Supplier Report: 4/1/2017

There are so many rumors this week, yet so little facts. If you haven’t heard, there is talk that Oracle might try to buy Accenture consulting. For every article reporting the possibility, there are two shooting down the idea as… extremely impracticable.

Reports are still squawking that Microsoft could buy Citrix and that HPE is interested in purchasing back-up company Veeam.

While these companies decide what to buy next, Elon Musk is working on methods to directly connect your brain to computer systems and AI. How far away are we from the free version of McAfee security for your head?

Acquisitions

  • Analysts turn skeptical eye to Oracle/Accenture buyout speculation

    The Register reported that Oracle hired advisers to explore buying Accenture — an $80B company — outright, though with usual cautions that any such deal’s at an early stage.

    Also…

    Citigroup’s Walter Pritchard is of a similar skeptical mindset: “Accenture has relationships with nearly all software companies we cover, many of which compete with Oracle (SAP, Salesforce, Workday), making it difficult for an Oracle-owned Accenture to be viewed as independent.”

    https://seekingalpha.com/news/3254224-analysts-turn-skeptical-eye-oracle-accenture-buyout-speculation

  • GE invests $2 million in Alchemist Accelerator to back industrial IoT startups

    Alchemist Accelerator Managing Partner Ravi Belani said, “Industrial applications and next gen internet in industry are exciting right now. Robots and drones get a lot of attention. But AI and machine learning advances are also making forecasting and automation possible in ways we never even imagined.”

    https://techcrunch.com/2017/03/29/ge-invests-2-million-in-alchemist-accelerator-to-back-industrial-iot-startups/?ncid=rss

  • Is that a Veeam in HPE’s eye? IT giant may gobble backup biz

    However, HPE has recently bought SimpliVity for $650m and is buying Nimble Storage for $1.2bn – meaning it’s spending $1.85bn buying two suppliers. Does it have the appetite for a third?

    Veeam was founded in 2006 by CTO Andrei Baranov and President Ratmir Timashev. It had an undisclosed funding round in 2013. It is based in Baar, Switzerland. Its revenue and customer growth has been fantastic as it mined the golden backup seam of virtual machine protection better than anybody else.

    https://www.theregister.co.uk/2017/03/30/is_that_a_veeam_in_hpes_eye/​

  • Citrix may be selling, but is Microsoft buying?

    When making such claims in October 2015, Madden added that Microsoft will buy Citrix when they have to, “and not a day sooner”. Fast forward 18 months however and many now believe such a day has arrived.

    http://www.arnnet.com.au/article/616611/citrix-may-selling-microsoft-buying/

  • Apple has acquired Workflow, a powerful automation tool for iPad and iPhone

    Apple has finalized a deal to acquire Workflow today — a tool that lets you hook together apps and functions within apps in strings of commands to automate tasks. We’ve been tracking this one for a while but were able to confirm just now that the ink on the deal is drying as we speak.

    I haven’t been able to get financial details for the deal, but if I come up with them I’ll update. As far as I know it was a solid payday for the team and small upside for investors. Workflow had raised an unannounced seed round of what we’re hearing was in the range of a couple million from Lowercase, Eniac and General Catalyst.

    https://techcrunch.com/2017/03/22/apple-has-acquired-workflow-a-powerful-automation-tool-for-ipad-and-iphone/

Artificial Intelligence

  • Elon Musk’s Neuralink wants to boost the brain to keep up with AI

    Neuralink isn’t going to be focused on upgrading ordinary human brainpower at first however, according to the WSJ report. Instead, it’ll explore how brain interfaces might alleviate the symptoms of dangerous and chronic medical conditions.

    These could include epilepsy and severe depressive disorder, according to the report. These efforts could build on existing therapies that use electrodes in the brain to treat symptoms of Parkinson’s, giving Neuralink a starting point with established science and an easier path to approval for human use. Clearing that lower hurdle would then set the company up for its longer-term goal of human augmentation.

    https://techcrunch.com/2017/03/27/elon-musks-neuralink-wants-to-boost-the-brain-to-keep-up-with-ai/?ncid=rss

  • Why AI should augment, not replace, humans

    There is clearly an effort to have humans help train the AIs, but I’m not yet seeing much effort in returning the favor to the humans. We have massive growing problems with the care and effective development of people as well. AI’s have massive knowledge on how to help recognize these problems and advise the employee how to deal with them.

    This is where I think we need to make a breakthrough so that the human isn’t just making the AI a better part of the partnership by advancing its knowledge, but where the AI makes the human a more productive member of the team by dealing with his or her shortcomings as well. Then we get the kind of synergy an augmentation model anticipates and have the potential to reach the full potential of this new class of team.

    http://www.cio.com/article/3184572/artificial-intelligence/why-ai-should-augment-not-replace-humans.html

  • AI advances can slow a Salesforce cloud migration

    “There’s a general fear or distrust of new technology, because [government organizations] have used certain tools for so long,” Bhartiya said. “That’s exacerbated by newer technology, like mobile or AI. AI also introduces an interesting rub, because on the face of it, it looks like you’re replacing jobs with technology, and that’s not something you do in government.”

    http://searchsalesforce.techtarget.com/news/450415433/AI-advances-can-slow-a-Salesforce-cloud-migration

Cloud

  • IBM and Red Hat Partner on Hybrid Cloud and OpenStack Adoption

    IBM and Red Hat just announced a “strategic collaboration designed to help enterprises benefit from the OpenStack platform’s speed and economics while more easily extending their existing Red Hat virtualized and cloud workloads to the IBM Private Cloud.” As part of the agreement, IBM has become a Red Hat Certified Cloud and Service Provider.

    Red Hat Cloud Access will be available for IBM Cloud by the end of Q2 2017.

    https://virtualizationreview.com/articles/2017/03/23/ibm-red-hat-partner-on-hybrid-cloud-openstack.aspx

  • Amazon Web Services jumps into call-center market with new ‘Amazon Connect’ service

    Amazon Web Services just unveiled a new service for running call centers, dubbed Amazon Connect, leveraging the same technology used by Amazon.com’s own customer service system to route and manage calls using automatic speech recognition and artificial intelligence.

    The announcement is the latest move by the cloud giant beyond its core infrastructure technologies and into higher-level cloud services. Amazon says the service incorporates its Lex technology, an artificial intelligence service for speech recognition and natural language processing, which also powers the company’s Alexa virtual assistant.

    http://www.geekwire.com/2017/amazon-web-services-jumps-call-center-market-new-amazon-connect-service/

Datacenter

  • Why IaaS Could Be a Key Theme of Oracle’s Cloud Strategy

    Amazon and Microsoft are the top two leading players in the cloud space and as a result, customers seem to prefer them over Oracle for moving their workloads to former IaaS vendors. If Oracle doesn’t offer an improved IaaS, its PaaS and SaaS offerings could also suffer because companies often prefer to obtain all cloud services from one vendor. SaaS is believed to be the most highly deployed global service.

    By focusing on IaaS, Oracle can attract its customers to its bundle of cloud offerings. Apart from offering stronger capabilities than its competitors, as the chart above shows, Oracle lowered the cost of its IaaS offerings to compete with its peers, especially Amazon. However, it is a debatable point as to how long these players can engage in price wars.

    http://marketrealist.com/2017/03/iaas-key-theme-oracles-cloud-strategy/

Software/SaaS

  • Is your organization at risk after HPE ALM sale to Micro Focus?

    However, Micro Focus has not been completely transparent about future plans with its products. This makes it challenging for businesses to determine which products will continue to support their needs. None of Micro Focus’ product pages, documentation, or release notes discusses product vision regarding current industry technologies or practices.

    Also…

    Integration is a key necessity for any business building software and can often be the deciding factor to eliminate entire vendors when a company is looking to upgrade or to roll out new installations. Micro Focus’ lack of clarity on its existing product pages, particularly in regard to integration with other systems, adds to the risk and confusion around its acquisition of HPE’s tools. This is an area that shouldn’t be taken lightly.

    http://www.itproportal.com/features/is-your-organisation-at-risk-after-hpe-alm-sale-to-micro-focus/

  • Blockchain achieving new heights of value in logistics arena

    The various ways in which the blockchain’s ability to transform logistics is considerable. From the new Procurement app by SAP Ariba, which seeks to simplify and perfect the running of a supply chain, to “Chained Finance,” at FoxConn, an alternative banking system available to vendors seeking short-term funding within the supply chain, blockchain is a dynamic approach to be a perfect fit for the industry.

    http://www.supplychaindive.com/news/blockchain-value-kestrel-solas-2017/438830/

  • IBM vs Microsoft: Two Tech Giants, Two Blockchain Visions

    While Microsoft’s BaaS is designed to work with a range of protocols, it has shown a preference for the ethereum blockchain, and soft-launched the service at an ethereum event in 2015.

    Most of its recent partnership announcements are with startups that use ethereum as their base, and Microsoft is a founding member of the Enterprise Ethereum Alliance, recently set up to explore business adaptations of the public blockchain.

    IBM, on the other hand, has so far largely stayed away from public blockchains. Its BaaS service is based on Hyperledger’s Fabric codebase, of which IBM wrote a large part.

    http://www.coindesk.com/ibm-vs-microsoft-two-tech-giants-two-blockchain-visions/

Other

  • Oracle’s increased cloud profits are cool for Catz
    The information in the article has been covered several times here at The Source, but the headline was so exquisitely bad, I had to call it out.
    http://normangeestar.net/2017/03/26/oracle-s-increased-cloud-profits-are-cool-for-catz/
  • No, Microsoft isn’t spying on everything you type in Windows 10

    Yes, there is a built-in keylogger inside Windows 10 that’s supposed to help Microsoft improve typing experiences for Windows users. “Send Microsoft info about how I write to help us improve typing and writing in the future,” the settings says. In a FAQ, Microsoft explains that it’s collecting keystrokes to improve handwriting and pronunciation recognition, not to monitor everything you do.

    It appears that said setting caused some commotion over on Reddit recently. According to Myce, some users found that turning the setting off doesn’t work, as Windows 10 turns it back on. Myce has not replicated the issue, however.

    That said, if you want to turn off the feature yourself, go to Start, Settings, Privacy, General, and disable the feature right there.

    http://bgr.com/2017/03/24/how-to-disable-windows-10-keylogger/

Photo: Chuttersnap

Supplier Report: 3/25/2017

IBM hosted their Interconnect conference in Las Vegas this week… so there was alot of IBM news. Big blue announced their cloud storage platform would cost less than AWS and Azure. They also continued their AI and Blockchain marketing campaigns.

But as IBM is attempting to make Watson synonymous with AI, some critics are asking if Watson is too complex to invest in as less complicated and cheaper alternatives become available.

Acquisitions

  • Amazon to acquire Souq, a Middle East clone once valued at $1B, for $650M

    According to multiple reports that we have confirmed with our own sources, the e-commerce giant has acquired Souq, often described as the Amazon of the Arab world and the region’s biggest e-commerce player, for a price of $650 million, to spearhead its Middle East business. “The ink is dry” on the deal already, one source close to the company tells us.

    https://techcrunch.com/2017/03/23/amazon-to-acquire-souq-a-middle-east-clone-once-valued-at-1b-for-650m/?ncid=rss

  • Why IBM spent $200 million to buy a huge Salesforce partner with Marc Benioff’s blessing
    IBM purchased BlueWolf last year, but became a big topic during Interconnect

    IBM’s current consulting business has been in decline for the past few years because companies are rarely embarking on the kind of huge, multi-million, old-school IT projects they used to hire IBM to do, such as installing massive new SAP systems at enterprises. IBM is a huge SAP partner. Those old-school deals have an high failure rate: running over time, over budget and sometimes winding up in court.

    Companies are turning to cloud computing instead, especially Salesforce.

    IBM is already a consulting partner with Salesforce. Bluewolf speeds up its plans. In other words, IBM views Salesforce as its next SAP when it comes to its consulting business.

    http://www.businessinsider.com/why-ibm-bought-a-huge-salesforce-partner-2016-3

  • ‘You will see us do more acquisitions’: A conversation with HPE CEO Meg Whitman

    I think it’s really about a very focused strategy about hybrid IT, the intelligent edge, and the services to make it all happen. And now, we have to deliver the innovation, get the right partner network of companies. We are really curating Silicon Valley, whether it’s Arista, Docker, Chef, Mesosphere, Turbonomic, SaltStack. Innovation in the digital age is a team sport, and we can’t do this all by ourselves. What we can do is curate the best of the best for our solutions.

    I suspect now you will see us do more acquisitions. We’ve sort of shrunk down to the core, and we will make investments and acquisitions in that very core strategy of hybrid IT and the intelligent edge, and probably some services. We’ll probably partner with security companies to build in security into our offerings.

    http://business.financialpost.com/fp-tech-desk/cio/you-will-see-us-do-more-acquisitions-a-conversation-with-hpe-ceo-meg-whitman

Artificial Intelligence

  • IBM Bets The Company On Cloud, AI, And Blockchain

    Watson supports tax advisors in the company’s retail locations, helping them to find the most deductions for customers. However, getting Watson up to speed at H&R Block was a significant effort. “Watson has ingested about 600 million data points before we started,” explained Bill Cobb, CEO of H&R Block. “It also learned the tax code.”

    This enormous commitment of person-hours from highly qualified professionals as well as vast quantities of data makes Watson more of a consultant’s tool, best suited for selling the time of IBM consultants, more so than a modular, LEGO-block style plug-in for customers to incorporate directly into their own applications.

    IBM tried to downplay this drawback at InterConnect, but compared to many of the more innovative AI technologies on the market today that don’t require the same kind of labor-intensive training, Watson comes across as being an earlier generation of AI technology.

    AI, therefore, may be a good bet, but it’s not clear that Watson itself is.

    https://www.forbes.com/sites/jasonbloomberg/2017/03/22/ibm-bets-the-company-on-cloud-ai-and-blockchain/#2cf2848d776d

    AI, therefore, may be a good bet, but it’s not clear that Watson itself is.

Cloud

  • To Compete With AWS, Oracle Will Need More Data Centers

    If Oracle means to compete at scale with Amazon, Microsoft and Google, it will likely need to back up its tough talk with more data centers. As Oracle builds momentum in cloud computing, it has shifted from building its own data centers to leasing wholesale space from data center developers, enabling it to accelerate its expansion.

    But Oracle’s cloud infrastructure remains significantly smaller than its three cloud rivals. That’s why Oracle’s strong momentum is good news for data center developers, including the publicly-held real estate investment trusts (REITs), who have been among the leading beneficiaries of the cloud infrastructure expansions by Microsoft and Amazon.

    http://datacenterfrontier.com/to-compete-with-aws-oracle-will-need-more-data-centers/

  • IBM Cloud Chief Lays Out Big Blue’s Case

    IBM has long-running relationships with almost every Fortune 500 company and its C-level executives, which is an advantage. Its disadvantage is that Amazon Web Services has been wooing and winning business customers to its public cloud over the last 10 years. IBM was late to this information technology delivery model, in which one company amasses and manages vast pools of computing, networking, and storage resources in data centers around the world and then rents them to paying customers. Many of those customers view public cloud services as a way to augment or even replace their own data centers.

    http://fortune.com/2017/03/20/ibm-cloud-chief/
    IBM aims to undercut AWS and Azure with new ‘Flex’ cloud storage service

    According to IBM, Flex will provide tiered “pay as you use” storage options that will be both cheaper and higher performing than competitive offerings from Amazon Web Services and Microsoft Azure. The company says it is cutting the price to store and access data “by more than 50 percent compared to AWS S3 IA and Azure GRS Cool Tier” and that it is unique in doing so.

    http://www.geekwire.com/2017/ibm-aims-undercut-aws-azure-new-flex-cloud-storage-service/
    I can’t be reading this right, IBM doesn’t aim to undercut anything 🙂

  • Does Oracle’s AWS Pricing Increase Make Strategic Sense?

    “This change in licensing terms effectively doubles the licensing requirements for some cloud implementations,” said Craig Guarente, CEO of Palisade Compliance. While it is not yet clear how aggressively Oracle will attempt to enforce this provision for new or old licenses, it does represent an attempt to lower the relative price of using the Oracle cloud.

    Additionally…

    So then will this price change actually cause more people to use the Oracle cloud? For that to happen, someone would have to switch their entire cloud deployment from AWS or Azure to the Oracle cloud for the sake of the increased cost of one part of the infrastructure. Given that Oracle isn’t in the mix in most of the cloud deployments I’ve heard of, and that its cloud is far behind both AWS and Azure in terms of features, adoption, and ecosystem, it is likely that it would cost a huge amount more to move to the Oracle cloud than to stay with AWS or Azure, so no, this policy change isn’t going to cause a rush of Oracle cloud sales.

    https://www.forbes.com/sites/danwoods/2017/03/23/does-oracles-aws-pricing-increase-make-strategic-sense/#6241d1c7ab73

  • IBM: The Future of Cloud (InterConnect)

Datacenter

  • A simple command allows the CIA to commandeer 318 models of Cisco switches

    Cisco researchers said they discovered the vulnerability as they analyzed a cache of documents that are believed to have been stolen from the CIA and published by WikiLeaks two weeks ago. The flaw, found in at least 318 switches, allows remote attackers to execute code that runs with elevated privileges, Cisco warned in an advisory published Friday. The bug resides in the Cisco Cluster Management Protocol (CMP), which uses the telnet protocol to deliver signals and commands on internal networks. It stems from a failure to restrict telnet options to local communications and the incorrect processing of malformed CMP-only telnet options.

    “An attacker could exploit this vulnerability by sending malformed CMP-specific telnet options while establishing a telnet session with an affected Cisco device configured to accept telnet connections,” the advisory stated. “An exploit could allow an attacker to execute arbitrary code and obtain full control of the device or cause a reload of the affected device.”

    https://arstechnica.com/security/2017/03/a-simple-command-allows-the-cia-to-commandeer-318-models-of-cisco-switches/

Software/SaaS

  • Microsoft just showed off exactly what Salesforce was worried about

    Among other features, the new enterprise version increases the number of LinkedIn messages users can send to 50 per month, makes it easier for large companies to manage the product by adding single sign-on and allows sales teams to draw on LinkedIn connections from anyone within their organization with a new feature called TeamLink Extend.

    Subscriptions will also include access to a tool called PointDrive, created by a company acquired by LinkedIn, for easily sharing content like presentations, images, links and videos with prospective customers. Pricing starts at $1,600 per seat per year, with the price dropping with more subscriptions and longer contracts.

    http://www.cnbc.com/2017/03/17/microsoft-new-linkedin-sales-tool-salesforce-killer.html

Other

  • Is the IBM-Salesforce Partnership about Killing Microsoft?
    Let me answer that… no.

    In an interview with Fortune magazine following the announcement of the IBM-Salesforce AI collaboration, Marc Benioff, Salesforce’s CEO, talked about the partnership’s providing Salesforce the opportunity to begin replacing Microsoft products at IBM.

    If that’s what Salesforce is thinking, then it means the company will likely also try to persuade IBM customers who use Microsoft’s products to defect to its platform, potentially dealing Microsoft a blow in the productivity software market.

    http://marketrealist.com/2017/03/is-the-ibm-salesforce-partnership-about-killing-microsoft/

  • Google takes Symantec to the woodshed for mis-issuing 30,000 HTTPS certs

    Effective immediately, Chrome plans to stop recognizing the extended validation status of all certificates issued by Symantec-owned certificate authorities, Ryan Sleevi, a software engineer on the Google Chrome team, said Thursday in an online forum. Extended validation certificates are supposed to provide enhanced assurances of a site’s authenticity by showing the name of the validated domain name holder in the address bar. Under the move announced by Sleevi, Chrome will immediately stop displaying that information for a period of at least a year. In effect, the certificates will be downgraded to less-secure domain-validated certificates.

    https://arstechnica.com/security/2017/03/google-takes-symantec-to-the-woodshed-for-mis-issuing-30000-https-certs/

  • AT IBM, “Co-Location” Means “Get Your Butt Into the Office”
    This news item seems to be picking up steam again, I dedicated an entire podcast to the subject a month ago.

    IBM has had to tighten its belt in recent years with three rounds of layoffs, and some employees suspect the back-to-the-office campaign aims to further cut the payroll by driving some workers to quit. But Kessler also argues that the move back to the office is more likely a way of prioritizing creativity over raw productivity. Working from home may improve efficiency, but studies also show it can hamper teamwork, water-cooler serendipity, and the speed of innovation.

    https://shift.newco.co/at-ibm-co-location-means-get-your-butt-into-the-office-e9b5163238fb#.kotqecdbc

Photo: Andrew Pons

Supplier Report: 1/28/2017

Heavy is the head that wears the crown. As Amazon’s AWS services continue to dominate the cloud sector, many analysts are reporting their lack of SaaS offerings as the chink in their armor.

Amazon is not alone in their weakness, poor sales is rumored to be forcing Oracle to eliminate jobs in the traditional software areas as they start to build up for their fight against AWS.

IBM’s good news regarding cloud growth is coming at a cost as the company announced a major reorganization in the cloud and power divisions.

Acquisitions

  • AppDynamics Acquired for $3.7 Billion

    What AppDynamics gives Cisco is a tool for monitoring the performance of applications, regardless the application delivery platform. The idea is to find issues and deal with them before they become a big problem for end users. The worst case is a full outage, but there are countless other issues that can cause slow-downs and other headaches, as every user is keenly aware. As it monitors these applications, AppDynamics is gathering tons of data about the applications, the connections to other systems, the devices being used to connect to the application and so forth. All of this data is a natural byproduct of the monitoring process — and could have great value when combined with other network information.

    https://techcrunch.com/2017/01/25/cisco-appdynamics-3-7-billion-deal-all-about-the-data/?ncid=rss

  • Hewlett Packard Enterprise makes second acquisition in a week

    Cloud Cruiser makes software that helps large companies visualize how and where their IT budget is being spent across different business units and different technology platforms. Its software can analyze changes in spending and ways specific business units might be able to save money.

    http://www.bizjournals.com/sanjose/news/2017/01/24/hewlett-packard-enterprise-makes-second.html
    HPE Acquires Cloud Cruiser In Stepped Up Flexible Capacity Hybrid Cloud Pay-As-You-Go Offensive

    The Flexible Capacity services offering allows customers to buy HPE private cloud infrastructure as a service based on the same monthly, fixed-fee, pay-as-you-go model that has fueled public cloud adoption. Terms of the deal were not disclosed.

    http://www.crn.com/news/cloud/300083513/hpe-acquires-cloud-cruiser-in-stepped-up-flexible-capacity-hybrid-cloud-pay-as-you-go-offensive.htm

  • IBM Acquires Agile 3, Makers Of A Security Dashboard For Business Leaders

    Agile 3, founded in 2009, offers a suite of products that help business leaders make decisions about security threats facing their companies through intuitive visualizations and analytics. The software design is heavily influenced by service-oriented architecture principles.

    Agile 3’s founder, Raghu Varadan, had been IBM’s chief architect for its SOA Center of Excellence, and was responsible for implementing service-oriented architecture solutions for the IBM Global Business Services division’s largest customers.

    http://www.crn.com/news/security/300083507/ibm-acquires-agile-3-makers-of-a-security-dashboard-for-business-leaders.htm

  • Yahoo surprises no one by pushing back its Verizon acquisition close date

    Yahoo has continued to work with Verizon on integration planning for the sale of its core business. In terms of timing, Yahoo had previously stated that it expected to close the transaction in Q1. However, given work required to meet closing conditions, the transaction is now expected to close in Q2 of 2017. The company is working expeditiously to close the transaction as soon as practicable in Q2.

    https://techcrunch.com/2017/01/23/yahoo-unsurprisingly-pushes-back-its-verizon-acquisition-closing-date/?ncid=rss

Artificial Intelligence

  • IBM adds support for Google’s Tensorflow to its PowerAI machine learning framework

    While TensorFlow has only been available for a little over a year, it has quickly become the most popular open source machine learning project on GitHub. IBM’s PowerAI already supported other frameworks and libraries like CAFFETheano, Torch, cuDNN, and NVIDIA DIGITS, but Tensorflow support was sorely missing from this lineup.

    IBM clearly sees the combination of PowerAI with Nvidia’s NVLink interface and Pascal P100 GPU accelerators as a way to differentiate itself from the competition — and in this case, the competition it is gunning for is clearly Intel (though it’s worth noting that Intel and Google also recently teamed up to improve TensorFlow performance on its CPUs).

    https://techcrunch.com/2017/01/26/ibm-adds-support-for-googles-tensorflow-to-its-powerai-deep-learning-framework/?ncid=rss

  • Apple joins Amazon, Facebook, Google, IBM and Microsoft in AI initiative

    The Partnership on AI was officially unveiled back in September 2016. At the time, Amazon, Facebook, Google, IBM and Microsoft were the only founding members. Apple, Twitter, Intel and Baidu didn’t participate in the initiative.

    But Apple was already enthusiastic about the project, so today’s news is more about formalizing the company’s involvement. Siri co-founder and CTO Tom Gruber is going to represent Apple. You can find the full board of trustees on the partnership’s website.

    https://techcrunch.com/2017/01/27/apple-joins-amazon-facebook-google-ibm-and-microsoft-in-ai-initiative/?ncid=rss

  • Will A.I. Allow Humans to Realize Our Full Potential?

Cloud

  • IBM’s SoftLayer is having a meltdown – and customers aren’t happy

    “Since IBM came along there have been loads of outages, planned and otherwise,” our reader in the field told us.

    “In the three years of service prior to this we had only one outage, in the six months after they took over we have had one outage that knocked out their AMS [Amsterdam] data center for four hours, [and] their entire global virtual server platform has had to be rebooted three times on separate occasions.”

    https://www.theregister.co.uk/2017/01/26/ibm_softlayer_having_meltdown/

  • IBM Shakes Up Cloud Division in Executive Reorg

    Vice president and director of IBM research Arvind Krishna has been named senior vice president of Hybrid Cloud, which is a merger between the analytics business formerly run by Picciano, and the cloud division formerly run by LeBlanc. Krishna will report to John Kelly, senior vice president of Cognitive Solutions and IBM Research.

    http://www.thewhir.com/web-hosting-news/ibm-shakes-up-cloud-division-in-executive-reorg

  • How Long Can Amazon’s AWS Retain the IaaS Crown?

    During the most recent quarter Amazon reported $3.231 billion in quarterly revenues while Microsoft’s annualized cloud revenues exceeded $13 billion. At first glance, it would appear that both these companies are running neck and neck when it comes to earnings from cloud, but Microsoft has a huge bonus package in the form of its SaaS product, Office 365, which is experiencing strong growth.

    Though Azure is certainly growing at a healthy rate, it has a long way to go before it can compete at the same level as the IaaS offering from Amazon. Amazon has no such SaaS product lineup but still leads the race in terms of revenue thanks to its strength in IaaS. The company’s single-segment focus has helped Amazon add service after service and keep cutting prices, but still expand revenues – and margins along with it.

    http://www.gurufocus.com/news/475709/how-long-can-amazons-aws-retain-the-iaas-crown

  • Oracle outlines plans to take on Amazon in cloud

    “Oracle should be congratulated for its enthusiasm and the proactive way it is pursuing the cloud market,” says Charles King, an analyst with Pund-IT, adding that the company was late to the market. Oracle has taken a similar approach to Microsoft and IBM in offering services across all three layers of cloud: IaaS, PaaS and SaaS. “They still have a massive install base of customers that want cloud services. The question is whether they will choose Oracle as their cloud vendor as opposed to vendors they may be currently working with, or choosing to go with a more established, more innovative vendor.” King adds Oracle’s cloud will appeal most to existing customers, but he questions how the company will be able to attract net new brands.

    http://www.networkworld.com/article/3158725/cloud-computing/oracle-outlines-plans-to-take-on-amazon-in-cloud.html

Datacenter

  • HP Inc announces moderate price hike across products

    “HP is increasing the list price of its products in India. As a standard business practice, the company regularly reviews pricing and makes adjustments accordingly, based on a variety of factors including currency movement and commodities prices. Actual price increases will vary by product,” Rajiv Srivastava, Managing Director, HP Inc. India, told IANS.

    http://www.financialexpress.com/industry/hp-inc-announces-moderate-price-hike-across-products/516580/

  • Infinidat slims down in UK: Storage upstart has just handful of Brit staff

    Infinidat has slimmed its UK office from 17 heads to just four since January 2016, and has not won a new customer in that time, we’re told.

    We’ve heard that Infinidat has four UK customers: BrightSolid, Pulsant, BT and Barclays. BT, its biggest client worldwide followed by Barclays, is the most active, and is looked after by a director for enterprise sales. There are three technical and professional services people alongside him in the London office. Thirteen others have been let go.

    https://www.theregister.co.uk/2017/01/26/infinidat_slims_down_in_uk/

Software/SaaS

  • Why Salesforce is the new BlackBerry

    Earlier last year, Salesforce announced that it beat Q1 earnings following a 20 percent pricing increase. Its thousands of embedded (read: captive) users have had no choice but to pay up. Soon, however, a new generation of automated CRMs will emerge as a viable alternative, bringing intelligence and ease-of-use to a category of “dumb” CRM databases. They’ll offer products that are easily configured, always up-to-date, and entirely automated – delivering a delightful user experience in a tech landscape known for the opposite.

    Like BlackBerry, the disruption will happen much faster than Salesforce expects.

    http://thenextweb.com/opinion/2017/01/20/salesforce-new-blackberry/

  • OpenText completes $1.62-billion Dell acquisition

    The deal includes the Documentum enterprise content management platform and Dell’s enterprise content management division.

    With the acquisition, 5,000 customers, 2,000 employees and more than 300 partners join OpenText, the company said.

    http://www.cambridgetimes.ca/news-story/7080349-opentext-completes-1-62-billion-dell-acquisition/

  • Oracle Is ‘Toast,’ Layoffs In Sparc Business

    According to a report by Mercury News as part of statutory obligation, Oracle has intimated the Employment Development Department that it would lay off 450 employees in its Santa Clara systems division. According to the report, those affected include hardware and software developers along with managers, technicians and administrative assistants.

    Also:

    With the layoff reports, the analyst feels the reason for optimism on Oracle has proven to be completely wrong. The analyst also pointed to the industry’s belief that more layoffs in California, Colorado and Massachusetts are on the cards, with the guesstimate at 1,500

    https://www.benzinga.com/analyst-ratings/analyst-color/17/01/8932929/chowdhry-oracle-is-toast-layoffs-in-sparc-business

Other

  • Follow-up: US alleges systemic employment discrimination at Oracle

    The U.S. government says Oracle routinely and systemically pays white men more than women and minorities and that it favors Asian candidates over others in product development and technical roles.

    The investigation was triggered by a regular compliance review by the government. As a federal contractor, Oracle is prohibited from engaging in discrimination based on race, sex, sexual orientation, gender identity, or national origin.

    http://www.cio.com/article/3158841/legal/us-alleges-systemic-employment-discrimination-at-oracle.html

  • Avaya says bankruptcy is a step toward software and services

    Networking and collaboration vendor Avaya declared bankruptcy last Thursday, calling the move part of its transition from a hardware to a software and services company.

    It plans to keep operating during the bankruptcy thanks to its cash from operations and US$725 million in financing that still needs approval by the U.S. Bankruptcy Court. Avaya said its foreign affiliates aren’t included in the filing and won’t be affected.

    http://www.cio.com/article/3159579/networking/avaya-says-bankruptcy-is-a-step-toward-software-and-services.html

  • Microsoft reportedly plans to lay off about 700 workers next week

    “The upcoming cuts won’t be specific to any single group, but will be spread across the company’s worldwide offices and business units, including sales, marketing, human resources, engineering, finance and more,” Business Insider said it was told by its source. “The goals of these rotating smaller layoffs is not to reduce costs but to update skills in various units.”

    http://www.bizjournals.com/seattle/news/2017/01/20/microsoft-layoffs-january-2017.html

  • Cisco debuts its own smart whiteboard priced to compete with the Google Jamboard

    The Spark Board works with fingers or a stylus and saves automatically. The system is priced to compete with Google’s Jamboard (which puts it significantly below Microsoft’s $8,999 Surface Hub) at $4,990 for the 55-inch version due out at the end of the month. A 70-inch version is due out before year’s end, priced at $9,990.

    https://techcrunch.com/2017/01/24/cisco-spark-board/?ncid=rss

  • Verizon fourth quarter earnings fall short of analyst expectations

    Verizon this morning reported adjusted fourth quarter earnings of 86 cents per share, on revenue of $32.3 billion.

    On the earnings side, that falls short of what Wall Street analysts had expected — EPS of 89 cents per share and $32.1 billion in revenue. That also marks a 5.6 percent revenue decline from the fourth quarter of 2015.

    https://techcrunch.com/2017/01/24/verizon-q4-earnings/?ncid=rss

Photo: Annette Beetge