plans to do with their technology and then lose them again without knowing what they did wrong.

    http://fortune.com/2016/06/30/ibm-apple-soar-stumble/

Microsoft

Oracle

  • Oracle (ORCL) Loses Itanium Lawsuit Worth $3 Billion to HPE

    Oracle and HPE have been embroiled in a legal tangle involving software for Itanium chip-based servers over the last five years. HP Enterprise had asked for $3 billion in compensation from Oracle for allegedly causing a decline in the demand for its Itanium based products.

    http://finance.yahoo.com/news/oracle-orcl-loses-itanium-lawsuit-141002455.html
    Of course, Oracle vows to contest the ruling…

  • How Oracle’s business as usual is threatening to kill Java

    Oracle employees that worked on Java EE have told others in the community that they have been ordered to work on other things. There has also been open talk of some Java EE developers “forking” the Java platform, breaking off with their own implementation and abandoning compatibility with the 20-year-old software platform acquired by Oracle with the takeover of Sun Microsystems six years ago. Yet Oracle remains silent about its plans for Java EE even as members of the governing body overseeing the Java standard have demanded a statement from the company.

    http://arstechnica.co.uk/information-technology/2016/07/oracle-killing-java-ee/
    bye_felicia

Storage ( EMC | Dell )

  • Why states like Massachusetts are trying to curb noncompete pacts

    Noncompete pacts were only one ingredient in the recipe that worked against Massachusetts and to the advantage of Silicon Valley, where employees can depart and start their own companies mostly without fear of a lawsuit. But they mattered. In California, companies are generally prohibited from enforcing noncompete agreements because of a worker-friendly statute from the 19th century.

    https://www.boston.com/jobs/jobs-news/2016/06/28/states-like-massachusetts-trying-curb-noncompete-pacts

  • Dell Promises ‘Seamless’ Deal Registration For Partners On First Day After EMC Merger

    In a letter to partners Tuesday, Marius Haas, Dell chief commercial officer and president of enterprise solutions, said the company is “driving to maintain the partner and customer experience you have come to expect today, and at the onset of day one, provide seamless deal registration and intact sales coverage plans.”

    “I do not think it will be seamless,” said a top executive at one large Dell and EMC solution provider, who did not want to be named. “Nothing in life ever is.”

    http://www.crn.com/news/channel-programs/300081182/dell-promises-seamless-deal-registration-for-partners-on-first-day-after-emc-merger.htm

  • Data Protection: The Good, The Bad and The Ugly

    The key findings of the survey of IT decision makers at 2,200 organizations included:

    • incidents of traditional data loss and disruption are down since 2014, but new challenges mean 13% more businesses experienced loss overall;
    • over half of businesses fail to protect data in the cloud despite more than 80% indicating they will rely on SaaS-based business applications;
    • 36% have lost data in the last year as the result of a security breach;
    • 73% are not very confident they can protect flash storage environments;
    • the average cost of data loss is more than $914,000.

    http://it-tna.com/2016/06/29/data-protection-the-good-the-bad-and-the-ugly/

Hewlett Packard Enterprise | HP Inc

  • Whitman lifts lid on big HPE reorganization
    The CTO and COO are leaving as part of this reorg…

    Whitman also said that HPE would merge its Hewlett Packard Labs research arm into its enterprise group, which is focused on selling data center gear. The idea is to better align research projects with products and services that can eventually be sold, she explained. Antonio Neri, executive vice president and general manager of the HPE enterprise group, will lead Hewlett Packard Labs.

    As for the restructurings, Whitman wrote that it would consolidate its sales teams into one big global sales unit under its enterprise group. HPE will do a similar reshuffling with its marketing departments and will consolidate staff from e-commerce, product marketing, and customer relations group into one big marketing unit.

    http://fortune.com/2016/06/27/hewlett-packard-enterprise-martin-fink-meg-whitman/

  • HP launches PC as a service, buys 3D scanning specialists

    HP Inc said it has launched PCs as a service, simplifying PC lifecycle management. HP Device as a Service (DaaS) is designed to help take the stress out of acquiring, deploying and managing technology, with one single contract across devices and services, and no upfront investment. The programme is globally scalable, meaning customers can easily evolve their hardware infrastructure to adapt to changing workforces.

    Separately, HP is buying German companies David Vision Systems and David 3D Solutions, which make 3-D scanning technology, the Wall Street Journal reported. No financial terms were disclosed.

    http://www.telecompaper.com/news/hp-launches-pc-as-a-service-buys-3d-scanning-specialists–1151217

  • HP, Apple top list of tech companies fighting forced labor risk

    Forced laborers may be charged high recruitment fees to get jobs, be trapped in debt servitude, deprived of their passports or other documents, or made to work excessive hours for low pay, the report said.

    HP, Apple, Intel Corp, Cisco Systems Inc and Microsoft scored highest on the list of 20 publicly traded ICT companies. At the bottom were Keyence, BOE Technology and Canon.

    http://finance.yahoo.com/news/hp-apple-top-list-tech-181308055.html

Other

  • What sets Red Hat apart from the Valley

    The Red Hat Summit marked 10 years since Red Hat’s acquisition of JBoss, and today it remains a cornerstone of the company’s offerings. Last year, Red Hat purchased Ansible, the provisioning system that competes with Chef and Puppet. In both the case of Ansible and of 3scale, Red Hat seized a smaller firm that was doing quite well, yet hadn’t taken over the market mindshare the way their public and near-public competitors had.

    Why is it that Red Hat seems to be more successful with technology acquisitions than, say, an HPE, which took on companies like Mercury, Autonomy and even Compaq? Red Hat CFO Frank Calderoni said that these successes come from disciplined acquisitions goals.

    http://sdtimes.com/sd-times-blog-sets-red-hat-apart-valley/

  • Salesforce is way behind Oracle, Microsoft, and SAP in one important area of its business

    Market-research firm Cowen Group pointed out in a note published on Thursday that Salesforce generates a substantially lower percentage of revenue from international regions compared to other software makers.

    As seen in the chart below, Salesforce gets only 32% of its revenue from outside the US, lagging behind SAP, Oracle, and Microsoft, which all generate over half of their sales from overseas.

    sn_salesforce_intern
    http://www.businessinsider.com/salesforce-overseas-sales-lags-oracle-microsoft-and-sap-2016-6?r=UK&IR=T

Photo: Felix Russell-Saw

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Supplier Report: 4/2/2016

sn_lights_William Santos

As IBM’s Watson finally starts to make financial traction for the company, Microsoft announced their own grand design for artificial intelligence (but their message might not have been heard since they had to apologize for last week’s  AI “incident”)

IBM also purchased another new company named Bluewolf for $200M.  Like the purchase of Optevia, this company also focuses on CRM solutions. Since IBM does not have a strong CRM tool (they have been pushing SAP), they are trying to get in on the configuration of other supplier’s CRM solutions – like Microsoft and SalesForce.

Dell officially sold off Perot Systems to NTT for $3B while Oracle continues to… troll.

IBM

Microsoft

  • Is Microsoft shifting its focus again or losing it?

    Sure, Microsoft talked about Windows and Xbox. Those key brands were an important part of the proceedings. But the biggest announcements – the ones that laid out Microsoft’s plan for the next year – were in the area of “intelligence.” Microsoft wants to build the world’s first large-scale, multiple-platform AI service. And that mission has far-reaching implications.

    http://www.digitaltrends.com/computing/microsoft-is-trying-to-build-skynet-not-windows/

  • Microsoft is reportedly mulling Yahoo acquisition

    This isn’t the first time that Microsoft has shown an interest in acquiring Yahoo. Former CEO Steve Ballmer tried unsuccessfully to buy Yahoo for about $45bn in 2008. Microsoft could now buy the company for a much smaller figure. Re/codesuggested that Yahoo’s board would accept $10bn for the core internet business.

    http://www.theinquirer.net/inquirer/news/2452618/microsoft-is-reportedly-mulling-yahoo-acquisition

Storage ( Dell | EMC |Infinidat |NetApp | Pure)

Hewlett Packard Enterprise | HP Inc

Oracle

  • Google Says It Doesn’t Owe Oracle More Than $8 Billion in Damages

    The lawsuit concerns whether Google should be allowed to use parts of Oracle’s Java software under fair use. The more than $8.8 billion that Oracle is claiming was estimated from profits that Google has made from Android, which integrates Java into its operating system.

    Another quote:

    The multi-billion-dollar damages Oracle is seeking are worth even more than it cost the company to buy Sun Microsystems, which developed Java.

    http://fortune.com/2016/03/31/google-says-it-doesnt-owe-oracle-more-than-8-billion-in-damages/

  • Oracle Corporation Is Crushing the Cloud Space
    I keep hearing how Oracle is crushing it in the cloud space, but I haven’t see the list of companies jumping over to do business with them.  Do you think they are really growing at this pace or is some sales re-classification occurring?

    So, now Oracle’s the one that’s crushing. They saw over 40% growth in their cloud-based revenue, gross margins popped from 43% to 52% in one quarter, and now they’ve got $1.5 billion in recurring revenue from customers from the cloud. So, I think that Oracle came out better from this and has learned a couple things from Salesforce over the last 16, 17 years.

    http://www.fool.com/investing/general/2016/03/25/why-oracle-corporation-is-crushing-the-cloud-space.aspx

Other

Photo: William Santos

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Supplier Report: 3/26/2016

sn_firebreather_Donald Tong

It was not a peaceful week for IT suppliers.

Lawsuits are plentiful at the moment: IBM lost a case with Indiana, HPE is getting sued by Oracle, and EMC is suing Pure. Microsoft had to take down one of their AI experiments because users (very quickly) figured out a way to make it say inappropriate things on Twitter.

RedHat has good news… they are the first open source subscription company to hit $2 Billion in value.

IBM

  • Opportunity knocks for IBM customers, but will they answer?

    With IBM’s substantial workforce rebalancing and strategic business transformation ongoing, it is a perfect time to meet with IBM to conduct a personal assessment of their transformation and strategic direction by having them explain how these developments can benefit your organization.  This inquiry meeting can serve as the platform for a subsequent meeting to re-negotiate your current relationship across all of IBM’s business units (Hardware, Software, and Services), including any new spend initiatives.

    http://www.cio.com/article/3045285/it-strategy/opportunity-knocks-for-ibm-customers-but-will-they-answer.html

  • Indiana court: IBM breached contract, still due $50M

    The high court’s four other justices unanimously found Tuesday that IBM had breached its contract by failing to meet “timeliness metrics” and to “assist the State in achieving its policy objectives” – thus reversing a 2012 Marion County trial court finding – and said the state can seek damages. However, the justices also affirmed the trial court’s award of nearly $50 million to IBM in assignment and equipment fees.

    http://www.washingtontimes.com/news/2016/mar/22/indiana-court-finds-ibm-breached-contract-but-due-/

  • IBM creating 250 cybersecurity jobs in New Brunswick over next three years

    New Brunswick is already home to a natural cybersecurity cluster that dates back 25 years, with the establishment of Canada’s first faculty of computer science in 1989. IBM’s Security QRadar analyzes data across an organization’s information technology infrastructure to identify potential security threats, acting as support for IBM’s 10 global security centres.

    http://www.cantechletter.com/2016/03/ibm-creating-250-cybersecurity-jobs-in-new-brunswick-over-next-three-years/

  • IBM Takes Stand Against Controversial North Carolina Law

    Big Blue, North Carolina’s largest employer, posted a statement on Thursday that expressed disappointment with the new law, which LBGT rights supporters widely view a setback. The law short-circuited a Charlotte ordinance that would have let transgender men who identify as women use the women’s bathroom.

    http://fortune.com/2016/03/24/ibm-north-carolina-transgender/

Microsoft

Oracle

  • Oracle Is Suing Hewlett-Packard for Selling Its Proprietary Updates

    Oracle says HP “falsely represented to customers that HP and Terix could lawfully provide Solaris Updates and other support services at a lower cost than Oracle, and then worked with Terix to improperly access and provide Oracle’s proprietary Solaris Updates to customers,” according to the suit.

    http://fortune.com/2016/03/23/oracle-suing-hewlett-packard/

  • Workday: An Oracle Slayer Or An Also-Ran Competitor?

    For several years now, dating back to at least 2012, before Workday even became a publicly traded company, Oracle’s management in general and Larry Ellison in particular have articulated strong negative sentiments regarding Workday and what it was trying to achieve. In those long-ago years, Workday had subscription revenues of less than $90 million while Oracle was selling more than $10 billion of software. And yet, here is a quote from the Oracle earnings press release that was issued at the end of its fiscal 2013 year (ended May 31), “Furthermore, in Q4, our HCM cloud alone generated more SaaS revenue and added more new Fusion HCM customers than Workday added HCM and ERP customers combined in their most recent quarter.” There are many, many things that might be said about a company with literally 100X more revenues comparing itself to an upstart that Workday was at that point. At this writing, Workday has grown something more than tenfold and Oracle has shrunk, but the rhetoric is still the same. If it wasn’t accurate all the way back then and hasn’t been accurate since that time, why should anyone choose to believe Oracle’s forecast for Workday at this point?

    http://seekingalpha.com/article/3960035-workday-oracle-slayer-also-ran-competitor

Storage ( Dell | EMC )

Other

  • Red Hat Becomes World’s First Ever $2 billion Open Source Company

    Subscription revenue hit $480 million (£338m), up 18 percent year-over-year, accounting for around 88 percent of Red Hat’s total revenue. The growth in subscription revenues was seen by analysts as a particularly encouraging trend, indicating that Red Hat’s business is stabilizing and gaining more predictability.

    Red Hat CEO Jim Whitehurst said increased adoption of Red Hat’s hybrid cloud and open source technologies were chiefly responsible for the growth. He added that Red Hat closed the year with a record backlog, which Abhey Lamba of Mizuho Securities told The Wall Street Journal “is a good indication of its growing strategic importance.”

    http://www.techworm.net/2016/03/red-hat-becomes-worlds-first-ever-2-billion-open-source-company.html

  • Google Just Showed Up Amazon And IBM

    Now, Google has decided to commercialize pretty much all of this AND also to become a much bigger player in the cloud hosting business and software-as-a-service business. This is a truly massive shift. See, Amazon has the most mature virtual machine hosting platform with tons of services around it e.g., virtual private clouds, caches, proxies, DNS services, databases and so forth, but it does not have the machine learning know-how and services Google has. IBM has lots of natural language processing and computer vision services in its Watson Cloud product as well as hosting in its SoftLayer product, but it does not integrate them into one smooth platform like Google. This is because IBM has obtained much of its technology in that space from acquisitions.

    http://seekingalpha.com/article/3960633-google-just-showed-amazon-ibm

  • Docker, not production-ready? Not so, says Docker

    It seems safe to assume that Docker isn’t being used to containerize existing enterprise applications. Instead, developers are bringing in Docker for new application deployments, greenfield opportunities that aren’t dependent on yesterday’s infrastructure.

    http://www.infoworld.com/article/3046464/application-development/docker-not-production-ready-not-so-says-docker.html

Photo: Donald Tong

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Supplier Report: 1/9/2016

sn_sky_Thomas Ulrich

We are back to work and the news is flowing!  It is a new year and that means changes.  IBM announced the departure of three long-time executives while Oracle quietly snapped up two companies.

The realities of the Dell/EMC merger are hitting EMC with the announcement of job eliminations.  IBM is also expected to announce job reductions in the GTS space.

Meanwhile, HPE is opening a private bar in London…

IBM

  • Why IBM just lost three key executives

    That, in fact, is just what apparently happened at IBM in December, when it reportedly lost Steve Mills, the 43-year company veteran who was most recently executive vice president of IBM Software and Systems, along with Danny Sabbah, its chief technology officer for cloud, and Brendan Hannigan, general manager of IBM Security.

    Bottom line? “Keep an eye on these three,” Enderle said. “The fact they left together suggests they have something else they want to do together, and given their powerful skillset, that ‘something’ could be really interesting.”

    http://www.pcworld.com/article/3020616/why-ibm-just-lost-three-key-executives.html
    More on Steve Mills:
    http://fortune.com/2016/01/06/ibms-steve-mills-retires/

  • More IBM job cuts to services unit expected by Alliance

    In one form or another, the workers group Alliance@IBM is bracing for downsizing in the Global Technology Services unit at IBM Corp. “We’re hearing rumors of (GTS) being sold off,” said Lee Conrad, national coordinator of Alliance@IBM. “As with everything inside IBM, we don’t get confirmation until just before it happens. If the company says anything, they will wait until the last moment.” Sale or not, Conrad said cuts to the GTS units most likely will happen sometime this month.

    http://www.poughkeepsiejournal.com/story/money/2016/01/07/more-ibm-job-cuts-services-unit-expected-alliance/78405848/
    More on Alliance who is also folding:

    After trying since 1999 to turn IBM into a union shop, the Alliance@IBM, a Communications Workers of America local, is “suspending” its organizing efforts. The Alliance, which had 400 dues-paying members at its peak, now has about 200.

    http://www.computerworld.com/article/3019552/it-industry/ibm-union-calls-it-quits.html

  • IBM cuts new Watson deals that push it deeper into health
    Medtronics:

    IBM and Medtronic are using Watson’s analytics as the back-end for an app which they say could help the roughly 400 million people in the world with diabetes.

    SoftBank:

    Rometti was also joined by the president of Softbank, to talk about how the companies will combine Watson’s analytics with Softbank’s Pepper robot to market services to businesses.

    Pepper is already being used by Nestle in about a hundred of its stores, where it greets customers, asks them what type of coffee they like and makes recommendations for the type of coffee machine they might want to buy. But Pepper can gather all kinds of data, including how many people interact with it, their gender, and even their emotion. The idea is to take all that data and use it to hone marketing and sales strategies.

    http://www.pcworld.com/article/3020001/ibm-cuts-new-watson-deals-that-push-it-deeper-into-health.html

  • IBM’s Watson flexes muscles with Under Armour partnership

    Powered by Watson technology, Under Armour’s application, UA Record, aggregates and analyzes an individual’s health and fitness data to provide personalized coaching and advice. A few examples include the app telling a user the average steps taken daily and bed time for a person their age.

    http://www.crainsnewyork.com/article/20160107/TECHNOLOGY/160109923/ibms-watson-flexes-muscles-with-under-armour-partnership

  • Ginni Rometty 2016 CES Keynote speech

    What exactly is that leather “thing” she is wearing? That isn’t a jacket.
    http://www.aol.com/article/2016/01/07/ibm-ceo-artificially-intelligent-computers-will-change-who-you/21293693/

Oracle

  • Oracle purchases AddThis for $200M

    Oracle continues to ramp up its business in the area of marketing tech. Today the enterprise software giant announced that it has acquired AddThis, which makes sharing features (i.e., those buttons on web pages that let you share stories or follow accounts on Facebook, Twitter, etc.) and audience tracking technology for online publishers and marketers. AddThis says it currently covers activity data for 1.9 billion monthly unique visitors and over 15 million mobile and desktop web domains.

    http://techcrunch.com/2016/01/05/oracle-addthis/
    I want to make a connection. Two months ago, we covered the news that TeraData is getting out of the marketing cloud space, with Oracle looking to purchase more marketing assets, could they be a possible buyer?

  • Oracle also quietly purchased StackEngine two weeks ago…

    StackEngine was founded just last year by a couple of industry veterans. In fact, it emerged from stealth in October, 2014 with a plan to operationalize Docker, the open source container system. While Docker has been a hot commodity for the last several years, StackEngine recognized that it lacked an administrative layer for IT pros to manage their containers.

    http://techcrunch.com/2015/12/22/oracle-stackengine-acquisition-part-of-expanding-cloud-strategy/

  • Is Oracle’s ‘supergraphic’ a super problem?
    Oracle has a giant sight up on their building in San Jose just in time for the Super Bowl, city officials are not pleased:

    “They will have to take the sign down,” Cheryl Wessling, a spokeswoman for the city’s Department of Planning, Building and Code Enforcement, said Friday after this newspaper contacted her department about the colorful sign that can be seen as far away as Interstate 280.

    http://www.mercurynews.com/health/ci_29361163/oracles-new-super-bowl-sign-is-illegal-san

Hewlett Packard Enterprise | HP Inc

EMC | Dell

  • EMC tightens grip on converged infrastructure subsidiary VCE as job cuts loom

    According to sources cited by The Register, VCE is also expected to announce job cuts with around 250 staff likely to be let go this week.

    According to the source, the cuts will hit all levels including some senior managers; this move would make sense as EMC brings VCE closer to its own operations, perhaps believing that it can cut costs.

    http://www.cbronline.com/news/verticals/the-boardroom/emc-tightens-grip-on-converged-infrastructure-subsidiary-vce-as-job-cuts-loom-4770275

  • Feeling jitters as Dell-EMC marriage approaches

    How will the two cultures mesh? “EMC was built on engineering innovation and high-touch sales” that require lots of personal attention, says Peter Bell, who spent a decade at the company and is now a venture capitalist at Highland Capital Partners in California. (EMC chief executive Joe Tucci is known to keep the last day of every quarter free so that he can make phone calls to customers and help personally close deals that are hanging in the balance.) That meant fat profit margins for EMC, and hefty earnings for its workers.

    In contrast, “Michael Dell knows how to run a big business in a low-cost way. He knows how to compete in a commodity business, and he knows there’s a lot of cost to be taken out of EMC,” Bell says. Not surprisingly, that has created a lot of anxiety among EMC employees.

    http://www.betaboston.com/news/2016/01/08/feeling-jitters-as-dell-emc-marriage-approaches-2/

Other

Photo: Thomas Ulrich

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