The Source

IBM

• IBM going after healthcare market with Watson
  

  Florida-based Modernizing Medicine provides structured data and clinical decision assistance as well as billing, revenue and inventor management solutions. The solution provider also uses Watson to enable its mobile app schEMA, which provides physicians with “rapid clinical decision support at the point of care,” IBM said.

  http://www.channelnomics.com/channelnomics-us/news/2400780/ibm-looks-to-woo-healthcare-market-with-watson

• This is the second study IBM has been involved in regarding mobile security in the last 4 months:
  

  Hackers are now taking advantage of the popularity of insecure mobile apps, public Wi-Fi networks, and more to break into the highly valuable data often housed on BYOD and corporate mobile devices. Further, they’re also tapping mobile devices as an entry portal into an organization’s broader, highly confidential internal network.

  http://www.domain-b.com/companies/companies_I/IBM/20150320_cyber_attacks.html

• Another follow-up to a previous post – IBM’s big data analytics on twitter:
  

  IBM intends to “isolate the signal from the noise” found in social media conversations by enhancing Twitter data with information from millions of data points from other streams such as sales information, product inventory statistics and ever weather forecasts. IBM will also use its analytics technology to make sense of the information.

  http://www.itworldcanada.com/article/ibm-taps-twitter-data-for-new-cloud-based-analytics-service/288688

• Speaking on analyitcs, here is an interview with IBM’s Global VP for Data Analytics:
  

  I think the biggest disruption or change that we’ll see will be the intersection of analytics and mobility. There are many reasons why I believe that. When we look at the world at large, there’s much more pervasiveness of people using mobile than people using computers or other computational devices.

  http://www.datanami.com/2015/03/19/one-on-one-with-ibms-global-vp-for-data-analytics/

• IBM is trying to build a custom bitcoin for banks
  

  “It’s sort of a bitcoin but without the bitcoin. These coins will be part of the money supply. It’s the same money, just not a dollar bill with a serial number on it, but a token that sits on this blockchain. We are at a tipping point right now. It’s making a lot more sense for some type of digital cash in the system, that not only saves our government money, but also is a lot more convenient and secure for individuals to use.”

  http://www.digitaljournal.com/business/business/ibm-planning-a-custom-version-of-bitcoin-for-central-banks/article/428482

• Valuing IBM’s Software Business:
  
  http://seekingalpha.com/article/3004476-valuing-ibms-software-franchise

Oracle

• Oracle Takes Aim at Salesforce.com as Currency Headwinds Eat Into Q3 Revenues
  

  Oracle emphasized that its primary focus is to expand the cloud business aggressively and overtake the cloud computing leader and Oracle’s fierce rival, Salesforce.com. Executive Chairman and CTO Larry Ellison stated that the company is on track to exceed $1billion in new Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS) business in fiscal 2015, which may help it overtake Salesforce as the global leader in cloud computing ahead of Oracle’s 2016 target.

  http://www.forbes.com/sites/greatspeculations/2015/03/18/oracle-takes-aim-at-salesforce-com-as-currency-headwinds-eat-into-q3-revenues/

• Oracle Rising: Ellison Boasts Passing Salesforce, Passed Workday; Op Margin In Focus
  

  Oracle reported a combined $1.518 billion of cloud revenue through the first three quarters, almost as much as it earned in all 12 months of the prior fiscal year.

  http://blogs.barrons.com/techtraderdaily/2015/03/18/oracle-rising-ellison-boasts-passing-salesforce-passed-workday-op-margin-in-focus/

HP

• HP on target to split by November 2015
  http://www.bidnessetc.com/37389-hewlettpackard-co-will-split-business-into-two-parts-by-november-2015/
• But questions remain about the split:
  

  “The two companies once they’re split are really going to be functioning in the way they are today: Today we have separate authorizations in PPS and for the enterprise group and I suspect that with the exception of the marketing dev funds and how that’s all construed and overall account coverage, that to me is something that will remain to be seen as to how it’s going to continue.”

  http://www.channelnomics.com/channelnomics-us/analysis/2400642/hp-partners-split-questions-remain

• HP wins approval for shareholder settlement over Autonomy deal
  

  The ruling, from US District Judge Charles Breyer in San Francisco, comes after HP failed to win approval of two previous proposed deals. Mr Breyer had written that the last deal may not have been fair for shareholders because it could have forced them to give up claims beyond the Autonomy deal.

  http://www.channelnomics.com/channelnomics-us/analysis/2400642/hp-partners-split-questions-remain

Other

• Amazon the best public cloud for software development
  

  The capabilities of AWS’ application services, coupled with its mature infrastructure services, vast ecosystem of partners, including many of the rapid dev and coder-focused platforms in this analysis, gave it high current offering and strategy scores across all but the rapid dev segment, where its degree of abstraction does not rise to the needs of this user,” the study said. “It also excels in breadth of security, reliability, and compliance characteristics.”

  http://virtualizationreview.com/articles/2015/03/19/aws-named-top-public-cloud-for-software-development.aspx