Supplier Report: 12/5/2015
This week seems to be all about the scrappy underdogs taking on the champs. Rocana wants to take a piece of splunk, Google (okay not so scrappy) wants a chunk of Amazon’s cloud business, and Amazon (also not an underdog) wants to take a bite out of Watson.
- IBM Watson Vs. Amazon: Machine Learning Systems Presage the Future
“Amazon offers a simplified platform for developers who want to start working with machine learning without a lot of stress or specialized tools or investment,” King, Principal Analyst at Pund-IT, toldDatamation. “Typically machine learning has required developers to have a lot of specialized training, and required businesses who want to use it to invest in software tools and specialized algorithms and the hardware to support extremely large data sets.”
- How IBM Spent $84 Billion in 12 Months
http://www.fool.com/investing/general/2015/12/02/how-ibm-spent-84-billion-in-12-months.aspx
- IBM sets $1bn revenue goal for SoftLayer, says source
That’s an increase of about a quarter from the $700 million to $800 million in revenue the unit is expected to take in this year, said the person, who asked not to be identified because the financial information is still private. SoftLayer, which IBM acquired in 2013, had $335 million in sales the year before the acquisition.
- After Apple open sources it, IBM puts Swift programming in the cloud
Pay attention to this on based on conversations we had this week…The company is on-board to create enterprise apps for iOS devices and is already saving thousands of dollars in support costs by deploying Apple hardware within its own ranks. IBM says “we love swift here” so I’d expect the company to highlight additional Swift implementations in the future, helping Apple further its cause to make Swift a go-to language for modern app development.
http://www.zdnet.com/article/after-apple-open-sources-it-ibm-puts-swift-in-the-cloud/
Hewlett Packard Enterprises
- The market responded well to the HPE/Microsoft partnership…
Gartner predicts that IoT connected devices will represent 6.4M of the total devices connected to the internet in 2016. It is extremely similar to the same deal Microsoft cut with HPE’s arch competitor, Dell, back in October. HPE also serves as a conduit to Microsoft’s growing Azure cloud computing ecosystem. Analysts on the street covering shares of Hewlett-Packard Company (NYSE: HPQ), are projecting a one-year target price of $15.153, according to Zacks Research.
http://waltonian.com/2015/12/hewlett-packard-enterprise-shares-rally-on-expanded/
- BT partners with HPE on Cloud services
British Telecom has partnered with Hewlett Packard Enterprise (HPE) to allow the telco’s IP VPN customers to connect directly to HPE Helion Managed Cloud Services. BT’s service will use HPE’s Rapid Connect capability to bypass the public Internet when connecting to HPE Helion Managed Cloud Services.
http://www.arnnet.com.au/article/589846/bt-partners-hpe-cloud-services/
- HP Inc exits low cost Android tablets, to focus on high-end devices
HP’s new strategy is akin to that of Apple and Microsoft, which both offer more expensive, premium tablets. Dell has also scaled back its cheap tablet product line-up instead focusing on profitability. Dell says it wants to sell only premium tablets and hybrids with advanced features like hi-res screens and even 3D cameras.
http://www.streetwisejournal.com/hp-exits-low-cost-tablet-market/
Note: Hmmm… that sounds oddly similar to what I said on a certain podcast last week… - The Sad Story of HP Printers
At HP Printers, they were fully aware back in the late 1970s that the market was moving to go paperless, but spent the following decades in denial rather than in pivoting to take advantage of the opportunities that this move would create. Recent surveys indicate that a majority of firms will be paperless shortly, yet with four decades of warning, HP doesn’t appear ready.
HP Inc.’s numbers are out and they are getting pounded by the decline in printing supplies. As a result of this long-anticipated move, they now serve as a lesson of what not to do. They also showcase why so many dominant companies, even with lots of notice, don’t survive an industry event like the paperless office
http://www.itbusinessedge.com/blogs/unfiltered-opinion/the-sad-story-of-hp-printers.html
Other
- Microsoft Overtakes IBM as Most Buggy Software Vendor
“The reason so many Microsoft products are in the Top 20 lists this time is that both Microsoft Internet Explorer and Microsoft Edge come bundled with Adobe Flash, adding the 35 Flash vulnerabilities listed in August to Windows 8 and upwards,” he said.
http://www.infosecurity-magazine.com/news/microsoft-overtakes-ibm-most-buggy/
- Forrester: Google cloud business a concern for AWS, IBM
Google does not break out its cloud revenues separately when reporting results, but at a recent event, the firm said it thinks its cloud revenue will surpass its sales from online advertising in five years’ time. Its aim is to be referred to as a cloud company by 2020.
- So Larry Ellison wrote a book about Oracle…
I learned many important things from this book, but I found this quote to be most useful: “People — teachers, coaches, bosses — want you to conform to some standard of behavior they deem correct. They measure and reward you on how well you conform — arrive on time, dress appropriately, exhibit a properly deferential attitude — as opposed to how well you do your job. Programming liberated me from all that. I could work in the middle of the night. I could wear blue jeans and a T-shirt. I could ride my motorcycle to work. And I’d make more money if I could solve the problem faster and better than anyone else.”
http://www.gurufocus.com/news/375356/the-oracle-of-software-
- Startup Rocana wants to be everything Splunk is and more, bringing big data to DevOps
Years back, Omer Trajman, Eric Sammer, and Don Brown met while working together at Cloudera. They were early executives and field employees charged with helping customers understand Hadoop and how to use it to solve business problems. They did this, possibly, hundreds of times and, while they were able to help many business better understand Hadoop, they always seemed to hit a snag when it came to getting it into production.
The problem was that the operations team, the folks in the data center, didn’t know how to run it or weren’t able to. So, they started solving the operations problem as well. They screwed it up plenty of times, Trajman said, but they also got it right many times as well.
- Teradata restructures leadership, cuts co-president
Teradata (NYSE: TDC) said its board of directors moved Tuesday to dissolve its co-president management structure in light of the recent decision to exit the market applications business. The co-president position held by Hermann Wimmer has been terminated. The company has appointed Robert Fair as chief operating officer. Michael Koehler, CEO of the company, has additionally been named president.
- Why Dell Might Sell Quest Software & SonicWall
The rumors began flying Wednesday night that Dell is shopping its portfolio companies — Quest Software and SonicWall — to buyout firms KKR & Co LP, Thoma Bravo LLC and Vista Equity Partners Management LLC.
http://www.cmswire.com/information-management/why-dell-might-sell-quest-software-sonicwall/
Photo: Tim Swaan
Supplier News: 8/15/2015
Everybody wants to get involved with the wide open roads of big data. IBM continues their journey to find and assimilate all medical data to feed to Watson, but not without a few bumps in the road (people are not happy about the Merge deal).
HP is attempting to get their rubber on the road with their own big data tool known as “Vertica”. They are also trying to get traction by announcing the new boards for each company post split.
Storage is a strong topic this week with the continued rumors of EMC shifting under VMware, Box poaching an EMC VP, and Google introducing two new storage and cloud platforms for enterprise.
IBM
- Merge Healthcare Investors Try To Block $1B IBM Takeover
A Merge Healthcare Inc. shareholder on Thursday launched a proposed class action in Delaware state court trying to block IBM Corp.’s planned $1 billion acquisition of the company, a day after another Merge shareholder filed a similar suit in Illinois state court.
http://www.law360.com/articles/690897/merge-healthcare-investors-try-to-block-1b-ibm-takeover
- IBM’s insatiable appetite for healthcare data
It’s pretty clear that IBM would love to get its hand on a large chunk of EMR data. The only catch is that EMR vendors are notoriously protective about their systems and work hard to keep their proprietary data inside their walled gardens. Interoperability with their systems is one of the biggest issues today in the free exchange of medical information. Privately owned EPIC, the largest among these vendors, has not provided any indications of going public anytime soon, so one wonders if the current owners might sell to a large behemoth such as IBM.
http://www.cio.com/article/2970229/big-data/ibm-s-insatiable-appetite-for-healthcare-data.html
- IBM’s big Big Data play goes beyond scratching the surface of data analytics
“Fraud analytics is obviously going to be more applicable to banking, but equally it could also apply to an insurance customer, it could also apply to a banking customer. It’s trying to understand what the business problem is that we are trying to solve.”
- CVS-IBM form a partnership for peeking, Brase warns
“Would patients really support the idea of corporations – large corporations – building complete profiles of them to determine whether they are high risk or low-risk individuals?” she asks.
http://www.onenewsnow.com/business/2015/08/12/cvs-ibm-form-a-partnership-for-peeking-brase-warns
Hewlett Packard
- HP names board members post split
http://tvnewsroom.org/newslines/business/hewlett-packard-names-board-members-for-post-split-companies-83629/ - HP Expands Its Big Data Analytics Efforts
The new release of Vertica—code-named “Excavator”—is designed to enable businesses to quickly take in and analyze streaming data from a variety of sources, including IoT applications. Integrated into Excavator is Apache Kafka, a distributed messaging system for data streaming that will enable the Vertica software to automate data loading and query for real-time analytics.
http://www.eweek.com/database/hp-expands-its-big-data-analytics-efforts.html
EMC
- Box Snags Former EMC Exec To Run Nascent Platform As A Service Offering
Patel will have the title senior vice president of platform and chief strategy officer. His primary responsibility will be building out the Box Developer Edition product, which enables developers to take advantage of services built on the Box platform to create applications without having to use the core product.
- EMC Exploring Reorganization Alternatives
The latest rumor is perhaps the most intriguing. Rather than simply sell its stake in $37 billion VMWare or buy the remaining 20% it does not already own and then spin it off, word has it the EMC board is contemplating having VMWare actually acquire its larger parent company. The strategy, should it come to pass, would involve issuing new shares of VMWare to dole out to existing EMC shareholders, along with some cash following the issuance of new debt.
Other
- Cloud Computing Market in Healthcare Research and Development Global Industry Analysis,Growth,Trends and Forecast 2020
The market for cloud computing in healthcare research and development is highly fragmented as none of the players operating in this market holds more than 5% to 10% share of the overall market. Some of the major companies operating in this market are Oracle Corporation, Microsoft Corporation, Intel Corporation, IBM Corporation, Merge Healthcare, Inc., Cisco Systems, Inc., Carecloud Corporation and Carestream Health, Inc.
- Google launches two cloud services to compete with Amazon, Microsoft and IBM
The Mountain View-based company’s Cloud Dataflow and Cloud Pub/Sub will handle Big Data needs. Cloud Dataflow can perform complex computations on large quantities of data in batches or in streaming mode, while Cloud Pub/Sub is a tool that can send and receive data to and from applications in the form of “messages.”
- Vodafone’s India CIO Anthony Thomas quits ahead of $1 billion IBM deal renewal
Thomas joined Vodafone in April 2012 and played a key role in creating a new centralized IT structure within the company during his tenure. During his stint at Vodafone, the company also rolled out several new technology initiatives including the company’s microfinancing service m-pesa and also a new data warehouse.
- Box’s Platform Push Targets Corporate Developers
http://www.bloomberg.com/news/videos/2015-08-13/box-s-platform-push-targets-corporate-developers
Photo: Luke Pamer, Unsplash
News You Can Use: 8/12/2015
- FDA tells hospitals to ditch IV pumps that can be hacked remotely
This is the world of the “Internet of Things” (IoT)The Food and Drug Administration “strongly encourages” hospitals to stop using Hospira’s Symbiq Infusion System, because it’s vulnerable to cyberattacks that would allow a third party to remotely control dosages delivered via the computerized pumps. Unauthorized users are able to access the Symbiq system through connected hospital networks, according to the FDA and the Department of Homeland Security’s Industrial Control Systems Cyber Emergency Response Team. ICS-CERT reported the vulnerability on July 21st and the FDA released its own safety alert on Friday, July 31st.
http://www.engadget.com/2015/07/31/fda-security-warning-hackers
- Formality The Key To Supplier-Enabled Innovation
So, in my mind, two things must happen for CPOs to begin their journey into SEI. First, they must convince themselves of the scale of the opportunity that exists. And, second, they must convince the rest of the senior team the same. It sounds simple, but a formal programme can only be put in place with the backing of key stakeholders, a significant financial investment and patience. Get it right, however, and the returns will be career defining.
- 7 Habits to Work Proactively, Not Reactively
(Hmmm… who am I sending this message out to *cough**spoons*cough*)
Try not to overthink. Just DO.
If you over-think, a 5-minute email could take 30. A few additional Powerpoint slides could take half a day. We tend to overthink when we feel insecure. So shift into a vibe that allows your inherent awesome instinct and abundant intelligence to do its natural work and just get it done. As the saying goes, “Done is better than perfect.”http://www.entrepreneur.com/article/248866?ctp=BizDev&src=Syndication&msc=Feedly
- The Unlikely Source of Your Next Big Breakthrough
Get to know your own backyard. We all have an extensive network of supply-chain support — from our Internet providers to our credit cards, banks, and other financial-service systems to the couriers who send and deliver our packages. Most of us have only a cursory understanding of what these people can actually do for us. We may know the main benefits of these programs, but we remain in the dark when it comes to knowing how they can enhance our innovations. Build relationships with your support teams. Make calls and sight visits to these places. Educate yourself about the capabilities of your supply chain. What you learn will likely surprise you.
Go to show-and-tell events. There are tons of innovation sources in supply-chain sectors of all kinds, but you won’t know about them if you’re not exposed to them. Attend information fairs and showcases hosted by universities, governmental organizations, and trade associations. Meet new people, ask tons of questions that speak to your particular needs. Talk to the people you travel with and listen to the solutions they’ve conjured up for their situations. You may be able to reapply them to your organization. Remember that these forms of communication are not limited to your competitors or the individuals in your industry but open to people in all areas closely and remotely related to your own.
http://www.huffingtonpost.com/jeff-degraff/the-unlikely-source-of-yo_b_7880176.html
- Google will now tell you when a restaurant is too busy
This is amazingA new feature in Google will show users when local restaurants are booked up and stores have the most foot traffic. The Google Search tweak is rolling out today on mobile for some users, and shows graphs—presumably based on geolocation from smartphones—indicating when a given venue is busiest during the day.
http://www.fastcompany.com/3049165/fast-feed/google-will-now-tell-you-when-a-restaurant-is-too-busy
- Three things that make CEOs stupid
Power, of course, is the first problem. When things are going fairly well, the CEO has a ton of power, and often, that power makes things appear to work, even when they’re not the right thing to do for the long-term. As a result, there’s no market that is correcting the bad decisions, at least not right now.
http://sethgodin.typepad.com/seths_blog/2015/07/three-things-that-make-ceos-stupid.html
- The Walking Dead’s Robert Kirkman on career pivoting…
http://www.fastcocreate.com/3049162/creation-stories/robert-kirkman-creation-stories?partner=rss&utm_source=feedly&utm_medium=webfeeds
Supplier Report: 2/14/2015
IBM
- IBM establishes “One Channel” team…
The team is designed to align channel operations from across the company in an effort to provide a broader, more competitive partner experience, according to Big Blue, while also increasing IBM’s focus on the recruitment of new partners, developers and independent software vendors.
http://www.channelweb.co.uk/crn-uk/news/2395350/ibm-unveils-one-channel-team
- IBM Cloud Chief: “We are in a marathon”
But LeBlanc believes he’s got a good story to tell. IBM has set up “40 different data centers in 15 different countries,” he said, with an eye toward being in the right place in accord with customers’ needs.
http://venturebeat.com/2015/02/13/ibm-cloud-chief-were-in-a-marathon/
- IBM finds security flaw in dating apps…
Something to consider as the internet of things tracks more of our personal health data…The study revealed a fearful fact for the businesses too. According to the study, employees of almost 50% companies use the dating apps which were found vulnerable. This makes the corporate data endangered too.
http://techfrag.com/2015/02/13/ibms-research-cautions-mobile-dating-app-users/
- IBM & Apple partnership to expand…
The first apps to be released solved specific problems in specific industries. In tech talk, they were for vertical industries. Each of the apps had a catch name. There was one for flight planning for airlines named Passenger+, and insurance company customer service app was named Retention. Now, the two have begun work on their horizontal apps, says a spokesperson for IBM. One of those apps supply-chain, which helps to match how much product, is expected to be sold with how many materials need to be ordered.
http://www.dailymailtimes.com/apple-and-ibm-partnership-to-expand/443/
- Another brutal article on IBM current performance:
Here’s the outcome of all this in a nutshell: recently, IBM failed to win a $600 million contract with the CIA to handle all of that agency’s cloud computing, even though its offer was actually 30 percent less costly than Amazon’s winning bid. Let that sink in: book-seller Amazon beat IBM for a major technological, government job. IBM is a giant with enormous background in mainframe computing and government contracts. Here’s what’s most frightening. IBM’s bid was rejected on “technical grounds.”
http://www.huffingtonpost.com/peter-a-georgescu/ibm-a-lesson-for-american_b_6659702.html
- IBM drops patent bomb on Priceline.com
The patents span 10 years, starting in 1999. They cover a setting up a user account with single-sign-on in a federate computing environment; a way to present applications as an interactive service; a method for presenting advertising as an interactive service; and a way to preserve state information between a client and server.
Oracle
- Oracle aims to abandon Medicaid program, Oregon to sue — again
The state intends to file another lawsuit against Oracle America later today, related to the corporation not renewing its contract to provide technology for Medicaid enrollment, an attorney for the state said in U.S. District Court today.
- Why Oracle Thinks It’s a Lead Horse in Digital Marketing
Remember why Redwood City, Calif.-based Oracle bought Responsys for $1.5 billion? It was a dive into B2C marketing for Oracle, to compliment its previous buy of B2B marketing automation capabilities with Eloqua.
- Oracle Triggers Price War In The Server Market
Now, Oracle has introduced the fifth generation of its Exadata line, named Oracle Exadata Database Machine X5, at cutthroat prices. This new system is priced at $562,000, which it claims is about 40% cheaper than the existing products offered by VCE, the joint venture of Cisco and EMC .
http://seekingalpha.com/article/2908486-oracle-triggers-price-war-in-the-server-market
HP
- HP acquires Voltage Security with a view to data encryption
Voltage provides solutions focused around data encryption and tokenization, and its services are intended to bolster HP’s existing Atalla cloud encryption and data security product.
Other:
- Google launched an open-source cross platform benchmarking tool for cloud services
The PerfKit tools currently support Google’s own Compute Engine, Amazon’s AWS and Microsoft’s Azure clouds. Google says it has worked on this project with over 30 researchers, companies and customers, including ARM, Canonical, Cisco, Intel, Microsoft, Rackspace and Red Hat.
http://techcrunch.com/2015/02/11/google-launches-open-source-cross-cloud-benchmarking-tool/
- New Relic Challenging HP, IBM, Others In APM Market
New Relic’s APM software lets companies monitor the performance of their software apps and related areas, including server applications and browser applications.
http://news.investors.com/technology/021115-738890-new-relic-fiscal-q3-earnings-preview.htm
- Companies cutting the most jobs:
Look who came in at number one:Likely due in part to falling demand for personal computers, Hewlett-Packard’s revenue has fallen each year since 2011, when it reported revenue of $127 billion. The company employed roughly 350,000 people at that time, but this figure has fallen in proportion with the computer maker’s sales. In May, HP announced it would fire about 16,000 employees as part of a multi-year restructuring plan. The company announced an additional 5,000 job cuts in October, bringing the total cuts announced to 21,000, far more than any other public American company reviewed. In total, the plan could reduce HP’s workforce by at least 50,000 employees. As of October 31st, HP employed 302,000 workers worldwide.
http://247wallst.com/special-report/2015/02/09/companies-cutting-the-most-jobs/2/
- Teradata Talks Apps, But Don’t Think AppExchange
As you might suspect, Teradata’s not talking about apps you can download onto a smartphone. Big data can’t be that easy. The Aster Apps Center is also not a Force.com-like app-development platform-as-a-service (PaaS) or a Salesforce AppExchange-like community where companies can offer their own apps built on a PaaS platform.
- Tableau Software is Changing the Way We Visualize Data https://ctovision.com/2015/02/tableau-software-changing-way-visualize-data/