Tag: HPI

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Supplier Report: 1/23/2016

sn_snowfoot_PaulGreen

IBM has added another feather in their video stream capabilities cap with with purchase of Ustream.  Considering that they recently picked up Clearleap and we should start paying attention to what IBM is doing with video services.

Investors are paying attention to EMC due to concerns that Dell might not be able to muster up the $40-50B needed to make this acquisition a reality.

Oracle is in their own reality as they file a lawsuit against the State of Oregon for a failed healthcare portal implementation.  They are also in the news for claiming cloud market leader Amazon is not “enterprise” enough for most businesses.

Keep an eye out for something between Splunk and IBM, there are rumors floating around…

IBM

  • IBM buys Upstream to boost cloud-based video streaming services

    IBM claimed that the division will allow the firm to target the cloud-based video streaming software and services market, which is estimated to be worth a hefty $105bn.

    Robert LeBlanc, senior vice president at IBM Cloud, outlined Big Blue’s ambitions for the video streaming market, saying that video has become a “first-class data type in business that requires accelerated performance and powerful analytics that allows clients to extract meaningful insights”.

    http://www.v3.co.uk/v3-uk/news/2442894/ibm-buys-upstream-to-boost-cloud-based-video-streaming-services

    This comes after IBM announced the purchase of ClearLeap during the week of 12/12/2015. Clearleap that allows streaming video to scale.

    More Information:

    Coincidentally, IBM also announced the launch of its Cloud Video Services unit that includes previously acquired Clearleap, Cleversafe and Aspera along with 1,000 video related patents it has accumulated since 1995. The graphic at the top of this story explains the component parts for what IBM believes will be a $105 billion market opportunity by 2019.

    IBM and video? You have to see this in a wider context. Video is a very fast growing part of enterprise content. It is also a resource hog that requires significant data management effort. However, it has been something off a Cinderella in the enterprise. This acquisition and launch change that perception. More compelling, video is a very good use case for Watson based analytics solutions.

    https://diginomica.com/2016/01/21/ibm-acquires-ustream-expects-video-to-lose-its-cinderella-status/

  • IBM profit forecast pulls stock to 5-year low

    While sales of the new services, bundled together under the heading “strategic imperatives,” increased 16 percent to $28.9 billion in 2015, the company forecast profit this year far below analysts’ projections.

    Operating earnings will be at least $13.50 a share in 2016, chief financial officer Martin Schroeter said Tuesday. That’s less than the $15 a share predicted by analysts. Currency fluctuations will affect operating earnings by more than $1 a share, he said.

    https://www.bostonglobe.com/business/2016/01/20/ibm-falls-year-low-profit-forecast-misses-estimates/cnngchUC8irebscm3xLQ2O/story.html

  • Execs: Strategic shift is paying off for IBM

    That’s in spite of announcing for, the 15th consecutive quarter, falling revenue. IBM (NYSE: IBM), which was down nearly 5 percent during Wednesday morning trading, has been in a period of transition for the past few years, putting less focus on hardware and more focus (and investment dollars) into cloud, analytics, mobile, social media and security. Those strategic areas were up 26 percent for the year, making up a combined $29 billion and representing about 35 percent of the revenue. Cloud alone rose 43 percent to $10.2 billion for the year.

    http://www.bizjournals.com/triangle/blog/techflash/2016/01/execs-strategic-shift-is-paying-off-for-ibm.html

  • IBM inks $40 million deal to transform the way people withdraw from ATMs

    BTI Payments, which is a White Label ATM (WLA) operator, has entrusted IBM to transform its IT Infrastructure and deploy and manage an incremental 4,000 Automated Teller Machines (ATM) across the country.

    This IT Infrastructure transformation will help reduce operational and capital expenditure while adding business value.

    http://www.businessinsider.in/IBMinks-40-million-deal-to-transform-the-way-people-withdraw-from-ATMs/articleshow/50623231.cms

EMC | Dell

  • Two big risks could torpedo Dell-EMC deal

    Dell and its Silver Lake backers must now be worried that the deal will be dead in the water before it happens. They have to raise $40bn – $50bn in debt to finance the EMC acquisition. If that debt-raising exercise fails, because investment groups and organisations can’t see EMC shareholders accepting the tracking stock, and can’t also see why they should finance Dell/Silverlake buying EMC for 30 per cent more than it’s worth, then the whole deal could fall apart.

    http://www.theregister.co.uk/2016/01/21/two_big_risk_torpedoes_could_screw_dellemc_deal/

HP Inc | Hewlett Packard Enterprise

Oracle

  • Oracle Jabs Again in Legal Fight with Oregon

    Oracle responded with its own lawsuit last year that alleged certain Oregon officials purposely sabotaged the project for political reasons and shifted the blame to Oracle. The technology giant alleged in its new lawsuit that its company executives and staff members representing Oregon governor Kate Brown agreed to settle all of the lawsuits on Oct. 19.

    http://fortune.com/2016/01/20/oracle-sues-oregon-healthcare-settlement/

  • Amazon’s Cloud Is Not Enterprise-Ready, Says Oracle Exec
    I love it when Oracle talks trash…

    “My conclusion is it’s easier to add cloud tech to an enterprise company than to add enterprise stuff to a cloud company,” he said. “I’m a legitimate convert because I thought this through before I joined up here.” Before joining Oracle in late 2014, Magnusson drove development of Google GOOG 2.62% App Engine.

    http://fortune.com/2016/01/20/oracle-exec-says-aws-not-enterprise-ready/

Other

  • Why IBM and Oracle Plunged in 2015 While Microsoft Soared 19% Higher

    Ending on a positive note, we’re left with Redmond’s finest. Under Nadella, Microsoft has embraced many strategies that would have been unthinkable under Ballmer, and with good results. Despite a flagging PC market and a dead-end entry into the mobile market, Microsoft has found a way back to earnings growth and stabilizing revenues.

    Like Oracle, the company is betting heavily on cloud computing. Unlike the database giant, Microsoft has found a big winner in its Windows Azure cloud-computing platform, which is an almost unchallenged No. 2 in that fast-growing market. Oracle is not even on the radar yet. So Microsoft is getting results from Nadella’s new strategy already, giving investors a strong return in 2015.

    http://www.fool.com/investing/general/2016/01/16/why-ibm-and-oracle-plunged-in-2015-while-microsoft.aspx

  • Google’s new managed containers are brought to you by Red Hat
    So Red Hat is in bed with Microsoft, and now Google… very interesting.

    Google and Red Hat are touting several advantages of their collaboration, including the fact that OpenShift could complement and expand the use of Kubernetes, Google’s container management and orchestration system. Kubernetes has fast become a standard-issue item on most cloud platforms with containers, and Red Hat is the No. 2 contributor to that project, behind Google.

    http://www.infoworld.com/article/3025334/cloud-computing/googles-new-managed-containers-are-brought-to-you-by-red-hat.html

  • Splunk outperforms after analyst predicts major deal with IBM

    Northland analyst Tim Klasell heard from a “few industry sources” that Splunk and IBM are “moving closer together” and could agree to a meaningful partnership over time. The analyst told investors in a research note that IBM is getting close to a “big move to improve its ties” with Splunk. While Klasell did not know the financial details, he believes such a partnership could be a “nice tailwind” for Splunk to sign larger deals. The analyst has an Outperform rating on Splunk with an $80 price target.

    http://www.thestreet.com/story/13433060/1/splunk-outperforms-after-analyst-predicts-major-deal-with-ibm.html

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Supplier Report: 1/16/2016

sn_bigstar_Greg Rakozy

IBM is looking for trouble… or at least fraud.  The company purchased Iris Analytics, a company that developed a real-time fraud engine for machine learning.  I guess Watson really will be Watson-esque. IBM also topped US patent creation list (again).

HPI did not have good news during the holidays, PC sales slipped (except for Apple), while HPE looks to sell of their stake in MPhasis ($1B).

EMC has a new CIO and Microsoft dropped their cloud fees to be more competitive with Amazon.

IBM

HP Inc | Hewlett Packard Enterprise

  • Apple leads holiday PC shipments despite market contraction

    Market leaders Lenovo, HP Inc. and Dell all faced decreases, with Lenovo’s shipments declining to 15.4 million from 16.1 million, HP’s dipping to 14.2 million from 15.4 million and Dell’s dimming to 10.2 million from 10.8 million. The fourth quarter marked the fifth straight quarter of worldwide PC declines, and Mikako Kitagawa, principal analyst at Gartner, said holiday sales “did not boost” the market.

    http://www.forextv.com/market-news/apple-leads-holiday-pc-shipments-despite-market-contraction/

  • HP Inc. Is Cheap, But Is That Enough?

    In the medium to longer term, it’s also worth thinking about whether the strong improvements in battery life enabled by newer generations of chips will continue to extend the refresh cycle over time. Think about it – old laptops that had 2-3 hour battery life to start with left you with battery anxiety within a few years. Now that smaller, more power-efficient laptops can get double or triple that battery life, there may not be as much need for personal users to replace laptops as quickly. This article from Digital Trends demonstrates the rapid improvements in battery life over just the past few years – and indications are that Intel’s Skylake chips will continue the trend of Haswell and Broadwell toward greater efficiency.

    http://seekingalpha.com/article/3803146-hp-inc-is-cheap-but-is-that-enough

  • Hewlett Packard Enterprise (HPE) to Sell ($1B) Stake in Mphasis?

    Hewlett-Packard purchased Mphasis when it acquired Electronic Data Systems in 2008 for approximately $13.9 billion. At the time, the company’s Technology Solutions Group segment shifted its outsourcing services operations and a part of its consulting and integration activities to Electronic Data. The Indian company has since functioned as an independent subsidiary of Hewlett Packard. The sale of Mphasis comes at a time when the company is attempting to restructure its IT consulting and services group. Hewlett-Packard stated that it was planning to shed around 25,000 to 30,000 jobs in its enterprise business.

    http://www.zacks.com/stock/news/203493/hewlett-packard-enterprise-hpe-to-sell-stake-in-mphasis

EMC | Dell

Other

Photo: Greg Rakozy

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Supplier Report: 12/26/2015

ThinkstockPhotos-516115823

We are half-way through the holidays, and our favorite suppliers (thankfully) didn’t make too much noise going into the break.

The tone of the articles are shifting away from “what we did” and are focused on “what we are going to do”.

IBM is going leverage BlockChain, HPE is going make some awesome computer called “The Machine”, Dell is going to figure out a way to pay for EMC (maybe)… and Amazon is going to take over your house?

IBM

  • IBM’s Opportunity In The Telecom Industry And Rivalry With Intel

    IBM is targeting the CSPs (communication service providers), such as telecom operators, cable service providers, satellite broadcasting operators, content and applications service providers and cloud service providers, to help them generate revenue from the big data value chain. Internal telecom data combined with third-party data has tremendous potential that CSPs can exploit to drive their revenues with the help of advanced analytics. Third-party data include data from various social media like Facebook and Twitter.

    As I said above, the challenges telcos are facing today are resulting in softer revenue growth and decreasing profit margin. The only way to boost revenue growth and profit margin is adopting business-focused big data initiatives. Well, what is a business-focused big data initiative? The answer is building customer focus and improving operational efficiencies for expanding revenue and profitability via prudent use of big data analytics and other solutions.

    http://seekingalpha.com/article/3768996-ibms-opportunity-in-the-telecom-industry-and-rivalry-with-intel

  • Why Box Needs Friends Like IBM And Salesforce

    Things must be going pretty well: Last Friday, the two announced a “long-term commitment” that could last at least a decade. Box hasn’t actually generated much in the way of new revenue from its IBM  relationship yet, but it has at least 100 deals in the pipeline and could close some of them during its current quarter (which ends January 2016).

    http://fortune.com/2015/12/21/box-ibm-salesforce/

  • Blockchain – Goldman and IBM care, should you?

    Why is this even a topic for a DCD conference that focuses solely on infrastructure? Because “it points to two important factors: first, it demonstrates how quickly technology innovation can go from largely unheard of to attracting business start-ups and investors,” says Bruce Taylor, DCD executive vice president. “That has an impact on full-stack infrastructure planning – even if small right now. Secondly, it suggests a new cloud model that wasn’t even in the lexicon two years ago, but may be a massive boost in decentralized computing productivity.”

    http://www.datacenterdynamics.com/events/blockchain-goldman-and-ibm-care-should-you/95402.article

  • TCS, Cognizant at top of outsourcing industry; snatch market share from IBM, Accenture

    More significantly, the performances Cognizant, which is US based but has most of its 219,000 employees in India, and TCS also comfortably eclipsed that of global technology behemoths such as IBM and Accenture during the same period, according to data compiled from company reports and regulatory filings. “India’s Top 5 providers have been gaining market share over the last several years. Within the set, there are growth variations with some growing faster. That said, the battle is now shifting to who can adapt faster to ‘as a service economy’. This is such a potent shift that can tilt the scales and create a new set of winners in services industry,” said Dinesh Goel, partner and India head at outsourcing advisory and research firm ISG.

    http://telecom.economictimes.indiatimes.com/news/tcs-cognizant-at-top-of-outsourcing-industry-snatch-market-share-from-ibm-accenture/50319165

Hewlett Packard Enterprise | HP Inc

  • Can HPE’s “The Machine” Deliver?

    When HP announced The Machine in Las Vegas in 2014, it presented the project as a near-complete overhaul of traditional computer architecture. Gone were the CPU-centric architecture, the slow copper communications, and the messy hierarchy of traditional memory. In their place, specialized computing cores, speedy light-carrying photonic connections, and a massive store of dense, energy-efficient memristor memory. The resulting computer, its designers say, will be efficient enough to manipulate petabyte-scale data sets in an unprecedented fashion, expanding what companies and scientists can accomplish in areas such as graph theory, predictive analytics, and deep learning in a way that could improve our daily lives.

    http://spectrum.ieee.org/computing/hardware/can-hpes-the-machine-deliver

EMC | Dell

  • Dell filing shows why it really needs the EMC merger — it lost money last year and revenue is shrinking

    Annual revenues went from $56.9 billion in its fiscal year ended February 1, 2013, to $58.1 billion in its fiscal year ended January 30, 2015. But they haven’t bounced back to the 2012 peak of $62.1 billion in the fiscal year ended February 3, 2012.

    For the six months ended July 31, 2015, revenues were down about 6% compared to the year-ago quarter, from $29.5 billion to $27.5 billion.

    http://www.businessinsider.com.au/dell-reveals-losses-revenue-shrinking-2015-12

  • Dell to Spin Off Security Division (more on SecureWorks)

    “While SecureWorks has shown both expansion in its top line, and gross margin, it also posted increasing losses,” TechCrunch noted. “Investors have shown smaller appetite for company’s going public that fail to show falling losses and increasing revenues.”

    People familiar with the matter have said the business could be valued at $2 billion because of the healthy growth rate, the WSJ said.

    http://ww2.cfo.com/credit-capital/2015/12/dell-spin-off-security-division/

Oracle

  • Oracle to build new cloud campus in Austin, Texas

    Oracle plans to build a 295-unit apartment complex next to the new campus to give employees affordable living options. The company has also acquired an Austin-based startup called StackEngine Inc. for developing its Oracle Public Cloud domain.

    Jobs at the new campus will be primarily sales-oriented, including direct selling, lead qualification, prospecting and technical support. The company plans to hire a lot of recent university graduates and people early in their career.

    http://presstelegraph.com/2015/12/24/oracle-to-build-new-cloud-campus-in-austin-texas.html

  • Oracle Settles ‘Deceptive Java Updates’ issue with FTC

    FTC said that Oracle failed to disclose the security issue to consumers. Even if the issue was disclosed to customers, it was inadequate, the FTC added. Oracle acquired Java in 2010. The older versions of Java have been targeted by hackers as it has many security loopholes. Oracle has provided updates and plugged the security loopholes in Java. However, the older version of Java, before SE version 6, update 10, were still causing security issues. Oracle will be required to inform customers about the security risks involved with running older versions of Java SE.

    http://northerncalifornian.com/content/55471-oracle-settles-%E2%80%98deceptive-java-updates%E2%80%99-issue-ftc

Other

  • Here’s how Amazon plans to run your home — before IBM, Microsoft get there

    Amazon’s platform will compete directly with Microsoft’s, adding a dimension to the two companies’ cloud rivalry. Microsoft has had more time to work on its Internet of Things platform, but Amazon Web Services has far more cloud customers.

    http://www.bizjournals.com/triangle/news/2015/12/22/heres-how-amazon-plans-to-run-your-home-before-ibm.html

  • NetApp buys SolidFire for $870 million in cash

    Hardware company NetApp will buy SolidFire, a startup known for selling fast all-flash storage hardware, for $870 million in cash. The deal is considered to be an important one in the storage market especially when EMC has taken up flash by acquiring XtremIO and DSSD.

    Not only EMC, Cisco has also purchased all-flash storage maker Whiptail in 2013. Though NetApp announced about its first all-flash storage hardware product two years back only, the company is not especially known for flash storage.

    http://northerncalifornian.com/content/55462-netapp-buys-solidfire-870-million-cash

  • Red Hat CEO: ‘State of the Red Hat Union is secure’

    As we think about 2016 and beyond, it’s critical to recognize that we are building tomorrow’s IT legacy today. The next generation of technologists will inherit the decisions we make now just like we are dealing now with the legacy decisions made by the generation before us. Taking short-cuts and making decisions that get you up and running today – especially if it promises to save you some money – may be tempting. But, it needs to be a balance. You don’t want to be locked into technology you can’t escape – many enterprises are now confronting this pain from decisions made many years ago.

    http://wraltechwire.com/red-hat-ceo-state-of-the-red-hat-union-is-secure-/15191748/

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Supplier News: 12/19/2015

sn_spiral_Alexandre Perotto

Tis the season to reflect and embrace friends and close relations.  IBM is no different, celebrating a long-time relationship (AT&T) and a relatively new one (Apple).

While IBM shows the strengths of their partnerships, EMC and Dell are struggling in their new family unit. Funding continues to be an issue as Dell looks to sell Perot systems and IPO SecureWorks now that VMWare is definitely out of the VirtuStream deal.

It is a cold time of year, and Oracle is feeling the chill.  Oracle’s cloud business is growing, but their core business is flat and declining (slightly).  Last year Oracle rallied during the holidays, but analysts are not expecting another Christmas miracle.

IBM

EMC/Dell

  • Michael Dell will IPO SecureWorks trying to raise cash for his $67 billion EMC deal

    In 2011, Dell bought a company called SecureWorks for $612 million and now it’s officially spinning it off in an IPO.

    Dell hasn’t revealed in the SEC paperwork how much it hopes to earn from the IPO. Sources told the Wall Street Journal in October that Dell was hoping to raise $1 billion and would start its roadshow in December.

    Dell CEO Michael Dell (and his family trust) essentially own SecureWorks himself, gaining it when he took Dell private in 2013. He controls 71%, the paperwork says. It didn’t reveal whether he would be selling any of his stake as part of this IPO. Sources told the WSJ that he wasn’t planning on it.

    http://www.businessinsider.in/Its-official-Michael-Dell-will-IPO-SecureWorks-trying-to-raise-cash-for-his-67-billion-EMC-deal/articleshow/50226658.cms

  • Dell is looking to IPO SecureWorks because…
    VMware (VMW) Cancels Virtustream Joint Venture with EMC

    Along with their earnings release this October, VMware and EMC had announced plans to spin out Virtustream following the acquisition. The new company was expected to be owned jointly by EMC and VMWare with each having a 50% stake.

    However, this news added to investors’ concerns as Virtustream was still not profitable. A 50% stake would have required VMware to invest a huge amount for the development of hybrid-cloud solutions of Virtustream, which would weigh on VMware’s financials.

    All these concerns had together resulted in dwindling investor confidence in VMware, as can be seen from the fall in share prices. In the last three-month period, the company lost nearly 30% of its market cap in contrast to the S&P 500 index’s gain of over 2%.

    http://www.barchart.com/headlines/story/12814666/vmware-vmw-cancels-virtustream-joint-venture-with-emc

  • Will Dell look to raise cash for EMC by selling Perot Systems?

    Dell is reportedly looking to sell its professional services arm Perot Systems to help fund its takeover of EMC. Since the deal between Dell and EMC was announced, VMWare’s shares have dropped 27%. It provides IT services to government agencies and health care providers, including handling media claims, and was founded by billionaire businessman Ross Perot. The company is in the process to search for potential buyers, some of which include Indian Tata Consultancy Services (TCS), French IT outsourcing firm Atos, Genpact-a former General Electric company, and Canadian IT company CGI. However, the negotiations came to a close when both parties could not settle on a price.

    http://theindianrepublic.com/will-dell-look-to-raise-cash-for-emc-by-selling-perot-30588.html

HP Inc/Hewlett Packard Enterprise

  • Hewlett Packard Enterprise increases hybrid Cloud and IoT play

    “From a channel perspective, this will be geared towards large enterprises or mid-market customers that are typically sitting between what to run themselves and what to put on the Cloud. We have a lot of channel partners that operate within that space and they can offer it as a next generation solution for the datacentre or offer it as a managed service themselves.”

    The solution will be available from June next year and Hewlett Packard Enterprise has already started enabling channel partners in terms of technical and sales training to take it to market.

    http://www.arnnet.com.au/article/591011/exclusive-hewlett-packard-enterprise-increases-hybrid-cloud-iot-play/

  • HPE grows enterprise data center hardware business and extends lead over Dell and Cisco

    It appeared to be a good quarter for HPE, especially. According to Synergy’s report, HPE grew its lead over Dell and Cisco, the second and third place enterprise data center infrastructure vendors, respectively. It also grew its market share to 24 percent. Not bad for a company that was in the midst of splitting itself into two.

    The enterprise side accounts for more than half of the data center infrastructure market. In comparison, the service provider market is small. But in the service provider space, the leading hardware vendors are having a much tighter race, led by – in descending order – Cisco, HPE and Dell.

    http://www.fierceenterprisecommunications.com/story/hpe-grows-enterprise-data-center-hardware-business-and-extends-lead-over-de/2015-12-14

Oracle

  • Oracle: A Chimera Or The Real Deal

    Is Oracle likely at some point in the foreseeable future to return to some reasonable level of growth-organic or inorganic perhaps defined as high single digits?

    I really don’t think that that is possible. Oracle essentially sells two major product families – databases and enterprise applications. Neither of these have a particularly high growth rate; indeed the growth rate for database seats is probably zero these days. Oracle already has a commanding market share in the database market. It is approaching a monopoly in some categories. And while relational databases will be around for a long, long time, at the margin specialized data stores such as those built around Hadoop and other technologies are starting to limit the market potential for relational technology.

    http://seekingalpha.com/article/3763596-oracle-a-chimera-or-the-real-deal

  • Oracle Corporation: After Such An Outlook, Where Can It Go?

    While cloud revenues impressed the stockholders, guidance for the upcoming quarters was disappointing. Oracle expects 3Q EPS within $0.60–0.63 as compared to a consensus of $0.65. For 3Q, SaaS and PaaS revenue is expected to grow in the range of 49–53% YoY in constant currency terms. IaaS revenue growth is calculated to fall within 3–7%YoY.

    http://www.businessfinancenews.com/26847-oracle-corporation-after-such-an-outlook-where-can-it-go/