Supplier Report: 10/19/2014

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IBM

Looks like IBM is really focusing on creating strategic partnerships: first with Apple and now with SAP.

  1. IBM creates a cloud service for “internet of things”:
    I keep reading “this could happen” or “when this occurs”, interesting idea, but sounds like more of a press release than some concrete at the moment: 
    http://www.theinquirer.net/inquirer/news/2376409/ibm-announces-internet-of-things-cloud-services
  2. Facebook’s market cap exceed IBMs:
    http://qz.com/283216/facebook-is-now-bigger-than-ibm/
  3. Check out Oracle point #2 – looks like IBM is starting a partnership with SAP using HANA technology:
    http://www.efinancehub.com/sachimo/for-hewlett-packard-company-nysehpq-a-lonely-journey-in-cloud-computing/1214830.htmlMore IBM focused article (looks like HANA will be available via SoftLayer):
    http://www.informationweek.in/informationweek/press-releases/298316/ibm-sap-partner-accelerate-enterprise-cloud-adoption
  4. Expected IBM Q3 earnings: beats estimates by $3.99 per share…
    System Z sales were up 6%, growth markets down 9%, cloud is up 70% for the year:

    Dragging down IBM’s revenue for the quarter were its services business, down 3 percent year-to-year, and its systems and technology group, which took a 17 percent beating. Consensus for revenue had been for IBM to make $24.7 billion, $1 billion more than it realized.

    http://www.forbes.com/sites/alexkonrad/2013/10/16/ibm-q3-revenues-slid/

Oracle

  1. SAP CEO Bill McDermott is calling out Oracle’s DB technology saying their new HANA format will eventually beat disk based databases:
    http://www.insidermonkey.com/blog/death-of-oracle-corporation-orcls-innovation-by-saps-ceo-bill-mcdermott-331883/
  2. This made me curious to what a HANA database was:


    SAP HANA, short for “High-Performance Analytic Appliance” is an in-memory, column-oriented, relational database management system developed and marketed by SAP SE.[1][2] HANA’s architecture is designed to handle both high transaction rates and complex query processing on the same platform.[3]In addition to the database engine, HANA includes an embedded web server and version control repository that can be used for application development. HANA applications can be created using server-side JavaScript and HTML.

    http://en.wikipedia.org/wiki/SAP_HANA

  3. Oracle technology a keystone in home automation and security applications:
    http://wallstreetpr.com/oracle-corporation-nyseorcl-helps-securitas-direct-manage-maximum-of-100-million-verisure-alarm-signals-a-day-34279
  4. On that note, looks like Oracle is focusing on the “internet of things”:

    Oracle Corporation (NYSE:ORCL) hired former Snapchat and Google engineering executive Peter Magnusson to run a refashioned offering that helps its corporate customers handle more tech tasks in the cloud.

    http://www.wallstreetscope.com/why-making-dramatic-moves-homeaway-nasdaqaway-oracle-corporation-nyseorcl-allied-motion-technologies-inc-nasdaqamot-national-instruments-corporation-nasdaqnati-applied-materials-nas/2532053/

HP

  1. What was HP doing wrong?
    Standard wrap – too much focus on hardware and printers, not enough on cloud, and they need to doing more acquisitions and investment (btw – does it seem like R&I doesn’t exist anymore – it is just go off an buy a small start up.  Although IBM is very clear about their research expenditures and investments).  http://www.fool.com/investing/value/2014/10/17/heres-what-hewlett-packard-company-is-doing-wrong.aspx
  2.  EMC merger talks are officially dead:
    https://www.pehub.com/2014/10/tech-firms-hp-emc-call-off-merger-talks-reuters/
  3. Like planetary bodies crashing apart and clumping back together, these split-offs might start a new dawn of mergers:
    http://www.businessweek.com/news/2014-10-15/spinoffs-could-set-stage-for-next-merger-wave
  4. Interesting Rumor: Will Lenovo purchase the hardware focused HP company?
    http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20141012000128

Other

  1. EMC is purchasing a small cloud company called Cloudscaling Group Inc.  It is expected to be for less than $50M
    http://www.bloomberg.com/news/2014-10-13/emc-acquiring-cloud-computing-startup-cloudscaling.html
  2. Expect a trend of large, older tech firms to break up:
    http://www.bizjournals.com/sanjose/news/2014/10/16/all-tech-giants-doomed-to-break-up-like-ebay-and.html

 Article count: 983

NOTE: I am taking career information off of this report and spinning it out as its own things on the blog.   Also, I am working on a similar report to this for the healthcare industry.   Reach out if you are interested in that report (still working out the bugs in those feeds).