Tag Archives: Splunk

Supplier Report: 7/11/2015


Photo: JD Hancock, Flickr

IBM has created a microprocessor that has components the same size as a strand of DNA.  While IBM makes smaller chips, EMC has become a smaller company by selling off Syncplicity (a file sharing company).

Reports are coming out that Oracle is bullying customers with usage breach notices due to their missed performance goals last quarter.   Speaking of performance goals, looks like cloud costs are going up (Microsoft and IBM are raising prices in certain areas) – is the race to the bottom over?


  • IBM Just Created the World’s Smallest, Most Powerful Chip; Here’s Why You Should Care

    At the most basic level, IBM’s processor, which it worked on with GlobalFoundries, Samsung, and the State University of New York (SUNY), has far smaller transistors than any other processor on the planet. That means that when the chip eventually appears in future smartphones, computers, and other pieces of technology, those gadgets will be faster and more energy-efficient.


  • There are ALOT of articles about this chip.  For instance:
    The Best Thing About IBM’s Super-Chip? It’s Not From Intel
  • IBM prepares software to better read an ‘intelligent grid’

    Enter Opus, which is meant to merge IBM’s long history of expertise in analytics with utility know-how into a single picture meant to project supply and demand — all with the goal of wasting less energy and helping to realize a more distributed reality that does not impair reliability or undermine industry profits.


  • IBM Rolls Out Docker-Based Container Services
    This is a follow-up to a post from a few weeks back:

    Containers give developers the flexibility to build once and move applications without the need to rewrite or redeploy their code. IBM Containers, based on Docker and built on Bluemix, IBM’s platform-as-a-service, are intended to provide a more efficient environment that enables faster integration and access to analytics, big data and security services. Enterprises will now be able to use the combination of IBM, Docker, Cloud Foundry, and OpenStack to create a new generation of portable distributed applications.


  • IBM Named a Leader in Gartner’s Magic Quadrant for Solid-State Arrays

    This inclusion comes a month after IBM was identified as the number one worldwide solid-state array vendor in unit shipments and petabytes of data delivered for 2014 in Gartner’s Market Share Analysis: SSDs and Solid-State Arrays Worldwide Report for 2014, by Joseph Unsworth and John Monroe, published May 1, 2015.2 In 2014 IBM sold more than 2,100 FlashSystems, totaling more than 62 petabytes (PB) of storage capacity, according to IBM.



  • Oracle ‘breach notice’ bullies enterprise clients into cloud service, consultant claims

    If Oracle thinks the customer is really abusing the terms, it whips out the “breach notice,” which warns a customer that they are in violation and must stop using all Oracle software in 30 days. That’s risky, because it allows the customer to walk away from its Oracle contracts.

    More on the subject:

  • Oracle Pursuing ‘Generational’ Change In IT, Cantor Says

    Oracle conceives this “push of IT resources into the cloud as a ‘generational change’ that only comes along once every 20–25 years,” the analysts at Cantor explain. This is why management is working hard in expanding the cloud business. However, the experts believe this change will be particularly complicated for Oracle, given that it “continues to offer on-premise solutions,” and holds a broad portfolio of solutions across a wide array of product categories. Therefore, the company “does not want to provide a particular timeframe for when the headwind from the transition is over,” the analysts explain, but management is “unrelenting in its view that the shift to the cloud is positive for the long-term economics of Oracle’s business model.”


Hewlett Packard


  • EMC offloads file-sharing business

    EMC has sold off its file-sharing arm Syncplicity just three years after it snapped the business up, claiming the technology is no longer core to its portfolio. Private investment firm Skyview Capital has bought the business from EMC, although the latter will retain “a financial interest” in the company, although it did not disclose exactly what that would be.



  • Surprise! The cost of cloud is about to rise

    However, one change could cost some customers big time. In the past, a customer using an entry-level Virtual Server Instance in SoftLayer paid $35 per 5TB of outbound bandwidth. That rate is now $35 per 250GB. The charge for 5TB of outbound bandwidth now $615. That’s a hefty raise, which a source close to IBM confirmed, adding that most SoftLayer customers will likely see their costs decline. SoftLayer, unlike its rivals, does not charge for data transfer within its own private network even between zones.


  • Why Salesforce.com Keeps Picking on SAP

    Long-term, these German ambitions look like an effort to properly diversify. Roughly 68% of Salesforce revenue is sourced in the United States versus 18.3% from all of Europe. By contrast, no territory accounts for more than a third of SAP revenue. Oracle is not quite as diversified, but it still gets less than half of its revenue from the U.S. market.


  • The worst CRM in the word is… not salesforce.
    IT IS EXCEL.  People need to stop using excel for contact management lists.
  • Drought of data scientists hurting business

    Alec Gardner said, “Organisations that consider appointing a data scientist or a team of data analysts may find that they can derive much deeper and more varied insights from their data. This will let them recommend improvements in areas of the business such as supply chain and logistics, product or service development, or customer acquisition.


  • Jim Whitehurst – Red Hat Summit 2015 – Keynote:
  • Is OpenStack ready for primetime?

    OpenStack was introduced in 2010 as a project of NASA, who dropped out in 2013, and Rackspace. In 2011 Ubuntu adopted OpenStack and became the first “vendor” to integrate with the platform. In 2012 Red Hat began a project to integrate with OpenStack and introduced commercial support by July 2013. Over time many other organisations have joined the foundation as sponsors and contributors. Recently released OpenStack Kilo (version 11) has approximately 400 new features and was the product of almost 1500 contributors.  However, there is a downside to the open source model: lots of developers with lots of ideas about what should be included breeds complexity.


  • Splunk Buys Security Startup Caspida For $190M

    Like everyone, Splunk has watched the growing number of breaches over the last year, and its customers have been asking for better security detection tools to help battle these threats, many of which use with compromised credentials. This kind of attack is difficult to detect with conventional security techniques looking for signatures or rules. If someone comes in through the front door using valid credentials, there are no rules or patterns. They look like a valid user, Song explained.



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Supplier Report: 6/13/2015


Rumors dominated the news again this week with talk that Oracle could buy Splunk and (once again) that HP could be purchasing EMC.  IBM actually went out and bought ANOTHER company called Blue Box to add to their OpenStack offerings (this is a major trend developing).

IBM also scored new long term business while HP finally settles on past mistakes.


  • IBM buys another company: IBM acquired Blue Box to retain its dominance in the hybrid cloud space

    IBM said that the inclusion of Blue Box to its services portfolio will strengthen its OpenStack lineup with a remotely managed OpenStack offering. Clients can now integrate cloud-based applications and on-premise systems into OpenStack-managed clouds, thus simplifying the deployment of workloads across hybrid cloud environments.


  • IBM’s Expanding Margins: Overly Aggressive Cost Cutting Or Change In Business Mix
  • We Need Only Three Hadoops, And Maybe Three Systems

    We are also starting to think that IBM, which is trying to revitalize and open up its Power chip architecture, might be better served if it would anoint one of the larger Hadoop distros as its preferred stack and to get it all tuned up to run on Power-based servers. Such an approach is probably necessary to take on Intel in the datacenter, which was the really the point of IBM selling off its System x server division to Lenovo Group last fall.


  • IBM signs 5-year IT services deal with Citizens Bank

    IBM will be using a hybrid IT approach to optimize the bank’s existing IT infrastructure. IBM will be integrating automation and predictive analytics technologies to standardize and streamline many of its internal IT systems and processes.


  • Doctor Evidence to Supply IBM Watson Health with Cancer Research Data

    Doctor Evidence will contribute 2 million additional data points from highly structured, peer-reviewed content, including thousands of clinical papers, conference proceedings, abstracts on remissions, patient survival cases, epidemiology, and drug label data from the U.S. and Europe. This medical information will be added to Watson’s existing corpus of health data that includes content from partners such as the American Society of Clinical Oncology, Cancer.gov, and the Centers for Disease Control and Prevention, among others.



  • IBM introduces SuperVessel open access cloud service

    IBM has introduced SuperVessel, an open access cloud service created by Beijing’s IBM Research and IBM Systems Labs. The system is available to all developers who want to participate in the OpenPOWER ecosystem. The cloud acts as a virtual R&D engine for the creation, testing and pilot of emerging applications including deep analytics, machine learning and the Internet of Things.



Hewlett Packard Enterprises

  • HP Abandons Medellin Global Center and Has No One to Blame But Itself

    With triumphant platitudes and self-congratulatory praise, Hewlett-Packard made history by opening a US$14 million global services captive in Medellin, Colombia back in 2012. Plans called for employing over 1,000 professionals, with the center positioned to become the backbone for HP’s regional back-office, HR and call center operations.Three years later and the entire project is being dissolved to the utter dismay of staunch supporters in Medellin and Bogota who bent over backwards to “seduce” (the word local media used at the time) HP into selecting Medellin during a highly competitive, global selection process where several other geographies were considered.


  • HP pays big bucks to settle class-action lawsuit over botched deal

    HP said June 9 that its insurance would pay the $100 million settlement fund to resolve the lawsuit from a Dutch pension fund PGGM Vermogensbeheer B.V. The lawsuit stems from an impairment charge after HP purchased the software company Autonomy.



  • HP will stomp EMC’s disks into the dust, babble storage mystics

    Networked storage array revenues are shrinking while server-SAN and hyper-scale storage revenues grow strongly, IDC said in its latest worldwide disk storage tracker. Total worldwide disk storage revenues in the first 2015 quarter were almost $8.8bn, up 6.8 per cent year-over-year, with 28.3EB shipped, which was 41.1 per cent higher year-on-year.


  • We think HP will buy EMC, says analyst

    “While management’s messaging around the size of M&A in HP Enterprise continues to refer to Aruba as a benchmark (~$3bn), CEO Meg Whitman explained that from an academic perspective, technology hardware is an industry that should consolidate due to declining revenues and slowing growth rates. This sounds like EMC CEO Joe Tucci’s answer. Have they been talking? We think so. Pro forma financial leverage is manageable at a $32-$33 takeout price (less than 3x net debt/EBITDA). There are so many reasons this makes sense.”



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Supplier Report: 5/30/2015



This is a week of unexpected actions.  HP Enterprise purchases ConteXtream to enable cloud SaaS telecom, EMC purchases Virtustream to act as the centerpiece of their cloud offerings.  Now there are rumors (again) that EMC might buy HP Enterprises post split.

CA bought Rally Software and SalesForce purchased Tempo.

Meanwhile, IBM gets both good and bad news about their cloud offerings and deepen their overall relationship with Apple.


  • IBM to distribute 50,000 Apple machines to employees

    With this announcement, IBM has not only become one of the biggest purchasers of the Macs, it has also become one of the strongest supporters of Apple. The company has currently distributed around 15,000 Macs in the organization, however, now it plans to provide 50,000 machines to its employees by the end of 2015.


  • Microsoft and Google rise while IBM sinks in Gartner’s Magic Quadrant for cloud providers

    IBM achieved some scale in the IaaS business by buying SoftLayer. However, Gartner says SoftLayer “typically sold to Mode 2 customers (specifically start-ups and gaming companies with a strong interest in bare-metal dedicated hosting). Since the acquisition, IBM has increasingly focused on acquiring Mode 1 customers, but SoftLayer better meets the needs of Mode 2 customers.” Gartner also notes that “IBM’s aPaaS (BlueMix) is hosted in SoftLayer data centers but the offerings are not integrated.”


  • IBM cloud computing services earns $7.7 billion over the past year

    IBM’s most recent quarterly earnings report indicates that the company is seeing rapid growth in its cloud business revenues, which increased 75 percent year-over-year, resulting in total cloud revenues of $7.7 billion in the twelve months leading up to the end of 2015’s first quarter. Even given the recent success of the Amazon Web Services cloud platform, these most recent financial figures show that IBM’s cloud computing services are outperforming Amazon’s by more than $2.5 billion over the last year.


  • IBM is Most Popular Hosted Private Cloud Provider: Survey

    Forrester noted that survey respondents were concerned about vendor lock-in. However, the report said “standards like OASIS’s TOSCA and open source projects like OpenStack provide enterprises the future hope of less lock-in and greater adherence to standards.” IBM is a major supporter of open cloud computing and a key contributor of code to the OpenStack and Cloud Foundry projects.


  • IBM ships new predictive analytics suite

    IBM today announced 20 new industry-specific solutions with pre-built predictive analytics capabilities that will make it easier and faster for organizations across industries like retail, banking, telecommunications, insurance and others, to uncover and act on critical business insights.


  • Xamarin, IBM Expand MobileFirst Partnership, Add Security

    Xamarin said interoperability with IBM MobileFirst Protect enables enterprises to more securely deploy, manage and monitor business applications. IBM MobileFirst Protect, formerly IBM MaaS360, is a secure enterprise mobility management platform that provides mobility management and security of mobile devices, applications, documents, emails, plus access to the Web from a single portal.




  • Mphasis Hung Out to Dry by Parent Company Hewlett-Packard

    The Indian Economic Times has reported that, despite owning just over 60 per cent of Mphasis, HP has no plans to offer further financial support to the software services company. However, Mphasis chief executive Ganesh Ayyar insists that his organisation will not be stepping back from the BPO arena.


  • HP acquires Israel’s ConteXtream to liberate telcos from hardware (HP has been snapping up quite a few networking companies lately)

    “In the networking world there are countless functions — firewalls, caching, all kinds of activities — and we have all kinds of monolithic hardware boxes to do these things. NFV is about saying, ‘Why can’t we put these various functions in the cloud? Why does each function need to be on specialized and dedicated hardware?’”


  • HP enterprise services told to cut $2bn over three years (Cathie Lesjak on some of their accounting plans)

    In particular, the infrastructure technology outsourcing (ITO) business was severely dented by competition from cloud providers. Government austerity programs in the United States and Europe have forced a business model transformation, HP said in its results.


  • With the reduction comes…EMC Deal Makes Post-Split HP More Vulnerable

    Making all that happen will require an enterprise salesforce, and a lot of engineers with experience building actual clouds. Those are two things HP has. With the personal computer pieces of the company jettisoned, HP Enterprise becomes affordable to EMC, which starts to trade today with a market cap of $52 billion.



  • EMC buying Virtustream for $1.2B

    When the deal closes (expected in Q3), Virtustream will form EMC‘s new managed cloud services business. “The acquisition represents a transformational element of EMC’s strategy to help customers move all applications to cloud-based IT environments,” says the company


  • Why EMC’s Acquisition of Virtustream Is Good News

    With increasingly more businesses migrating applications to the cloud, Virtustream gives EMC the needed expertise and offerings to help its customers manage this transition. “It’s a game changer,” said EMC Chairman and CEO Joe Tucci.


  • EMC and Canonical expand OpenStack Partnership

    For the last two years, EMC has been a part of Canonical’s Cloud Partner Program and OpenStack Interoperability Lab (OIL). During this time EMC created a new Juju Charm for EMC VNX technology. This enables deployment by Canonical’s Juju modeling   software. This past week, we specifically announced the availability of a new OpenStack solution with Ubuntu OpenStack and Canonical as part of the Reference Architecture Program announced last November in Paris. The solution is built in close collaboration with Canonical in EMC labs then tested, optimized, and certified.



  • CA is buying Rally software for $480M

    CA, which is looking to cut its dependence on a slow-growing system management software market (pressured by cloud competition), states Rally’s Agile Development tools will “complement and expand CA’s strengths in the areas of DevOps and Management Cloud.” Rally’s clients include over 35 Fortune 100 firms.


  • In the middle of these buyout rumors, Salesforce buys Tempo

    Tempo launched in 2013 as part of an emerging trend of “smart assistant” mobile apps for email, calendars, and such. Tempo connects to a user’s calendar, contacts, and other apps to provide helpful information and suggestions like sending an email if they’re running late for a meeting, or flight and weather details ahead of a trip. It competed with similar apps like Cue, Sunrise, Donna, and others.


  • Splunk Stock Too Expensive Despite Exceptional Cloud Growth

    At around $68 a share, Splunk’s price-to-earnings ratio is 766 factoring in Splunk’s 9 cent-a-share earnings in its last fiscal year. That P/E is 36 times the average earnings multiple of companies in the S&P 500 (SPX) index. And even when compared with the more expensive iShares North American Tech-Software ETF (IGV), which has an average P/E of 30, Splunk stock still trades 25 times higher.


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Supplier Report: 4/11/2015


This week feels like yesterday’s news.  Many of the major IBM stories are updates and rehash from the last few weeks – however they did release news on a breakthrough in tape storage. 64-year-old tape storage technology.

Bad week for HP.  PC sales are down and they are exiting the public cloud sector due to not wanting to go head to head with Amazon, Microsoft, and IBM.





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Supplier Report: 2/28/2015

Sony World Photography Competition Shortlist


  • IBM Pumps $4 Billion Into Cloud and Mobile Initiatives (thank you Kevin, huge story with hundreds of similar posts this week)…

    Among its new priorities, IBM has put particular emphasis on online, or cloud, services. It has said it invested $1.2 billion in data centers to augment those it acquired with SoftLayer Technologies in 2013. It also invested $1 billion to accelerate commercialization of its Watson data-analytics technology.


  • WebSphere (IBM) offers 31% better performance over WebLogic (Oracle)

    Enterprise IT vendor IBM today said its WebSphere Application Server running on dual Intel Xeon Processor E5-2600 v3 demonstrated 31 percent better performance on per core basis against 18800.76 SPECjEnterprise20101 EjOPS result from Oracle using WebLogic 12.1.3 Server running on Oracle Server X5-2 with dual Intel Xeon Processor E5-2600 v3.


  • Jim Cramer: Don’t write off IBM, but I like SalesForce better

    TheStreet’s Jim Cramer says you can’t write off IBM because they’ve managed to reinvent themselves so many times. On Thursday the company announced it will spend $4 billion in 2015 on analytics, mobility, cloud computing and security. Cramer says IBM CEO Ginni Rometty is laying out a vision about the idea of social, mobile, media, and cloud computing becoming a larger part of the company. Right now it’s about 27 percent of the company and they want to take it to 40. But Cramer says if you take it to 40 it can’t be because the rest of IBM is doing so poorly. He says IBM is looking increasingly like an Accenture with a social/mobile component. Warren Buffett is a fan of IBM and while Cramer says he wouldn’t write IBM off, he certainly likes Salesforce a lot more than IBM


  • IBM has out “mega-deal’ed” HP

    In December IBM announced a $1bn (£644m) deal with German airline Lufthansa, a win with global comms company WPP for $1.25bn (£800m), and said it had scored undisclosed deals thought to be worth more than £500m with media org Thomson Reuters and Dutch bank ABN AMRO.


  • IBM Advances SoftLayer for Hybrid Cloud Growth

    Connected to the initial $1.2 billion investment in cloud services that IBM announced in 2014, the new computing capacity broadens the company’s cloud footprint in both Australia and Canada, bringing the SoftLayer portfolio to local doorsteps. The new cloud centers are each the second of their kind to be opened in their respective countries, giving customers the option for in-country data redundancy.




  • The Battle of Two Tech Giants (HP vs. IBM)

    So where is the sunlight? The willingness of HP to act. Splitting your company into two pieces is a massive task. Recall what the EU wanted to do to Microsoft, and how that company reacted. But there are green shoots: The company’s guidance is weak, but we are still operating in a pre-split era, so operational performance isn’t the best barometer. Instead, the company has plenty of cash, and is making big moves: HP is said to be eyeing Aruba Networks as an acquisition and is shifting around its cloud leadership quickly after installing a new leader.


  • HP scores large deal (billions) with Deutsche Bank

    The 10 year deal, which mainly covers Deutsche Bank’s wholesale banking, will see HP provide dedicated data centre services with the aim of reducing infrastructure costs for the bank.


  • HP Separation to Cost $1.3 Billion in 2015

    “Recall that we are separating into two Fortune 50 companies, I mean it’s sort of hard to imagine that there are two Fortune 50 companies embedded in HP,” Whitman said. “That has included an entire organizational design and selection process the IT strategy carve out financials and many other activities.”


  • HP reportedly mulling purchase of Aruba Networks

    The move would give HP, which already offers its own “converged campus networking” gear, a bigger footprint in wireless mobile, a hot market, that could grow even hotter as more businesses and consumers use Wi-Fi to take some of the pressure off overloaded cellular networks. This acquisition would be reminiscent of Cisco’s purchase of Meraki a little over two years ago for $1.2 billion.



  • Splunk’s Value Is in the Clouds; Investors Should Take Profits Now

    Cloud and big-data markets are driving profits higher for many software companies, but data analytics specialist Splunk (SPLK – Get Report) has struggled to grow its bottom line. While its revenue is growing at impressive rates, Splunk’s valuation remains a concern. And investors would be wise to take some of their profits off the table ahead of the company’s fourth-quarter results Thursday.


  • Gartner BI Magic Quadrant 2015 Spots Market Turmoil

    “Business-centric platforms such as Tableau Software, Qlik, and other emerging vendors have a more narrow set of capabilities, but are used more broadly for a range of BI and analytics functions — including reporting, for which they are not optimal… — primarily because they are easy to use and deploy,” Gartner writes in its report. In contrast, companies using more conventional, IT-centric platforms (such as Cognos or BusinessObjects) that have a broad range of BI capabilities say they apply them to narrow use-cases.


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