Tag: Oracle

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Supplier Report: 6/20/2015

sn_GordonGekko

It was relatively quiet this week in supplier news.  No acquisitions, no mergers.  The major news coming out of the suppliers was stock performance.

Oracle had a weak Q4 due to a strong US dollar.   Red Hat moved up based on good performance news while Teradata is downgraded.

IBM continues clear messaging around data management, cloud, and mobile.  They expand their support of open source platforms while growing their cloud offerings internationally.

IBM

  • TCS and IBM lead race for Volvo’s $500 million IT contract

    “The deal should be finalised within a month—at the moment Volvo is facing a lot of heat to cut costs and any business which is non-core and not making money for the company is under the pump right now,” one of the persons quoted earlier said. “Volvo IT is more of a cost centre for the company, and for them it makes sense to hand it out to professional outsourcing firms.”

    http://economictimes.indiatimes.com/tech/ites/tcs-and-ibm-lead-race-for-volvos-500-million-it-contract/articleshow/47698785.cms

  • IBM inks Bluemix cloud deal with Capgemini’s Sogeti

    By connecting sensors that use different protocols and data formats on Bluemix, Sogeti can provide clients with insights on the performance of their heating, ventilation and air-conditioning, lighting and other energy-producing processes. Sogeti will use the same combination of its smartEngine and IBM’s Internet of Things service on Bluemix to provide insights on data for clients in a variety of industries, including manufacturing, agriculture, utilities management and more.

    http://www.firstpost.com/business/ibm-inks-bluemix-cloud-deal-capgeminis-sogeti-2303166.html

  • It sounds like IBM layoffs are still going on (Australia)

    While it doesn’t sound like IBM is targeting a massive number of employees right now, its layoffs tend to occur in dribbles and drabs, laid-off employees report. IBM won’t disclose the number of people it cuts and doesn’t have to report that figure under the WARN act unless it conducts a layoff that cuts 500 people or more at once.

    http://www.businessinsider.com.au/ibm-watchdog-more-layoffs-this-month-2015-6

  • IBM commits to open source Spark

    As data and analytics are embedded into the fabric of business and society –from popular apps to the Internet of Things (IoT) –Spark brings essential advances to large-scale data processing. First, it dramatically improves the performance of data dependent apps. Second, it radically simplifies the process of developing intelligent apps, which are fuelled by data.

    http://it-online.co.za/2015/06/18/ibm-commits-to-open-source-spark/
    Andrew Brust says Spark won’t replace Hadoop:

    Spark is best known as a sort of in-memory analytics replacement for iterative computation frameworks like MapReduce; both employ massively parallel compute and then shuffle interim results, with the difference being that Spark caches in memory while MapReduce writes to disk. But that’s just the tip of the iceberg. Spark offers a simpler programming model, better fault tolerance, and it’s far more extensible than MapReduce. Spark is any form of iterative computation, and it was designed to support specific extensions; among the most popular are machine learning, microbatch stream processing, graph computing, and even SQL.

    http://www.zdnet.com/article/hadoop-and-spark-a-tale-of-two-cities/

  • IBM Debuts New Cloud Data Center in Italy

    The new data center helps businesses in Italy fast track their cloud migration plan without having to host their data outside of their own country. Businesses in Italy will now be able to use IBM’s award winning cloud infrastructure while simultaneously being compliant with local data sovereignty regulations.

    http://www.cloudwedge.com/ibms-debuts-new-cloud-data-center-in-italy-1985/

Oracle

 

Hewlett Packard

Other

  • Red Hat Profit Rises 28%

    “Our solid start to fiscal year 2016 was evidenced by strong constant currency revenue growth of over 20%,” said Jim Whitehurst, President and Chief Executive Officer of Red Hat. “This strong growth reflects in part the demand for our open, hybrid cloud technologies across four footprints: bare metal, virtualization, private cloud and public cloud deployments.”

    http://www.rttnews.com/2513835/red-hat-profit-rises-28.aspx

  • Teradata Downgraded by JMP Securities (TDC)

    Teradata (NYSE:TDC) last released its earnings data on Thursday, May 7th. The company reported $0.30 earnings per share for the quarter, missing the analysts’ consensus estimate of $0.42 by $0.12. The company had revenue of $605.80 million for the quarter, compared to the consensus estimate of $605.80 million. During the same quarter last year, the company posted $0.54 earnings per share. Teradata’s revenue was down 7.3% compared to the same quarter last year. On average, analysts predict that Teradata will post $2.44 earnings per share for the current fiscal year.

    http://www.wkrb13.com/markets/638731/teradata-downgraded-by-jmp-securities-tdc/

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Supplier Report: 6/13/2015

sn_dustyrhodes

Rumors dominated the news again this week with talk that Oracle could buy Splunk and (once again) that HP could be purchasing EMC.  IBM actually went out and bought ANOTHER company called Blue Box to add to their OpenStack offerings (this is a major trend developing).

IBM also scored new long term business while HP finally settles on past mistakes.

IBM

  • IBM buys another company: IBM acquired Blue Box to retain its dominance in the hybrid cloud space

    IBM said that the inclusion of Blue Box to its services portfolio will strengthen its OpenStack lineup with a remotely managed OpenStack offering. Clients can now integrate cloud-based applications and on-premise systems into OpenStack-managed clouds, thus simplifying the deployment of workloads across hybrid cloud environments.

    http://marketrealist.com/2015/06/ibm-continues-acquisition-spree-blue-box/?source=google

  • IBM’s Expanding Margins: Overly Aggressive Cost Cutting Or Change In Business Mix
    sn_ibm_margins_2014
    http://seekingalpha.com/article/3253235-ibms-expanding-margins-overly-aggressive-cost-cutting-or-change-in-business-mix
  • We Need Only Three Hadoops, And Maybe Three Systems

    We are also starting to think that IBM, which is trying to revitalize and open up its Power chip architecture, might be better served if it would anoint one of the larger Hadoop distros as its preferred stack and to get it all tuned up to run on Power-based servers. Such an approach is probably necessary to take on Intel in the datacenter, which was the really the point of IBM selling off its System x server division to Lenovo Group last fall.

    http://www.theplatform.net/2015/06/11/we-need-only-three-hadoops-and-maybe-three-systems/

  • IBM signs 5-year IT services deal with Citizens Bank

    IBM will be using a hybrid IT approach to optimize the bank’s existing IT infrastructure. IBM will be integrating automation and predictive analytics technologies to standardize and streamline many of its internal IT systems and processes.

    http://www.infotechlead.com/bpo/ibm-signs-5-year-it-services-deal-with-citizens-bank-31037

  • Doctor Evidence to Supply IBM Watson Health with Cancer Research Data

    Doctor Evidence will contribute 2 million additional data points from highly structured, peer-reviewed content, including thousands of clinical papers, conference proceedings, abstracts on remissions, patient survival cases, epidemiology, and drug label data from the U.S. and Europe. This medical information will be added to Watson’s existing corpus of health data that includes content from partners such as the American Society of Clinical Oncology, Cancer.gov, and the Centers for Disease Control and Prevention, among others.

    http://hitconsultant.net/2015/06/11/doctor-evidence-ibm-watson-health-cancer-data/

    sn_doctorevidence_ibm

  • IBM introduces SuperVessel open access cloud service

    IBM has introduced SuperVessel, an open access cloud service created by Beijing’s IBM Research and IBM Systems Labs. The system is available to all developers who want to participate in the OpenPOWER ecosystem. The cloud acts as a virtual R&D engine for the creation, testing and pilot of emerging applications including deep analytics, machine learning and the Internet of Things.

    http://www.telecompaper.com/news/ibm-introduces-supervessel-open-access-cloud-service–1086689

Oracle

Hewlett Packard Enterprises

  • HP Abandons Medellin Global Center and Has No One to Blame But Itself

    With triumphant platitudes and self-congratulatory praise, Hewlett-Packard made history by opening a US$14 million global services captive in Medellin, Colombia back in 2012. Plans called for employing over 1,000 professionals, with the center positioned to become the backbone for HP’s regional back-office, HR and call center operations.Three years later and the entire project is being dissolved to the utter dismay of staunch supporters in Medellin and Bogota who bent over backwards to “seduce” (the word local media used at the time) HP into selecting Medellin during a highly competitive, global selection process where several other geographies were considered.

    http://www.nearshoreamericas.com/hp-kills-medellin-global-services-center-blame/

  • HP pays big bucks to settle class-action lawsuit over botched deal

    HP said June 9 that its insurance would pay the $100 million settlement fund to resolve the lawsuit from a Dutch pension fund PGGM Vermogensbeheer B.V. The lawsuit stems from an impairment charge after HP purchased the software company Autonomy.

    http://www.bizjournals.com/houston/news/2015/06/11/hp-pays-big-bucks-to-settle-class-action-lawsuit.html

EMC

  • HP will stomp EMC’s disks into the dust, babble storage mystics

    Networked storage array revenues are shrinking while server-SAN and hyper-scale storage revenues grow strongly, IDC said in its latest worldwide disk storage tracker. Total worldwide disk storage revenues in the first 2015 quarter were almost $8.8bn, up 6.8 per cent year-over-year, with 28.3EB shipped, which was 41.1 per cent higher year-on-year.

    http://www.theregister.co.uk/2015/06/08/hp_overtake_emc_in_disk_storage_revenues_says_idc/

  • We think HP will buy EMC, says analyst

    “While management’s messaging around the size of M&A in HP Enterprise continues to refer to Aruba as a benchmark (~$3bn), CEO Meg Whitman explained that from an academic perspective, technology hardware is an industry that should consolidate due to declining revenues and slowing growth rates. This sounds like EMC CEO Joe Tucci’s answer. Have they been talking? We think so. Pro forma financial leverage is manageable at a $32-$33 takeout price (less than 3x net debt/EBITDA). There are so many reasons this makes sense.”

    http://www.channelweb.co.uk/crn-uk/news/2411970/we-think-hp-will-buy-emc-says-analyst

Other

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Supplier Report: 5/30/2015

 

sn_vikingfuneral

This is a week of unexpected actions.  HP Enterprise purchases ConteXtream to enable cloud SaaS telecom, EMC purchases Virtustream to act as the centerpiece of their cloud offerings.  Now there are rumors (again) that EMC might buy HP Enterprises post split.

CA bought Rally Software and SalesForce purchased Tempo.

Meanwhile, IBM gets both good and bad news about their cloud offerings and deepen their overall relationship with Apple.

IBM

  • IBM to distribute 50,000 Apple machines to employees

    With this announcement, IBM has not only become one of the biggest purchasers of the Macs, it has also become one of the strongest supporters of Apple. The company has currently distributed around 15,000 Macs in the organization, however, now it plans to provide 50,000 machines to its employees by the end of 2015.

    http://www.businessfinancenews.com/22545-ibm-plans-to-distribute-50000-apple-inc-machines-to-its-employees/

  • Microsoft and Google rise while IBM sinks in Gartner’s Magic Quadrant for cloud providers

    IBM achieved some scale in the IaaS business by buying SoftLayer. However, Gartner says SoftLayer “typically sold to Mode 2 customers (specifically start-ups and gaming companies with a strong interest in bare-metal dedicated hosting). Since the acquisition, IBM has increasingly focused on acquiring Mode 1 customers, but SoftLayer better meets the needs of Mode 2 customers.” Gartner also notes that “IBM’s aPaaS (BlueMix) is hosted in SoftLayer data centers but the offerings are not integrated.”

    http://www.zdnet.com/article/microsoft-and-google-rise-while-ibm-sinks-in-gartners-latest-magic-quadrant-for-cloud-providers/

  • IBM cloud computing services earns $7.7 billion over the past year

    IBM’s most recent quarterly earnings report indicates that the company is seeing rapid growth in its cloud business revenues, which increased 75 percent year-over-year, resulting in total cloud revenues of $7.7 billion in the twelve months leading up to the end of 2015’s first quarter. Even given the recent success of the Amazon Web Services cloud platform, these most recent financial figures show that IBM’s cloud computing services are outperforming Amazon’s by more than $2.5 billion over the last year.

    http://www.ipwatchdog.com/2015/05/29/ibm-cloud-computing-services/id=58034/

  • IBM is Most Popular Hosted Private Cloud Provider: Survey

    Forrester noted that survey respondents were concerned about vendor lock-in. However, the report said “standards like OASIS’s TOSCA and open source projects like OpenStack provide enterprises the future hope of less lock-in and greater adherence to standards.” IBM is a major supporter of open cloud computing and a key contributor of code to the OpenStack and Cloud Foundry projects.

    http://www.eweek.com/cloud/ibm-is-most-popular-hosted-private-cloud-provider-survey.html

  • IBM ships new predictive analytics suite

    IBM today announced 20 new industry-specific solutions with pre-built predictive analytics capabilities that will make it easier and faster for organizations across industries like retail, banking, telecommunications, insurance and others, to uncover and act on critical business insights.

    http://www.finextra.com/news/announcement.aspx?pressreleaseid=59924

  • Xamarin, IBM Expand MobileFirst Partnership, Add Security

    Xamarin said interoperability with IBM MobileFirst Protect enables enterprises to more securely deploy, manage and monitor business applications. IBM MobileFirst Protect, formerly IBM MaaS360, is a secure enterprise mobility management platform that provides mobility management and security of mobile devices, applications, documents, emails, plus access to the Web from a single portal.

    http://www.eweek.com/developer/xamarin-ibm-expand-mobilefirst-partnership-add-security.html

Oracle

HP

  • Mphasis Hung Out to Dry by Parent Company Hewlett-Packard

    The Indian Economic Times has reported that, despite owning just over 60 per cent of Mphasis, HP has no plans to offer further financial support to the software services company. However, Mphasis chief executive Ganesh Ayyar insists that his organisation will not be stepping back from the BPO arena.

    http://www.sourcingfocus.com/site/newsitem/8743/

  • HP acquires Israel’s ConteXtream to liberate telcos from hardware (HP has been snapping up quite a few networking companies lately)

    “In the networking world there are countless functions — firewalls, caching, all kinds of activities — and we have all kinds of monolithic hardware boxes to do these things. NFV is about saying, ‘Why can’t we put these various functions in the cloud? Why does each function need to be on specialized and dedicated hardware?’”

    http://www.geektime.com/2015/05/27/hp-acquires-israels-contextream-to-liberate-telcos-from-hardware/

  • HP enterprise services told to cut $2bn over three years (Cathie Lesjak on some of their accounting plans)

    In particular, the infrastructure technology outsourcing (ITO) business was severely dented by competition from cloud providers. Government austerity programs in the United States and Europe have forced a business model transformation, HP said in its results.

    http://www.itnews.com.au/News/404384,hp-enterprise-services-told-to-cut-2bn-over-three-years.aspx

  • With the reduction comes…EMC Deal Makes Post-Split HP More Vulnerable

    Making all that happen will require an enterprise salesforce, and a lot of engineers with experience building actual clouds. Those are two things HP has. With the personal computer pieces of the company jettisoned, HP Enterprise becomes affordable to EMC, which starts to trade today with a market cap of $52 billion.

    http://seekingalpha.com/article/3214566-emc-deal-makes-post-split-hp-more-vulnerable

EMC

  • EMC buying Virtustream for $1.2B

    When the deal closes (expected in Q3), Virtustream will form EMC‘s new managed cloud services business. “The acquisition represents a transformational element of EMC’s strategy to help customers move all applications to cloud-based IT environments,” says the company

    http://seekingalpha.com/news/2543006-emc-buying-virtustream-for-1_2b

  • Why EMC’s Acquisition of Virtustream Is Good News

    With increasingly more businesses migrating applications to the cloud, Virtustream gives EMC the needed expertise and offerings to help its customers manage this transition. “It’s a game changer,” said EMC Chairman and CEO Joe Tucci.

    http://www.investopedia.com/stock-analysis/052915/why-emcs-acquisition-virtustream-good-news-emc.aspx

  • EMC and Canonical expand OpenStack Partnership

    For the last two years, EMC has been a part of Canonical’s Cloud Partner Program and OpenStack Interoperability Lab (OIL). During this time EMC created a new Juju Charm for EMC VNX technology. This enables deployment by Canonical’s Juju modeling   software. This past week, we specifically announced the availability of a new OpenStack solution with Ubuntu OpenStack and Canonical as part of the Reference Architecture Program announced last November in Paris. The solution is built in close collaboration with Canonical in EMC labs then tested, optimized, and certified.

    http://www.cloudscaling.com/blog/openstack/emc-and-canonical-expand-openstack-partnership/

Other

  • CA is buying Rally software for $480M

    CA, which is looking to cut its dependence on a slow-growing system management software market (pressured by cloud competition), states Rally’s Agile Development tools will “complement and expand CA’s strengths in the areas of DevOps and Management Cloud.” Rally’s clients include over 35 Fortune 100 firms.

    http://seekingalpha.com/news/2547046-ca-buying-rally-software-for-480m-raly-plus-42_5-percent

  • In the middle of these buyout rumors, Salesforce buys Tempo

    Tempo launched in 2013 as part of an emerging trend of “smart assistant” mobile apps for email, calendars, and such. Tempo connects to a user’s calendar, contacts, and other apps to provide helpful information and suggestions like sending an email if they’re running late for a meeting, or flight and weather details ahead of a trip. It competed with similar apps like Cue, Sunrise, Donna, and others.

    https://fortune.com/2015/05/29/salesforces-acquires-tempo/

  • Splunk Stock Too Expensive Despite Exceptional Cloud Growth

    At around $68 a share, Splunk’s price-to-earnings ratio is 766 factoring in Splunk’s 9 cent-a-share earnings in its last fiscal year. That P/E is 36 times the average earnings multiple of companies in the S&P 500 (SPX) index. And even when compared with the more expensive iShares North American Tech-Software ETF (IGV), which has an average P/E of 30, Splunk stock still trades 25 times higher.

    http://www.thestreet.com/story/13164029/1/splunk-stock-too-expensive-despite-exceptional-cloud-growth.html

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Supplier Report: 5/16/2015

sn_theprisoner2

IBM news continues to be dominated by Watson Health.  Nothing new was announced this week, but analysts are catching up with the news and highlighting the trends.

Oracle and EMC continue their less-than-graceful transition to the cloud.  Oracle is looking at lower cost (from their own hardware) Open Stack framework, while EMC also focuses on bringing a more flexible cloud solution to market.

And just because… Verizon buys AOL (for their content like Huffington Post and TechCrunch…probably).

IBM

Oracle

  • Oracle Trying On OpenStack For Size

    Still, even if Oracle can define $7 billion of its revenue as “cloud” this year, it would still represent less than 20% of last year’s $38.3 billion in revenue. Having its own true cloud, built on an open source infrastructure like OpenStack, would accelerate the move to true cloud economics. So might buying a profitable, growing OpenStack cloud provider like Rackspace(NYSE:RAX), but that’s purely speculation

    http://seekingalpha.com/article/3183236-oracle-trying-on-openstack-for-size

  • The incredible rags-to-riches story of Oracle founder Larry Ellison

    “The very first version was Oracle Version 2,” he admitted at a customer conference last year. Their ploy worked. Oracle’s first customer was a big one: the CIA. It later became the most popular database ever sold. That success paid off for Ellison — according to the Wall Street Journal, he was the highest paid executive in the US before he stepped down as CEO in 2014.

    http://www.businessinsider.com.au/rags-to-riches-story-of-larry-ellison-2015-5

  • In Google Versus Oracle, Obama’s Administration is Torn

    It’s a complicated and very technical issue, something that is not necessarily the forte of the Supreme Court. The fight over what is defensible as copyrighted work or not is far from resolved at any level, this is just the most high-profile manifestation of it. If the Supreme Court does take the case and rule on it one way or another, it could have a lot of long-term implications for how patents and trademarks on API code are treated. If Oracle wins, expect plenty more claims of ownership and a lot of litigation to come, at least in the short term. If Google wins, there will be less of that. That’s why Google’s argument includes the idea that without that code, the company wouldn’t have succeeded, meaning that innovation would be slowed if Oracle were to win.

    http://dcinno.streetwise.co/2015/05/15/obama-torn-over-google-googl-vs-oracle-orcl-court-fight/

EMC

  • Why ‘Project Horizon’ spells long-term gains for EMC

    According to Clarke, Project Horizon is a “big departure” for EMC from the extensive ECM platform it has become associated with over the past few years. “With one of the largest portfolios of ECM capabilities, its platform has often been criticized as being too complex and expensive to implement,” Clarke claims. “By contrast, Project Horizon is built on Pivotal Cloud Foundry and will offer a choice of cloud deployments.

    http://www.reseller.co.nz/article/575000/insight-why-project-horizon-spells-long-term-gains-emc/

  • EMC “eating its young” to survive say analysts

    Above all, Furrier suggested, “They need to take care of their current situation — they need to get out of the box business.” In the current competitive market, Furrier advocated that EMC “build an OS for the data center and enterprise,” despite the disruption this might cause. Furthermore, Furrier put forward the notion that “EMC has to become a utility platform with a business model that can compete in the current era.” The “game-changing moves” that EMC needs to make, said Furrier, should be “real-time, API-based” and include “unlimited compute.”

    http://siliconangle.com/blog/2015/05/11/emc-eating-its-young-to-survive-say-analysts-emcworld/

  • EMC: Rise of third platform could spell end for businesses unwilling to adapt

    As alluded to by Goulden, the rise of the Information Generation and their preference for third-platform apps and services poses a major challenge for enterprises, which will need to adapt the way they work to the way this group of users likes to consume services.

    http://www.computerweekly.com/news/4500246008/EMC-claims-rise-of-third-platform-could-spell-end-for-businesses-unwilling-to-adapt

Other

 

Posted on

Supplier Report: 4/25/2015

amazon_bot

Amazon Web Service’s announcement of their value and performance is forcing the other suppliers to react.  There was a substantial amount of articles for each supplier this week comparing their performance and strategy against Amazon’s.

Cloud growth and SaaS expansion is the loose theme of the week. Oracle is looking to have 95% of their products available via SaaS by October.  IBM continues to grow SoftLayer internationally and focus on methods of connecting (and gathering data from) everything.

IBM

  • IBM “pushing boundaries” of IoT with Peugeot tie up

    As part of the new partnership – which will last for seven years – IBM and PSA will work with partners to develop connected solutions and services, which they hope to take out to their business customers and consumers.”The number of cars connected worldwide is expected to grow significantly to a quarter billion by 2020,” IBM said. “Until now, however, most of the innovations available have primarily focused on smartphone apps, navigation and roadside assistance. IBM and PSA will share the responsibilities of developing, selling and marketing, as well as delivering and implementing connected services with new and existing clients.”

    http://www.channelnomics.com/channelnomics-us/news/2405305/ibm-pushing-boundaries-of-iot-with-peugeot-tie-up

  • Hortonworks, IBM and Pivotal to Support Open Data Platform in Their Big Data Solutions

    The ODP initiative is an industry effort focused on simplifying the adoption of Apache Hadoop for the enterprise, and enabling big data solutions. It will also provide a set of tools and methods for the group members to create and test their offerings based on the ODP Core platform.

    http://www.infoq.com/news/2015/04/hortonworks-odp

  • IBM is Canada’s Most Attractive Employer

    Recruitment and HR services company Randstad Canada awarded IBM with the title at a ceremony held at the Glenn Gould Studio in Toronto.

    http://www.techvibes.com/blog/canadas-most-attractive-employer-2015-04-24

  • IBM sentenced to pay 6.5 million as contractual damages for failed CRM solution (thought this would be interesting to share)

    In 2004, IBM won a call to tender launched by MAIF in relation to the rebuilding of its Customer Relationship Manager (CRM) by integrating new software. On December 14, 2004, a contract was concluded between IBM and MAIF, pursuant to which IBM was to provide, for a fixed price of €7,302,822, software that was compliant with the scope determined by the parties and a strict schedule. These commitments were defined as an obligation of result, whose breach can only be justified by an external cause such as force majeure or the other party’s default. However, the project fell behind shortly afterwards.

    http://www.jdsupra.com/legalnews/ibm-sentenced-to-pay-65-million-as-cont-90381/

  • IBM is helping Chinese company make company and patent acquisitions:

    IBM has announced plans “to help a little-known Chinese company (Teamsun) absorb and build upon key technologies” that IBM licenses, according to the New York Times. The buyer knows what to do with that intellectual property: its advisor, Shen Changxiang, is the former supervisor of the cybersecurity of China’s strategic missile arsenal, was in charge of computer security research for China’s increasingly potent navy, and is a long-time critic of his nation’s reliance on U.S. technology. Teamsun makes no secret of its goal: eliminating the need to buy American products. IBM wants access to China’s market for its “rope”, and the price it is willing to pay is teaching China how to make its own.

    http://www.weeklystandard.com/blogs/lenin-was-right_928054.html

  • IBM opens a SoftLayer center in the Netherlands

    The company said the new datacentre, located in Almere just outside Amsterdam, will double SoftLayer capacity in the region and provide customers with more in-country options for data storage and geographically isolated services.

    http://www.businesscloudnews.com/2015/04/23/ibm-adds-second-softlayer-datacentre-in-the-netherlands/

Oracle

  • Oracle CEO Hurd Plans to Lift Almost All Products Into Cloud

    Around 65 percent of Oracle’s products are available on the cloud today, Hurd said in the interview, held on Thursday. That will climb to 95 percent by the time the company holds its annual Oracle OpenWorld conference in October, he said.

    http://www.bloomberg.com/news/articles/2015-04-24/oracle-ceo-hurd-plans-to-lift-almost-all-products-into-cloud

  • Oracle CEO Mark Hurd cuts loose at Boston College executive event

    On SalesForce: “It’s just a fact: Their earnings, the reason they have a very high earnings ratio, is because they don’t make any money…. There’s no cash flow. So when you look for a category that says ‘cash flow multiplier,’ it says ‘n/a.’ What are they worth right now? $35 billion? Who cares? It’s absurd. But they’re quote-unquote, ‘cool.’ And people ask me for real numbers, they ask, ‘Well, what’s your cash flow?’… What are we worth right now, $190 billion, $180, something like that? And we have to do it with real numbers. It’s crazy, just crazy.”

    http://www.bizjournals.com/boston/blog/bottom_line/2015/04/oracle-ceo-mark-hurd-cuts-loose-at-boston-college.html

HP

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