IBM
- IBM reports another bad quarter. They revised 2015 earnings down.
http://blogs.wsj.com/moneybeat/2014/10/20/big-blues-big-drag-on-the-dow/ - The pressure for IBM to split:
http://www.businessweek.com/news/2014-10-20/ibm-ceo-under-pressure-to-revive-tech-giant-after-plunge - IBM’s transformation in the last three years is actually remarkable (good overview of their technology mix):
http://techcrunch.com/2014/10/24/ibm-earnings-reflect-just-how-difficult-transformation-really-is/ - IBM’s employees say their fabled “roadmap” damaged the company:
Ginni Rometty, said strong steps were taken that are part of the broader strategy of which the road map number was a part. “We are executing on a clear strategy that is moving IBM to higher value, and we’ve taken significant actions to exit nonstrategic elements of the business.” A key part of that was the news that IBM will transfer its semiconductor manufacturing operations, staff and facilities to GlobalFoundries.
- Another week, another partnership: IBM announces partnership with Microsoft. Promising cloud interoperability:
http://www.cloudwedge.com/4891-ibm-and-microsoft-pledge-cloud-interoperability/ - IBM’s share buyback problem (looks like that has finally caught up with them):
http://seekingalpha.com/article/2586775-ibm-dont-fall-for-the-illusion
Oracle
- Oregon cuts ties with Oracle’s health exchange:
Oregon had planned to salvage some of the Oracle-built portal to enroll people in Medicaid, but officials have now decided to scrap that project as well and will use another state’s Medicaid enrollment system instead
http://finance.yahoo.com/news/oregon-wont-oracles-technology-medicaid-194227969.html
- Oracle’s strategy to manage unstructured data:
Oracle Corporation (NYSE:ORCL)’s new solution will manage both unstructured and structured data and integrate both owned and third-party metadata and provide business analytics platform. It also provides a data flows across various enterprise systems including ERP applications, data warehouses and Apache Hadoop.
HP
- The trend is continuing – HP is looking to sell of a part of their H3C subsidiary. Clearly this company is looking to become small and lean:
http://www.taipeitimes.com/News/biz/archives/2014/10/26/2003602908 - HP Sprout: 3D scanner and PC-esque device. Could have potential use in the medical field….
http://www.pcworld.com/article/2837500/hps-rumored-sprout-pc-sure-sounds-similar-to-this-oddball-printer-from-2011.html - Why Chromebooks are good news for HP and Samsung (sales are growing in markets outside of North America)
Chromebooks may be a temporary fad similar to the netbook, but the form-factor design and low-cost price tag draws considerable interest that may be a longer term trend,” according to Van Vactor. “Chromebooks may have more of a place in the market than originally anticipated, especially as more vendors jump on board and sales continue to grow.
Note: I can see this become the future of corporate computing – going back to the thin client mentality. Merge the growth of cloud computing and storage. A cheap, light, easily replaceable device that contains no local data could be the future.
- HP offering OpenStack for Helion cloud platform:
http://www.itworldcanada.com/article/hp-releases-commercial-openstack/98474 - WebOS is officially dead…
http://www.telecoms.com/296122/hp-to-end-webos-cloud-services-in-january/?utm_source=rss&utm_medium=rss&utm_campaign=hp-to-end-webos-cloud-services-in-january
Other
- How SalesForce makes money (very basic overview for those not familiar with one of the largest cloud providers in the business):
http://vator.tv/news/2014-10-25-how-does-salesforce-make-money - Interesting perspective from SAP’s CEO on the growth of cloud and the impact on “traditional” IT companies:
http://www.chicagotribune.com/sns-wp-blm-news-bc-sap21-20141021-story.html - Why is SalesForce so expensive (here is a public discussion about negotiating with a supplier and driving price down vs. incurring cost for productive boosts):
http://www.computing.co.uk/ctg/feature/2376730/why-is-salesforce-so-expensive - Should the CEO be the chairman too?
http://fortune.com/2014/10/21/chairman-ceo/
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