Tag: Oracle

IBM got lots of headlines around their apple deal.  Whitman taking over as chairman got lots of people talking as well.

IBM:

1. If you haven’t seen this already, IBM and Apple are teaming up to get apple into enterprise mobile space (set pricing from stun to kill):
   http://www.thonline.com/news/technology/article_4d26599d-2ad0-581e-ac5b-57ff8a5f3f2c.html
2. Another Apple/IBM article focusing on BYOD:
   http://www.cruxialcio.com/sell-mates-ibm-apple-alliance-cure-byod-hangovers-9227
3. IBM is the poster child for what is wrong with the US Economy: (sales have been flat for 6 years, they keep cutting and using accounting to show profits)
   http://www.seattlepi.com/technology/businessinsider/article/DRUCKENMILLER-IBM-Is-The-Poster-Child-For-4830812.php
4. IBM joins the cloud pricing wars – dropping their rates [we need to look into what this means for our existing deals and future moves]:
   http://www.fool.com/investing/general/2014/07/13/ibm-finally-joins-cloud-pricing-wars-what-it-reall.aspx
5. Reading lots of stories of IBM dropping $3B on r&d for chips and cloud research.  I think there is overlap in the stories, I don’t think IBM is dropping $6B on r&d right now (and I as I type this, I scroll on this article):
   http://www.businessweek.com/articles/2014-07-09/proof-investors-love-tech-companies-that-skimp-on-r-and-d

HP:

1. Whitman named HP Chairman as well:
   http://www.bizjournals.com/sacramento/news/2014/07/17/hp-appoints-ceo-meg-whitman-as-chairman.html

Oracle:

1. Oracle’s hardware focus:
   

   Oracle’s SaaS and PaaS subscriptions grew 25% to $322 million, much faster than the company’s overall revenue growth.

   http://www.fool.com/investing/general/2014/07/18/oracles-improved-systems-are-great-for-business.aspx
   

2. Oracle has a social media management platform (should compare against Connections):
   http://money.cnn.com/news/newsfeeds/articles/marketwire/1131528.htm
3. NuoDB looking to take on Oracle (might be worth investigating):
   http://www.forbes.com/sites/petercohan/2014/07/11/can-a-50-person-startup-threaten-oracle-ibm-and-microsoft/

Career and Big Thinking:

1. Haystack is a parking application looking to fix city parking issues (and like Uber, some cities are not happy about it):
   http://www.bostonglobe.com/opinion/2014/07/20/the-city-needs-haystack-something-like/alD0KEGAeo0UaHPYq6SP7L/story.html
2. How large deals break down:
   http://digital.vpr.net/post/art-deal-complex-corporate-negotiations

Other:

1. Microsoft starting to think about a post Windows 7 world (yeah right):
   http://www.fool.com/investing/general/2014/07/16/microsoft-prepares-to-kill-windows-7.aspx
2. Cloud computing in China:
   http://www.chinaeconomicreview.com/china-cloud-computing-microsoft-azure-amazon-aws-ibm-aliyun

HP:

1. HP settling $11.1B lawsuit with Autonomy (nice summarized read)
   http://www.omantribune.com/index.php?page=news&id=170553&heading=Business
   and here is another article:
   http://www.bidnessetc.com/22328-hp-settles-shareholder-lawsuit-over-autonomy-saga/
   

That is all anybody is talking about with HP this week (and the typical – “the stock is bouncing back so get in while the gettin’ is good)

IBM:

1. Decent article on IBM’s strategy with SoftLayer.  Keep your eyes peeled for any movement with this acquisition… Softlayer seems to be the keystone in their cloud strategy:
   http://www.channelweb.co.uk/crn-uk/news/2352531/softlayer-points-to-cloud-fuelled-ibm-distie-shake-up
2. Here is an article about IBM connections ver. 5
   http://www.it-director.com/blogs/MWD_Advisors/2014/6/ibm-connections-5-0-bringing-on-prem-in-line-with-smartcloud.html
3. Maintenance deal may save Lenovo’s service acquisition from IBM (US Gov doesn’t want Chinese company touch equipment, IBM to provide on site support for 5 years)
   http://channelnomics.com/2014/06/26/maintenance-key-ibm-lenovo-server-deal/#.U7AZsPldV8E

Oracle:

1. Oracle is behind as a player in the cloud, but a realizing massive growth and fully realized SaaS solutions:
   http://marketrealist.com/2014/06/oracle-thinks-can-number-one-cloud-services-player/
2. Another look at Oracle buying Micro Systems Inc and thoughts into their strategy:
   http://www.bloomberg.com/news/2014-06-23/oracle-eschews-flash-to-buy-micros-at-discount-real-m-a.html

Other:

1. Tech CEOs and their retirement ages
   http://www.businessinsider.com/in-a-trend-citrix-ceo-wont-retire-2014-6
2. Rackspace still can’t find a buyer
   http://www.benzinga.com/news/14/06/4667572/rackspace-down-7-on-rumor-it-cant-find-buyer?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+benzinga%2Fnews%2Frumors+(Channels+-+News+-+Rumors)
3. Give yourself 24 hours to deal with failure and then move on.
   http://lifehacker.com/give-yourself-24-hours-to-deal-with-failure-and-move-on-1596134647

Oracle

There is finally some information about Oracle making it to the press!

1. Deputy Mayor of London wants to take Oracle down:
   http://www.sfgate.com/technology/businessinsider/article/Why-The-Deputy-Mayor-Of-London-Wants-To-Take-5565655.php
2. News on the Oracle stock slide and why they aren’t hitting their cloud numbers:
   http://www.techinsider.net/oracle-corporation-orcls-cloud-share-in-revenue-a-big-problem-lance-ulanoff/116352.html
3. Oracle nearing deal to buy Micros (hospitality software) for $5B:
   http://www.rttnews.com/2338117/oracle-reportedly-nearing-deal-to-buy-micros-for-more-than-5-bln.aspx

IBM

1. IBM not interested in Rackspace:
   http://www.texastechpulse.com/ibm_softlayer_chief_rackspace_buy_not_exciting/s-0055613.html

There is lots of chatter about IBM being in competition with HP and Microsoft at the moment (Microsoft just released an analytic platform called Azure).

Overall a slow week for both IBM and HP regarding news.

Other

1. Tata may soon become the world’s largest IT employer:
   http://timesofindia.indiatimes.com/tech/tech-news/TCS-may-soon-be-worlds-second-biggest-tech-employer/articleshow/36677336.cms

** IBM **

“To do real good physics work, you do need absolute solid lengths of time…it needs a lot of concentration…if you have a job administrating anything, you don’t have the time. So I have invented another myth for myself: that I’m irresponsible. I’m actively irresponsible. I tell everyone I don’t anything. If anyone asks me to be on a committee for admissions, ‘no,’ I tell them: I’m irresponsible.”