IBM got lots of headlines around their apple deal. Whitman taking over as chairman got lots of people talking as well.
IBM:
- If you haven’t seen this already, IBM and Apple are teaming up to get apple into enterprise mobile space (set pricing from stun to kill):
http://www.thonline.com/news/technology/article_4d26599d-2ad0-581e-ac5b-57ff8a5f3f2c.html - Another Apple/IBM article focusing on BYOD:
http://www.cruxialcio.com/sell-mates-ibm-apple-alliance-cure-byod-hangovers-9227 - IBM is the poster child for what is wrong with the US Economy: (sales have been flat for 6 years, they keep cutting and using accounting to show profits)
http://www.seattlepi.com/technology/businessinsider/article/DRUCKENMILLER-IBM-Is-The-Poster-Child-For-4830812.php - IBM joins the cloud pricing wars – dropping their rates [we need to look into what this means for our existing deals and future moves]:
http://www.fool.com/investing/general/2014/07/13/ibm-finally-joins-cloud-pricing-wars-what-it-reall.aspx - Reading lots of stories of IBM dropping $3B on r&d for chips and cloud research. I think there is overlap in the stories, I don’t think IBM is dropping $6B on r&d right now (and I as I type this, I scroll on this article):
http://www.businessweek.com/articles/2014-07-09/proof-investors-love-tech-companies-that-skimp-on-r-and-d
HP:
- Whitman named HP Chairman as well:
http://www.bizjournals.com/sacramento/news/2014/07/17/hp-appoints-ceo-meg-whitman-as-chairman.html
Oracle:
- Oracle’s hardware focus:
Oracle’s SaaS and PaaS subscriptions grew 25% to $322 million, much faster than the company’s overall revenue growth.
- Oracle has a social media management platform (should compare against Connections):
http://money.cnn.com/news/newsfeeds/articles/marketwire/1131528.htm - NuoDB looking to take on Oracle (might be worth investigating):
http://www.forbes.com/sites/petercohan/2014/07/11/can-a-50-person-startup-threaten-oracle-ibm-and-microsoft/
Career and Big Thinking:
- Haystack is a parking application looking to fix city parking issues (and like Uber, some cities are not happy about it):
http://www.bostonglobe.com/opinion/2014/07/20/the-city-needs-haystack-something-like/alD0KEGAeo0UaHPYq6SP7L/story.html - How large deals break down:
http://digital.vpr.net/post/art-deal-complex-corporate-negotiations
Other:
- Microsoft starting to think about a post Windows 7 world (yeah right):
http://www.fool.com/investing/general/2014/07/16/microsoft-prepares-to-kill-windows-7.aspx - Cloud computing in China:
http://www.chinaeconomicreview.com/china-cloud-computing-microsoft-azure-amazon-aws-ibm-aliyun