Supplier Report: 10/5/2014

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.

  1. IBM and Lenovo finalize server business transfer (worth $2.1B)
    http://www.dumb-out.net/lenovo-ibm-finalize-merger/7798
  2. 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

  1. Will HP make another bad buy?
    http://www.fool.com/investing/general/2014/09/29/is-hp-about-to-make-another-disastrous-acquisition.aspx
  2. 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

  1. 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
  2. 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”)
  3. More Oracle acquisitions likely (per co-CEO):
    http://seekingalpha.com/news/2009565-oracle-co-ceo-suggests-more-software-acquisitions-on-tap
  4. A summary of new Oracle offerings from Oracle World:
    http://seekingalpha.com/news/2007645-oracle-launches-flurry-of-new-hardware-software-cloud-services

Other

  1. More on the EMC merger talks:
    http://www.forbes.com/sites/sarahcohen/2014/09/28/does-anybody-need-to-buy-emc/

Career:

  1. 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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