IBM’s long term plan of IoT, Big Data, and Analytics seems to be getting some traction even during a rough Q3. HP is fighting the ghosts of old decisions as they finalize their big split. While HP celebrates their split, EMC is telling the world they have no intention to follow that strategy.
IBM
- IBM Is Fading Back Toward Major Support
As October begins, it appears IBM is headed for its third straight lower monthly low. This current downtrend, which began on July 21 with a huge downside gap, has dropped shares nearly 20%. Late last month, the initial down leg of the post-earnings breakdown found support near $140. IBM began to rebound on Aug. 26, but the upside was well-contained. With very light bullish interest, despite the steep decline from the summer highs, the stock was unable to move past its massive Aug. 24 opening gap. Shares have been trading in a tight range since while the major indices went on to recover most of the mid-August selloff. The significant lagging action continues to weigh on Big Blue and will likely drive it lower in the near term.
http://www.thestreet.com/story/13309491/1/ibm-is-fading-back-toward-major-support.html
- IBM’s IoT Investments Are About To Pay Off
A recent IDC survey found that nearly 75% of IoT market makers are planning to deploy or have already deployed IoT systems in the next year. This proves that IoT is moving from the planning stage to the action stage, bringing the technology to life. The survey also found that of all industries tied to IoT, transportation and healthcare are furthest along, ready to deploy IoT technologies soonest.
http://seekingalpha.com/article/3536076-ibms-iot-investments-are-about-to-pay-off
- IBM acquires Meteorix to expand HR service offering
Acquiring Meteorix will make IBM one of the most experienced Workday service providers in the world, the company said, allowing it to better implement the services on behalf of customers thanks to the firm’s team of 200 consultants who specialise in delivering high-value services, while IBM will continue to focus on boosting the sales of Workday.
http://www.cloudpro.co.uk/hr/5397/ibm-acquires-meteorix-to-expand-hr-service-offering
- Analytics are better with shared storage and not scale-out, says IBM
[With] Spectrum Scale Native RAID, the cluster data is managed using higher-level erasure codes to protect against multiple disk failures while offering significant disk savings over the 3x replication found in typical HDFS installations. ESS stores data using declustered RAID6 with support for either 2-fault or 3-fault disk fault tolerance… ESS distributes the data and parity information evenly across all disks in the system [which] allows for storage rebuilds triggered by a disk failure to complete faster than traditional RAID rebuilds by distributing the work across many disks rather than just a few.
http://www.theregister.co.uk/2015/10/02/ibm_analytics_better_shared_storage_not_scaleout/
- IBM: Nanotube Breakthrough Will Create Low Power, Faster CPUs
Big Blue is claiming it can not only build carbon nanotube transistors, a claim widely acknowledged as feasible, but it can also connect the nanotubes to other processor components and circuitry, a claim no one else has made so far.
Hewlett Packard
- Autonomy’s Mike Lynch Sues Hewlett-Packard Company For $150M In Damages
The never-ending story continues!
http://www.bidnessetc.com/54054-autonomys-mike-lynch-sues-hewlettpackard-company-hpq-for-150m-in-damages-re/ - If Ray Lane hated HP’s Autonomy move so much, how did it happen?
Given Lane and Lesjak’s reticence you have to wonder how and why the deal got pushed through. Current HP chief executive and chairman Meg Whitman was on the board then, as were current directors Marc Andreessen (co-founder of Andreessen Horowitz) and Rajiv Gupta (former chairman of Delphi Automotive).
http://fortune.com/2015/09/28/how-did-hp-autonomy-deal-happen/
- HP unveils commercial PC strategy ahead of split
HP has three strategies for its personal systems business. The first is core, or delivering the best price-to-feature. The second is growth, which includes delivering innovative form factors and designs, such as two-in-one convertibles. And the last is the future and to bring disruptive technologies to market, like HP Sprout.
http://www.techradar.com/news/computing/pc/hp-unveils-commercial-pc-strategy-ahead-of-split-1305422
EMC
- EMC executive says breaking up company would be wrong thing to do
We strongly believe breaking up is the wrong thing to do. We think having a better federation is the right way to create value,” David Goulden, Chief Executive of EMC Information Infrastructure, the company’s biggest division, told the Code/Enterprise Series conference in New York.
http://www.reuters.com/article/2015/09/29/us-emc-us-breakup-idUSKCN0RT2YQ20150929
- EMC’s Most Vitriolic Competitor Is About to Go Public
So, how do EMC and Pure stack up on sales? Pure is growing fast. It hit $174 million in revenue in its Fiscal 2015 (ending Jan. 31), more than four times its $43 million top line in 2014 and an order of magnitude removed from its $6 million in 2013 revenue, according to its S-1.
Oracle
- Oracle Thumbs Nose At Shareholders On CEO Pay… Again
In an earlier article for Fortune I wrote that, reversing years of ignoring shareholder dissatisfaction with pay, Oracle announced in 2014 that it would reduce stock option grants to Ellison and to Hurd and Catz, seemingly in response to the negative Say on Pay votes. But while that did lead to a pay decrease for Ellison, this was just a miniscule 5% cut because while his options went down he received a $30 million performance stock award that almost made up for it. His pay went from $67 million to $64 million. Performance stock awards for Hurd and Catz more than made up for any reduction in stock options boosting their pay from $37 million each in 2014 to $53 million this year.
http://seekingalpha.com/article/3540186-oracle-thumbs-nose-at-shareholders-on-ceo-pay-again
- Oracle leads Integrated Platform systems with 54% share
http://www.infotechlead.com/it-statistics/oracle-leads-integrated-platform-systems-with-54-share-34617
Other
- Why Microsoft Should Fear Apple & IBM (MSFT)
For a company the size of Apple, $25 billion doesn’t seem like a lot, but it shows just how far the company has come after partnering with IBM last year and receiving heavy criticism in years past for essentially having no enterprise presence whatsoever.
http://investorplace.com/2015/10/apple-ibm-might-cause-havoc-microsoft-stock/
- Time for Hadoop to ‘grow up and get real’
http://siliconangle.com/blog/2015/09/30/time-for-hadoop-to-grow-up-and-get-real-bigdatanyc/
Photo: Aaron Burden, StockSnap