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Supplier Report: 4/2/2016

sn_lights_William Santos

As IBM’s Watson finally starts to make financial traction for the company, Microsoft announced their own grand design for artificial intelligence (but their message might not have been heard since they had to apologize for last week’s  AI “incident”)

IBM also purchased another new company named Bluewolf for $200M.  Like the purchase of Optevia, this company also focuses on CRM solutions. Since IBM does not have a strong CRM tool (they have been pushing SAP), they are trying to get in on the configuration of other supplier’s CRM solutions – like Microsoft and SalesForce.

Dell officially sold off Perot Systems to NTT for $3B while Oracle continues to… troll.

IBM

Microsoft

  • Is Microsoft shifting its focus again or losing it?

    Sure, Microsoft talked about Windows and Xbox. Those key brands were an important part of the proceedings. But the biggest announcements – the ones that laid out Microsoft’s plan for the next year – were in the area of “intelligence.” Microsoft wants to build the world’s first large-scale, multiple-platform AI service. And that mission has far-reaching implications.

    http://www.digitaltrends.com/computing/microsoft-is-trying-to-build-skynet-not-windows/

  • Microsoft is reportedly mulling Yahoo acquisition

    This isn’t the first time that Microsoft has shown an interest in acquiring Yahoo. Former CEO Steve Ballmer tried unsuccessfully to buy Yahoo for about $45bn in 2008. Microsoft could now buy the company for a much smaller figure. Re/codesuggested that Yahoo’s board would accept $10bn for the core internet business.

    http://www.theinquirer.net/inquirer/news/2452618/microsoft-is-reportedly-mulling-yahoo-acquisition

Storage ( Dell | EMC |Infinidat |NetApp | Pure)

Hewlett Packard Enterprise | HP Inc

Oracle

  • Google Says It Doesn’t Owe Oracle More Than $8 Billion in Damages

    The lawsuit concerns whether Google should be allowed to use parts of Oracle’s Java software under fair use. The more than $8.8 billion that Oracle is claiming was estimated from profits that Google has made from Android, which integrates Java into its operating system.

    Another quote:

    The multi-billion-dollar damages Oracle is seeking are worth even more than it cost the company to buy Sun Microsystems, which developed Java.

    http://fortune.com/2016/03/31/google-says-it-doesnt-owe-oracle-more-than-8-billion-in-damages/

  • Oracle Corporation Is Crushing the Cloud Space
    I keep hearing how Oracle is crushing it in the cloud space, but I haven’t see the list of companies jumping over to do business with them.  Do you think they are really growing at this pace or is some sales re-classification occurring?

    So, now Oracle’s the one that’s crushing. They saw over 40% growth in their cloud-based revenue, gross margins popped from 43% to 52% in one quarter, and now they’ve got $1.5 billion in recurring revenue from customers from the cloud. So, I think that Oracle came out better from this and has learned a couple things from Salesforce over the last 16, 17 years.

    http://www.fool.com/investing/general/2016/03/25/why-oracle-corporation-is-crushing-the-cloud-space.aspx

Other

Photo: William Santos

Posted on

News You Can Use: 3/30/2016

sn_leaves_Scott Webb
  • Design for the Supply Chain Pt 5: Understandable

    I think it’s obvious to all of us that supply chains are continuing to become more and more complex. This is due in part to the ever changing number of nodes/links in the supply chain as companies become more global. That in turn impacts processes (internal and external), interactions with suppliers and customers, focus on metrics and risk analysis, etc. The volume of data necessary to manage these interactions from end-to-end is staggering. We generally create all kinds of reports and applications to sit on top of databases, ERP systems, and spreadsheets to capture the data. The challenge though is not so much how to capture the data but how to get our arms around it in a meaningful way. The goal is to help the supply chain professional understand the situation quicker so they can make better decisions.

    http://blog.kinaxis.com/2016/03/design-for-the-supply-chain-pt-5-understandable/

  • Is It Okay to Cry at Work?

    Personal opinion: Nope nope nope
    http://www.theatlantic.com/video/index/474195/is-it-okay-to-cry-at-work/
  • Rewiring the Supply Chain to Improve Results

    Alignment plagues the functional organization with large gaps between operations and commercial teams. Closing this gap is paramount to start the journey for supply chain excellence. As long as we hire consultants that advocate harvesting the “low-hanging fruit” in operations and driving growth in commercial teams, we perpetuate the gap. Instead, we must build operational competency cross-functionally with a focus on market sensing, shaping and customer satisfaction. The supply chain needs to be redefined outside-in with a focus on the customer. Pitting operations and commercial teams against each other is detrimental to driving business results.

    http://www.forbes.com/sites/loracecere/2016/03/18/rewiring-the-supply-chain-to-improve-results/#42498dc1c568

  • Four Things To Do When Your Team Is Smarter Than You
    I would think any manager would WANT this…

    PRESENT OBJECTIVES, NOT STRATEGIES
    Throughout his 21-year career, Siegel has managed teams that were filled with smart people. Recently, he managed a computer engineering team from Israel who were working to complete high-level systems architecture programming for ZipRecruiter. “Many had come out of the Israeli military and were beyond elite,” he says. “They had been writing code to save lives. They were the best of the best—off-the-charts smart.”

    Instead of being intimidated, Siegel tapped into their motivation and changed the way he delivered his tasks. “I would start each project with the mission,” he says. “I would say, ‘This is the goal. This is the strategy. This is what success looks like.’”

    http://www.fastcompany.com/3058080/lessons-learned/four-things-to-do-when-your-teams-smarter-than-you

  • Why Dropbox dropped Amazon’s cloud

    Not every company has the scale Dropbox operates at. And most companies would not see a huge benefit from customizing infrastructure to tailor it to their specific needs, Gupta says. Dropbox’s journey took two and a half years and required investments in personnel to figure out how infrastructure should be customized and other workers to manage their data centers.

    http://www.cio.com/article/3045641/cloud-computing/why-dropbox-dropped-amazons-cloud.html#tk.rss_all

  • People Want Power Because They Want Autonomy

    That people would value autonomy over influence jives with self-determination theory, a psychological theory that suggests autonomy is one of humans’ basic psychological needs, along with relatedness and competence. Influence is not aneed under this theory. Another study suggests that while striving for power lowers people’s well-being, once they have power, they really are happier, because they feel more authentic—the power makes them feel like the circumstances of their lives are more in line with who they feel they are inside. That may be because the power gives them the freedom to make their own decisions, and their sense of well-being grows when they do what they want.

    http://www.theatlantic.com/health/archive/2016/03/people-want-power-because-they-want-autonomy/474669/

  • Why Your Next Procurement Vehicle Should Be a Bus

    In San Francisco, under our Startup In Residence program, we’re experimenting with how to remove the friction associated with RFPs for both government staff and startups. For government staff, that means publishing an RFP in days, not months. For startups, it means responding to an RFP in hours not weeks.

    So what did we learn from our experience with the airport? We combined 17 RFPs into one; utilized general “challenge statements” in place of highly detailed project specifications; leveraged modern technology; and created a simple guide to navigating the process.

    http://www.techwire.net/news/why-your-next-procurement-vehicle-should-be-a-bus.html
    Copy of the procurement guide:
    https://startupinresidenceorg.files.wordpress.com/2016/03/stircontractingguideocareviewed1-28-2016-docx.pdf

Photo: Scott Web

Posted on

Supplier Report: 3/26/2016

sn_firebreather_Donald Tong

It was not a peaceful week for IT suppliers.

Lawsuits are plentiful at the moment: IBM lost a case with Indiana, HPE is getting sued by Oracle, and EMC is suing Pure. Microsoft had to take down one of their AI experiments because users (very quickly) figured out a way to make it say inappropriate things on Twitter.

RedHat has good news… they are the first open source subscription company to hit $2 Billion in value.

IBM

  • Opportunity knocks for IBM customers, but will they answer?

    With IBM’s substantial workforce rebalancing and strategic business transformation ongoing, it is a perfect time to meet with IBM to conduct a personal assessment of their transformation and strategic direction by having them explain how these developments can benefit your organization.  This inquiry meeting can serve as the platform for a subsequent meeting to re-negotiate your current relationship across all of IBM’s business units (Hardware, Software, and Services), including any new spend initiatives.

    http://www.cio.com/article/3045285/it-strategy/opportunity-knocks-for-ibm-customers-but-will-they-answer.html

  • Indiana court: IBM breached contract, still due $50M

    The high court’s four other justices unanimously found Tuesday that IBM had breached its contract by failing to meet “timeliness metrics” and to “assist the State in achieving its policy objectives” – thus reversing a 2012 Marion County trial court finding – and said the state can seek damages. However, the justices also affirmed the trial court’s award of nearly $50 million to IBM in assignment and equipment fees.

    http://www.washingtontimes.com/news/2016/mar/22/indiana-court-finds-ibm-breached-contract-but-due-/

  • IBM creating 250 cybersecurity jobs in New Brunswick over next three years

    New Brunswick is already home to a natural cybersecurity cluster that dates back 25 years, with the establishment of Canada’s first faculty of computer science in 1989. IBM’s Security QRadar analyzes data across an organization’s information technology infrastructure to identify potential security threats, acting as support for IBM’s 10 global security centres.

    http://www.cantechletter.com/2016/03/ibm-creating-250-cybersecurity-jobs-in-new-brunswick-over-next-three-years/

  • IBM Takes Stand Against Controversial North Carolina Law

    Big Blue, North Carolina’s largest employer, posted a statement on Thursday that expressed disappointment with the new law, which LBGT rights supporters widely view a setback. The law short-circuited a Charlotte ordinance that would have let transgender men who identify as women use the women’s bathroom.

    http://fortune.com/2016/03/24/ibm-north-carolina-transgender/

Microsoft

Oracle

  • Oracle Is Suing Hewlett-Packard for Selling Its Proprietary Updates

    Oracle says HP “falsely represented to customers that HP and Terix could lawfully provide Solaris Updates and other support services at a lower cost than Oracle, and then worked with Terix to improperly access and provide Oracle’s proprietary Solaris Updates to customers,” according to the suit.

    http://fortune.com/2016/03/23/oracle-suing-hewlett-packard/

  • Workday: An Oracle Slayer Or An Also-Ran Competitor?

    For several years now, dating back to at least 2012, before Workday even became a publicly traded company, Oracle’s management in general and Larry Ellison in particular have articulated strong negative sentiments regarding Workday and what it was trying to achieve. In those long-ago years, Workday had subscription revenues of less than $90 million while Oracle was selling more than $10 billion of software. And yet, here is a quote from the Oracle earnings press release that was issued at the end of its fiscal 2013 year (ended May 31), “Furthermore, in Q4, our HCM cloud alone generated more SaaS revenue and added more new Fusion HCM customers than Workday added HCM and ERP customers combined in their most recent quarter.” There are many, many things that might be said about a company with literally 100X more revenues comparing itself to an upstart that Workday was at that point. At this writing, Workday has grown something more than tenfold and Oracle has shrunk, but the rhetoric is still the same. If it wasn’t accurate all the way back then and hasn’t been accurate since that time, why should anyone choose to believe Oracle’s forecast for Workday at this point?

    http://seekingalpha.com/article/3960035-workday-oracle-slayer-also-ran-competitor

Storage ( Dell | EMC )

Other

  • Red Hat Becomes World’s First Ever $2 billion Open Source Company

    Subscription revenue hit $480 million (£338m), up 18 percent year-over-year, accounting for around 88 percent of Red Hat’s total revenue. The growth in subscription revenues was seen by analysts as a particularly encouraging trend, indicating that Red Hat’s business is stabilizing and gaining more predictability.

    Red Hat CEO Jim Whitehurst said increased adoption of Red Hat’s hybrid cloud and open source technologies were chiefly responsible for the growth. He added that Red Hat closed the year with a record backlog, which Abhey Lamba of Mizuho Securities told The Wall Street Journal “is a good indication of its growing strategic importance.”

    http://www.techworm.net/2016/03/red-hat-becomes-worlds-first-ever-2-billion-open-source-company.html

  • Google Just Showed Up Amazon And IBM

    Now, Google has decided to commercialize pretty much all of this AND also to become a much bigger player in the cloud hosting business and software-as-a-service business. This is a truly massive shift. See, Amazon has the most mature virtual machine hosting platform with tons of services around it e.g., virtual private clouds, caches, proxies, DNS services, databases and so forth, but it does not have the machine learning know-how and services Google has. IBM has lots of natural language processing and computer vision services in its Watson Cloud product as well as hosting in its SoftLayer product, but it does not integrate them into one smooth platform like Google. This is because IBM has obtained much of its technology in that space from acquisitions.

    http://seekingalpha.com/article/3960633-google-just-showed-amazon-ibm

  • Docker, not production-ready? Not so, says Docker

    It seems safe to assume that Docker isn’t being used to containerize existing enterprise applications. Instead, developers are bringing in Docker for new application deployments, greenfield opportunities that aren’t dependent on yesterday’s infrastructure.

    http://www.infoworld.com/article/3046464/application-development/docker-not-production-ready-not-so-says-docker.html

Photo: Donald Tong

Posted on

News You Can Use: 3/23/2016

sn_bridge_Simon Stratford
  • Why 2016 Is The Year Of The Hybrid Job

    The 21st-century workplace demands versatility. Big data, for example, is becoming increasingly important to the success of businesses, and every industry is making considerable investments. “Not surprisingly, occupations pertaining to data analysis are the fastest growing today across multiple industries,” says Brennan. “The ability to compile, analyze, and apply big data to everyday business decisions is driving major change. In the IT space, big data roles have seen a nearly 4,000% jump in demand. But with the availability of data comes the requirement to analyze and visualize data.”

    http://www.fastcompany.com/3057619/the-future-of-work/why-2016-is-the-year-of-the-hybrid-job

  • An interesting post on the history of Amazon Web Services (AWS)

    At the same time, Bezos became enamored with a book called Creation, by Steve Grand, the developer of a 1990s video game called Creatures that allowed players to guide and nurture a seemingly intelligent organism on their computer screens. Grand wrote that his approach to creating intelligent life was to focus on designing simple computational building blocks, called primitives, and then sit back and watch surprising behaviors emerge.

    The book…helped to crystallize the debate over the problems with the company’s own infrastructure. If Amazon wanted to stimulate creativity among its developers, it shouldn’t try to guess what kind of services they might want; such guesses would be based on patterns of the past. Instead, it should be creating primitives — the building blocks of computing — and then getting out of the way. In other words, it needed to break its infrastructure down into the smallest, simplest atomic components and allow developers to freely access them with as much flexibility as possible.

    https://stratechery.com/2016/the-amazon-tax/

  • Rebranding The American Man

    According to research from the Census Bureau’s American Community Survey, single, unmarried women under 30 are now out-earning single, unmarried men across the country. In New York City, Los Angeles, and San Diego, women make 17%, 12%, and 15% more than their male peers, respectively. A big part of this shift has to do with the fact that women now earn 60% of higher education degrees, so this trend is likely to continue. And women are the primary jobholders in 13 out of the 15 job categories projected to grow in the United States over the next 10 years.

    http://www.fastcompany.com/3057609/rebranding-the-american-man

  • The Air You Breathe at Work May Be Slowing You Down

    The culprit is carbon dioxide, according to a series of studies since 2012. The most recent research, led by Joseph Allen, who teaches at Harvard’s T.H. Chan School of Public Health, analyzed the performance of knowledge workers, including engineers, programmers, creative marketing professionals and managers. For several hours each day, unbeknownst to those employees, the researchers raised and lowered the amount of carbon dioxide in the air, and then tested everyone on nine different kinds of cognitive ability, like responding to a crisis, strategic thinking and applying their knowledge to a practical task.

    The higher the concentration of CO2, the lower the test scores. Even allowing for uncontrolled factors such as diet, previous night sleep quality and mood, employees’ overall sharpness fell by an average of 15 percent when CO2 levels reached “moderate” levels of about 945 parts per million (ppm). In modern office buildings, designed to maximize energy efficiency by letting in as little outside air as possible, CO2 levels around 1,000 ppm are common.

    http://www.entrepreneur.com/article/272519

  • IT workers dispute Disney rehiring claims

    “This is nothing more than corporate speak intended to muddy the waters,” Perrero said. “New more exciting jobs were promised by Disney that acted as a carrot to keep us around just long enough to have us Americans be the trainers and the foreign workers as the trainees.”

    http://www.cio.com/article/3044098/outsourcing/it-workers-dispute-disney-rehiring-claims.html#tk.rss_all

  • John Oliver on Encryption (NSFW language… don’t watch this in the office!)

    Related:
    WhatsApp’s Other Encryption Dilemma

    The messaging app has made clear it hopes to sell businesses on using WhatsApp as a way to communicate with consumers. Tests of WhatsApp business accounts are expected to start by the end of this year, Facebook has said. But WhatsApp has told potential clients that one of its biggest challenges is how to roll out a customer service application for businesses without giving up end-to-end encryption protecting messages on the app, according to a person briefed by WhatsApp.

    https://www.theinformation.com/whatsapps-other-encryption-dilemma

  •  D.C., San Francisco tech leaders aim for ‘future-proof’ procurement

    The idea of future-proofing procurement, Vemulapalli said, is to make it easier for city governments to procure technology from a diverse group of vendors — from massive international companies to local startups in the civic innovation space.

    http://statescoop.com/d-c-san-francisco-tech-leaders-aim-for-future-proof-procurement 

Photo: Simon Stratford