Supplier Report: 2/11/2017

It was an eclectic news week for IT suppliers.  Microsoft cut their cloud prices for certain services and is also starting to protect customers against patent trolls, promising to assist small companies should a nonsense lawsuit occur.

Google found themselves in federal court being asked to provide the FBI access to emails. The company hoped to use Microsoft’s successful defense in a similar trail as grounds to drop the request, but it was denied.  When Google isn’t in court, they are expanding the use of complex games to vet and teach their AI better ways to solve for problems.

Acquisitions

  • The Case For IBM Buying Nvidia, Xilinx, And Mellanox

    We know what you are thinking. This might be a good thing for IBM, but it might not be a good thing for Nvidia, Xilinx, and Mellanox, who are the key three hardware partners in the OpenPower consortium that IBM formed with the help of hyperscale datacenter operator Google back in August 2013. Fair enough. All three companies seem to be doing fine against their respective competition, and the OpenPower effort might be a tight enough coupling to get interesting and innovative systems to market. But, we might argue, this effort to build a flexible platform – for that is what the OpenPower consortium is ultimately about – could be significantly enhanced and accelerated by a tighter coupling of the core technologies created by all four of these companies. The fourth being, of course, the Power family of processors created by IBM, which would be married to Nvidia Tesla compute GPUs, Mellanox InfiniBand and Ethernet switching, and Xilinx UltraScale Virtex and Kintex FPGAs.

    https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/

Artificial Intelligence

  • DeepMind is using games to test AI aggression and cooperation

    The findings are important as humanity releases multiple AI into the world. It’s likely some will clash and try to either co-operate or sabotage one another. What happens, for instance, if an AI is managing traffic flow across the city, while another is trying to reduce carbon emissions in the state? The rules of the “game” which govern their behavior then become vital. Setting parameters, and being mindful of other agents, will be crucial if we’re to balance the global economy, public health and climate change.

    https://www.engadget.com/2017/02/09/google-deepmind-ai-cooperation-research/

  • In major AI win, Libratus beats four top poker pros

    Marking a major step forward for artificial intelligence (AI), Libratus, an AI developed by Carnegie Mellon University (CMU), has resoundingly beaten four of the best heads-up no-limit Texas hold’em poker players in the world in a marathon, 20-day competition.

    After 20 days and a collective 120,000 hands played, Libratus closed out the competition Monday leading the pros by a collective $1,766,250 in chips.

    http://www.cio.com/article/3164228/artificial-intelligence/in-major-ai-win-libratus-beats-four-top-poker-pros.html

Cloud

  • Senior Google Cloud Exec Departs After Reorg

    Schachter joined the Internet search giant in 2012 from Salesforce.com, according to his LinkedIn profile. Initially he worked on Google for Work, formerly the overall brand for Google applications and devices. It is now part of the Google Cloud group. Schachter was promoted to head Google Cloud’s sales effort two years ago.

    According to that story, there was a sales reorganization earlier this year in which Schachter got responsibility for North America sales while another executive took on Europe and the Middle East.

    http://fortune.com/2017/02/02/google-cloud-vp-leaves/

  • Microsoft cuts cloud prices again

    The Redmond., Wash., software group dropped prices by up to 61% on some of its products, though other offerings will not carry a discount.

    https://www.thestreet.com/story/13995452/1/microsoft-kicks-off-the-2017-cloud-wars-with-some-big-price-cuts.html

  • Microsoft Adds Patent Suit Protections For Cloud Customers

    Microsoft, the second-biggest cloud infrastructure services vendor behind Amazon.com Inc., will help customers fight back by offering them one of its own patents to deter or defeat such suits. The software giant will also expand a program in which Microsoft provides funds or legal resources to fend off claims, known as indemnification.

    http://talkincloud.com/cloud-computing/microsoft-adds-patent-suit-protections-cloud-customers

Datacenter

Software/SaaS

  • Open source users: It’s time for extreme vetting

    Open source won. It won because it’s used everywhere now. But now we have a supply chain problem we need to start thinking about and that is, where did you get it and how is it being taken care of, because software doesn’t age well. This is something that you have to take care of and you have to pay attention to. You can’t just pull software into your project and you’re done.

    http://www.cio.com/article/3167527/linux/open-source-users-its-time-for-extreme-vetting.html

Other

  • IBM’s Marissa Mayer moment: Staff ordered to work in one of 6 main offices – or face the axe

    According to sources, the six “strategic” offices US marketing staff must work from are in: Austin, Texas; San Francisco, California; New York City, New York; Cambridge, Massachusetts; Atlanta, Georgia; and Raleigh, North Carolina. El Reg understands that employees will not get to choose a nearby office, but will instead be assigned a location based on where their team is predominantly situated. The first wave of workers were informed of the changes on Monday. The next wave will be instructed in early March, we’re told.

    https://www.theregister.co.uk/2017/02/08/ibm_no_more_telecommuting/

  • Google told to hand over foreign emails in FBI search warrant ruling

    The ruling is notable because it goes against an appeals court judgement last year — recently upheld — pertaining to Microsoft customer data held in servers outside the US. In that instance a federal court ruled the company did not have to hand over data stored on its servers in Ireland to the US government, declining to “disregard the presumption against extraterritoriality,” as the judge put it.

    https://techcrunch.com/2017/02/04/google-told-to-hand-over-foreign-emails-in-fbi-search-warrant-ruling/?ncid=rss

  • Oracle settling with ex-worker over alleged fiddling of cloud accounts

    In a joint submission Wednesday to the U.S. District Court for the Northern District of California, lawyers for Oracle and the former employee Svetlana Blackburn asked for the vacation of a case management conference scheduled for Thursday, while submitting a notice of settlement to notify the court “that the lawsuit has been settled in principle, and to request thirty (30) days in which to file a dismissal.”

    http://www.pcworld.com/article/3168035/cloud-computing/oracle-settling-with-ex-worker-over-alleged-fiddling-of-cloud-accounts.html

Photo: Oliver Cole

The impact of H-1B modification on tech companies

Note: This blog is apolitical and I will do my best to keep this post free of spin and stick to the facts.

During my research for last week’s supplier report, it was clear that President Trump’s immigration policies were a major pain point for IT companies. It was such a reoccurring thread that I felt I needed to go deeper to better understand the situation.

On January 27th, 2017 Donald J. Trump released an executive order that modified travel rights into the United States from several countries.

The executive order imposed a 90-day travel ban on the citizens of seven predominately Muslim countries: Iraq, Syria, Iran, Sudan, Libya, Somalia and Yemen. It also suspends the U.S. Refugee Admissions Program for 120 days. Additionally, it indefinitely prohibits Syrian refugees from entering the U.S.

As of February 5th, the Department of Justice is blocking the President’s executive order:

The US Justice Department filed an appeal just after midnight Sunday, asking to pause a sweeping decision from the judge that temporarily halted enforcement of several key provisions of President Trump’s executive order.

The status of the executive order has fluctuated during last week, and it is clear that President Trump is planning to fight this most recent setback:

Trump’s modification of immigration policy has many in the technology industry concerned that the order was just the first step of more sweeping immigration reforms. It is being reported that the Trump administration is also drafting modifications to the H-1B visa program.

The US H-1B visa is a non-immigrant visa that allows US companies to employ graduate level workers in specialty occupations that require theoretical or technical expertise in specialized fields such as in IT, finance, accounting, architecture, engineering, mathematics, science, medicine, etc.

The program allows for 65,000 (+20,000 additional IT workers) into the country annually. Depending on the country, a worker can stay in the United States for 3 years with an option for an additional 3 year renewal.

Although there are annual controls on who is accepted into the via program, there doesn’t seem to be precise records on how many people in total are currently working in the U.S. under the H-1B visa program. It is estimated to be between 650,000-850,000.

White House press secretary Sean Spicer said the possible executive order on work visas “is part of a larger immigration effort” and stems from “an overall need to look at all of these measures.” C-level executives from many of the large technology firms have denounced this activity:

Microsoft CEO Satya Nadella:

“There is no place for bias or bigotry in any society, in any context. That’s where we start from,” Nadella told employees. “It is the enlightened immigration policy of this country that even made it possible for me to come here in the first place, and gave me all this opportunity.”

Google Co-Founder Sergey Brin:

“I think it’s important to not frame this debate as being ‘liberal’ versus ‘Republican’ and so forth,” Brin told the crowd. “It’s a debate about fundamental values, about thoughtful policymaking and many of the other things that I think are — apparently not universally adored — but I think the vast majority of our country and of our legislators and so forth support.”

Apple CEO Tim Cook sent an email to employees (and has not yet publicly commented):

There are employees at Apple who are directly affected by yesterday’s immigration order. Our HR, Legal and Security teams are in contact with them, and Apple will do everything we can to support them. We’re providing resources on AppleWeb for anyone with questions or concerns about immigration policies. And we have reached out to the White House to explain the negative effect on our coworkers and our company.

As I’ve said many times, diversity makes our team stronger. And if there’s one thing I know about the people at Apple, it’s the depth of our empathy and support for one another. It’s as important now as it’s ever been, and it will not weaken one bit. I know I can count on all of you to make sure everyone at Apple feels welcome, respected and valued.

Perhaps the Trump administration’s investigation and overhaul of the H-1B program is due to accusations of companies abusing the program. For example, Disney has been accused of laying off qualified domestic workers in favor of cheaper H-1B workers coming from India.

While the argument is being made that American interests are being protected by these measures, there is concern that by increasing the wage requirements for H-1B workers and making it more difficult to get these resources, US companies will just shift the job entirely to cheaper labor markets like India:

India’s technology companies, led by Tata Consultancy Services Ltd, Infosys and Wipro, have argued they are helping corporations become more competitive by handling their technology operations with specialized staff. They also contend the visa programs allow them to keep jobs in the U.S. and that if they have to pay more for staff, they will handle more of the work remotely from less expensive markets like India.

This is (clearly) a complicated issue that only gets more complex through a political filter. It seems possible that the H-1B program has been abused in the past and it is alarming that there isn’t precise documentation on how many people are working under the program currently.

The United States is a country that was forged through immigration and there are many examples of people coming here with nothing and creating companies and jobs. Turning away from that cultural identity can be damaging and have long lasting impact.

Photo: Ferdinand Stöhr

Supplier Report: 1/21/2017

2017 is finally in full swing… I uncovered 7 acquisitions this week by major IT suppliers. It seems like a great time to be in the AI game, everybody wants to buy a tiny cognitive firm…

As AI profit grows, IBM is experiencing decline in their traditional sweet spots like storage. Blue’s cloud profits are also increasing, but Amazon is growing exponentially faster than competitors like Google and Microsoft.

IBM and Microsoft both got victories by having certain platforms reach new levels of government certification and clearance. Take the wins where you can get them!

Acquisitions

  • HP Enterprise just bought a $1 billion startup for $650 million

    At the time of SimpliVity’s last fundraising, in March 2015, the company had declared that it was valued at “more than $1 billion.” All in all, SimpliVity had raised $276 million from investors like Kleiner Perkins, Accel, and Waypoint Capital.

    By buying SimpliVity, HP Enterprise takes the startup’s capabilities and adds it to their own — crucial as the company moves to compete with the combined Dell EMC juggernaut, following the close of their mega-merger. Dell EMC, for its part, has been investing heavily in the market, and resells Nutanix hardware to its customers.

    http://www.businessinsider.com/hp-enterprise-buys-simplivity-2017-1
    Related:
    Nutanix Evolving Beyond Dell Relationship, Says Pacific Crest

    Kurtz spoke with CFO Duston Williams and also chief marking officer Howard Ting, along with a group of investors, and came away with the impression that the company is taking steps that could offset some of its reliance on privately held Dell, which sells Nutanix equipment and has made up 10% of sales.

    http://blogs.barrons.com/techtraderdaily/2017/01/17/nutanix-evolving-beyond-dell-relationship-says-pacific-crest/

  • Microsoft acquires Simplygon to boost 3D innovation

    This is part of Microsoft’s “3D for everyone” strategy that will be the focus in the upcoming Windows 10 Creators Update. According to Tsunoda, Simplygon, a company with reputable expertise in 3D, could help Microsoft simplify the process of capturing creating, and sharing 3D information. Microsoft’s new online creator community, Remix3D.com, and the new Paint 3D application codenamed “Beihai” will be complemented by Simplygon technology.

    Among the most important new features implemented into the Windows 10 Creators Update is a wide range of 3D capabilities that cater to creative types, according to Digital Trends. In the next version of Windows 10, in fact, 3D will take a central role, with the ability to scan objects and import them into the new Paint 3D app as 3D objects. It will also be possible to share these objects to the new Remix 3D community sharing site and interact with them using Windows Holographic and HoloLens.

    http://www.itechpost.com/articles/75272/20170118/microsoft-buys-simplygon-boost-3d-strategy.htm

  • Salesforce’s Quip acquires startup Unity&Variety

    Quip, the productivity platform that Salesforce acquired last year, announced its Friday that the firm Unity&Variety will be joining its team.

    The small Unity&Variety design team — which includes Joey Flynn, Drew Hamlin and Andy Chung — will help Quip “build the next generation of productivity tools,” Quip announced via Twitter. They’ll work on adding creative and visual elements to Quip, according to Salesforce. Has produced at least one public app, the game Pinchworm.

    http://www.zdnet.com/article/salesforces-quip-acquires-startup-unity-variety/

  • Why Salesforce Acquired Twin Prime

    Salesforce (CRM) continued its buyout spree in December 2016 with its acquisition of Twin Prime, a startup focused on ML (machine learning) that facilitates enhanced performance of mobile apps. The financial details of the deal were not disclosed.

    http://marketrealist.com/2017/01/salesforce-acquired-twin-prime/

  • Microsoft just bought an AI startup that can outperform Facebook and Google (Thanks JD!)

    The Verge covered Maluuba in the summer of 2016, when the startup shared the results of an AI system that could read and comprehend text with near human capability, outperforming similar systems shown off by Google and Facebook. Along with acquiring the company, Microsoft has also established closer ties with Yoshua Bengio, a pioneer in the field of deep learning who served as an advisor to Maluuba, and will now become and advisor to Microsoft’s AI division.

    http://www.theverge.com/2017/1/13/14266398/microsoft-acquires-maluuba-ai-deep-learning-yoshua-bengio

  • Google acquires Fabric developer platform and team from Twitter

    Google is taking over Twitter’s mobile app developer platform Fabric, as well as its Crashlytics crash reporting system, Answers mobile app analytics, Digits SMS login system and FastLane development automation system. Twitter launched Fabric as a modular SDK in 2014 to allow developers to pick and choose different tools to improve their apps, and it now serves apps reaching 2.5 billion users built by 580,000 developers.

    https://techcrunch.com/2017/01/18/google-twitter-fabric/?ncid=rss
    Twitter is definitely trying to slim down to look more attractive for acquisition.

  • Oracle Snaps Up Apiary, a Little API Company with Big Customers

    Oracle says it is buying Apiary, a company that specializes in managing and monitoring application programming interfaces, or APIs, which offer standard ways to connect software applications. Both software giants and large Fortune 500 companies are scrambling to add expertise in building, monitoring, and documenting these crucial pieces of technology.

    http://fortune.com/2017/01/19/oracle-buys-apiary/

Artificial Intelligence

Cloud

  • Oracle and Google Refine Their Cloud Pitches to Take On Amazon

    Companies with consumer DNA are not used to providing in-person or telephone support simply because the economics won’t support that expense. That’s why Amazon had to re-boot to approach these sorts of businesses by, for example, cultivating relationships with big systems integrators like Cap Gemini and Accenture that have worked with big businesses for decades.

    Now Google must do the same. When it comes to big customers, Driscoll said: “Sometimes you need to take a client to dinner and talk to them—especially when they’re spending a few million dollars a year with you.”

    http://fortune.com/2017/01/17/oracle-microsoft-amazon-google-cloud-pitches/

  • Microsoft cloud gets Pentagon’s top security rating

    The Pentagon has given the highest security rating for unclassified data to Microsoft’s federal cloud offerings, Azure Government and a Defense Department-specific iteration of Office 365. The Microsoft services were granted Level 5 provisional authority to operate certification.

    According to Microsoft, the rating makes it the first and only cloud provider that can offer a complete DOD cloud solution that is approved at that security level for controlled unclassified information (CUI).

    https://fcw.com/articles/2017/01/13/dod-azure-secure-cloud.aspx

  • IBM Analytics: A Unique Positioning within the Cloud Computing Industry

    IBM’s strength lies in its relationships with the largest companies in the world, most of whom are already its clients. IBM also knows that the bulk of these companies will prefer the hybrid cloud model so they retain a greater measure of control over their data; in addition, there are those who will not move out of their private clouds.

    In order to leverage that strength, IBM Analytics has decided to take the deployment-agnostic route for its analytics business. That way, they don’t rub their existing clients the wrong way, but are also there to support those clients who are seriously looking at public cloud as an option.

    http://1reddrop.com/2017/01/14/ibm-analytics-unique-positioning-within-cloud-computing-industry/

  • Why IaaS Growth is Critical to Cloud Computing

    The first wave of cloud growth came from basic software applications moving to the cloud. The second, and larger wave will come from things like AI-based applications, the globally connected Internet of Things, cloud gaming, virtual reality and other forward technologies.

    And to support that kind of environment, IaaS must necessarily continue to grow at the current pace, or faster. The more we move into cloud the more cloud we need – to move into! SaaS proliferation supported by IaaS expansion is the engine for cloud growth – this year and for the next several years.

    http://1reddrop.com/2017/01/16/infrastructure-service-iaas-growth-critical-cloud-computing/

  • IBM Re-Ups with U.S. Army for $62M Cloud Deal

    According to the Army, the project required Defense Information Systems Agency (DISA) Impact Level 5 (IL-5) Provisional Authorization to manage controlled, unclassified information. IBM is the only company to be authorized by DISA at IL-5 to run Infrastructure-as-a-Service solutions on government premises. IBM announced the accreditation in February which included a condition limiting the initial number of tenants in the cloud; according to today’s announcement, that condition was removed in September.

    http://www.enterprisetech.com/2017/01/18/ibm-re-ups-u-s-army-62m-cloud-deal/

Datacenter

  • 50TB hand made storage array (10 gb/s write speeds )
  • IBM is letting storage hardware revenues slip gently off into the night

    IBM’s results announcement material said that storage HW revenues were down 10 per cent on the year. Our calculation is that they are thus $718.2m, compared to $768m a year ago. In the fourth 2010 quarter Big Blue’s storage hardware revenues were $1.2bn; six years later they are $718m, a 40.2 per cent drop.

    http://www.theregister.co.uk/2017/01/20/ibm_storage_hw_revenues_same_old_same_old/

Software/SaaS

  • Oracle’s Strategy to Hit $10 Billion in SaaS Revenues

    For a lot of enterprises, a single-vendor solution for SaaS products is preferable, and that’s how Oracle wants to position itself. Microsoft is taking baby steps towards that same goal as well as it uses its strength in one SaaS area (Office 365) to strengthen another (Dynamics 365.) Both companies know that the head-on approach to taking on a segment leader like Salesforce is not the best solution.

    http://www.gurufocus.com/news/472820/oracles-strategy-to-hit-10-billion-in-saas-revenues

  • Proposed CEO of the Enlarged Micro Focus Group

    The Board is now pleased to announce that Chris Hsu, currently Chief Operating Officer of HPE and Executive Vice President of HPE Software, will become CEO of the Enlarged Group following completion of the transaction. This appoinment will further strengthen the Board and Executive management of the Enlarged Group. As part of its succession plan the Board was fortunate to have multiple internal candidates that were well qualified for the role.

    http://military-technologies.net/2017/01/17/proposed-ceo-of-the-enlarged-micro-focus-group/

Other

  • Oracle latest tech firm sued by Department of Labor

    The legal complaint asks the court to order the cancellation of all of Oracle’s federal contracts unless it prohibits discriminatory hiring practices and makes up for lost compensation and employment benefits to those affected.

    “The complaint is politically motivated, based on false allegations, and wholly without merit,” Deborah Hellinger, a spokeswoman for Oracle, said in a statement provided to CNNMoney. “Oracle values diversity and inclusion, and is a responsible equal opportunity and affirmative action employer.”

    http://money.cnn.com/2017/01/18/technology/oracle-lawsuit-labor-department/

  • Adobe and Salesforce among best US workplaces in the technology sector

    The rankings are based on employee feedback about how frequently they experience behaviors that create a great workplace, taking into consideration factors such as the quality of the employee benefits programme, support for a work-life balance, transparency of communication, degree of collaboration, and the opportunity for professional development. The rankings also take into account whether these experiences are consistent regardless of gender, race, ethnicity and job role.

    https://www.employeebenefits.co.uk/issues/january-online-2017/edmunds-salesforce-ultimate-software-among-best-us-workplaces-technology-sector/

  • Salesforce Is Opening an Innovation Hub Near Amazon and Microsoft

    Salesforce announced plans for this expansion in October 2015, and still plans to double its local workforce in the new neighborhood to nearly 500 people. The new Bellevue Salesforce Engineering and Innovation Hub will even include “dedicated mindfulness areas.”

    http://fortune.com/2017/01/18/salesforce-innovation-hub-seattle/

  • A new CEO for DocuSign

    Effective this week, Daniel Springer is taking the reigns and former CEO Keith Krach is moving to a chairman role.

    With a reported valuation of more than $3 billion, 14-year-old DocuSign is said to be scaling, with speculation that it’s nearing its long-awaited IPO. Though he couldn’t comment on timing, Springer happens to have experience with IPOs — he brought Responsys public in 2011 and later helped it get acquired by Oracle.

    https://techcrunch.com/2017/01/18/a-new-ceo-for-docusign/?ncid=rss

  • IBM: Revenues Will Grow In 2017

    To revamp growth, the company has invested over $30 billion in five key growth areas: Analytics, Cloud, Mobile, Security and Social. These areas offer incredible potential that is beginning to be captured. From today’s earnings’ release, we can see that year over year, Analytics grew 9% to $19.5 billion, Cloud 35% to $13.7 billion, Mobile 35% to $4.1 billion and Security 14% to $2 billion (Social, though, fell by 10% to $1 billion). Revenues generated by these areas have grown to $32.8 billion and now represent 41% of the company’s total revenues. Such growth is impressive considering that, in 2010, strategic imperatives represented only 13% of total revenues. Growth is slowing down because the segments are becoming larger, but these growth rates are still more appropriate for a tech start-up rather than for a giant like IBM.

    http://seekingalpha.com/article/4038136-ibm-revenues-will-grow-2017

Photo: Josh Willink

Supplier Report: 1/7/2017

Japan’s love of technology might be backfiring for their salarymen as 36 white collar workers have been replaced by IBM’s Watson technology (long term they will need it due to declining a declining population). Foxconn workers in China are also being phased out in favor of automation and robotics (because young Chinese workers don’t want to be treated like robots).

The US Healthcare industry is expected to grow their use of cognitive computing by 42% (compound annual growth rate) over the next 4 years. During those 4 years your car is also expected to get much smarter as Amazon and Microsoft are putting their AI technologies in your dashboard.

Acquisitions

  • Google buys Sweden’s Limes Audio to boost Hangouts voice quality

    “As more and more businesses adopt our video conferencing solutions, powered by Chromebox for Meetings and Google Hangouts, it’s critical that we provide a great audio experience. With G Suite customers now relying on video communications for their day-to-day meetings, it’s more important than ever to ensure low-cost, high-quality audio.”

    https://techcrunch.com/2017/01/05/google-acquires-limes-audio/?ncid=rss

  • Why LinkedIn Under Microsoft Is Doomed (this article is a little misguided, but a fun read)

    There are two things Microsoft will most likely do to LinkedIn. The first would be to leave it alone, which—from what I can tell—will worsen the product. But Redmond could also come in and ruin the product with a few years of meddling, just as it did with everything from Nokia to WebTV.

    So the likelihood of anything good coming from the LinkedIn buyout is improbable, at best. This, despite the fact that Satya Nadella is at the helm. The problem is the corporate culture, not the bosses.

    http://www.pcmag.com/commentary/350754/why-linkedin-under-microsoft-is-doomed

Artificial Intelligence

Cloud

  • AT&T Goes All In on IoT at CES

    In a series of announcement at the show, AT&T revealed a new partnership with Emerson for methane emissions monitoring, announced the addition of Portland, Ore., as a new spotlight city in its Smart Cities program, and launched a new IoT Professional Services offering that will lend the carrier’s expertise to help businesses design, test, deploy, and manage IoT solutions. Alongside the latter, AT&T also introduced a new light version of its IoT Starter Kit, a dedicated starter kit for the Amazon Web Services (AWS) IoT service, and a more streamlined IoT device certification process.

    https://www.wirelessweek.com/news/2017/01/t-goes-all-iot-ces

  • Microsoft unveils connected car strategy at CES 2017: ‘Cloud will do the heavy lifting’

    The platform allows automakers to leverage Microsoft’s virtual assistants, business applications, and office services, the post said. It will also help integrate productivity tools such as Cortana, Office 365, and Skype for Business into vehicles.

    http://www.techrepublic.com/article/microsoft-unveils-connected-car-strategy-at-ces-2017-cloud-will-do-the-heavy-lifting/

Datacenter

  • Dell EMC serves up ‘white glove’ treatment to exclusive top-tier partner level

    “Partners with Titanium Black status have placed a big bet on Dell EMC,” Byrne said. “They’re going above and beyond. They’re investing heavily in us and we are returning the investment in them so they can continue to achieve the extraordinary.

    “Titanium Black provides a rare and distinctive opportunity far and above what partners have experienced anywhere in the industry. Through the Dell EMC Partner Program, Dell EMC and our partners will attack the market, with our Titanium Black partners leading the way. We will deliver incredible transformation for our customers. We’ll be the channel to watch.”

    http://www.channelnomics.com/channelnomics-us/news/3001801/dell-emc-serves-up-white-glove-treatment-to-exclusive-top-tier-partner-level

  • Better Buy: Hewlett-Packard Enterprise Co vs. Cisco Systems, Inc

    Even after its banner 2016, HP Enterprise stock is trading at a mere 11 times future earnings, making it one of the best values in its sector. Cisco is tradingat just 12 times forward earnings, and with its nearly 3.5% dividend yield and future prospects, it’s the better buy for growth and income investors.

    That said, when the smoke clears, HP Enterprise will be ideally positioned to grow by leaps and bounds as 2017 progresses — and beyond. For investors in search of pure growth potential, HP Enterprise gets the nod.

    http://www.foxbusiness.com/markets/2017/01/04/better-buy-hewlett-packard-enterprise-co-vs-cisco-systems-inc.html
    But where is HPE’s growth coming from? Storage? That can’t last.

Software/SaaS

  • Oracle is starting to fine customers who thought they were using free Java software

    At issue, reports Clarke, is a hugely popular version of Java called Java Standard Edition (or Java SE), that anyone can download from the Oracle website.

    One unnamed retailer that underwent an audit on Java was issued a $100,000 bill, negotiated down to $30,000, The Register reports. And this could be only the beginning. Sources told Clarke that Oracle has hired 20 Java specialists for its License Management Services (LMS) department, the ones who do the audits.

    http://www.businessinsider.com/oracle-starts-to-audit-java-customers-2016-12
    But Oracle is publicly stating that they ARE NOT increasing audits…
    Oracle denies it’s ramping up a program that fines customers for using software they thought was free

    Oracle’s commitment to Java and its community remains stronger than ever, as shared recently at JavaOne. Oracle is not ramping Java SE compliance activity or hiring of compliance staff. The licensing model and policies for Java SE have remained unchanged since before the acquisition of Sun Microsystems. It is incorrect to imply that it’s easy for users to accidentally use Java SE Advanced features.

    http://www.businessinsider.com/oracle-says-it-is-not-ramping-up-a-audits-of-java-2016-12

  • It’s Official: Microsoft Eliminates Yammer Enterprise Plan

    Orton described that decision as a natural product evolution. Earlier this year, Microsoft turned on Yammer by default for all eligible Office 365 customers. Since then, the vast majority of Yammer customers use it as part of an Office 365 subscription. The stand-alone version was retired Jan. 1, although those who are already using it can continue to do so at least through the end of this year (and, in exceptional cases, as long as 2019).

    http://www.cmswire.com/digital-workplace/its-official-microsoft-eliminates-yammer-enterprise-plan/

Other

  • 11 things we think will happen in business technology in 2017

    In 2016, Microsoft and Google — widely seen as the second- and third-place contenders in the cloud wars with Amazon, respectively — made big hires and masterminded partnerships and acquisitions to bolster out their sales pitch to enterprises.

    Amazon may be the undisputed leader in the space, but Microsoft and Google aren’t taking it lying down. Watch this space: The cloud computing market is still growing, and so vicious competition will be the order of the day.

    http://www.sfgate.com/technology/businessinsider/article/11-things-we-think-will-happen-in-business-10830675.php

  • Department of Labor sues Google over wage data

    The agency is seeking what it calls “routine” information about wages and the company’s equal opportunity program. The agency filed a lawsuit with its Office of Administrative Law Judges to gain access to the information, it announced Wednesday.

    Google, as a federal contractor, is required to provide the data as part of a compliance check by the agency’s Office of Federal Contract Compliance Programs (OFCCP), according to the Department of Labor. The inquiry is focused on Google’s compliance with equal employment laws, the agency said.

    http://www.cio.com/article/3154772/government/department-of-labor-sues-google-over-wage-data.html

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