Tag: Oracle

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Supplier Report: 10/31/2015

sn_spark_JosephYoung

Oracle World happened and as expected, Hurd and Ellison made plenty of amusing remarks about their competitors.  As Ellison remarked that IBM is not a competitor, big blue went out and bought the Weather Company… for $2B.

Hewlett Packard is officially and finally splitting this weekend.  The two companies are facing unique market conditions in light of the Dell-EMC deal.

IBM

  • IBM Will Acquire The Weather Company’s Digital Business

    IBM announced this morning it’s acquiring The Weather Company, the parent company to the The Weather Channel, as well as the company’s B2B, mobile and web properties. The deal is being valued at more than $2 billion, according to a report from The Wall St. Journal. The companies are not disclosing the financial terms, however. The deal will see The Weather Company licensing weather forecast data and analytics from IBM under a long-term contract. The Weather Channel is not included in the acquisition.

    http://techcrunch.com/2015/10/28/ibm-will-acquire-the-weather-companys-digital-business/

  • Why does this keep happening to IBM?

    For the second time in a little over two years, Big Blue faces an investigation into how it records revenue. The company disclosed on Tuesday that the SEC is looking into the “accounting treatment of certain transactions in the U.S., U.K. and Ireland.”

    The stock dropped 4 percent to $137.86 after the revelation and was down 14 percent for the year at Tuesday’s close before bouncing back a bit Wednesday morning.

    http://www.cnbc.com/2015/10/28/why-does-this-keep-happening-to-ibm.html

  • IBM: The Line In The Sand

    One of the items that is hindering IBM from making a large acquisition is the fact that the company has $32 billion in long-term debt. This is the exact time IBM needs all of its resources to try to generate revenue growth, however they will be hindered by debt maturities in 2016. The following chart fromMorningstar shows that IBM has a large number of debt maturities coming in the next five years. Specifically next year, IBM has $5 billion in debt due and while they can easily pay off the debt, it is a drain on potential cash and cash flows that could be used to invest in the business or make an acquisition.

    http://seekingalpha.com/article/3609866-ibm-the-line-in-the-sand

  • IBM Cloud Opens To Apache Spark

    IBM will provide Apache Spark as a service onBluemix, IBM’s cloud platform. IBM will also be pushing Spark into BigInsights on Bluemix, as well as IBM’s Data Science Workbench and its SPSS Analytics Server and Modeler.

    http://www.informationweek.com/big-data/big-data-analytics/ibm-cloud-opens-to-apache-spark/d/d-id/1322827

  • Intel, Oracle Working Together To Take On IBM

    A few months ago, the head of engineering and products at Oracle, Thomas Kurian, and Doug Fisher from Intel’s Software and Services Group decided to set up a joint team of engineers codenamed Project Apollo near Intel’s facilities in Oregon, the report said.

    The team has been assigned the task of figuring out how massive cloud computing data centers could be set up that make use of Oracle’s hardware and Intel’s chips to take on IBM in the cloud computing hardware market. Project Apollo has successfully completed its mission, and the team members are now sharing “how to” documents to convince enterprise customers to use their technology in building data centers, the report said.

    http://www.valuewalk.com/2015/10/intel-oracle-together-take-on-ibm/

Oracle

Hewlett Packard (the split happens this weekend)

  • Meg Whitman bets that a smaller HP will be able to beat Dell

    But in the server space, Dell is waiting. With EMC, it gets the No. 1 provider of storage gear, making it a one-stop shop for corporate customers. If Dell’s strategy works, Hewlett Packard Enterprise will just continue the former HP’s fate, where sales have declined for 15 of the past 16 quarters. PC shipments, where HP is No. 2, fell 7.7 percent in the third quarter, according to Gartner. For servers, where Hewlett-Packard is the market leader, second-quarter shipments slowed to 8 percent from 13 percent in the prior period.

    http://www.kansascity.com/news/business/technology/article41966259.html

  • Why Hewlett-Packard Company’s Troubles May Not End With Breakup

    Post breakup, there is a fair chance that the resulting HP companies will acquire to compensate for their various shortcomings. While acquisitions might add some important assets (technology and talents), any kind of acquisition comes with a certain level of risk. Integration is one of the challenges that companies meet after they acquire a new asset. History shows that many of Hewlett-Packard’s past acquisitions never happened smoothly, a problem that may carry into the resulting entities.

    The other risk is that acquisitions predicated on desperation to catch up with the competition could fail to live up to expectations, be costly or unnecessarily disruptive. The two resulting HP businesses may not stay clear of these acquisition risks.

    http://investcorrectly.com/20151030/hewlett-packard-company-nysehpqs-troubles-may-not-end-breakup/

EMC

  • Dell acquisition of EMC could jostle Microsoft’s plans

    Dell, clearly, cannot risk this in the long term. It needs an operating system of its own. VMware’s Photon Stack is a great start, but it is only a start. It would not shock me at all to see Dell buy Red Hat in the next two years. It would be the final piece of the puzzle for a fully vertically integrated play.

    Microsoft doesn’t want to see that happen. And after seeing the tab for the Dell acquisition of EMC, I am sure Dell doesn’t want to spend the money either. Ample time and effort is going to be spent trying to find amicable solutions that allow both companies to coexist.

    http://searchwindowsserver.techtarget.com/opinion/Dell-acquisition-of-EMC-could-jostle-Microsofts-plans

Other

  • Workday Inc Becoming A Cause Of Concern To Oracle Corporation’s Cloud Business

    However, Workday Inc (NYSE:WDAY) built its business on the cloud from the ground upward, giving it an edge in competition with Oracle in HR and Finance applications delivered through the cloud. Because of its nature and the steps it has already made, Workday could cause more grief for Oracle and other legacy software vendors as enterprises shift from on-premise installations to the cloud.

    http://investcorrectly.com/20151028/workday-inc-nysewday-becoming-cause-concern-oracle-corporation-nyseorcls-cloud-business/

  • Red Hat is boring — and more open source companies should emulate it

    But whether such companies like it or not, the minute they base their success on an open source project, their revenue potential is hampered compared to a proprietary competitor. Sure, companies like Cloudera, MongoDB, and DataStax sell proprietary value around an open source project, but most are still somewhat constrained by their need to compete with the free project they sponsor. None of which is to suggest these companies will hurt for revenue. Rather, it’s a reminder that the best way for an open source company to grow is like Red Hat: steady, consistent, boring.

    http://www.infoworld.com/article/2998810/open-source-tools/red-hat-is-boring-and-more-open-source-companies-should-emulate-it.html

Posted on

Supplier Report: 10/10/2015

sn_axe_danedwards

It was a very interesting news week.  The big talk going into the weekend is that Dell is making a play for EMC.  Dell would have to borrow a substantial amount of money to make this happen, and the rumor is that they are only interested in certain pieces, potentially breaking up Joe’s empire.

Speaking of empire building, Amazon is coming on strong this week with the announcement of their own IoT environment strategy AND a strategic partnership with Accenture to sell services.  This is a very interesting combination that demonstrates Amazon’s desire to overtake the enterprise market.

Microsoft also made waves with their laptop announcement.  As Microsoft unleashes their own products and hardware to go against Apple, what is left for HP Inc, Lenovo, and Dell?

Oh yeah, and IBM is creating AI to eliminate everybody’s job… just kidding (or so Ginny says).

IBM

EMC

  • Wait… there is EMC talks that don’t involve divesting or mergers with HP?

    The details surrounding this proposed merger are still very sketchy, with CNBC reporting that Dell would have to pay north of $27 a share, and the WSJ suggesting that Dell may only be interested in “parts” of EMC. Regardless, if Dell acquires EMC or picks off its best parts, there isn’t much investment upside beyond the short-term buyout pop that is likely already priced in EMC stock. However, if EMC acquires Dell, it could be a different story. Further, the Dell and EMC merger would be bad for the likes of HP and IBM.

    http://investorplace.com/2015/10/dell-emc-merger-great-fit-bad-hp-ibm/

  • More on the potential merger:

Hewlett Packard

  • Apple Can’t Kill Microsoft But It’s Crushing HP

    PC sales have declined as consumers flock to Apple Inc. (NASDAQ:AAPL) and Android devices instead. Gartner’s data is just the latest example of the personal computer’s secular fall and is bad news for Lenovo, the top PC maker with 20% market share, and Hewlett-Packard Company (NYSE:HPQ), the PC maker in second place. Weak PC sales have been killing Hewlett-Packard as shares are off more than 26% year to date. Microsoft has done reasonably well with its shares up 4.23% year to date, as the company’s Office and Server products are more than offsetting Windows’ decline. Investors can only hope Hewlett-Packard’s additional layoffs and cost control measures will turn things around for the giant.

    http://www.insidermonkey.com/blog/apple-cant-kill-microsoft-but-its-crushing-hp-376244/

Other

Posted on

Supplier Report: 10/3/2015

sn_pumpkin_AaronBurden

IBM’s long term plan of IoT, Big Data, and Analytics seems to be getting some traction even during a rough Q3.  HP is fighting the ghosts of old decisions as they finalize their big split.  While HP celebrates their split, EMC is telling the world they have no intention to follow that strategy.

IBM

  • IBM Is Fading Back Toward Major Support

    As October begins, it appears IBM is headed for its third straight lower monthly low. This current downtrend, which began on July 21 with a huge downside gap, has dropped shares nearly 20%. Late last month, the initial down leg of the post-earnings breakdown found support near $140. IBM began to rebound on Aug. 26, but the upside was well-contained. With very light bullish interest, despite the steep decline from the summer highs, the stock was unable to move past its massive Aug. 24 opening gap. Shares have been trading in a tight range since while the major indices went on to recover most of the mid-August selloff. The significant lagging action continues to weigh on Big Blue and will likely drive it lower in the near term.

    http://www.thestreet.com/story/13309491/1/ibm-is-fading-back-toward-major-support.html

  • IBM’s IoT Investments Are About To Pay Off

    A recent IDC survey found that nearly 75% of IoT market makers are planning to deploy or have already deployed IoT systems in the next year. This proves that IoT is moving from the planning stage to the action stage, bringing the technology to life. The survey also found that of all industries tied to IoT, transportation and healthcare are furthest along, ready to deploy IoT technologies soonest.

    http://seekingalpha.com/article/3536076-ibms-iot-investments-are-about-to-pay-off

  • IBM acquires Meteorix to expand HR service offering

    Acquiring Meteorix will make IBM one of the most experienced Workday service providers in the world, the company said, allowing it to better implement the services on behalf of customers thanks to the firm’s team of 200 consultants who specialise in delivering high-value services, while IBM will continue to focus on boosting the sales of Workday.

    http://www.cloudpro.co.uk/hr/5397/ibm-acquires-meteorix-to-expand-hr-service-offering

  • Analytics are better with shared storage and not scale-out, says IBM

    [With] Spectrum Scale Native RAID, the cluster data is managed using higher-level erasure codes to protect against multiple disk failures while offering significant disk savings over the 3x replication found in typical HDFS installations. ESS stores data using declustered RAID6 with support for either 2-fault or 3-fault disk fault tolerance… ESS distributes the data and parity information evenly across all disks in the system [which] allows for storage rebuilds triggered by a disk failure to complete faster than traditional RAID rebuilds by distributing the work across many disks rather than just a few.

    http://www.theregister.co.uk/2015/10/02/ibm_analytics_better_shared_storage_not_scaleout/

  • IBM: Nanotube Breakthrough Will Create Low Power, Faster CPUs

    Big Blue is claiming it can not only build carbon nanotube transistors, a claim widely acknowledged as feasible, but it can also connect the nanotubes to other processor components and circuitry, a claim no one else has made so far.

    http://www.informationweek.com/cloud/ibm-nanotube-breakthrough-will-create-low-power-faster-cpus/d/d-id/1322455

Hewlett Packard

EMC

Oracle

Other

Photo: Aaron Burden, StockSnap

Posted on

Supplier Report: 9/26/2015

sn_leaf_Ales Krivec

It was another big week for IBM and Watson with the announcement of Watson offices moving to Silicon Valley.  IBM wants to be close to the disruptions and maybe cause a few.  But as businesses expand into the unfamiliar world of AI, cloud, and SaaS, are they locking themselves into environment they can’t get out of easily?

As datacenters and server budgets shrink, is there an exit strategy to the externally hosted ecosystem?

IBM

  • IBM Watson sharpens its cognitive skills: New APIs help make it more ‘human’

    As part of this announcement, IBM also said it will expand the company’s presence in Silicon Valley and the greater Bay Area with a new Watson Hub, South of Market in San Francisco. IBM believes it will put them closer to, and increase collaboration with, the local start ups, developers, venture capital groups, established businesses and academic experts the company is currently working with to take cognitive computing into new markets. The location will also serve as the new global headquarters for IBM Commerce, a high-growth industry opportunity for IBM and Watson. The facility is scheduled to open in early 2016.

    http://www.firstpost.com/business/ibm-watson-sharpens-its-cognitive-skills-new-apis-help-make-it-more-human-2445566.html

  • Watson to become a huge sales engine…

    http://www.bloomberg.com/news/videos/2015-09-24/ibm-s-watson-said-to-become-huge-engine-for-sales
  • Massachusetts gives IBM a $2.5M tax break for absolutely no reason whatsoever

    IBM has promised to create 500 new jobs in exchange for its tax break. If they don’t, there will be hell to pay … or at least they’ll have to give back some of the $2.5 million.

    http://www.networkworld.com/article/2986116/big-data-business-intelligence/massachusetts-gives-ibm-a-2-5m-tax-break-for-absolutely-no-reason-whatsoever.html

  • IBM boosts security of bring your own cloud apps

    The technology helps a company discover the cloud-based apps its employees are using on their computers and mobile devices and then helps roll out a safer way of using them, without impacting productivity. Hosted on IBM Cloud, the solution scans a company’s network to find the apps being used, which are then analysed using deep threat analytics from IBM X-Force.

    http://www.cloudpro.co.uk/it-infrastructure/security/5376/ibm-boosts-security-of-bring-your-own-cloud-apps

EMC

  • Cloud takes a bite out of backup boss EMC’s top line in Q2

    The storage titan saw its quarterly sales drop 16.9 per cent annually to $414.4m, and its share of the market came in more than six points lower than in the corresponding period last year. Second-placed Symantec – whose $104.5m revenue accounted for 14.4 per cent of the worldwide total – endured a decline of a comparatively modest 3.7 per cent

    They added:

    “Focus continues to shift away from hardware-centric, on-premise PBBA systems to hybrid/gateway systems,” she said. “The results [of this] are greater emphasis on backup and deduplication software, the ability to tier or push data to the cloud, and the increasing commoditisation of hardware, all of which require market participants to adjust product portfolios accordingly.”

    http://www.channelnomics.eu/channelnomics-eu/news/2426707/cloud-takes-a-bite-out-of-backup-boss-emcs-top-line-in-q2

Hewlett Packard

Other