Looks like it was a light week because of the holiday. IBM’s up and down stock performance has only expanded talks of their demise. HP continues to redefined their operating model and correct bad acquisitions by write off or sell off. Oracle continues to get little press.
If you have been reading the last month worth of these reports, a funny side note, RackSpace is now talking about going private since they can’t find a buyer.
On to the report…
HP:
- HP Introducing cloud-enabled health centers in India:
http://www.domain-b.com/companies/companies_h/hewlett_packard/20140704_ehealth_centres.html - HP recruits new enterprise CIO from Clorox:
http://www.crn.com/news/channel-programs/300073327/hp-goes-to-clorox-for-new-enterprise-group-cio.htm - HP looks to sell off MPhasis stake
http://www.business-standard.com/article/companies/hp-hires-ubs-to-manage-mphasis-stake-sale-114070101452_1.html
IBM:
- Looking for confirmation on IBM’s sell off of semi-conductor business:
http://www.poughkeepsiejournal.com/story/news/2014/07/03/ibm-silent-earnings-near/12190903/ - IBM selling off DB management system:
http://www.govconwire.com/2014/07/ibm-sells-database-mgmt-system-to-unicom-corry-hong-comments/ - IBM opening SoftLayer datacenter in London:
http://www.v3.co.uk/v3-uk/news/2352554/ibm-will-open-london-data-centre-in-july-in-softlayer-cloud-computing-expansion - IBM struggling to keep shareholders happy:
http://seekingalpha.com/article/2296935-ibm-running-out-of-easy-ways-to-keep-the-shareholders-satisfied- IBM sales and profits are on a downhill run.
- The company is masking its problems with happy talk and cost-cutting.
- This kind of story seldom ends well.
Oracle:
- Oracle is estimated to grow:
http://seekingalpha.com/article/2298395-oracle-well-positioned-to-grow
Other:
- SalesForce appoints new CFO:
http://www.businesscloudnews.com/2014/07/01/salesforce-appoints-enterprise-it-veteran-mark-hawkins-as-cfo/
NOTE: They seem to be poaching alot of HP talent.