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Supplier Report: 9/10/2016

sn_boxing_khusen-rustamov

I am trying something new this week by focusing on topical categories instead of sections categorized by supplier.  Please let me know if you like it or don’t.

As there are changes with this blog, there are changes to IT suppliers…

EMC is officially no more, long live Dell Technologies? As expected, Dell has formally closed on the EMC acquisition and the timing could not be more ironic.  While Dell becomes enormous, Hewlett Packard is ever shrinking. This week, HPE announced they are “spin-merging” their software division with Micro Focus.

This is the second spin-merge HPE is attempting this year (the other being the sell off of consulting services to CSC expected to close in March 2017).

While Dell grows and HPE shrinks, Google and IBM are trying to cure cancer.

Acquisitions

sn_pacman2

Artificial Intelligence

  • Hospital to use IBM’s Watson for cancer care (Korea)

    IBM Watson for Oncology, a cloud-based machine-learning platform, was designed to provide physicians with evidence-based medical treatment options. The supercomputer analyzes large volumes of medical information and references available to help doctors offer individualized, data-driven treatment options for cancer patients.

    http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=3023649

  • Google is using AI to speed up cancer treatment

    DeepMind recently announced a partnership with the Radiotherapy Department at University College London Hospitals NHS Foundation Trust. The department provides world-leading cancer treatment, but there’s one area in particular where Google’s AI could help speed up the process.

    When it comes to certain types of cancer in areas like the head and neck doctors need to plan carefully to avoid damaging important organs and body parts. The process, called segmentation, can take four hours to complete. DeepMind says it can get that down to just one hour.

    http://www.technobuffalo.com/2016/09/04/google-deepmind-ai-cancer-treatment/

  • New IBM Linux servers custom-made for AI, deep learning and data centre efficiency

    “NVIDIA NVLink provides tight integration between the POWER CPU and NVIDIA Pascal GPUs and improved GPU-to-GPU link bandwidth to accelerate time to insight for many of today’s most critical applications like advanced analytics, deep learning and AI.”

    https://thestack.com/data-centre/2016/09/08/ibm-power-systems-s822lc-data-center-servers/

Cloud

  • What to do when the cloud eats your hardware vendor

    In the first quarter of 2016 Amazon reported that revenue for its Web Services division grew 64% from the same period a year earlier. Salesforce.com reported a 33% increase in revenues compared to a year earlier.

    Meanwhile, global storage revenues declined 32% between 2007 and 2015 and server revenues dropped 13%, according to research firm Forrester. The trend is clear: Cloud revenues are up, on-premises hardware revenues are down.

    http://www.networkworld.com/article/3117325/cloud-computing/what-to-do-when-the-cloud-eats-your-hardware-vendor.html

  • Box and IBM just rolled out the first product they built together since making last year’s blockbuster deal

    On Tuesday, Box rolled out a new product called Box Relay which helps users custom build workflows so they can automate and track their whole work process.

    For example, a salesperson may have a work process that involves four or five steps, including approvals from the sales manager, finance and legal departments. Instead of having to pull up different documents through multiple software apps, Box Relay allows the user to automate everything within Box.

    http://www.businessinsider.com/box-and-ibm-first-product-built-together-since-partnership-2016-9

  • Is Microsoft building a Slack killer?

    A few months ago, rumors circulated that Microsoft considered buying the cloud-based team collaboration tool Slack for a generous $8 billion. Overpaying again, it seems, as Slack’s last known valuation was $2.8 billion.

    Now it seems that Microsoft has decided to build rather than buy, using its own Skype messaging service as the basis for a new product. According to the site MSPoweruser, Microsoft is coming for the Slack market with a product called Skype Teams.

    http://www.networkworld.com/article/3117609/microsoft-subnet/is-microsoft-building-a-slack-killer.html
    sn_gilmorefight

Datacenter

  • HPE sues high-flying ex-exec after defection to EMC

    In a complaint [PDF] filed to the Delaware State Chancery Court, HPE alleges that KC Choi, the departed Vice President of Global Solutions Architecture, violated a 12-month non-compete agreement when he fled to EMC just before its acquisition by Dell.

    http://www.theregister.co.uk/2016/09/06/hpe_sues_former_exec_over_dell_defection/

  • The New Dell Stops Trying To Be The Old IBM

    Both IBM and HPE are willing to shrink their supply chains in exchange for focus and the prospect of higher profits in the datacenter. Dell, for its part, is still clinging to clients and wants to have leverage in the supply chain (particularly with processor, memory, and storage suppliers) that it believes it will not have if it exits the PC business. We will be able to tell who is right with this. If HPE starts losing share to the new Dell Technologies in servers and storage, and is able to extract more profits, too, then Dell is right. Time will tell.

    http://www.nextplatform.com/2016/09/08/new-dell-stops-trying-old-ibm/
    sn_dell-technologies-structure

Software/SaaS

  • Microsoft Dethrones Salesforce As Top SaaS Provider

    The worldwide software-as-service (SaaS) market grew by 33 per cent in the second quarter of 2016 and Microsoft’s SaaS business experienced significant growth as well. So much so, it has overtaken Salesforce as the number one enterprise SaaS provider, according to Synergy Research Group.

    http://www.lifehacker.com.au/2016/09/microsoft-dethrones-salesforce-as-top-saas-provider/

  • OpenOffice could shutter due to lack of volunteer developers

    From Joey:
    Alot of people are talking about OpenOffice support shutting down, but the headline is misleading.  OpenOffice became part of Oracle as part of the Java acquisition. Oracle hasn’t done much to support the product over the years, and the opensource support groups forked the community.

    OpenOffice is alive and thriving in the form of LibreOffice.  The only reason I am mentioning this is because this is a great example of what happens when a for-profit company like Oracle takes over an open-source project.

Other

  • Microsoft’s tin ear for privacy

    Another potential privacy danger is more hidden than Cortana, buried deep in Windows 10 — what’s called telemetry data. Telemetry gathers detailed information from every Windows PC, laptop and device about how Windows 10 is being used. So it tracks, for example, what software is installed on the system, what crashes occur, when and how they occur, and more. And there’s no way to turn that off, unless you use the enterprise edition of Windows 10 and your IT department essentially flips the “off” switch.

    http://www.computerworld.com/article/3117343/data-privacy/microsoft-s-tin-ear-for-privacy.html
    sn_joeycanthearyou

Photo: Khusen Rustamov

Posted on

News You Can Use: 9/8/2016

sn_buildings_Rikki Chan

  • 3 Examples of When Being Cheap Is Costly for Your Business

    Your employees are critical to the success of your business. Their skills affect the quality of your products or services. And since they interact with customers, clients and vendors, they are the ambassadors of your company. You get what you pay for. Investing more money in your employees can help avoid damage to your business reputation.

    If you need additional help in the future, you can bring in some entry-level workers, knowing you invested in a core staff with knowledge and skills to train them. In fact, fewer well-paid employees can often do the jobs of many lesser-paid ones.

    Moreover, it is very costly, both in real dollars and opportunity costs, to retrain employees. Be willing to pay a bit more to hire and retain people with core shared values and great work ethics.

    https://www.entrepreneur.com/article/281195

  • How to give a great research talk

    https://www.microsoft.com/en-us/research/academic-program/give-great-research-talk/
  • How To Build A High-Performance Sourcing Department

    There are times when sourcing staff can feel overwhelmed with work. If a sourcing leader sees their staff drowning in a high req load; it would be a good idea for that leader to roll up their sleeves and help their employees out. Not only will the employee respect their manager’s success at filling reqs; this approach can help reduce the turnover of over-worked sourcers. To quote Vince Lombardi, “Leaders are made, they are not born. They are made by hard effort, which is the price which all of us must pay to achieve any goal that is worthwhile.”

    http://www.eremedia.com/sourcecon/how-to-build-a-high-performance-sourcing-department-part-5-leading-by-example/
    sn_vincelombardi

  • Why Middle Managers Are Secretly the Superheroes of the Workplace

    Managers already have considerable control over employee engagement efforts. We don’t see any reason for this trend not to continue, especially with the number of middle managers working in the U.S. and around the world (The Economist reported in 2011 that Lloyd’s Banking Group would layoff 15,000 middle managers — which begs the question how many they had in total).

    https://www.entrepreneur.com/article/280573

  • 7 Steps to a Perfectly Written Business Plan

    Whether you’re sharing your plan with an investor, customer, or team member, your plan needs to show that you’re passionate, dedicated, and actually care about your business and the plan. You could discuss the mistakes that you’ve learned, the problems that you’re hoping to solve, listing your values, and what makes you stand out from the competition.

    https://www.entrepreneur.com/article/281416

Photo: Rikki Chan

Posted on

Supplier Report: 9/3/2016

sn_planes_Blake Richard Verdoorn

Hewlett Packard Enterprise is said to be close to selling off their software assets… all of them. Thoma Bravo is rumored to be a front runner to purchase a portfolio valued between $8-10 billion dollars.

While HPE transitions back to a hardware-only company with their own designs on storage, datacenters, and AI; they face increasing and varied competition from IBM, Microsoft, Amazon, and Google.

Meanwhile a Chinese company known for mobile phones is about to get very serious about IT hardware and EMC is officially going to become Dell Technology next week.

IBM

  • IBM swings axe through staff, humming contently about cloud and AI

    Lee Conrad, an ex-IBMer who today runs the Watching IBM Facebook page, has been sharing messages from long-serving staffers laid off this week, some of whom claim their jobs are effectively being shifted overseas to India, China and Costa Rica.

    Some axed workers say their last day will be at the end of November, allowing IBM to avoid paying into their 401K retirement savings pot for the year. Big Blue will only cough up the cash if you are an employee on December 15. This comes after the biz slashed its severance payouts to a maximum of one month of pay.

    http://www.theregister.co.uk/2016/09/01/ibm_latest_layoffs/

  • IBM expands cloud footprint in Korea

    Located outside Seoul in Pangyo, the new data center is designed to support growing cloud adoption and customer demand across the country.

    According to IDC, an information technology research firm, the public cloud services market in Korea is expected to grow from USD445 million in 2015 to approximately $1B in 2019.

    The new facility in Pangyo is IBM´s ninth cloud data center in the Asia-Pacific region, and part of the company´s growing global network of 47 cloud data centers.

    http://www.financial-news.co.uk/36745/2016/08/ibm-expands-cloud-footprint-in-korea-20160826082900/

  • Can IBM Win The Storage War Against Dell-EMC?

    IBM said last year that it will invest $1 billion over the next five years to win the software-defined storage space. Although breaking EMC’s dominance isn’t an easy task from a technological point of view, I believe the potential disruption resulting from product portfolio integration of Dell and EMC could help IBM get closer to EMC due to certain advantages IBM enjoys in the enterprise software market.

    http://seekingalpha.com/article/4002896-can-ibm-win-storage-war-dell-emc

  • IBM and VMware extend public cloud tech deal

    Further moves to strengthen the partnership see a VMware Cloud Foundation compatibility with IBM aiming to make it faster to deploy VMware’s products in an on-premise environment to IBM’s cloud.

    The aim is to make it much easier for customers to be able to use VMware’s products in an IBM Cloud and for an IBM Cloud user to use VMware’s products.

    Partnerships like this are becoming increasingly common as vendors look for a collaborative approach to the cloud market in order to differentiate themselves from the likes of Amazon Web Services, Microsoft Azure, and Google Cloud Platform that lead the market.

    http://www.cbronline.com/news/cloud/public/ibm-and-vmware-extend-public-cloud-tech-deal-4992298
    Comment: This is interesting, IBM is clearing going after EMC storage, yet making partnership deals with VMWare.

  • Hybrid Clouds Dominate — Enable Companies to Innovate, Exceed Expectations

    The IBM study, “Tailoring hybrid cloud: Designing the right mix for innovation, efficiency and growth,” is based on in-person interviews and surveys of more than 1,000 C-suite executives from 18 industries. Conducted by the IBM Institute for Business Value (IBV), the study finds that the top reasons executives cite for adopting hybrid cloud solutions are: lowering total cost of ownership (54 percent), facilitating innovation (42 percent), enhancing operational efficiencies (42 percent) and enabling them to more readily meet customer expectations (40 percent).

    http://www.prnewswire.com/news-releases/ibm-study-hybrid-clouds-dominate—-enable-companies-to-innovate-exceed-expectations-300321374.html

Hewlett Packard Enterprise | HP INC

  • HP: Gloomy Outlook Despite Increased PC Sales

    Cathie Lesjak, the chief financial officer of HP, pointed out that one of the major reasons that the tech company is projecting downbeat earnings for the fourth quarter regardless of the stabilizing PC sales was that it has been pumping in a lot of money to boost its higher-end printers’ sales. The objective is to sell more of these in locations where individuals print more, which could result in more sales for printer supplies and other related services.

    The HP CFO said, “We think that is the right investment to make.“ Even though the boost in investments will put some pressure on the present quarter, Lesjak promised that it will “pay dividends in supply revenue in the future.”

    http://www.themarketdigest.org/201608/hp-gloomy-outlook-despite-increased-pc-sales/3146061/

  • HPE is betting big on AI to fuel your apps and analytics

    Companies can use HPE Vertica 8 on data residing on premises, in private and public clouds, and in Hadoop data lakes. With its in-database machine learning capabilities, they can natively create and deploy R-based machine learning models directly within the software.

    Improvements to data movement and orchestration let users load data as much as 700 percent faster than before, HPE said. Those gains are possible for hundreds of thousands of columns. Vertica 8 also makes it easier to load data from Amazon S3 and includes comprehensive visual monitoring of Apache Kafka data streams.

    http://www.cio.com/article/3113986/hpe-is-betting-big-on-ai-to-fuel-your-apps-and-analytics.html

  • HPE CIO tackles tough ‘spin merge’ with CSC

    While Spradley is laser focused on the services separation, HPE has seemed anything but focused in recent years. There have been ill-conceived acquisitions (Compaq, EDS and Autonomy), scandals (pretexting and Mark Hurd) and architecture missteps (such as Itanium). And that’s independent of the secular trends, including the shifts to public cloud software offered by Amazon Web Services, Microsoft and Google, a tech evolution to which the company has struggled to adjust.

    HPE’s micro and macro challenges might seem like drudgery to CIOs whose primary occupations include building digital products and services to drive business innovation. Such CIOs would rather experiment with blockchain, stitch together APIs and host hackathons than divest and spin off assets and staff.

    http://www.cio.com/article/3114477/mergers-acquisitions/hpe-cio-tackles-tough-spin-merge-with-csc.html

  • HP Enterprise (HPE) Stock Gains on Potential Software Division Sale

    Shares of Hewlett Packard Enterprise  (HPE) were up in mid-afternoon trading on Thursday as the Palo Alto, CA-based technology infrastructure company is in discussions to sell its software division to buyout firm Thoma Bravo in a deal that it hopes could bring in between $8 billion and $10 billion, sources told Reuters. 

    https://www.thestreet.com/story/13692527/1/hp-enterprise-hpe-stock-gains-on-potential-software-division-sale.html
    sn_mrRobot
    Looks like we have a buyer…

Oracle

  • Oracle’s Database 12c R2: Boom, bust, or meh upgrade cycle ahead?

    In other words, this upgrade cycle for Oracle will be different from previous database rollouts. For starters, more of Oracle’s revenue will be subscription based. In addition, there are more competitors than ever for Oracle. It’s quite possible that SAP, which is using its HANA platform to prod customers to move off of Oracle databases, and Oracle are fighting yesterday’s war.

    http://www.zdnet.com/article/oracles-database-12c-r2-boom-bust-or-meh-upgrade-cycle-ahead/

Storage

Other

  • Huawei Plots to Seize Another Tech Industry

    Huawei is training its sights on selling computing gear for the world’s biggest data centers, which are the invisible locomotives of the digital world. These giant buildings packed with racks of computing equipment and miles of data-carrying cables enable every moment in the digital world, from the Facebook photo you shared this morning to the databases managing Walmart’s supply chain.

    https://www.bloomberg.com/gadfly/articles/2016-08-31/huawei-of-china-plots-to-seize-market-for-data-center-gear
    sn_bigtrouble_littlechina2
    I totally predicted this situation in Episode 37 of SourceCast

  • Party Over At Salesforce.com With Terrible Q2 Earnings

    Let’s look at what really matters: deferred revenues and billings. Deferred revenue missed at $3.82 billion versus $3.88 billion consensus, and billingsmissed at $1.86 billion versus $1.89 billion consensus. “This is a slight miss” you say, but billings have been beating estimates at an accelerating pace in recent quarters, which sent the stock soaring – one must view everything in context. Last quarter, the company beat billings by 12.9%, by 6.1% two quarters ago, and by 1.8% three quarters ago – so clearly, there is an acceleration that got the market really excited. To the best of my knowledge, billings never missed before (at least in recent years). When you go from that kind of bullish dynamic to a miss, trouble ensues – don’t blame me, that’s just how the market works.

    http://seekingalpha.com/article/4003466-party-salesforce-com-terrible-q2-earnings

  • Salesforce To Launch AI Product, Einstein

    The company is hoping Einstein, the Artificial Intelligence product it is working on introducing to the world, will propel her to fresher growth.

    Salesforce’s Dreamforce conference hold in San Francisco and the event typically draws around 170,000 attendees. The company believes this will be the perfect time and place to formally make the big announcement.

    It could be recalled that Salesforce acquired a handful of artificial intelligence companies in the last two years and Forbes believes this coming announcement explains those decisions. Other companies to have towed the same path in the past include Google and Microsoft.

    http://stocknewsusa.com/2016/08/26/salesforce-launch-ai-product-einstein-stocks-rise-announcement/

  • Salesforce CEO Marc Benioff indicates his rivalry with Microsoft is back on
    Their purchase of Quip is a direct threat against Microsoft…

    “We have to have productivity built in. All of our applications need to have core productivity applications, whether it is email, like with Salesforce Inbox or spreadsheets or word processors like Quip, live documents. All of that has to be an integrated part of what we are doing. We believe that strongly. We have obviously done a lot of great work with Microsoft as well, with their products. We have now our own product in this category. And this is going to be really important for us going forward and it’s the reason that we bought Quip.”

    http://www.businessinsider.com/salesforces-marc-benioff-ups-rivalry-with-microsoft-2016-9?r=UK&IR=T

  • Why the container community is wrong to whine about Docker

    Predictably, everyone wants in on this Docker action, though few are as honest about that interest as Red Hat’s Riek. Though he stresses he doesn’t speak for Red Hat, it’s not hard to believe that his concerns would be widespread within the open source giant, not to mention other vendors. Declaring “containers as the future of the Linux OS and application-centric IT,” Riek questions “the aggressive way that Docker Inc is trying to control the Docker open source project.”

    http://www.techrepublic.com/article/why-the-container-community-is-wrong-to-whine-about-docker/

Photo: Blake Richard Verdoorn

Posted on

News You Can Use: 8/31/2016

sn_rest_Nico Beard

  • After IBM & GE, even SAP ditches annual reviews

    SAP’s human resources head for Germany, Wolfgang Fassnacht, said Europe’s biggest software maker had found the annual review process, with its focus on separating over- from under-performers, was often counter-productive to the goal of constructive dialogue.

    “Grading workers did not work. People are open to feedback, also to harsh criticism, until the moment you start giving scores. Then the shutters go down,” he told Reuters.

    SAP is testing a new process, which includes more regular check-in talks, on about 8,000 of its workers and aims to implement it for all of its almost 80,000 workforce next year.

    “The old system is too static,” said Fassnacht. “It no longer reflects the dynamic circumstances we are operating in.”

    http://tech.economictimes.indiatimes.com/news/corporate/after-ibm-ge-even-sap-ditches-annual-reviews/53671429
    sn_emp_of_month

  • Supply Chain Performance and….. Sleep?

    I just finished reading The Sleep Revolution by Arianna Huffington, CEO of theHuffington Post.  She makes a great case for how we have become a culture that treats sleep as wasted time and as optional. But more and more professionals are making the connection between sleep and performance.  We already know that truck drivers and airline pilots can be dangerous when they don’t get enough sleep. Collegiate and professional athletes and Olympians are now tracking their sleep patterns against improved performance results. Some athletes have recorded as much as 8-10% improved batting averages, basket shots made and race times when they get eight or more hours of sleep.  In addition, academic scores improve and in a corporate setting, decisions are better.

    http://www.scmr.com/article/supply_chain_performance_and.._sleep#When:13:44:00Z

  • Laptops most often stolen from most unlikely place

    When Kensington asked respondents where company employees had experienced IT theft, the No. 1 response was ‘cars and transportation’ at 25 percent. But the No. 2 response, coming in ahead of ‘airports and hotels’ (15 percent) and ‘restaurants’ (12 percent), was the office (23 percent).

    http://www.cio.com/article/3107865/security/laptops-stolen-from-office-more-frequently-than-from-airports-or-restaurants.html<
    sn_laptoptheft

  • Supply chain risk hits three-year high

    “The UK’s departure from the EU could lead to some of the most dramatic shifts and severe implications for global supply chains in the coming years,” said CIPS economist John Glen. “While the full impact of the leave vote is still unfolding, confusion and uncertainty surrounding the current situation has already driven supply chain risk to a worryingly high level.”

    “In the short term, supply chains will be exposed to exchange rate volatility risks which may be difficult to hedge. It may therefore be appropriate to crystallize exchange rate exposure by paying suppliers ahead of contracted payment days.

    http://www.cips.org/supply-management/news/2016/august/supply-chain-risk-hits-three-year-high/

  • How to Think Like an FBI Negotiator?

    Former FBI negotiator Chris Voss sheds light on communication and indirect messages, the value of empathy in business and in life, and when and how to walk away from a deal. Chris Voss is the author of “Never Split the Difference: Negotiating as If Your Life Depended on It”

Photo: Nico Beard