Tag: HPI

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Supplier Report: 12/12/2015

sn_hairdryer_Ryan McGuire

This was a big week for IBM due to the acquisition of Clearleap (this is the 12th company in 2015). Clearleap focuses on scaling video, allowing greater numbers to access/stream video.

Not all news was good.  IBM’s #HackAHairDryer campaign blew up on social media with backlash from female scientists questioning why IBM would focus on a superficial item to promote girls in science instead of… rocket ships (direct quote).

The other suppliers were quiet this week… just more details on some of the topics we have been covering over the last two weeks.

IBM

Hewlett Packard Enterprise | HP Inc

  • Why It’s Time to Get Out of HP Inc. (HPQ)

    For the full year of 2016 — when I expected synergies to be reversed and some cutting-edge technology like 3D printers to potentially provide a tailwind — the company actually slashed its guidance. Management said it expects to earn $1.59 to $1.69 a share excluding items, vs. the aforementioned consensus of $1.70. The lower end of the range was 7% lower than the consensus, while the value of HPQ’s stock had gained more than 7% since I was originally bullish and snagged some shares.

    http://investorplace.com/2015/12/hp-inc-hpq-stock/

  • HP the only big firm to grow in storage market in Q3

    EMC saw its sales in the market slump eight per cent, but it managed to hang on to the top spot even though its share fell from 20.5 per cent to 18.4 per cent. In third place, Dell – which is in the process of closing a $67bn takeover of EMC – saw its sales fall 1.6 per cent, prompting its market share to fall marginally from 10.3 per cent to 9.9 per cent.

    http://www.channelweb.co.uk/crn-uk/news/2438055/hp-the-only-big-firm-to-grow-in-storage-market-in-q3

EMC

Other

Photo: Ryan McGuire

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Supplier Report: 12/5/2015

sn_bridge_TimSwaan

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.

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.

    http://www.channelnomics.com/channelnomics-us/news/2437017/forrester-google-cloud-business-a-concern-for-aws-ibm

  • 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.

    http://www.techrepublic.com/article/startup-rocana-wants-to-be-everything-splunk-is-and-more-bringing-big-data-to-devops/

  • 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.

    http://www.bizjournals.com/dayton/blog/morning_call/2015/12/teradata-restructures-leadership-cuts-co-president.html

  • 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

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Supplier Report: 11/28/2015

sn_ferriswheel_AdriannaCalvo

Sometimes this supplier news cycle feels like this Ferris wheel, it keeps going around and around, but nothing is moving forward.  And that is to be expected during a holiday week, but there were a few interesting gems that stood out.

Dell continues to have issue with the EMC acquisition.  VMWare stockholders are not pleased with the financial engineering happening to make Virtuastream a reality… and they are starting to make demands.

HPI is having some growing pains in the printer market while sister company HPE is doing… ok (they found a new dance partner at Microsoft).

Big Blue had 17% growth in the security products market this year and Ginni is letting customers know what a grave threat hackers are.

IBM

  • IBM’s CEO On Hackers: ‘Cyber Crime Is The Greatest Threat To Every Company In The World’

    We believe that data is the phenomenon of our time. It is the world’s new natural resource. It is the new basis of competitive advantage, and it is transforming every profession and industry. If all of this is true – even inevitable – then cyber crime, by definition, is the greatest threat to every profession, every industry, every company in the world.”

    http://www.forbes.com/sites/stevemorgan/2015/11/24/ibms-ceo-on-hackers-cyber-crime-is-the-greatest-threat-to-every-company-in-the-world/

  • IBM: A Heavyweight in the IT Consulting Space

    IBM (IBM) is a global leader in the IT consulting space. It was founded in 1911 and is headquartered in New York. In 2012, Fortune ranked IBM as the second largest firm by number of employees and the fourth largest in terms of market cap. It was also rated the ninth most profitable firm and the 19th largest firm in terms of revenues. In the last few years, IBM shifted its focus on high-profit segments such a data analytics, business intelligence, cloud computing, and green solutions. It currently has a market cap of $133.8 billion.

    ibm_consulting_cap
    http://marketrealist.com/2015/11/ibm-heavyweight-consulting-space/

  • Why IBM spent billions buying technology it already had access to

    “A couple of clients talked to IBM about weather data. If you think of the insurance industry as one example, one client told us that a single hail storm in the middle of Phoenix one year, and a hail storm that lasted only a few hours, caused more than $20 million in damages,” Suh said.

    http://www.businessinsider.com/why-ibm-reall-spent-billions-buying-a-tech-they-already-had-accesss-to-2015-11

  • IBM’s Watson Won’t Be Predicting Eruptions Anytime Soon

    Unlike the weather analogy given in some of the articles reporting on IBM’s plans, geologic prediction isn’t going to be as easy as reading a bunch of sensors, because those sensors need to capture events going on deep underground. We might be able to add a pile of sensors at the surface, but in order to really understand (and then predict) the behavior of magmatic systems, those sensors will need to be put closer to the magma itself as it percolates kilometers underground. Throwing up a weather station, this is not.

    http://www.wired.com/2015/11/ibms-watson-wont-be-predicting-eruptions-anytime-soon/

Hewlett Packard Enterprises

HP Inc

EMC

  • Repercussions of the DELL-EMC Deal
    Investors are demanding:

    EMC and VMware should withdraw the joint venture of Virtustream, given that VMware’s price has fallen since the announcement. This is damaging the implied value of the proposed stock, which Dell will use to pay for the deal.

    Lastly, institutional investors have asked for an adjustment to the tracking stock rights. Tracking stocks are an equity offering issued by the parent company (Dell) to sell the minority interest in one of its profitable divisions (VMware) to the public.

    http://marketrealist.com/2015/11/repercussions-dell-emc-deal/

  • EMC to take a majority stake in Virtustream – report

    Earlier this week Re/code reported that VMware and EMC shareholders have asked for Virtustream to be unwound, as it has been responsible for “further dragging down VMware shares”. Now, according to the Reuters report, which cited people familiar with the matter, EMC is going to take a majority stake in Virtustream and VMware would only have a minority share. This would mean EMC would assume Virtustream’s losses, the report said.

    http://www.channelnomics.com/channelnomics-us/news/2436845/emc-to-take-a-majority-stake-in-virtustream-report

Other

  • Where Are All The Enterprise Tech Buyers?

    With Dell/EMC/VMware busy in their own deal, the number of smaller enterprise tech acquisitions will shrink even further. CB Insights points out here that, “There have only been 45 $100M+ exits in the first three quarters of 2015, which puts it on track to be the first year with less than 70 $100M+ exits since 2010.”

    http://techcrunch.com/2015/11/22/where-are-all-the-enterprise-tech-buyers/

Photo: Adrianna Calvo