Supplier Report: 6/27/2015

sn_empire

Playing well together seems to be the common theme of the week.  Several companies are investing in a company called Docker that is developing a SaaS “container” system.   The container is an open platform for building, shipping and running distributed applications. It gives programmers, development teams and operations engineers the common toolbox they need to take advantage of the distributed and networked nature of modern applications. IBM, RedHat, and EMC are all working with the company.

In addition to the Docker investment, IBM made friends with storage company Box to offer IBM’s bluemix on Box storage platforms.   Speaking of platforms, Oracle released good growth news in their cloud space while it ramps up for another fight with Google.

IBM

  • IBM suffers in integrated platforms market

    IBM retained its spot in second place in the market, but a 44.2 per cent sales slump to $42.35m saw its share shrink from 9.8 per cent last year to 5.6 per cent. HP fared much better in the quarter, with its sales jumping by more than half (53.7 per cent) annually to $23.79m, taking its share from two per cent to 3.1 per cent.

    http://www.channelweb.co.uk/crn-uk/news/2415121/ibm-suffers-in-infrastructure-market

  • IBM, Box Team Up to Conquer the Cloud

    The two will offer customers IBM analytics and social solutions, IBM security technologies, the IBM cloud, and Box’s cloud content collaboration platform. They will develop joint content management solutions and incorporate Box technology into select IBM MobileFirst for iOS apps, which is the result of IBM’s teaming up with Apple.

    http://www.ecommercetimes.com/story/82222.html

  • Another interesting Watson application: Internet of Things Turning New York’s Lake George Into “World’s Smartest Lake”

    The potential impact of these new developments extends well beyond the shores of Lake George. By capturing and pooling data from all sorts of sensors and swiftly analyzing it, scientists, policy makers, and environmental groups around the globe could soon accurately predict how weather, contaminants, invasive species, and other threats might affect a lake’s natural environment. Armed with these new insights and a growing body of best practices, corrective actions could be taken in advance to protect fresh water sources anywhere in the world.

    http://news.rpi.edu/content/2015/06/26/internet-things-technology-worlds-smartest-lake
    Protecting fresh water is important because:

  • As I was thinking of the theme of this week’s post, I saw this – IBM’s cooperate not dominate strategy:

    This comes despite IBM’s efforts to develop its own backup and storage platforms. The Spectrum Project is aimed at optimizing backup for physical, storage and cloud environments as a way to support unified, hybrid infrastructure in the enterprise. And by, again, tapping third-party cloud providers like CenterGrid, the system can be tailored to a broad range of industry verticals that are utilizing Big Data and mobile apps for services like parking-spot location in increasingly crowded urban areas.

    http://www.itbusinessedge.com/blogs/infrastructure/ibm-and-the-long-game-cooperation-not-dominance.html

  • IBM Storage Named a Leader in Gartner’s Magic Quadrant for Enterprise Backup Software and Integrated Appliances
    http://www.prnewswire.com/news-releases/ibm-storage-named-a-leader-in-gartners-magic-quadrant-for-enterprise-backup-software-and-integrated-appliances-300105295.html
  • IBM Bluemix and word press don’t mix
    IBM is encouraging developers to host a WordPress blog on BlueMix but it doesn’t natively support the plugins. The article calls out that IBM missed an opportunity for developers and hobbyists (like me) learn their platform.
    http://diginomica.com/2015/06/23/wordpress-on-ibm-bluemix-doesnt-quite-compute/

Oracle

  • Oracle leads integrated infrastructure and platforms market revenue in 1Q15
    sn_integratedinfra
    http://www.firstpost.com/business/oracle-leads-integrated-infrastructure-platforms-market-revenue-1q15-2313970.html
  • Oracle Vs. Google Is Coming Up…Again

    According to a research note from Patrick Walravens at JMP Securities, a decision in favor of Oracle would mean that Oracle can “demand a royalty from Google for each mobile device sold using the Android platform.” Additionally, it could “potentially” complicate the “API economy with a new set of legal concerns.”

    http://www.zacks.com/stock/news/179747/oracle-ups-cloud-investment-plans-data-center-in-sao-paulo

  • Oracle Has ‘Plethora’ Of New Iaas, Paas…And Cantor Analyst Loves It

    In the report Cantor Fitzgerald noted, “Oracle focused on its ability to offer services across all three layers of the cloud relative to a more IaaS-focused approach at AWS, while provisioning faster (e.g., 4x) compared to AWS, requiring less time managing (e.g., zero command-line interfaces with Oracle vs. 155 for AWS) and offering a lower cost archive cloud storage service (e.g., 10x lower cost than Amazon Glacier for a 20PB archive).” White believes that Oracle continues to be “unique in the IT world” since it is the only leading IT vendor “with a broad offering across all three layers of the cloud.”

    http://www.benzinga.com/analyst-ratings/analyst-color/15/06/5621218/oracle-has-plethora-of-new-iaas-paas-and-cantor-analyst-

  • Oracle SaaS earnings rattle SalesForce

    Last Wednesday (June 17), Oracle released its quarterly earnings report, closely watched by the market waiting to see if Oracle could live up to its own hype. Indeed, Oracle did. “We dramatically overachieved in the cloud,” said the firm’s CEO Safra Catz during the earnings call. According to the figures, during the last quarter of the fiscal year ended May 31, Oracle’s SaaS and Platform-as-a-Service units saw a 29 percent increase in revenue compared with the same period one year prior. According to reports, SaaS revenue hit $416 million – more than $125 million more than Oracle had forecasted for itself at the beginning of the quarter.

    http://www.pymnts.com/in-depth/2015/oracle-saas-earnings-rattle-salesforce/

EMC

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