Supplier Report: 4/4/2015

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More bad news in the security sector this week, IBM is reporting there is a group of hackers (Dyre Wolf) going after financial wire transactions.

Speaking of transactions, IBM had a mobile heavy news week: More new apps with Apple (8 in total, 4 focusing on healthcare), they are spending $3B on internet of things infrastructure and management (seemingly around collecting data from wearables) and finally IBM announced a mobile app partnership in China.

This is a week of lawsuits: IBM is being sued by shareholders over their hardware write off and everybody involved with the HP Autonomy purchase is suing each other.

Also in HP news, the EMC merger (actually acquisition) rumor is floating around again.

IBM

HP

Other

Supplier Report: 3/28/2015

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IBM

Oracle

  • Oracle Primed To Leverage New Cloud Solutions, Says Cantor Fitzgerald

    Analysts Brian White and Isabel Zhu wrote, “Just over a year ago, Oracle held its first Cloud Forum for analysts, and the progress made across its cloud portfolio is nothing short of remarkable, in our view. Yesterday’s event only furthered our enthusiasm for Oracle’s cloud initiatives, which we find the most aggressive of any of the large, global IT vendors in our coverage universe, and we believe Oracle has the highest probability of success.”

    http://www.benzinga.com/analyst-ratings/analyst-color/15/03/5363034/oracle-primed-to-leverage-new-cloud-solutions-says-canto

  • Oracle Making Progress Taking On Workday In Cloud

    “We came away incrementally more positive after Oracle HCM World, given our conversations with customers and SIs,” he wrote. “Interest in (Oracle’s) Fusion HCM (cloud product) has picked up over the last six months, with a key Oracle SI partner indicating that Oracle added approximately 580 Fusion HCM customers following the Release 8 product, with maybe one-third, or 150-200, live over the past two quarters.”

    http://news.investors.com/technology/032715-745417-oracle-catching-up-in-cloud-hr-software.htm

HP

Other

Supplier Report: 3/21/2015

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IBM

Oracle

HP

Other

  • Amazon the best public cloud for software development

    The capabilities of AWS’ application services, coupled with its mature infrastructure services, vast ecosystem of partners, including many of the rapid dev and coder-focused platforms in this analysis, gave it high current offering and strategy scores across all but the rapid dev segment, where its degree of abstraction does not rise to the needs of this user,” the study said. “It also excels in breadth of security, reliability, and compliance characteristics.”

    http://virtualizationreview.com/articles/2015/03/19/aws-named-top-public-cloud-for-software-development.aspx 

Supplier Report: 3/14/2015

pi-day

IBM

Oracle

I have mentioned that Oracle is really tight with the news but this week was especially slow.  Their stock is trending neutral this week

HP

 

Supplier Report: 3/7/2015

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IBM

Oracle

HP

  • To follow up from last week – HP is spending $2.7B on Aruba networking
    http://blogs.barrons.com/techtraderdaily/2015/03/02/hp-to-buy-aruba-for-2-7-billion/
  • Is the Aruba buy a good move?

    Make no mistake about it. Hewlett-Packard definitely needs to do this because its consumer business lines are slowing down. While its corporate lines show a lot of promise, they still need a lot of growth. This move to buy Aruba Networks makes a lot of sense within this broader context.

    http://www.streetwisejournal.com/is-hewlett-packards-planned-acquisition-of-aruba-networks-a-wise-move/7672/

  • Warren Buffet made alot of news this week, and I find this comment interesting in the context of HP:

    According to Buffett, bankers’ appetites for deals mean that they can do almost anything to push for the sale or purchase of a company. He cited how investment bankers usually urge buyers to pay premiums of up to 50% for the target company. Investment bankers usually tell buyers wonderful things that will happen once the deal closes, such as “control value” of the acquisition. The interest of the bankers is to push a deal through and get paid for their action.

    However, Buffett said the same bankers would turn up a few years later and urge for the spinoff of the business they had pushed so hard to be acquired. Instead of control value, bankers change the story and urge for spinoff of the acquisition on the basis of unlocking shareholder value.

    http://investcorrectly.com/20150304/warren-buffet-raises-red-flags-banks/

Other

  • Salesforce needs to watch its back for Microsoft

    Salesforce.com spent a lot of time on its investor call talking about the large enterprise deals it is winning because that’s what the Street likes to hear, but the company has to keep its eyes on the midmarket, where Microsoft Dynamics is right behind them. The midmarket is an engine of growth and a great counterbalance to the inherent spikes of big deals. And Microsoft is getting good at winning here. Not only is its Cloud version competitively priced for the midmarket, it also has a strong reseller channel that can sell cost-effectively into this market.

    http://venturebeat.com/2015/03/06/why-salesforce-com-should-be-watching-its-back-for-microsoft/

  • The end of SaaS

    The best development platforms we’ve seen are Apple’s iOS and Google’s Android for mobile, or the Xbox One. All of these development platforms have hardware, an operating system, and a software layer. Salesforce’s development platform only leverages software and provides less utility to 3rd party app developers, hence only ~300 apps created in the past 15 months. The most comparable example would be Facebook’s single sign-on capabilities. By integrating with Facebook, an app developer can let a new user create a user profile by “Logging in with Facebook.” This is the best use case we’ve seen of development platforms that only leverage software. But I don’t see it translating too well with a CRM tool instead of social network.

    http://www.huffingtonpost.com/alex-moazed/the-end-of-saas_b_6762108.html