Tag Archives: WiPro

Supplier Report: 10/22/2016

sn_amusement_robroy

Big IT firms are clearly focused on the cloud, but as these companies grow out their infrastructure, we will focus on the differences between the cloud providers and try to find sweet spots.

SalesForce had some very sensitive M&A information leaked.  Will Pega Systems and Tableau get bought or was this some kind of trick to drive up stock prices?

And are the days of the Chinese factory workers numbered?

Acquisitions

  • Wipro To Buy Salesforce Superstar Appirio for $500 Million

    Business process services goliath Wipro says it will spend half a billion dollars to purchase cloud services powerhouse Appirio so it can improve its market share and position around Salesforce and Workday.

    The $500 million all-cash acquisition is expected to close by the end of the year, according to a statement. Wipro did not immediately respond to a request for additional comment.

    http://www.crn.com/news/channel-programs/300082500/wipro-to-buy-salesforce-superstar-appirio-for-500-million.htm

  • Salesforce.Com, Inc To Buy Tableau Software Inc (NYSE:DATA) Shortly After Declining Twitter Inc Buyout

    Tableau Software Inc. explored a potential sale in recent months, according to people familiar with the matter, as technology companies scramble for partners amid a wave of mergers in the industry.

    The Seattle company was working on a potential sale as recently as this summer before the effort stalled, the people said.

    The Wall Street Journal reported on the document in a front-page article Wednesday that pushed up shares of Tableau as much as 7%, giving it a market value of nearly $4 billion.

    http://www.nasdaq.com/article/software-maker-tableau-explored-a-sale–wsj-20161020-00076

  • HP Enterprise services merger with CSC could ‘mean more churn’ for company’s federal contractors

    “The combination of these two companies will create a new company with billions in global revenue, including a sizable U.S. federal government business,” it added. “However, the government sector of the new, yet unnamed company may be impacted by the cost take-outs planned by the merger and the distraction of yet another major company reorganization.”

    http://www.bizjournals.com/washington/news/2016/10/20/report-hp-enterprise-services-merger-with-csc.html

  • Salesforce’s M&A Target List Had 14 Names, But Not Twitter Inc

    Citing an internal presentation allegedly obtained from former Secretary of State and Salesforce Director Colin Powell the WSJ lists 14 companies, including Marketo, Adobe Systems, Hubspot, PegaSystems, Demandware, Tableau, and LinkedIn, as possible candidates.

    According to the presentation, Box and Zendesk were mentioned as well, but their chief executives had less interest. The presentation, which was marked “draft and confidential” and titled “M&A Target Review,” is a 60-slide document which identified 14 possible acquisition targets.

    http://www.valuewalk.com/2016/10/salesforces-list-14-names-not-twitter/

Artificial Intelligence

  • DeepMind’s differentiable neural computer helps you navigate the subway with its memory

    DeepMind’s technique merges notions of memory with more traditional neural networks using a “controller.” The controller saves information by either storing it in a new location or overwriting a previously occupied location. Throughout this process, an association between the information is formed via the timeline of when new data was written in.

    The controller uses that same chronology along with the actual content of what has been saved to retrieve information. The framework created is navigable and proves itself effective for drawing insights from graph data structures.

    https://techcrunch.com/2016/10/13/__trashed-2/

  • Fighting Diabetes with Watson: Medtronic and IBM Health
  • No More Humans: Foxconn Deploys 40,000 Robots In China

    Dai said currently Foxconn can produce 10,000 robots annually. In the future, those robots are all potential replacements for human labor. For the Kunshan factory alone, Foxconn has cut 60,000 employees.

    Prior to this, labor costs in mainland China were lower than robots; therefore, Foxconn maintained nearly one million workers. However, with the increase of labor costs and the younger generation’s lack of interest in production line work, many companies have launched huge investments in automation.

    https://www.chinatechnews.com/2016/10/13/24329-no-more-humans-foxconn-deploys-40000-robots-in-china
    What I predicted in this post is starting to come true

  • IBM Watson Will Run On IBM and IBM Alone

    You’ve got to give UBS analyst Steven Milunovich major props. During IBM’s earnings call on Monday, he asked whether IBM Watson, the company’s golden child, will run on rival Amazon Web Services—and he was promptly shot down. “No. Watson runs on our cloud, and our technology will run on IBM’s cloud,” IBM chief financial officer Martin Schroeter responded tersely.

    http://fortune.com/2016/10/17/ibm-watson-belongs-to-ibm/

Cloud

Datacenter

  • IBM and other giants to reform servers and make them faster

    Servers current circuitry is not fast enough, and International Business Machines Corp. has promised to speed the data transfer in servers up to ten times. The group hopes more companies will be part of the team to improve servers speed. Standard microprocessors are getting faster, but their performance is usually delayed because they need to fetch data from nearby memory chips, graphic chips or other elements used to handle certain tasks.

    http://www.pulseheadlines.com/ibm-giants-reform-servers-faster/52692/

  • Lenovo’s attack plan against Dell EMC? A partnership with Nimble Storage

    The Chinese company, which has what it calls its “dual” headquarters in Morrisville and its server division in Research Triangle Park, just signed a deal with Nimble that allows it to sell Nimble’s all-flash array technology, as well as to use the firm’s predictive analytics capabilities.

    Also:

    And it’s a segment of the business that has seen major change, particularly as its relationship with longtime partner EMC severed completely when rival technology firm Dell acquired it. Since Dell announced the buy last year, Lenovo has been working to fill the gap. McRae says it’s been a systematic effort.

    http://www.bizjournals.com/triangle/news/2016/10/17/lenovo-nimble-storage-partnership.html

Other

  • IBM Shares Fall Despite Higher-Than-Expected Sales

    Revenue from those areas, which the company calls “strategic imperatives,” rose 16% to $8 billion in the third quarter. Cloud revenue jumped 44% compared with a 30% rise in the second quarter, it said. However, shares of IBM, which reported its 18th straight quarter of declining revenue, were down 3.1% at $150.60 in after-market trading.

    http://fortune.com/2016/10/18/ibm-shares-fall-beat-estimates/
    sn_ibm_realist_2016_10

  • HP: We’ll Put Laid-Off Workers on Contract

    In light of massive job cuts, HP Inc. has indicated to Business Insider that it may offer affected workers the opportunity to continue their roles as employees at contract agencies. The company stated, “HP has a strong record of success in placing employees in outsourced roles to mitigate the headcount number.” HP has a track record of shifting employees to positions as contract workers from before its 2015 split with Hewlett Packard Enterprise Co.

    http://www.investopedia.com/news/hp-well-put-laidoff-workers-contract-hpq/

  • HP Enterprise announces more layoffs as cloud business struggles

    The layoffs in the Stackato may indicate HPE is further retreating from the ultra-competitive cloud market amidst tough competition from AWS and Microsoft. Last year, HPE pulled the plug on its Helion hybrid cloud offering. In August, Bill Hilf, HPE’s current cloud leader,announced he was leaving the company to “pursue other opportunities.”

    http://www.ciodive.com/news/hp-enterprise-announces-more-layoffs-as-cloud-business-struggles/428563/

  • Microsoft employees love Satya Nadella a lot more than they did Steve Ballmer

    Microsoft CEO Satya Nadella looks especially good, by the report’s reckoning. At the close of 2013, the final days of former chief executive Steve Ballmer’s reign, Microsoft only gave a 51% rating for CEO approval. Nadella took the reigns in February 2014, and the CEO approval rating hit 88% by the end of 2015.

    http://www.businessinsider.com/microsoft-employees-love-satya-nadella-2016-10

  • Broadcom, Harris Vet Bill Miller Joins NetApp as CIO

    Bill Miller, former senior vice president and chief information officer at Broadcom, has joined NetApp in the same role of CIO and will be responsible for both the company’s information technology organization and ongoing transformation initiatives.

    http://www.govconexecutive.com/2016/10/broadcom-harris-vet-bill-miller-joins-netapp-as-cio/

Photo: Rob Roy

Tagged , , , , , ,

Supplier News: 9/5/2015

Death_to_stock_above_5S

IBM is ensuring they are the major player for internet of things by helping create a standardized ecosystem.  HP is looking to sell off a company and move some of their employees to staffing firms.  VMWare continues to be presented as the future of EMC. Meanwhile, Oracle is trying to avoid having their executives sued.

IBM

  • IBM and ARM Collaborate to Accelerate Delivery of Internet of Things

    IBM today announced an expansion of its Internet of Things (IoT) platform called IBM IoT Foundation – through an integration with ARM, providing out of the box connectivity with ARM® mbed”-enabled devices to analytics services. This fusion will allow huge quantities of data from devices such as industrial appliances, weather sensors and wearable monitoring devices to be gathered, analyzed and acted upon.

    http://seekingalpha.com/pr/14575766-ibm-and-arm-collaborate-to-accelerate-delivery-of-internet-of-things
    More on the partnership:

    There are plenty of clouds that want to store your connected data, but IBM is making the case that it has everything developers need in one reputable cloud. IoT Foundations has the IBM brand, new capabilities announced Thursday to handle data analytics (it uses a variation of the Spark real-time data processing standard) and device management capabilities. The link with ARM should help the engineers at a big name company or startup so they don’t have to worry about the mechanics of connecting their device to the Internet and offloading the data. Instead, they can just make it happen with a few clicks on a cloud dashboard.

    http://fortune.com/2015/09/03/arm-ibm-iot/

  • IBM partners PH firm Ionics Inc to create Internet-of-Things platform

    The Philippine listed firm disclosed that one of its units Ionics EMS Inc, a local electronics manufacturing services provider, is working with IBM as “a key design partner” to launch the IBM IoT Platform. The latter is meant to enable organizations across industries to improve engagement with clients, accelerate technology innovation and enhance business operations.

    http://www.dealstreetasia.com/stories/ibm-partners-ph-firm-ionics-inc-to-create-internet-of-things-platform-11562/

  • Half a Century Later Mainframes, Together with Linux, Still Run Much of Today’s Infrastructure

    These platform innovations have enabled mainframes to incorporate major advances in technology and keep evolving over the years. This was the case with the transition to microprocessors and the parallel sysplex architecture, without which IBM would not have survived its near-death experience in the early 1990s. A few years later, mainframes embraced TCP/IP and just about all Internet standards, integrating seamlessly with the Internet and World Wide Web, and enabling its customers to leverage their existing transaction and data base applications in all kinds of new e-business solutions. Then came zLinux, which made it possible to easily port just about any Linux application to mainframes.

    http://blogs.wsj.com/cio/2015/09/04/half-a-century-later-mainframes-together-with-linux-still-run-much-of-todays-infrastructure/

  • IBM Watson Health Commercial
  • Ogilvy and Watson Have Big Things Planned for IBM

    Sources close to the matter tell us that Ogilvy’s creative team has been hard at work on a larger effort set to debut later this fall. Specifics are scarce at the moment, but we hear that the new campaign will be more “corporate” than the work in this post and that its ultimate goal is a complete refresh/rebranding of the IBM name.

    http://www.adweek.com/agencyspy/ogilvy-and-watson-have-big-things-planned-for-ibm/92748

  • Did IBM Just Get Hacked at DEF CON?

    In the presentation–which Kulach says is aimed at helping users to secure an IBM i system from the perspective of an external and internal intruder–purports to show a series of techniques for compromising the system, including “privilege escalation by nested user switching, getting full system access via JDBC, bypassing the ‘green screen’ (5250) limitations,” and how to get direct access to password hashes through an undocumented API.

    http://www.itjungle.com/tfh/tfh090215-story01.html
    There is a big “but” (the presentation is being called a red herring:

    But to pull off Kulach’s approach to hacking an IBM i server would require such a poorly configured IBM i server that it just strains the credulity of the premise.

  • ANZ signs $450m IT deal with IBM
    Time to be on the lookout for these “baseball” contracts that IBM likes to announce in the 4th Q…
    http://www.computerworld.com.au/article/583529/anz-signs-450m-it-deal-ibm/

Oracle

Hewlett Packard

EMC

Other

  • Wipro hires Ankur Prakash, another TCS executive

    TCS veteran Ankur Prakash, who was previously the COO of the company’s Latin America business, has now been mandated to lead Wipro’s emerging markets business, a role in which he will report directly to Neemuchwala, according to two people directly familiar with the development. Both of them requested anonymity.

    http://economictimes.indiatimes.com/tech/ites/wipro-hires-ankur-prakash-another-tcs-executive/articleshow/48737538.cms

  • Windows 10 Is Great, but Microsoft Can’t Save the PC

    But for device makers, the situation could be quite different. Later this year, Hewlett-Packard will cleave itself in two, creating two separate companies focused on different businesses. One of those firms — HP — will derive around half of its revenue from sales of traditional PCs. If PC shipments continue to decline, that company could be devastated. Earlier this month, when Hewlett-Packard turned in third quarter earnings, its PC-related revenue contracted more than 13%.

    http://www.fool.com/investing/general/2015/08/31/windows-10-is-great-but-microsoft-cant-save-the-pc.aspx

  • Businesses are buying analytics software even if investors aren’t

    There are some wrinkles to iron out as the world adjusts to a trend toward open source and freemium business models, and to business software that individuals can buy. But there’s a huge opportunity for companies to cash in on business demand for better data analysis, and the young companies that live and breathe data seem the best positioned to cash in.

    http://fortune.com/2015/09/04/tableau-splunk-hortonworks-revenue-investors/

  • Salesforce jumps into health care with a tailored cloud platform

    Aiming to help healthcare organizations manage their relationships with patients, the company’s new Salesforce Health Cloud promises providers a complete view of each patient as well as the ability to engage them better across caregiver networks. Overall, the goal is to help providers make smarter patient-care decisions, the company said.

    http://www.cio.com/article/2979584/salesforce-jumps-into-healthcare-with-a-tailored-cloud-platform.html

Photo: Death to Stock Photos

Tagged , , , , , ,