IBM
Very quiet week for IBM this week all things considered (slow news cycle in light of Oracle World). IBM is ending support of Lotus 1-2-3 after 30 years.
- IBM and Lenovo finalize server business transfer (worth $2.1B)
http://www.dumb-out.net/lenovo-ibm-finalize-merger/7798 - Multi-national firms aren’t adding US jobs:
http://www.usatoday.com/story/money/business/2014/09/28/multinational-companies-arent-adding-jobs/16147267/
HP
- Will HP make another bad buy?
http://www.fool.com/investing/general/2014/09/29/is-hp-about-to-make-another-disastrous-acquisition.aspx - Is HP planning on a $5.7B stock buy back?
http://www.nasdaq.com/article/should-hp-spend-57-billion-on-share-buybacks-cm397321
(Remember a few weeks ago I posted that they were sitting on $10B cash)
Oracle
- Oracle’s software sales hurt during cloud transition:
http://www.techinsider.net/oracle-corporation-orcl-amazon-com-inc-amzn-beginning-of-the-cloud-wars/1117630.html - Ellison’s cloud focus:
http://www.techinsider.net/oracle-corporation-orcl-amazon-com-inc-amzn-beginning-of-the-cloud-wars/1117630.html
(Another push for “platform as a service”) - More Oracle acquisitions likely (per co-CEO):
http://seekingalpha.com/news/2009565-oracle-co-ceo-suggests-more-software-acquisitions-on-tap - A summary of new Oracle offerings from Oracle World:
http://seekingalpha.com/news/2007645-oracle-launches-flurry-of-new-hardware-software-cloud-services
Other
- More on the EMC merger talks:
http://www.forbes.com/sites/sarahcohen/2014/09/28/does-anybody-need-to-buy-emc/
Career:
- Are you using data for reference or to tell a story?
https://signalvnoise.com/posts/3780-are-you-using-your-data-to-write-a-reference-book-or-tell-a-story
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