Supplier Report: 11/8/2014

Photo: The Atlantic

IBM

  1. The first output of the Apple and IBM deal:

    Apple enterprise users can now get direct product support through the enterprise partnership unveiled by IBM and Apple in July.

    http://www.eweek.com/mobile/first-fruits-of-apple-ibm-deal-applecare-for-enterprise-services.html

  2. IBM cloud services are gaining a stronger market hold:

    The latest global analysis from Synergy Research Group ranks IBM as the top hybrid and private cloud provider for the enterprise and positions the company among the top three providers in the cloud market for the third quarter of 2014.

    http://www.eweek.com/cloud/ibm-tracks-cloud-deals-to-top-ranking.html

  3. IBM Intelligent Cloud Security Portfolio:

    According to a new IBM study of nearly 150 Chief Information Security Information Officers (CISOs), while 85 percent say their organizations are now moving to cloud, almost half expect a major cloud provider to experience a security breach. Despite these concerns, critical workloads processing customer and sensitive data are still moving to the cloud.

    https://www-03.ibm.com/press/us/en/pressrelease/45326.wss

  4. Can IBM before relevant again?
    This article kind of sums up the themes presented on this report the last month: IBM’s issues, the corporate break ups of Symantec and HP, and the growing cloud focus.  Good read.
    http://www.ecoustics.com/articles/ibm-relevant-sorting-biggest-basket/
  5. Korea is now getting an IBM cloud center (doesn’t say if it is under the SoftLayer umbrella)
    http://english.chosun.com/site/data/html_dir/2014/11/07/2014110701265.html
  6. IBM cuts 50,000 jobs in India and will replace Global Services lead:
    Erich Clementi will be replaced as of Jan. 1 by Martin Jetter, who heads IBM’s operations in Japan.
    http://wraltechwire.com/as-ibm-reportedly-cuts-50-000-india-jobs-ceo-replaces-global-services-leader/14146112/

Oracle

  1. How did Larry Ellison make is fortune?

    IBM researcher Edward Codd inspired him with a research paper titled “A Relational Model of Data for Large Shared Data Banks.” IBM didn’t see the potential in the product and essentially allowed Ellison and the co-founders of Software Development Laboratories, a forerunner to Oracle, to build the first commercial relational database system.

    http://www.fool.com/investing/general/2014/11/05/heres-how-the-second-richest-tech-geek-made-his-bi.aspx

HP

  1. HP is building a data driven operating system from scratch:
    http://sdtimes.com/hps-plan-new-operating-system-speed-less-energy/
  2. Lots of news about HP creating a smart watch (yawn)
    http://www.bidnessetc.com/28411-hp-teams-up-with-micheal-bastian-to-make-classy-wearables/
  3. Another heavy news cycle on HP’s 3D printer and scanner release that was covered last week.
    http://seekingalpha.com/article/2658555-3d-printing-revolutionary-industry-terrible-investment

Other

  1. A breakdown of the pressures EMC is facing to split.

    Greenlight Capital Inc., the $10 billion firm run by David Einhorn, today disclosed a new “medium-sized” stake in EMC. The hedge fund said Hopkinton, Massachusetts-based EMC is trading at a “sizable discount to the sum of its parts” because of its structure, where businesses ranging from enterprise storage, software virtualization and cloud infrastructure trade under the parent company.

    http://www.bloomberg.com/news/2014-11-05/emc-gets-einhorn-investment-adding-to-activist-pressures.html

  2. Michael Dell continues to talk a big game since going private:

    Dell said HP’s move to split into two separate companies was to help shareholders, not customers. Concerning IBM, he said, “To be in the end-to-end solutions business you have to have both ends. Or else it’s the end. We think it’s very important to have the complete solution.”

    http://www.crn.com/news/data-center/300074692/michael-dell-slams-hp-ibm-as-dell-world-gets-under-way.htm

  3. Tableau’s CEO says company’s biggest issue is getting talent:
    https://gigaom.com/2014/11/06/tableau-ceo-says-the-companys-biggest-challenge-now-is-talent/

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