Supplier Report: 10/3/2015

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IBM’s long term plan of IoT, Big Data, and Analytics seems to be getting some traction even during a rough Q3.  HP is fighting the ghosts of old decisions as they finalize their big split.  While HP celebrates their split, EMC is telling the world they have no intention to follow that strategy.

IBM

  • IBM Is Fading Back Toward Major Support

    As October begins, it appears IBM is headed for its third straight lower monthly low. This current downtrend, which began on July 21 with a huge downside gap, has dropped shares nearly 20%. Late last month, the initial down leg of the post-earnings breakdown found support near $140. IBM began to rebound on Aug. 26, but the upside was well-contained. With very light bullish interest, despite the steep decline from the summer highs, the stock was unable to move past its massive Aug. 24 opening gap. Shares have been trading in a tight range since while the major indices went on to recover most of the mid-August selloff. The significant lagging action continues to weigh on Big Blue and will likely drive it lower in the near term.

    http://www.thestreet.com/story/13309491/1/ibm-is-fading-back-toward-major-support.html

  • IBM’s IoT Investments Are About To Pay Off

    A recent IDC survey found that nearly 75% of IoT market makers are planning to deploy or have already deployed IoT systems in the next year. This proves that IoT is moving from the planning stage to the action stage, bringing the technology to life. The survey also found that of all industries tied to IoT, transportation and healthcare are furthest along, ready to deploy IoT technologies soonest.

    http://seekingalpha.com/article/3536076-ibms-iot-investments-are-about-to-pay-off

  • IBM acquires Meteorix to expand HR service offering

    Acquiring Meteorix will make IBM one of the most experienced Workday service providers in the world, the company said, allowing it to better implement the services on behalf of customers thanks to the firm’s team of 200 consultants who specialise in delivering high-value services, while IBM will continue to focus on boosting the sales of Workday.

    http://www.cloudpro.co.uk/hr/5397/ibm-acquires-meteorix-to-expand-hr-service-offering

  • Analytics are better with shared storage and not scale-out, says IBM

    [With] Spectrum Scale Native RAID, the cluster data is managed using higher-level erasure codes to protect against multiple disk failures while offering significant disk savings over the 3x replication found in typical HDFS installations. ESS stores data using declustered RAID6 with support for either 2-fault or 3-fault disk fault tolerance… ESS distributes the data and parity information evenly across all disks in the system [which] allows for storage rebuilds triggered by a disk failure to complete faster than traditional RAID rebuilds by distributing the work across many disks rather than just a few.

    http://www.theregister.co.uk/2015/10/02/ibm_analytics_better_shared_storage_not_scaleout/

  • IBM: Nanotube Breakthrough Will Create Low Power, Faster CPUs

    Big Blue is claiming it can not only build carbon nanotube transistors, a claim widely acknowledged as feasible, but it can also connect the nanotubes to other processor components and circuitry, a claim no one else has made so far.

    http://www.informationweek.com/cloud/ibm-nanotube-breakthrough-will-create-low-power-faster-cpus/d/d-id/1322455

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EMC

Oracle

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Photo: Aaron Burden, StockSnap

News You Can Use: 9/23/2015

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  • Slack’s Workplace Revolution

    “We’re really conscious of solving problems in a way that doesn’t fetishize the purity of UI design at the expense of the user,” says Slack’s design director, Brandon Velestuk, who has worked closely with Butterfield since joining Slack in 2014. “There was always an understanding that this was a tool people were going to spend their entire day in, so we sought to bring an empathy to the design.”

    http://www.fastcodesign.com/3050294/innovation-by-design/slacks-workplace-revolution

  • The AI productivity opportunity

    I expect AI to start to play a part in most industries over the next five years, it will start in data intensive areas such as customer profiling, but before long we will have AI customer service desks and call centres. Other areas that will be revolutionised will be planning and forecasting, where computers will soon outperform humans, and security where a CCTV images can be monitored by a machine. The CCTV pictures might be coming from a drone that has decided to the factory perimeter fence.

    http://www.procurementleaders.com/blog/my-blog–thomas-seal/the-ai-productivity-opportunity-567152

  • Healthcare leads all industries in data breaches

    The key finding is perhaps that the healthcare industry had 34 percent of its total records breached, amounting to 84 million data records compromised, the highest rate of any industry. Government accounted for the second highest rate of breaches at 77.2 million records lost, or 31.4 percent.

    http://www.govhealthit.com/news/healthcare-leads-all-industries-data-breaches

  • 6 Ways to Demonstrate Kindness in Business and the Rest of Your Life

    Most often, your best clients come to you by referral. Look for ways to help others succeed by referring potential business or influencers to those you know and like. If someone is struggling with an aspect of their business and asks for your advice, jump in and offer your expertise. You’ll build a deeper relationship and a trust that will provide mutual rewards for years to come.

    http://www.entrepreneur.com/article/250738

  • Hadoop, in trouble? Only in Gartner-land

    Most companies don’t have “big data” — only many new unstructured or semistructured data sources — and they’d like to gain insight by aggregating them and hooking up a visualization tool. In fact, according to the study, most want to gain insight using Tableau or Excel. If they’re already using Hadoop, they are probably also working with Tableau (51 percent). If they aren’t, they’d like to use Excel (60 percent).

    http://www.cio.com/article/2984609/data-management/hadoop-in-trouble-only-in-gartner-land.html#tk.rss_all

  • 4 Warning Signs Your Team Is Working in Silos, and How to Destroy Them

    The best way to avoid groupthink is to model disagreement at the leadership level. This doesn’t mean hosting debates or shouting matches, but it does mean letting your teams into the room when hard decisions need to be hashed out. It also means rewarding disagreement, celebrating differences and making it clear that you, as a leader, don’t have all the answers.

    http://www.entrepreneur.com/article/250477

Photo: Bogdan Dum

Supplier Report: 5/16/2015

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IBM news continues to be dominated by Watson Health.  Nothing new was announced this week, but analysts are catching up with the news and highlighting the trends.

Oracle and EMC continue their less-than-graceful transition to the cloud.  Oracle is looking at lower cost (from their own hardware) Open Stack framework, while EMC also focuses on bringing a more flexible cloud solution to market.

And just because… Verizon buys AOL (for their content like Huffington Post and TechCrunch…probably).

IBM

Oracle

  • Oracle Trying On OpenStack For Size

    Still, even if Oracle can define $7 billion of its revenue as “cloud” this year, it would still represent less than 20% of last year’s $38.3 billion in revenue. Having its own true cloud, built on an open source infrastructure like OpenStack, would accelerate the move to true cloud economics. So might buying a profitable, growing OpenStack cloud provider like Rackspace(NYSE:RAX), but that’s purely speculation

    http://seekingalpha.com/article/3183236-oracle-trying-on-openstack-for-size

  • The incredible rags-to-riches story of Oracle founder Larry Ellison

    “The very first version was Oracle Version 2,” he admitted at a customer conference last year. Their ploy worked. Oracle’s first customer was a big one: the CIA. It later became the most popular database ever sold. That success paid off for Ellison — according to the Wall Street Journal, he was the highest paid executive in the US before he stepped down as CEO in 2014.

    http://www.businessinsider.com.au/rags-to-riches-story-of-larry-ellison-2015-5

  • In Google Versus Oracle, Obama’s Administration is Torn

    It’s a complicated and very technical issue, something that is not necessarily the forte of the Supreme Court. The fight over what is defensible as copyrighted work or not is far from resolved at any level, this is just the most high-profile manifestation of it. If the Supreme Court does take the case and rule on it one way or another, it could have a lot of long-term implications for how patents and trademarks on API code are treated. If Oracle wins, expect plenty more claims of ownership and a lot of litigation to come, at least in the short term. If Google wins, there will be less of that. That’s why Google’s argument includes the idea that without that code, the company wouldn’t have succeeded, meaning that innovation would be slowed if Oracle were to win.

    http://dcinno.streetwise.co/2015/05/15/obama-torn-over-google-googl-vs-oracle-orcl-court-fight/

EMC

  • Why ‘Project Horizon’ spells long-term gains for EMC

    According to Clarke, Project Horizon is a “big departure” for EMC from the extensive ECM platform it has become associated with over the past few years. “With one of the largest portfolios of ECM capabilities, its platform has often been criticized as being too complex and expensive to implement,” Clarke claims. “By contrast, Project Horizon is built on Pivotal Cloud Foundry and will offer a choice of cloud deployments.

    http://www.reseller.co.nz/article/575000/insight-why-project-horizon-spells-long-term-gains-emc/

  • EMC “eating its young” to survive say analysts

    Above all, Furrier suggested, “They need to take care of their current situation — they need to get out of the box business.” In the current competitive market, Furrier advocated that EMC “build an OS for the data center and enterprise,” despite the disruption this might cause. Furthermore, Furrier put forward the notion that “EMC has to become a utility platform with a business model that can compete in the current era.” The “game-changing moves” that EMC needs to make, said Furrier, should be “real-time, API-based” and include “unlimited compute.”

    http://siliconangle.com/blog/2015/05/11/emc-eating-its-young-to-survive-say-analysts-emcworld/

  • EMC: Rise of third platform could spell end for businesses unwilling to adapt

    As alluded to by Goulden, the rise of the Information Generation and their preference for third-platform apps and services poses a major challenge for enterprises, which will need to adapt the way they work to the way this group of users likes to consume services.

    http://www.computerweekly.com/news/4500246008/EMC-claims-rise-of-third-platform-could-spell-end-for-businesses-unwilling-to-adapt

Other

 

Supplier Report: 12/20/2014

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IBM

Oracle

HP

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