Tag: Dell

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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/

Article Count: 741

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Supplier Report: 11/01/2014

Photo: Tim Parkinson, Flickr

IBM

  1. Another week, another IBM partnership.  IBM is shacking up with Twitter to help customers determine market trends for their business (ala Watson).
    http://www.mrweb.com/drno/news19954.htm
    This does make a lot of sense actually. 
  2. IBM also partnering with TenCent Cloud – they are based in China and the focus would be on small and medium sized business as well as the healthcare industry.  Looks like TenCent will have IBM SaaS offerings:
    http://www.sys-con.com/node/3220985
    Note: TenCent provides internet to a billion people
  3. A good summary of the partnerships IBM has made in the last 2 months (if you haven’t been reading this report).
    http://www.businessinsider.com/ibm-ceo-ginni-rometty-does-have-a-vision-2014-10
  4. After all the news last week about their buyback program, IBM is buying back another/additional $5B in stock:
    http://www.newsobserver.com/2014/10/28/4272139/ibm-boosts-buyback-plan-by-5-billion.html?
  5. How IBM is going after Amazon’s cloud (nice view of their current product mix):
    http://www.informationweek.com/big-data/software-platforms/ibm-cloud-services-take-on-amazon-redshift/d/d-id/1317011
  6. IBM offering 0% leasing on Power7+ and Power8 Iron (24 months):
    http://www.itjungle.com/tfh/tfh102714-story10.html

Oracle

  1. Comparing Oracle, Adobe, and SalesForce (a little stock heavy, but still interesting):
    http://seekingalpha.com/article/2624965-comparing-americas-3-largest-application-software-companies
  2. Predicting Oracle’s future acquisitions:

    Oracle announced the acquisition of TOA Technologies. TOA Technologies provides SaaS-based offerings focused on field service requests. Through the tools, companies cannot only monitor real-time field service requests but also schedule representatives and then use business analytics to monitor and view inventories and predict service windows. The solution helps them optimize their field service staff and operations. Oracle plans to integrate TOA’s offerings with their Service Cloud and Oracle ERP cloud solutions to help organizations deliver higher operational efficiency and improved customer satisfaction levels.

    http://seekingalpha.com/article/2612245-oracles-future-cloud-acquisitions-some-predictions

HP

  1. Massive amount of coverage over HP’s Sprout 3D printer system (it is $1900)
    http://www.businessweek.com/news/2014-10-29/hp-unveils-sprout-a-cheaper-faster-3-d-printing-system 

    I am very “meh” about the coverage on this product.  While I see many applications for 3D printing, I think it is too soon for this product to be the boost that HP needs (especially when the company splits).  Here is a little more on the technology:
    http://au.ibtimes.com/articles/571371/20141031/hp-sprout-keyboard-free-mouse-3d-desktop.htm

  2. HP vs IBM – who has the better recovery plan? (Hint: For investors – it is IBM)
    http://www.fool.com/investing/general/2014/10/28/ibm-vs-hewlett-packard-which-company-has-the-bette.aspx
  3. HP is looking to dump a Chinese networking company they own:
    http://thevarguy.com/information-technology-merger-and-acquistion-news/102714/report-hp-looking-offload-china-networking-busines

Other

  1. Former IBM CEO (Louis Gerstner) on how global markets and e-Commerce will impact the life insurance market (holds true for other business areas as well):
    http://www.lifehealthpro.com/2014/10/29/ex-ibm-chief-insurers-must-adapt-or-face-the-conse
  2. How Microsoft is beating IBM at enterprise business:

    IBM’s software, service and hardware revenue is too dependent on UNIX, and because IBM’s proprietary OS is shrinking in market share, the market for middleware will likely shrink in response.

    http://seekingalpha.com/article/2600605-how-microsoft-pushed-ibm-out-of-the-enterprise

  3. Tableau gaining a name in data analysis market:
    http://news.investors.com/investing-stock-spotlight/102714-723623-tableau-software-thrives-amid-booming-demand-for-software.htm
  4. Michael Dell thinks Dell with thrive on their competitor’s “chaos”:

    “I feel like Dell is doing the same thing as all of the other providers… except they entered the market fairly late,” said David Chou, CIO of the University of Mississippi Medical Center.

    I think that is all you need to say…
    http://blogs.wsj.com/cio/2014/10/31/michael-dell-sees-advantage-in-rivals-chaos-and-confusion/

  5. SalesForce making an even bigger push into Healthcare industry:

    Now Salesforce aims to bring in $1 billion in yearly revenues in coming years – about a fifth of its current annual sales – from health contracts, two people briefed on its plans told Reuters. The company expects to make such inroads despite entrenched competition and its own false starts in the sector, these sources said.

    http://www.orthospinenews.com/salesforce-to-make-big-push-into-healthcare-industry

  6. Spanning has been purchased by EMC:
    This company does a cloud backup service for SalesForce and the Google Apps products.
    http://www.businesswire.com/news/home/20141028006023/en/Spanning-Acquired-EMC-Corporation