Tag Archives: SAP

Supplier Report: 5/26/2017

The keystone topics that drive this blog (AI and cloud) were quiet this week, while concepts like security and software claimed more space.

WannaCry was a dominant topic early in the week highlighting the need for IT security focus throughout the entire organization.

IBM has been making headlines not for cloud or AI, but for their remote work policies (again) and product line retirements.

AWS is getting good press for showing the value of experience in a culture that “doesn’t trust anyone over 30”.

Acquisitions

  • Red Hat to acquire Codenvy as part of its growing container strategy

    Codenvy is the company built on top of the open source project, Eclipse Che, which fits with Red Hat’s overall strategy to build commercial tools on top of open source projects. It offers a cloud-based integrated development environment (IDEs) for individual developers, teams or enterprises. IDEs are essentially workspaces for coding, building and testing apps.

    The company did not reveal the purchase price.

    http://wwpi.com/2017/05/25/red-hat-set-to-acquire-agile-and-cloud-native-development-tools-vendor-codenvy/

  • Microsoft to buy security firm Hexadite for $100M as Cloudyn still in progress

    Hexadite has to date raised $10.5 million in funding, according to Crunchbase, with investors including HP Ventures, YL Ventures, TenEleven Ventures and Moshe Lichtman of Israel Venture Partners. Notably, Lichtman is a ten-year veteran of Microsoft, which could point to one connection between the startup and its alleged acquirer. Its last round, of $8 million, was raised last year.

    If accurate, the Hexadite acquisition would be one of a series of security acquisitions that Microsoft has made in Israel. Past deals include Aorato, Adallom and Secure Islands.

    https://techcrunch.com/2017/05/24/microsoft-hexadite-100m-cloudyn/?ncid=rss

  • Softbank’s Nvidia stake is reportedly worth $4BN

    When Softbank announced the first close of its Vision Fund this weekend — securing an initial commitment of $93 billion, from investors including Apple, Qualcomm and Foxconn — it also quietly disclosed it had taken a stake in Nvidia.

    Bloomberg is today reporting the size of that stake is $4 billion, for 4.9 per cent of the company, which it says would make Softbank the fourth largest investor in the chipmaker.

    https://techcrunch.com/2017/05/24/softbanks-nvidia-stake-is-reportedly-worth-4bn/?ncid=rss

Artificial Intelligence

  • Lawmakers aim to ‘get smart’ about A.I. with help from giants like Amazon, Google, and IBM

    On Wednesday, he announced the launch of the bipartisan Congressional Artificial Intelligence Caucus, which will look to inform lawmakers on the current state of AI and then push for policy that could boost economic activity around AI and help citizens whose jobs are being replaced by automation.

    Regarding potential job loss:

    Despite some fears about the effects of automation and AI on the workforce, Delaney is optimistic. “Data clearly demonstrates that innovation creates more jobs than it takes away,” Delaney told CNBC. The trouble is that people don’t understand the nature of the jobs that will be created, he said. The caucus will focus on these issues, as well as education, immigration reform and funding basic research.

    Delaney is familiar with the idea of universal basic income, where the government would pay all citizens a basic stipend to let them buy necessities. Some Silicon Valley leaders have discussed this as a way to help workers whose jobs will increasingly be replaced by automation.

    http://www.cnbc.com/2017/05/24/congressional-ai-caucus-working-with-amazon-google-ibm.html

Cloud

  • Marc Benioff Touts Amazon as Salesforce’s New Best Friend

    It is now clear that Salesforce sees AWS as a strategic ally as it battles all of those rivals. Salesforce had formerly been quite chummy with Microsoft, but that relationship soured fast when Microsoft outbid Salesforce in its $26.2 billion bid to buy LinkedIn. While Microsoft had always competed somewhat with Salesforce in sales software known as customer relationship management or CRM, the competition has heated up since that development. Speaking with Jim Cramer on CNBC Thursday, Benioff made sure to say that 21st Century Fox is moving 20,000 employees from Microsoft Office to Quip, business software that Salesforce acquired two years ago.

    http://fortune.com/2017/05/19/salesforce-amazon-benioff/

Security

  • Almost all WannaCry victims were running Windows 7

    According to data released today by Kaspersky Lab, roughly 98 percent of the computers affected by the ransomware were running some version of Windows 7, with less than one in a thousand running Windows XP. 2008 R2 Server clients were also hit hard, making up just over 1 percent of infections.

    https://www.theverge.com/2017/5/19/15665488/wannacry-windows-7-version-xp-patched-victim-statistics
    For WannaCry Victims, a Possible Way Out (not really)

    By Friday, a second French computer-security researcher, Benjamin Delpy, built a tool called Wannakiwi that does the heavy lifting of unscrambling the encrypted files. Europol, the European Union’s police agency, said Friday its cybercrime center had tested the tool and succeeded in recovering data in some circumstances.

    Because the Wannakiwi tool works by grabbing data from the computer’s memory, it only will work for a small number of fortunate users.

    https://www.wsj.com/articles/for-wannacry-victims-a-possible-way-out-1495226045

  • All IT Jobs Are Cybersecurity Jobs Now

    Despite all the money we’ve spent—Gartner estimates $81.6 billion on cybersecurity in 2016—things are, on the whole, getting worse, says Chris Bronk, associate director of the Center for Information Security Research and Education at the University of Houston. “Some individual companies are doing better,” adds Dr. Bronk. “But as an entire society, we’re not doing better yet.”

    The article provides several suggestions on how to deal with security issues, especially for smaller companies:

    Retrain IT staff on security—or replace them. In today’s world of ever-multiplying threats and dependence on connected assets, all IT staff must now be cybersecurity staff first. “The good news is that you don’t need that dedicated person to run your email server anymore—they can run security,” says Dr. Bronk.

    https://www.wsj.com/articles/all-it-jobs-are-cybersecurity-jobs-now-1495364418

  • Microsoft’s Old Software Is Dangerous. Is There a Duty to Fix It?

    All of this raises the question of whether Microsoft, which declined to comment for this story, should have done more to fix the faulty software in the first place. The company’s after-the-fact approach to safety differs from other industries, such as car companies, where manufacturers have faced massive liability for failing to warn people about faulty ignition switches and other defective products.

    There’s also the fact Windows is a closed software platform. This means any defects in its source code are hard to detect because the internal workings that make it run—the source code—are all but invisible to those outside the company. This is why some people like Eban Moglen, a noted computer law professor at Columbia University, considers platforms like Windows to be intrinsically dangerous.

    http://fortune.com/2017/05/20/microsoft-ransomware-legal/

Software/SaaS

  • IBM’s ShinyHappy™ SAP Ariba deal papers over SaaS fail

    IBM’s product is called “Emptoris”, from a company of the same name, and was reported to have come with a US$600m price tag when Big Blue acquired it in 2011. Big Blue bought Emptoris to advance the “Smarter Commerce” play it ran a few years ago, in pursuit of what it described as “a $20 billion market opportunity in software alone.”

    https://www.theregister.co.uk/2017/05/23/ibm_discontinues_emptoris/
    Never knew the investment IBM made on Emptoris…

  • Hadoop: It Offers Rich Technology With Slimmer-Than-Expected Margins

    As technology, Hadoop is broadly used across the computing infrastructure of web service providers. Big Data is proliferating as well in commercial uses. As it is increasingly adopted in Enterprise computing, its attractiveness as a business will become increasingly clear. Hadoop is far less costly than present comparable Enterprise technologies such as Data Warehousing. Surely it offers strong growth. Yet for some specific reasons, Hadoop is relatively less profitable than other types of software, mainly because so much of the technology is Open Source and freely available.  There is no fee in its licensing, as we noted above. No fee revenue, less profit

    https://www.forbes.com/sites/johnsonpierr/2017/05/19/the-elephant-in-the-room-with-hadoop-it-offers-rich-technology-with-slimmer-than-expected-margins/#f137831518a1

  • Java creator James Gosling leaves Liquid Robotics (Boeing) to join AWS

    James Gosling plans to join Amazon Web Services (AWS) as a “distinguished engineer,” according to a Facebook post penned by Gosling on Monday. Gosling did not say what he’ll do at AWS. But in addition to programming, Gosling is also familiar with the process of deploying IoT systems, according to Venture Beat.

    Companies like AWS and Google are increasingly dependent on programmers to help them make technologies more useful to the general public by creating applications. Both companies have been known to give away cloud credits and other gifts to developers willing to help them. Bringing Gosling on board helps show programmers that AWS is programmer-friendly and could help the company attract more of them.

    http://www.ciodive.com/news/java-creator-james-gosling-to-join-aws/443407/

Other

  • China’s Lenovo to Reboot After Losing PC Crown to HP

    For the first time in four years, Lenovo—a company that gained acclaim a decade ago for turning around storied U.S. personal-computer maker IBM — slipped from the top spot this year to No. 2 in the personal-computer market, behind rival Hewlett-Packard. Lenovo has also fallen to No. 8 in the number of smartphones shipped globally, from No. 3 when it acquired another U.S. brand, Motorola, in late 2014.

    Lenovo’s Hong Kong-listed stock has fallen nearly 60% since the Motorola acquisition.

    https://www.wsj.com/articles/chinas-lenovo-to-reboot-after-losing-pc-crown-to-hp-1495702920

  • SAP has designs on new government business

    “Imagine you’re a government employee and you take a trip. In the U.S., as soon as it’s approved and before you’ve even taken it, the government needs to set aside the money and record the liability for that approved spend, and then they need that approval to flow into all the impacted cost centers,” he said. “How you encumber, how you take that spend and how you put it as a liability, it starts to look like a core ERP use case.”

    Koch sees a billion-dollar opportunity for SAP and its integration partners in the 90,000 U.S. government entities that are potential users of ByDesign.

    http://www.cio.com/article/3197826/software-as-a-service/sap-has-designs-on-new-government-business.html

  • The FCC’s case against net neutrality rests on a deliberate misrepresentation of how the internet works

    This analysis is like saying that because someone built a bridge, they also created the entire city on far side of it. It’s absurd, and in fact the argument was already tried and found wanting in a federal court just three weeks ago. Anyone with a modicum of technical knowledge will find this explanation of how the internet and web work truly wrongheaded and entirely incorrect. It’s hard to think of this as anything other than a willful misrepresentation of the facts.

    https://techcrunch.com/2017/05/23/the-fccs-case-against-net-neutrality-rests-on-a-fundamental-deliberate-misunderstanding-of-how-the-internet-works/?ncid=
    rss

  • How SoftBank and Saudi Arabia Settled Their Differences to Birth the World’s Biggest Tech Fund

    Although some level of wrangling is common in such deals, the back-and-forth from the Saudi negotiators, mostly PIF lawyers, made SoftBank executives begin to wonder if the Saudis were stalling. On at least one occasion, SoftBank executives sought assurance from PIF that the fund wouldn’t be scuttled. PIF negotiators assured their Japanese counterparts that MbS was 100% committed to its success.

    SoftBank, which has 80 people in Silicon Valley and London looking for and processing deals, already has lined up a dozen deals of a billion dollars or more for the fund to invest in, with plans to work on “blockbuster” transactions of tens of billions of dollars in the future, said a person who helped set up the fund.

    https://www.wsj.com/articles/behind-the-long-painful-birth-of-the-worlds-biggest-tech-fund-1495214782

Photo: Flash Bros

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Supplier Report: 5/20/2017

IT security professionals had a rough week due to the proliferation of the WannaCry ransomware virus. The virus locked the IT systems of several corporations and hospitals over the weekend.

IBMers also had another rough week. Even more employees are being asked to abandon work from home and come back into the office. IBM also announced that they are sun-setting their procurement platform Emptoris and moving customers over to rival Ariba.

Ariba owner SAP recently announced compatibility with the big three cloud providers AWS, Google, and Azure… which should give those migrating customers more options.

Acquisitions

  • Apple acquires AI company Lattice Data, a specialist in unstructured ‘dark data’, for $200M

    Specifically, Apple has picked up Lattice Data, a company that applies an AI enabled inference engine to take unstructured, “dark” data and turn it into structured (and more usable) information. We’ve heard from a single source that Apple has paid a price of around $200 million.

    The deal was closed a couple of weeks ago, the source said, and about 20 engineers have joined the larger company.

    https://techcrunch.com/2017/05/13/apple-acquires-ai-company-lattice-data-a-specialist-in-unstructured-dark-data/?ncid=rss

Cloud

  • SAP Cloud now compatible with AWS, Google and Azure

    With this announcement, SAP has positioned itself as the first end-to-end digital enterprise platform to allow customers to choose between the major infrastructure-as-a-service providers. SAP will provide full multi-cloud support for the cloud platform, and all cloud actions can be controlled by the client through a simple, unified command center.

    Customers may select infrastructure powered by SAP, or by Amazon Web Services. Microsoft Azure is currently available as a public preview and Google Cloud Platform as a demo showcase, and all may be managed using the new SAP Cloud Platform cockpit.

    https://thestack.com/cloud/2017/05/17/sap-cloud-now-compatible-with-aws-google-and-azure/

  • EMEA 2017: Google Cloud Keynote

    This is 90 minutes, but they go into real details about the platform

Datacenter

  • IBM builds its most powerful universal quantum computing processors

    Launched in March 2017, IBM Q is an industry-first initiative to build commercially available universal quantum computing systems for business and science applications. IBM Q systems and services will be delivered via the IBM Cloud platform. IBM first opened public access to its quantum processors one year ago, to serve as an enablement tool for scientific research, a resource for university classrooms, and a catalyst of enthusiasm for the field. To date users have run more than 300,000 quantum experiments on the IBM Cloud.

    With the introduction of two new processors today for IBM Q, the company is building the foundation for solving practical problems in business and science that are intractable even with today’s most powerful classical computing systems.

    https://phys.org/news/2017-05-ibm-powerful-universal-quantum-processors.html

  • Cosmos DB launches Microsoft Azure databases at Oracle

    For those lost on the type of cloud computing tasks that Azure handles: Microsoft Azure is not your typical cloud computing service that allows you to directly upload your selfies and work on documents. Cosmos DB is designed for “planet-scale” applications, giving developers fine control over the replication policies and reliability.

    Cloud-computing providers like Microsoft and Amazon often use examples like Black Friday to pitch their services.

    http://normangeestar.net/2017/05/14/cosmos-db-launches-microsoft-azure-databases-at-oracle/

Software/SaaS

  • SAP Ariba and IBM Join Forces to Transform Procurement with SAP Leonardo and Watson

    “We’ve built a cognitive procurement platform trained specifically to understand procurement transactions and unstructured data such as weather, non-standard part numbers in contracts and complex pricing structures,” said Jesus Mantas, General Manager, Cognitive Process Transformation, IBM Global Business Services. “By combining the power of IBM Watson on the IBM Cloud with SAP Ariba, we are leaping existing procurement benchmarks and delivering unprecedented value to our joint clients.”

    http://www.businesswire.com/news/home/20170517005157/en/SAP-Ariba-IBM-Join-Forces-Transform-Procurement
    Emptoris: A Eulogy for a Great Company

    Rather than tossing barbs at IBM in this final chapter as we slowly bury Emptoris over the coming years — or complain about what did and did not work in earlier Emptoris releases — we should remember everything the firm did to lead the technology charge for procurement. It’s easy to forget that Emptoris got its start back when FreeMarkets was still running auctions over a dedicated IP network and Ariba was still proving out the market opportunity for its operational resource management solution (ORMS).

    http://spendmatters.com/2017/05/17/emptoris-a-eulogy-for-a-great-company/

  • Oracle crushed in defeat as Java world votes ‘No’ to modular overhaul

    The database goliath has lost a Java Community public-review ballot by 13 to 10 that was to have approved its Java Platform Module System (JPMS) specification as a final draft. Executive Committee members ignored dire warnings from Oracle spec lead Mark Reinhold in an open letter where he claimed that a “no” vote would not only delay Java 9 but also be a “vote against the Java Community Process itself”.

    The JSR, number 376, needed a two-thirds majority to pass.

    In that bluntly worded letter, Oracle’s Java platform chief also chastised IBM and Red Hat for suggesting that they might vote against JPMS.

    https://www.theregister.co.uk/2017/05/12/oracle_loses_jpms_vote/

  • Microsoft Guns for Oracle Customers with Database Migration Service

    In a blog post, Microsoft’s Scott Guthrie, executive vice president in the cloud and enterprise group, said the new service “seamlessly migrates third-party and SQL Server databases into Azure SQL Database with near-zero application downtime.”

    The Azure database migration service sounds like a similar play by Amazon Web Services (AWS) in 2015, which saw companies move 1,000 databases over to AWS in week one, according to Business Insider. Not all of these were Oracle customers.

    But as the database leader in customer-run data centers, Oracle is most at risk from the new Microsoft offerings, Patrick Moorhead, an analyst with the research firm Moor Insights & Strategy, told Fox Business.

    https://www.sdxcentral.com/articles/news/microsoft-guns-oracle-customers-database-migration-service/2017/05/

Other

  • IT Giant IBM to layoff 5000 Employees (India)

    The ongoing layoffs by the leading IT companies in India is continuing, in fact on an increasing note with IBM joining the league newly. In a major development, sources close to IBM disclosed that the company may release at least 5,000 employees over the next few quarters.

    “The process has already started. Managers have been asked to identify under performers,” says a person close to the development.

    http://www.gulte.com/trending/58125/IT-Giant-IBM-to-layoff-5000-Employees
    IBM rubbishes reports of firing 5000 employees; says “re-skilling”, “re-balancing” workforce

    “This is factually incorrect. We are not going to comment further on rumours and speculation. Re-skilling and rebalancing is an ongoing process as we accelerate the benefits of cognitive and cloud technologies for clients around the world,” a spokesperson for IBM told ET.

    ET quotes a source saying IBM had handed over pink slips to 200 employees in a business unit last year.

    http://www.businessinsider.in/IBM-rubbishes-reports-of-firing-5000-employees-says-re-skilling-re-balancing-workforce/articleshow/58711741.cms

  • Hospitals Across England Infected With Ransomware, Leaving Patients Without Care

    In a statement, NHS Digital said it believed the malware variant is Wanna Decryptor, a Trojan virus that employs AES-128 encryption to render files inaccessible.

    The BBC reports the attack struck hospitals in London, Blackburn, Cumbria, Hertfordshire, and Nottingham. Phone systems in certain areas also appear to be down.

    Without computer access, many healthcare providers are resorting to pen and pads to keep track of their patients. A physician in Liverpool told the Guardian that his unit manually severed its connection to the broader NHS system in an attempt to stave off the infection. “[N]o computers means no records, no prescriptions, no results,” he said.

    http://gizmodo.com/hospitals-across-england-infected-with-ransomware-leav-1795165579
    Today’s Massive Ransomware Attack Was Mostly Preventable—Here’s How To Avoid It

    If you think you might be vulnerable to WannaCry, or you don’t remember installing any updates over the past month, your first step is to address that issue immediately. As Sean Dillon, the RiskSense security analyst who reverse engineered DoublePulsar, told ThreatPost: “This is the most critical Windows patch since [Conficker],” which is one the largest similar infections to date.

    Despite having been patch nearly a decade ago, the Conficker worm is still in circulation. “I find it everywhere,” says Dillon, adding that WannaCry, too, “is going to be on networks for years.”

    http://gizmodo.com/today-s-massive-ransomware-attack-was-mostly-preventabl-1795179984
    Microsoft president blasts NSA for its role in ‘WannaCry’ computer ransom attack

    “This attack provides yet another example of why the stockpiling of vulnerabilities by governments is such a problem,” Brad Smith, president and chief legal officer at Microsoft, wrote in the wake of the “WannaCry” computer virus attack, which crippled computers worldwide.

    He compared it to the U.S. military having some of its Tomahawk missiles stolen. “And this most recent attack represents a completely unintended but disconcerting link between the two most serious forms of cybersecurity threats in the world today — nation-state action and organized criminal action,” he added.

    http://www.latimes.com/world/europe/la-fg-europe-computer-virus-20170514-story.html

  • Amazon made landline phones trendy again

    You can shout “Alexa, call grandma” and your grandmother will appear on the screen of the device. You know that if your grandmother is not at home she won’t even get notified, so it won’t feel like you’re interrupting something.

    More importantly, everyone will be able to use the device, young kids and elderly people included. It’s much easier to buy an Echo Show and give it to the grandparents than explaining to them how to use a smartphone if they aren’t using one already. The Echo Show will be at the center of the living room or kitchen. It’s going to bring the family together and people are going to love this thing.

    https://techcrunch.com/2017/05/13/amazon-made-landline-phones-trendy-again/?ncid=rss

  • IBM, a Pioneer of Remote Work, Calls Workers Back to the Office

    The company won’t say how many of its 380,000 employees are affected by the policy change, which so far has been rolled out to its Watson division, software development, digital marketing, and design—divisions that employ tens of thousands of workers.

    https://www.wsj.com/articles/ibm-a-pioneer-of-remote-work-calls-workers-back-to-the-office-1495108802
    Why IBM’s Move To Rein In Remote Workers Isn’t The Answer

    It’s not about where people work. Where people work isn’t as important as how or why they work. Remember from Daniel Pink’s research on Motivation 2.0 that autonomy is one of three main drivers for people, along with purpose and mastery. If employees don’t feel their autonomous needs are being met, then off to another job they go.

    https://www.forbes.com/sites/jeffboss/2017/05/19/why-ibms-move-to-rein-in-remote-workers-isnt-the-answer/#304583fa3de0

    Shameless plug: I covered this topic on SourceCast Episode 59 

Photo: Tyson Dudley

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Supplier Report: 5/7/2016

sn_therooster_Ashes Sitoula

Oracle picks up another company while their lawsuits with HPE and Google pick up steam. Meanwhile, IBM opens up their new quantum platform to the masses (I am still waiting for my login).

Teradata ditches their CEO after announcing a $46M loss in the marketing space as EMC CEO Joe Tucci says goodbye at EMC World.

IBM

  • IBM Launches Quantum Computing As Free Cloud Service

    In IBM’s vision, online access will pave the way for future developments and spark interest for the new technology. Depending on how well versed people are in quantum technology and their overall technology background, IBM will determine how much access people receive to the processor, according to the manager of IBM’s experimental quantum computing group, Jerry Chow. He explained for The New York Times that the online quantum computing simulator is meant to be educational, but it could also “be the beginnings of a larger framework.”

    http://www.itechpost.com/articles/17852/20160505/ibm-launches-quantum-computing-free-cloud-service.htm

    Note: This is a true 360 degree video, click in the video to change the camera view

  • IBM’s iPhone app will help 20 million Americans keep their sight

    Why might the app make a difference? “The process for managing patient information today is still very much a manual process for many cataract surgeons,” explained Chang. “With this app, surgeons will now have the ability to access each patient’s surgical information in one place, receive intuitive feedback for IOL selection, and help improve future procedures while driving greater efficiencies in managing patient flow; an incredible benefit for practices.”

    http://www.computerworld.com/article/3067292/apple-ios/ibms-iphone-app-will-help-20-million-americans-keep-their-sight.html

  • IBM To Downsize Rochester Campus

    The tech company from Armonk, New York will be selling off upwards of one million square-feet of its Rochester campus. However, no personnel changes are expected to occur, according to a statement by Tory Johnson, the senior location executive for IBM’s Rochester site.

    http://tcbmag.com/News/Recent-News/2016/May/IBM-To-Downsize-Rochester-Campus

Oracle

  • Oracle Buys Utility-Focused Cloud Firm Opower for $532 Million

    That rapid growth made Opower an attractive acquisition target for Oracle, which itself has a large business division targeting the utilities sector. By adding Opower to its existing energy industry portfolio, Oracle said it will become “the largest provider of mission-critical cloud services” to a sector valued at $2.3 trillion.

    http://www.cio-today.com/article/index.php?story_id=010000BLD85W
    More:
    Can Oracle buy its way into the cloud?

    It stands to reason that traditional enterprise vendors — Oracle, Microsoft, IBM and SAP — would have at least a shot at that new business. But it’s no slam dunk, largely because of customers’ past experiences with those vendors, Rymer said.

    “It’s no secret that a lot of people don’t like dealing with Oracle, and there are similar relationship horror stories about all the big enterprise vendors,” he said. “A lot of folks say, ‘We don’t want the same kind of relationship we have with them now.'”

    AWS, Azure and Google all promise something more flexible, and for some customers the trade-off is worthwhile even if it means more work.

    “The big enterprise vendors understand enterprises,” Rymer said. “I think they have a chance, but we’ll see how that tension plays out.”

    http://www.cio.com/article/3064658/can-oracle-buy-its-way-into-the-cloud.html

  • Alphabet Inc To Face Off Against Oracle Corporation Next Week In $8.8 Billion Lawsuit

    The case between these two tech giants previously went on trial in 2012, but the jury made no progress. If the new jury, in the trial that is scheduled to begin on Monday, rules in favor of Oracle concerning the fair-use copyright, then it will consider the damages.

    After the initial trial, William Alsup, a United States District Judge, gave the verdict that the material in the issue in case at hand is not supposed to be subject to copyright. However, a federal appeals court reversed this ruling, arguing that the structure of any programming language can be protected.

    http://www.vanguardtribune.com/2016/05/06/alphabet-inc-nasdaqgoogl-face-off-oracle-corporation-nyseorcl-next-week-8-8-billion-lawsuit/122886/

  • HP Fires Back at Oracle Copyright Suit

    HPE’s lawyers at Gibson, Dunn & Crutcher pointed to Oracle’s litigation targeting Terix in a court filing Friday asking U.S. District Judge Jon Tigar of the Northern District of California to dismiss the case against HPE. “Oracle seeks to hold [HPE] responsible for Terix’s conduct based on vague allegations of conspiracy and control,” wrote Gibson Dunn partner Blaine Evanson. “While Oracle recounts what Terix did to infringe Oracle’s copyrights, it fails to plausibly allege facts demonstrating how HPE knew that Terix was infringing, what steps HPE took to encourage Terix to infringe, or that HPE had the ability to control Terix.”

    http://www.therecorder.com/id=1202756534913/HP-Fires-Back-at-Oracle-Copyright-Suit?slreturn=20160406110805

  • Oracle Needs More Time

    If you ask me to name one company that’s going to be hit the worst during the massive shift towards cloud computing, I would say “Oracle” (NYSE:ORCL) in a heartbeat. Their entire business line was once dependent on companies managing their own infrastructure; as part of that model, Oracle made billions selling them hardware and software designed specifically for their needs.

    Today, as significant portions of the enterprise segment look towards TCO (total cost of operation) reduction and global accessibility in the form of what cloud computing offers, Oracle stands in an ever-widening gap. Even their core databases business – of which they are still king – are increasingly under attack from the likes of Microsoft and Amazon. This is something I’ve already spoken about in Oracle’s Rite Of Passage Has Come.

    http://seekingalpha.com/article/3971084-oracle-needs-time
    sn_oracle_2016_q3_earnings

Storage (EMC | Dell | Infinidat | NetApp )

  • EMC World 2016: Joe Tucci bows out as EMC looks to the future

    “If you look at the magnitude of data processed and the need for this to be interpreted in real-time, the outcome is a new style of computing,” he added. “We have to change not only very rapidly but very dramatically and on a personal note, it’s been an incredible journey.

    “I thank our partners and customers as this will be the last time I stand here at EMC World as EMC Corporation CEO and Chairman.”

    http://www.arnnet.com.au/article/599096/emc-world-2016-joe-tucci-bows-emc-looks-future/

  • EMC & Dell execs outline integration plan to create Dell Technologies

    The final hurdles the team face are the Chinese regulators, the one remaining body to have not signed off on the merger to date. While Chinese regulators have proven to be a difficulty for other organizations in the past, Read and Elias claim it should be a relatively simple process for the team. Read highlighted the fact that all other regulatory bodies had signed off on the deal 100% with no condition attached, it was a good sign when considering the Chinese regulatory process.

    http://www.businesscloudnews.com/2016/05/06/emc-dell-execs-outline-integration-plan-to-create-dell-technologies-2/

  • Michael Dell roasts HP at EMC World

    “Our competitors like HP are shrinking their way to success,” he said. “Wait, you can’t shrink your way to success. That is not even a real thing! But they’re doing it. They are getting smaller. They are separating their edge from their core with far less revenue, less innovation in R&D, less software, a smaller supply chain, losing share in each of their businesses to Dell, even right now during this period.

    http://www.channelweb.co.uk/crn-uk/news/2456674/michael-dell-roasts-hp-at-emc-world

  • Tucci and Dell on Partner Strategy

Other

  • Google handed patients’ files without permission: Up to 1.6million records – including names and medical history – passed on in NHS deal with web giant

    Trust managers approached Google to develop the app and then handed over the patient files after signing an ‘information-sharing agreement’ last year. Neither the trust nor Google needed to ask patients’ permission beforehand because the NHS is obliged to pass on some anonymous medical information if it is intended for research purposes to improve care.

    Also:

    Under the arrangement, Google’s DeepMind has access to the details of all patients who have stayed overnight at Barnet, Chase Farm or Royal Free Hospitals or attended A&E over the past five years. It is not clear exactly how many patients this covers. The company will also be given information on a monthly basis relating to all inpatients and those attending casualty until 2017.

    Although patients can theoretically opt out of their information being passed on in such a way, they would firstly need to be aware such arrangements exist. They would then need to contact the hospital’s data protection officer in writing to make a specific request.

    http://www.dailymail.co.uk/news/article-3571433/Google-s-artificial-intelligence-access-private-medical-records-1-6million-NHS-patients-five-years-agreed-data-sharing-deal.html?ito=social-facebook

  • Canonical founder: “OpenStack no lifeline for legacy tech suppliers”

    “What do customers want? They don’t want to get locked in to someone’s database as a service they happen to have dumped on OpenStack,” he said.“They want database as a service and they want it on every public cloud and on private cloud. They’re not going to get it just on OpenStack.”

    http://www.computerweekly.com/news/450295156/Canonical-founder-OpenStack-no-lifeline-for-legacy-tech-suppliers

  • Here’s why Apple’s partnership with SAP is amazingly strategic and smart

    SAP is going to develop a bunch of custom business applications for iOS devices, iPads and iPhones, as well as release tools so that SAP’s 2.5-million member global developers can write their own custom iOS apps using Apple’s new programming language, Swift.

    In return, Apple gets access to SAP’s enormous worldwide salesforce to help it sell devices to SAP’s roughly 310,000 worldwide customers, most of whom are large enterprise businesses with thousands of employees.

    http://www.businessinsider.com/why-apple-sap-partnership-is-smart-2016-5

  • Teradata names new CEO

    On a day when Teradata reported a net loss of $46 million in the first quarter of 2016 — a loss of 36 cents per diluted share — the data warehousing and analytics company also announced that its board of directors has elected one of its own, Victor Lund, as the company’s president and chief executive.

    The first quarter’s net loss contrasts with its net income of $22 million, or 15 cents per diluted share, in the first quarter of 2015. Lund succeeds Mike Koehler who has stepped down as Teradata’s president, CEO and board director, effective immediately, the Miami Twp. company said.

    http://www.daytondailynews.com/news/news/teradata-names-new-ceo/nrHZL/

  • Review: HPE’s machine learning cloud overpromises, underdelivers
    Feels like something I mentioned on Episode 22.

    Overall, Haven OnDemand services are comparable to the Watson services in Bluemix — that is, mostly applications of machine learning, which you can call from your own applications and apply to your own data. There’s clearly some experience behind the text and search services from HPE IDOL and KeyView, but many of the other services show rough edges.

    For example, I was disappointed by the prediction service’s limitation to binary classification problems. In its defense, however, it is still in a preview stage, and it attempts to automate the entire binary classification process, including parts that other services leave up to the analyst. Similarly, I was disappointed to discover that the image recognition service has only been trained against a database of corporate logos — and doesn’t even have the excuse of being in preview.

    http://www.infoworld.com/article/3063099/artificial-intelligence/review-hpes-machine-learning-cloud-overpromises-underdelivers.html

Photo: Ashes Sitoula

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Supplier Report: 2/20/2016

sn_drphone_Luis Llerena

We made jokes last week when IBM didn’t buy a company, I guess we can’t make the same joke twice.  With their purchase of Truven, IBM has has solidified its place in the medical analysis world. The market is reacting well to the news, with IBM up 5% on the day of the announcement.

While IBM (finally) gets some good financial news, Dell is still in a waiting pattern for funding.  News that the EU is set to approve the deal is looming as Michael Dell finalizes the loans from mostly Chinese financial institutions.  Loans are not the only source of funds as Dell is looking to sell off assets, namely Perot Systems.

IBM

  • IBM buying healthcare analytics firm Truven for $2.6B

    Truven has over 8,500 clients, and will boost the size of Watson Health to over 5,000 employees. IBM: “Upon completion of the acquisition, IBM’s health cloud will house one of the world’s largest and most diverse collections of health-related data, representing an aggregate of approximately 300 million patient lives acquired from three companies. IBM plans to integrate Truven’s extensive cloud-based data set spanning hundreds of different types of cost, claims, quality and outcomes information with its existing data sets.”

    As a reminder of the health-related companies IBM has purchased in the last year:

    The deal comes six months after one to buy top medical imaging software firm Merge Healthcare, and ten months after the purchases of patient data analysis software firm Phytel and clinical database provider Explorys. The Phytel/Explorys deals coincided with the launch of Watson Health, which aims to provide software/services that can deliver insights from large volumes of anonymized patient data.

    http://seekingalpha.com/news/3118536-ibm-buying-healthcare-analytics-firm-truven-2_6b
    Side Note: The street is reacting favorably to the news – IBM was up 5%. 

  • IBM dangles $5 million prize for major breakthroughs using Watson

    And by grand challenges, it’s thinking big — it lists past achievements like the moon landing, mapping the human genome, and addressing climate change. (That last one might still be up for grabs, by the way).

    The contest is being launched Wednesday at the TED conference in Vancouver by Peter Diamandis, founder of XPrize, which is partnering with IBM on the project.

    The winners will be announced at TED 2020 (assuming the event is still around then). Three winning teams will split $4.5 million of the prize money, an IBM spokeswoman said, meaning they could each pick up $1.5 million. The other $500,000 will help fund projects along the way. IBM is the one putting up all the cash.

    http://www.cio.com/article/3034221/ibm-dangles-5-million-prize-for-major-breakthroughs-using-watson.html#tk.rss_all

  • IBM Embraces Blockchain with New Bluemix Cloud Services and Code

    Blockchain is a type of distributed database. It’s designed in a way that ensures that all transactions are public, yet no centralized party has exclusive control over them. The technology has become explosively popular because it powers Bitcoin, the open source, peer-to-peer payment system — although it can be used for much more than that.

    IBM’s visions of blockchain are centered around IoT:

    IBM is also promoting integration of blockchain apps with IoT devices for purposes that extend beyond payment. “Devices will be able to communicate to blockchain-based ledgers to update or validate smart contracts,” IBM says. “For example, as an IoT-connected package moves along multiple distribution points, the package location and temperature information could be updated on a blockchain. This allows all parties to share information and status of the package as it moves among multiple parties to ensure the terms of a contract are met.”

    http://thevarguy.com/open-source-application-software-companies/ibm-embraces-blockchain-new-bluemix-cloud-services-and-co

  • IBM launchs z13 Mainframe computers with advanced cryptography functions

    The z13s includes new cryptography hardware that can encrypt and decrypt data twice as fast as its predecessors for example. To speed up the z13s’ cryptography functions, the mainframe now features a faster cryptography co-processor card with more memory than IBM’s previous mid-range machines.

    “This means clients can process twice as many high-volume, cryptographically-protected transactions as before without compromising performance,” the company says. “This equates to processing twice as many online or mobile device purchases

    http://www.albanydailystar.com/technology/ibm-launchs-z13-mainframe-computers-with-advanced-cryptography-functions-16515.html

  • IBM’s Rometty Slams Competitors With ‘Yesterday’s Business Model,’ Spotlights Cognitive Era As Future Disruptor

    “You see two of them coming together on yesterday’s business model, and you see another one breaking up on yesterday’s business model,” Rometty said in a thinly veiled reference to the pending merger of Dell and EMC, and last year’s split of Hewlett-Packard into two companies, Hewlett Packard Enterprise and HP Inc.

    http://www.crn.com/news/cloud/300079711/ibms-rometty-slams-dell-emc-hpe-as-yesterdays-business-model-spotlights-cognitive-era-as-future-disruptor.htm

Microsoft

  • Microsoft Azure continues open source love affair

    Following its earlier announcement of a partnership with Red Hat, Microsoft added Red Hat Enterprise Linux versions 6.7 and 7.2 to the Azure Marketplace. That means developers who want to use the popular operating system now have an easy and Microsoft-approved path to get it running on Azure.

    A majority of Azure Marketplace workloads are Linux-based, which is an interesting position for Microsoft’s cloud platform, considering the company’s previously dim view of the open source OS.

    http://www.cio.com/article/3034269/microsoft-azure-continues-open-source-love-affair.html#tk.rss_all

Dell | EMC

  • ​Apparently $45 billion doesn’t just grow on trees

    “Between the date the merger agreement was entered into and the date of this proxy statement/prospectus, the market value of the VMware Class A common stock has declined, thereby reducing the implied value of the stock portion of the merger consideration,” the letter said.

    “Changes in the market value of the VMware Class A common stock also will impact the amount of cash that holders of EMC common stock will receive in the merger in lieu of fractional shares of Class V Common Stock,” the letter continued.

    http://www.networkworld.com/article/3034359/cloud-computing/the-dell-emc-merger-hits-some-snags.html

  • EU set to clear Dell’s US$67 billion deal to buy EMC (sources)

    Dell Inc, the world’s third-biggest maker of computers, is set to gain unconditional EU antitrust approval for its US$67 billion bid for data storage company EMC Corp, two people familiar with the matter said on Thursday. European Commission spokesman Ricardo Cardoso declined to comment on Thursday. The Commission is scheduled to give its ruling on the deal by Feb. 29.

    http://www.channelnewsasia.com/news/technology/eu-set-to-clear-dell-s-us/2528382.html

  • Dell in talks to offload key assets, report says

    Dell Inc. is in negotiations to sell Perot Systems Corp. to NTT Data Corp. of Japan, Reuters reports.

    Round Rock-based Dell is trying to sell the IT consulting business to raise money to fund its $67 billion buyout of Massachusetts-based EMC Corp. Dell has asked for $5 billion for Perot Systems but worldwide market jitters appear to have dampened companies’ appetite for tech acquisitions.

    http://www.bizjournals.com/austin/blog/techflash/2016/02/dell-in-talks-to-offload-key-assets-report-says.html

Oracle

  • Oracle to invest $400 million in India, says global CEO Safra Catz

    It will be the largest campus outside the US and will seat 11,000 employees, which will be ready in the next five years, BusinessLine reports.

    The company will also launch incubation centres. “I am particularly excited about the incubation centres which will house substantial software and technology capabilities, tools, and training to help launch new technology start-ups built utilising Java and the Oracle platform,” Catz added.

    http://www.ibtimes.co.in/oracle-invest-400-million-india-says-global-ceo-safra-catz-666849

Other

  • The CIO’s playbook for managing an SAP relationship

    Too often I have witnessed companies prematurely forced into a negotiation as a result of an event created by SAP (e.g. audit) or their company (e.g. merger). These organizations are compelled to operate in a reactionary manner, and challenged to fully understand their existing relationship with SAP, resulting in uncertainty and doubt. In most cases, these situations result in below market commercial agreements, increased risk and strained relationships, both internally and with SAP.

    On the other hand, I have also partnered with IT executives who recognize the need to anticipate such events and proactively undertake a detailed baseline and assessment of their SAP relationship well in advance of entertaining a commercial discussion.

    http://www.cio.com/article/3031283/it-strategy/the-cios-playbook-for-managing-an-sap-relationship.html#tk.rss_all

  • CIOs aren’t ready for Docker and container technology

    Virtualization made computing more efficient by enabling companies to run multiple operating systems on a single server. But VMs only support one application per OS. Containers take server resource utilization much further by allowing developers to run an app in its own container, and run multiple containers on the same OS. Developers can also move containers between Linux servers or virtual machines (VMs) and make changes to apps or portions of apps, called microservices, without breaking the software and risking downtime. Proponents say containers facilitates greater agility in the age of constantly updated mobile and Web apps.

    http://www.cio.com/article/3033167/virtualization/cios-aren-t-ready-for-docker-and-container-technology.html#tk.rss_all

 Photo: Luis Llerena

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Supplier News: 9/12/2015

sn_cat_ClemOnojeghuo

Considering summer is unofficially over, it was a slow news week from suppliers.  IBM did make an interesting move by picking up software developer StrongLoop.  This continues their strategy on cloud and mobile.   IBM also announced the opening of Watson Health Center in Boston.

Oracle is quietly cutting their Java experts while HP overtakes Cisco in providing cloud infrastructure.   Red Hat CEO Jim Whitehurst details how his company makes money on services when the software is free.

IBM

  • IBM Opens Watson Health HQ, Expands Watson Health Cloud
    It reads like a press release, but interesting information…

    IBM opened its new IBM Watson Health global headquarters in Cambridge, Mass., and announced that Deborah DiSanzo is joining the company as the business unit’s general manager. The IBM Watson Health Cloud for Life Sciences Compliance will help biomedical companies bring medical innovations to market more efficiently. This solution will help the companies fast-track the deployment of a GxP-compliant infrastructure and applications while adhering to stringent requirements for hosting, accessing and sharing regulated data.

    http://www.eweek.com/it-management/ibm-opens-watson-health-hq-expands-watson-health-cloud.html
    More on the office they are opening in Boston:
    http://www.betaboston.com/news/2015/09/10/ibm-announces-watson-health-office-space-in-kendall-square/

  • IBM Has Been A Terrible Steward Of Shareholders’ Capital

    One company that hasn’t shown an ability to innovate in the way that it competes in the market – especially in cloud – compared to someone like Microsoft, who is a chief competitor, is IBM. Like Apple, IBM has also been a slave to a dividend and buyback program. Like Apple, IBM has spent over $100 billion on its buyback program. And, like Apple, IBM’s stock price has lagged the overall market in the last three years.

    http://www.forbes.com/sites/ericjackson/2015/09/11/ibm-has-been-a-terrible-steward-of-shareholders-capital/

  • IBM Acquires Node.js Developer StrongLoop (no word on price yet)

    StrongLoop is as startup based in San Mateo, California. The company focuses on the creation and development of software for enterprises by using the open-source JavaScript programming language Node.js. Software built by StrongLoop allow companies to create cloud and mobile based apps which are equipped with APIs that allows them to handle massive amounts of data through mobile, web and Internet of Things apps.

    http://en.yibada.com/articles/62707/20150911/ibm-acquires-node-js-developer-strongloop.htm

  • Box shows how a single deal with IBM can move the needle for any $2 billion company

    The partnership, announced in June, allows both companies to plug-in to each other’s technologies, while working on joint apps and sales strategies. Box benefits by gaining access to IBM’s wide array of technologies and client network. IBM gets to tap into Box’s advanced cloud storage offerings.

    http://www.businessinsider.com/box-earnings-ibm-partnership-2015-9

EMC

Hewlett Packard

  • More HP Involvement at SurveyMonkey… Hewlett-Packard’s (HPQ) CEO Joins SurveyMonkey Board

    Whitman, 59, was appointed to run the computer giant in Sep 2011. She will lead the new H-P Enterprise business group post the spilt in Nov 1 this year. Whitman stated that this is the right time for her to join the board of SurveyMonkey. She looks at the offer as an attractive one as it’s her first external board appointment since she joined H-P in 2011.

    http://www.nasdaq.com/article/hewlett-packards-hpq-ceo-joins-surveymonkey-board-cm519157

  • HP overtakes Cisco in cloud infrastructure battle – finally

    After nipping at Cisco’s heels for two years, HP finally overtook arch rival Cisco in the cloud infrastructure equipment battle in Q2, albeit by the slimmest of margins. Synergy Research Group says after tying in Q1 with 13%, HP finally wrestled top spot from Cisco which declined by half a percentage point, while HP remained consistent on 13%.

    http://channellife.co.nz/story/hp-overtakes-cisco-cloud-infrastructure-battle-finally/

Other

  • Oracle cuts Java execs

    Cameron Purdy, a senior vice president for development and a noted Java evangelist, left Oracle in August after more than 8 years at the company, according to his LinkedIn bio. In a few tweets, he indicated that this was Oracle’s decision.

    http://fortune.com/2015/09/07/oracle-cuts-java-execs/

  • SAP Finance Chief Says Company Done With Big M&A Deals for Now

    “I see no need in the foreseeable future for big acquisitions,” Chief Financial Officer Luka Mucic said at a meeting with reporters Thursday at the company’s headquarters in Walldorf, Germany. “If you talk about big acquisitions, what is left in the market?”Salesforce.com Inc. is too expensive and Workday Inc. would overlap with SAP’s product line, Mucic said.

    http://www.bloomberg.com/news/articles/2015-09-10/sap-finance-chief-says-company-done-with-big-m-a-deals-for-now

  • Red Hat: How One CEO Uses Extreme Openness To Lead 8,000 People

    Adams: I have to ask: How do you make money on free software? Whitehurst: It’s very hard. The source code to all our software is indeed free. We offer services and support. You can download random Linux or open source software. But if you’re running nuclear submarines, major stock exchanges, or big banks, you want to make sure they’re secure and that you have support. We’re a business-to-business company.

    http://www.forbes.com/sites/susanadams/2015/09/10/how-one-ceo-uses-extreme-openness-to-lead-8000-people/

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