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Supplier Report: 1/30/2015

sn_phoenix_AGPhotographe

IBM
Even though IBM has refuted reports of a massive layoff, reports continue to come in.  Something to keep an eye on.

[Note: The blogger who broke the story still maintains that major reductions (10k) have started]

Oracle

  • Is Ellison overpaid?
    Another scenario of investor shenanigans…

    Jackson said that in their view, even if PGGM and Railways Pension do not own a massive stake in Oracle Corporation (NYSE:ORCL) between the both of them, they are representing the majority of shareholders in the company which may have these issues with the way the software company is run. She said that they could have partnered with other substantial shareholders, but PGGM and Railways Pension are the groups which have been consistently been bringing up these issues in the past years.

    http://www.insidermonkey.com/blog/is-oracle-corporation-orcls-ellison-overpaid-catherine-jackson-thinks-so-338531/

  • Oracle stock remains strong:

    Oracle Corporation (NYSE:ORCL) dropped slightly amid mild profit booking and the last known price was $43.9 per share. The price decreased by -0.29 points or -0.66% which made the investors to buy on weakness. For the latest trading session, the net money flow was recorded at $19.39 million. The total upticks were valued at $78.32 million and the total downticks aggregated to $58.93 million, thereby putting the up/down ratio at 1.33, implying that stock remains inherently strong. The counter has seen a change in the share price of -0.66% on a weekly basis.In a big block trade which occurred today, the total uptick value was $27.18 million and the total downtick value was $13.89, resulting in an up/down ratio of 1.96. The net money flow for the block trade was calculated to be $13.3 million.

    http://stafforddaily.com/oracle-corporation-witness-large-inflow-of-money/322095/

HP

Other

Posted on

The Supply Chain: 1/28/2015

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  • Should companies hire supply chain EHS leaders?

    Given this approach to supplier relationship management, it’s a wonder whether or not enterprises are creating environmental, health and safety positions within procurement departments. According to the National Association for Environmental Management, an EHS manager oversees internal and external operations to ensure all suppliers and staff are abiding by national EHS regulations in addition to supporting progressive environmental policies and worker safety programs.

    http://www.strategicsourceror.com/2015/01/should-organizations-hire-supply-chain.html

  • Demand forecast practices that make customers happy:

    For a company to identify and take advantage of the patterns related to demand forecasting, they need to follow three best practices:
    1.) Implement forecasting software
    2.) Improve processes relating to inventory and sales
    3.) Focus on the customer

    http://www.ebnonline.com/author.asp?section_id=3745&doc_id=276358

  • Turning supply chain into an innovation engine.
    Nothing we haven’t heard, but an good summary and it shows the projects we are looking to take on are in the right direction…

    For many companies, the simplest form of analytics is looking at customer demands and patterns; then leveraging the gathered insights to build innovative and differentiated services—delivering greater value to the consumer and the businesses bottom-line.

    http://blog.kinaxis.com/2015/01/how-to-turn-your-supply-chain-into-an-innovation-engine-guest-post-from-erwin-hermins/

  • Best practices for a lean international supply chain operation

    5. Adopt a control tower approach:
    Companies today want to increase their end-to-end supply chain visibility. This visibility, though, is much more than track and trace. Today’s global supply chain requires a high degree of operational readiness and synchronization of end-to-end activities, including integrating the flow of goods, information and money associated with the movement of goods. Best in class companies achieve this visibility using a control tower approach. A control tower approach is the cornerstone to agility, responsiveness, and visibility.
    With this approach, companies can reduce inventory, lower total landed costs and decrease cycle times by connecting planning and execution, from raw materials to delivery to the end customer. This end-to-end supply chain connection involves integrating import/export data and information from overseas suppliers, logistics providers, brokers and carriers. Without the big picture, it is nearly impossible to implement cost-saving strategies such as just-in-time inventory replenishment.

    http://www.scdigest.com/experts/Amberroad_15-01-22.php?cid=8899

  • The cheese has moved…

    Stated bluntly, many of today’s sourcing and procurement professionals are not going to be successful in this new world. Those who make the transition probably already demonstrated innovative and adaptive behaviors. CPOs should begin now to retool their organizations with the talent that enables rather than hinders transformation. CPOs should focus on five key competencies in rebuilding their organizations:
    1. Consultative attitude
    2. Financial sophistication
    3. Communication and change management skills
    4. Technical savvy
    5. Vendor management skills

    http://www.sdcexec.com/article/12036122/a-key-trend-affecting-procurement-is-the-basic-fact-that-old-jobs-are-going-away-and-new-jobs-emerging

Posted on

Supplier Report: 1/24/2015

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IBM

Oracle

  • CEO Larry Ellison on New Oracle Hardware Technique: ‘The way to compete is to have the lowest cost’

    “Home-constructed systems can be high priced you have to do the integration and make it all perform collectively,” stated Ellison. “Our strategy has generally been to engineer all the layers – compute, storage, and networking – together, so you don’t have to. Having said that, we actually under no circumstances aimed at the lowest achievable purchase price with our tiered systems.”

    http://www.wpxnews.com/technology/ceo-larry-ellison-on-new-oracle-hardware-technique-039the-way-to-compete-is-to-have-the-lowest-cost039-h435.html

  • More on Oracle’s price war – specifically going after VMWare…

    In his classic trash-talking style, Oracle CTO and founder Larry Ellison specifically slammed EMC (VMware’s parent company) during the presentation, claiming, “Our list price is less than half of their discount prices.” Then he laughed and made it clear. “We will negotiate and will discount prices” even more.

    http://www.businessinsider.com/analyst-vmware-rips-out-oracle-for-sap-2015-1

HP

Other

  • Microsoft’s Consent To Poaching Of Employee Brings Rapprochement With Salesforce

    “I told him I wanted to hire one of his technologists as head of our infrastructure. What would be in it for Microsoft is the foundation of a partnership that would give us more kinds of ideas of things that we can do together. And he said okay. Now we’re learning about things that we could do with Microsoft’s file-management technologies and Office that we would never have known on our own”, the CEO said, according to Fortune.

    http://jewishbusinessnews.com/2015/01/23/microsofts-consent-to-poaching-of-employee-brings-rapprochement-with-salesforce/