Photo: Andrea Vallejos, Flickr
The press was focused on big data and the transformation of the classic IT companies from legacy business to the newer cloud/SaaS model. Between IBM’s new tiny chip set, the ever increasing abilities of Watson, and the propagation of SoftLayer, IBM’s business model seems on track. So on track that Seeking Alpha wonders if they should spin off their legacy consulting and software model.
Oracle seems to emulating IBM with their partnership with Xamarin. Meanwhile, EMC finalized their purchase of Virtustream and released an interesting blog on their own thoughts on big data.
IBM
- Seeking Alpha: IBM Should Spin Off Its Legacy Business Of Installing Software And Consulting Services
It’s true that licensed software still makes up about a quarter of the total software sales at IBM, roughly the same revenue level for subscription software – with the rest tied to the company’s hardware sales. But continuing to run the on-premise software installation business along with a drastically different, new business endeavor of building cloud infrastructure to deliver software as a service all seems to be counter-intuitive. It may well hinder the company’s efforts to both salvage the declining market for installed software and press ahead with the rising cloud business.
- IBM recent R&D focuses on software solutions for healthcare, energy grid renewables
At the beginning of July, IBM announced a series of new cognitive services available through Watson, including text-to-speech, speech-to-text and language translation services. At the MD Anderson Cancer Center in the University of Texas system, Watson is currently being used to analyze treatment histories, genetic data and databases of medical knowledge to develop personalized treatments for cancer patients.
- IBM Softlayer or Amazon Web Services: What is your experience?
https://www.techinasia.com/talk/ibm-softlayer-amazon-web-services-experience/
- Et tu, Watson? IBM’s supercomputer can critique your writing
Hmmm… I wonder if it could review and evaluate technical documents and contracts?
http://www.engadget.com/2015/07/17/ibm-watson-tone-analyzer-writing/ - IBM Chasing $20B Linux Server Market With Power Systems
Balog said that the conversation IBM is having with organizations is about finding the data workloads that today are having challenges with ingesting information or business insights with analytics. IBM Power excels in the area of data analytics and enterprise Java applications, Balog said.
http://www.eweek.com/servers/ibm-chasing-20-billion-linux-server-market-with-power.html
- Should Intel Corp. Investors Worry About IBM’s Big Announcement?
There’s a significant difference between producing a single test chip and going into mass production. For example, back at Intel’s 2013 investor meeting, the individual responsible for running Intel’s Technology and Manufacturing Group, Bill Holt, said that Intel had test chips of its 10-nanometer manufacturing technology up and running. And yet, it’s looking like volume production of Intel’s first 10-nanometer processors won’t begin until sometime in 2016 for what’s increasingly looking like a 2017 product rollout. That’s a roughly three-year gap from when Holt said Intel had test chips on 10-nanometer running — and the test chips may have been floating around even earlier — to economically viable high-volume manufacturing.
Oracle
- Oracle’s second largest workforce is in India
“Of the 120,000 workforce we have globally, 31,000 are in India, making it the second largest after our employees’ strength in the US,” Oracle president Thomas Kurian told reporters at an event here.
http://www.infotechlead.com/hr/oracles-second-largest-workforce-is-in-india-32271
- Oracle Abandons Its Largest Copyright Damages Theory Against Rimini Street
In a recent Court filing, in response to challenges raised by Rimini Street, Oracle abandoned its biggest damages theory of copyright infringement for its PeopleSoft, JD Edwards and Siebel-branded software products based on fair market value, measured by hypothetical license or income approach, to “streamline” the issues for trial. Accordingly, Oracle has withdrawn the $210 million damages associated with its fair market value theory. Oracle’s primary remaining copyright damages theory in the case is for lost profits, where Rimini Street asserts Oracle’s theory is without merit due to a complete lack of proof of causation.
- ERP Cloud Could Be The Next Big Thing For Oracle Corporation
Ebbeck noted that customers that have already adopted some cloud services from Oracle and would likely come back for ERP cloud. The other area of potential growth is among the existing on-premise install base. Ebbeck stated that ERP cloud simplifies the IT environments and eliminates the usually time-consuming and expensive on-premise software upgrades.
http://investcorrectly.com/20150715/erp-cloud-next-big-thing-oracle-corporation-nyseorcl/
- Oracle Teams Up with Xamarin for Expanding Cloud Business
Oracle recently announced its partnership with California based software company, Xamarin in order to build its cloud platform. Xamarin, known for its mobile development platform for enterprises, will offer a software development kit for Oracle’s cloud-based mobile applications under the new deal.
http://www.zacks.com/stock/news/181296/oracle-teams-up-with-xamarin-for-expanding-cloud-business
EMC
- Understanding the Dimensions of Your Big Data Strategy
One of the key differences between big data analytics and classic business intelligence is the way by which big data demands real-time decision making in applications to force a different decision in stride based on predictive modeling. Modern third-platform applications rely on analytics to decide what to do now with machine data, personal information, geospatial information, and other criteria that are statistically significant in making a decision. This requires the technology capability to integrate analytics and applications, but equally importantly, it requires business support to change business decisions in real-time based on analytics recommendations called by mission critical applications. As such, business adoption relies on business analysis to identify key business moments that can be driven by analytics.
- EMC Finalizes $1.2 Billion Virtustream Buy
EMC announced it has completed the acquisition of Virtustream. Virtustream represents a transformational element of EMC’s strategy to help customers move all applications to cloud-based IT environments. The all-cash transaction is expected to have no material impact to EMC financial results in 2015 and is expected to be additive to revenues and accretive to EPS in 2016. Operational details of the new EMC Federation business formed by Virtustream will be announced later this quarter.
http://www.channelpartnersonline.com/news/2015/07/emc-finalizes-1-2-billion-virtustream-buy.aspx