Tag: Oracle

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Supplier Report: 1/9/2016

sn_sky_Thomas Ulrich

We are back to work and the news is flowing!  It is a new year and that means changes.  IBM announced the departure of three long-time executives while Oracle quietly snapped up two companies.

The realities of the Dell/EMC merger are hitting EMC with the announcement of job eliminations.  IBM is also expected to announce job reductions in the GTS space.

Meanwhile, HPE is opening a private bar in London…

IBM

  • Why IBM just lost three key executives

    That, in fact, is just what apparently happened at IBM in December, when it reportedly lost Steve Mills, the 43-year company veteran who was most recently executive vice president of IBM Software and Systems, along with Danny Sabbah, its chief technology officer for cloud, and Brendan Hannigan, general manager of IBM Security.

    Bottom line? “Keep an eye on these three,” Enderle said. “The fact they left together suggests they have something else they want to do together, and given their powerful skillset, that ‘something’ could be really interesting.”

    http://www.pcworld.com/article/3020616/why-ibm-just-lost-three-key-executives.html
    More on Steve Mills:
    http://fortune.com/2016/01/06/ibms-steve-mills-retires/

  • More IBM job cuts to services unit expected by Alliance

    In one form or another, the workers group Alliance@IBM is bracing for downsizing in the Global Technology Services unit at IBM Corp. “We’re hearing rumors of (GTS) being sold off,” said Lee Conrad, national coordinator of Alliance@IBM. “As with everything inside IBM, we don’t get confirmation until just before it happens. If the company says anything, they will wait until the last moment.” Sale or not, Conrad said cuts to the GTS units most likely will happen sometime this month.

    http://www.poughkeepsiejournal.com/story/money/2016/01/07/more-ibm-job-cuts-services-unit-expected-alliance/78405848/
    More on Alliance who is also folding:

    After trying since 1999 to turn IBM into a union shop, the Alliance@IBM, a Communications Workers of America local, is “suspending” its organizing efforts. The Alliance, which had 400 dues-paying members at its peak, now has about 200.

    http://www.computerworld.com/article/3019552/it-industry/ibm-union-calls-it-quits.html

  • IBM cuts new Watson deals that push it deeper into health
    Medtronics:

    IBM and Medtronic are using Watson’s analytics as the back-end for an app which they say could help the roughly 400 million people in the world with diabetes.

    SoftBank:

    Rometti was also joined by the president of Softbank, to talk about how the companies will combine Watson’s analytics with Softbank’s Pepper robot to market services to businesses.

    Pepper is already being used by Nestle in about a hundred of its stores, where it greets customers, asks them what type of coffee they like and makes recommendations for the type of coffee machine they might want to buy. But Pepper can gather all kinds of data, including how many people interact with it, their gender, and even their emotion. The idea is to take all that data and use it to hone marketing and sales strategies.

    http://www.pcworld.com/article/3020001/ibm-cuts-new-watson-deals-that-push-it-deeper-into-health.html

  • IBM’s Watson flexes muscles with Under Armour partnership

    Powered by Watson technology, Under Armour’s application, UA Record, aggregates and analyzes an individual’s health and fitness data to provide personalized coaching and advice. A few examples include the app telling a user the average steps taken daily and bed time for a person their age.

    http://www.crainsnewyork.com/article/20160107/TECHNOLOGY/160109923/ibms-watson-flexes-muscles-with-under-armour-partnership

  • Ginni Rometty 2016 CES Keynote speech

    What exactly is that leather “thing” she is wearing? That isn’t a jacket.
    http://www.aol.com/article/2016/01/07/ibm-ceo-artificially-intelligent-computers-will-change-who-you/21293693/

Oracle

  • Oracle purchases AddThis for $200M

    Oracle continues to ramp up its business in the area of marketing tech. Today the enterprise software giant announced that it has acquired AddThis, which makes sharing features (i.e., those buttons on web pages that let you share stories or follow accounts on Facebook, Twitter, etc.) and audience tracking technology for online publishers and marketers. AddThis says it currently covers activity data for 1.9 billion monthly unique visitors and over 15 million mobile and desktop web domains.

    http://techcrunch.com/2016/01/05/oracle-addthis/
    I want to make a connection. Two months ago, we covered the news that TeraData is getting out of the marketing cloud space, with Oracle looking to purchase more marketing assets, could they be a possible buyer?

  • Oracle also quietly purchased StackEngine two weeks ago…

    StackEngine was founded just last year by a couple of industry veterans. In fact, it emerged from stealth in October, 2014 with a plan to operationalize Docker, the open source container system. While Docker has been a hot commodity for the last several years, StackEngine recognized that it lacked an administrative layer for IT pros to manage their containers.

    http://techcrunch.com/2015/12/22/oracle-stackengine-acquisition-part-of-expanding-cloud-strategy/

  • Is Oracle’s ‘supergraphic’ a super problem?
    Oracle has a giant sight up on their building in San Jose just in time for the Super Bowl, city officials are not pleased:

    “They will have to take the sign down,” Cheryl Wessling, a spokeswoman for the city’s Department of Planning, Building and Code Enforcement, said Friday after this newspaper contacted her department about the colorful sign that can be seen as far away as Interstate 280.

    http://www.mercurynews.com/health/ci_29361163/oracles-new-super-bowl-sign-is-illegal-san

Hewlett Packard Enterprise | HP Inc

EMC | Dell

  • EMC tightens grip on converged infrastructure subsidiary VCE as job cuts loom

    According to sources cited by The Register, VCE is also expected to announce job cuts with around 250 staff likely to be let go this week.

    According to the source, the cuts will hit all levels including some senior managers; this move would make sense as EMC brings VCE closer to its own operations, perhaps believing that it can cut costs.

    http://www.cbronline.com/news/verticals/the-boardroom/emc-tightens-grip-on-converged-infrastructure-subsidiary-vce-as-job-cuts-loom-4770275

  • Feeling jitters as Dell-EMC marriage approaches

    How will the two cultures mesh? “EMC was built on engineering innovation and high-touch sales” that require lots of personal attention, says Peter Bell, who spent a decade at the company and is now a venture capitalist at Highland Capital Partners in California. (EMC chief executive Joe Tucci is known to keep the last day of every quarter free so that he can make phone calls to customers and help personally close deals that are hanging in the balance.) That meant fat profit margins for EMC, and hefty earnings for its workers.

    In contrast, “Michael Dell knows how to run a big business in a low-cost way. He knows how to compete in a commodity business, and he knows there’s a lot of cost to be taken out of EMC,” Bell says. Not surprisingly, that has created a lot of anxiety among EMC employees.

    http://www.betaboston.com/news/2016/01/08/feeling-jitters-as-dell-emc-marriage-approaches-2/

Other

Photo: Thomas Ulrich

Posted on

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/

Posted on

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/