Supplier Report: 2/14/2015

sn_cupid_NanPalermo

IBM

  •  IBM establishes “One Channel” team…

    The team is designed to align channel operations from across the company in an effort to provide a broader, more competitive partner experience, according to Big Blue, while also increasing IBM’s focus on the recruitment of new partners, developers and independent software vendors.

    http://www.channelweb.co.uk/crn-uk/news/2395350/ibm-unveils-one-channel-team

  • IBM Cloud Chief: “We are in a marathon”

    But LeBlanc believes he’s got a good story to tell. IBM has set up “40 different data centers in 15 different countries,” he said, with an eye toward being in the right place in accord with customers’ needs.

    http://venturebeat.com/2015/02/13/ibm-cloud-chief-were-in-a-marathon/

  • IBM finds security flaw in dating apps…
    Something to consider as the internet of things tracks more of our personal health data…

    The study revealed a fearful fact for the businesses too. According to the study, employees of almost 50% companies use the dating apps which were found vulnerable. This makes the corporate data endangered too.

    http://techfrag.com/2015/02/13/ibms-research-cautions-mobile-dating-app-users/

  • IBM & Apple partnership to expand…

    The first apps to be released solved specific problems in specific industries. In tech talk, they were for vertical industries. Each of the apps had a catch name. There was one for flight planning for airlines named Passenger+, and insurance company customer service app was named Retention. Now, the two have begun work on their horizontal apps, says a spokesperson for IBM. One of those apps supply-chain, which helps to match how much product, is expected to be sold with how many materials need to be ordered.

    http://www.dailymailtimes.com/apple-and-ibm-partnership-to-expand/443/

  • Another brutal article on IBM current performance:

    Here’s the outcome of all this in a nutshell: recently, IBM failed to win a $600 million contract with the CIA to handle all of that agency’s cloud computing, even though its offer was actually 30 percent less costly than Amazon’s winning bid. Let that sink in: book-seller Amazon beat IBM for a major technological, government job. IBM is a giant with enormous background in mainframe computing and government contracts. Here’s what’s most frightening. IBM’s bid was rejected on “technical grounds.”

    http://www.huffingtonpost.com/peter-a-georgescu/ibm-a-lesson-for-american_b_6659702.html

  • IBM drops patent bomb on Priceline.com

    The patents span 10 years, starting in 1999. They cover a setting up a user account with single-sign-on in a federate computing environment; a way to present applications as an interactive service; a method for presenting advertising as an interactive service; and a way to preserve state information between a client and server.

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

Oracle

HP

  •  HP acquires Voltage Security with a view to data encryption

    Voltage provides solutions focused around data encryption and tokenization, and its services are intended to bolster HP’s existing Atalla cloud encryption and data security product.

    http://thestack.com/hp-volta-acquisition-130215

Other:

Supplier Report: 2/7/2014

sn_clouds_Bahman

IBM

Oracle

  • Mark Hurd on Oracle’s transition to the cloud

    Hurd continued, “We are one of the few, few cloud companies that frankly we are not only getting bigger, but our growth rate is actually accelerating at the same time and I think that’s because of all the things I described: better training, better sales, more sales people, lots of great products in R&D, some good acquisitions and altogether its combined to this set of results.”

    http://www.benzinga.com/media/cnbc/15/01/5192062/oracle-ceo-on-transition-into-cloud-acquisition-of-datalogix-and-micros-sys

  • Why did Oracle spend $1.2B on DataLogix?

    There are a certainly good reasons that pushed Oracle Corporation (NYSE:ORCL) to spend that huge amount of money to bring Datalogix under its control. Spending on advertising is increasing, and advertisers continue to look for better ways to target ads for better returns. Data analysis is important for advertisers as it provides greater insight about audiences for powerful ad targeting.

    http://investcorrectly.com/20150206/oracle-corporation-orcl-pay-1-2b-datalogix/

HP

Other

Supplier Report: 1/30/2015

sn_phoenix_AGPhotographe

IBM
Even though IBM has refuted reports of a massive layoff, reports continue to come in.  Something to keep an eye on.

[Note: The blogger who broke the story still maintains that major reductions (10k) have started]

Oracle

  • Is Ellison overpaid?
    Another scenario of investor shenanigans…

    Jackson said that in their view, even if PGGM and Railways Pension do not own a massive stake in Oracle Corporation (NYSE:ORCL) between the both of them, they are representing the majority of shareholders in the company which may have these issues with the way the software company is run. She said that they could have partnered with other substantial shareholders, but PGGM and Railways Pension are the groups which have been consistently been bringing up these issues in the past years.

    http://www.insidermonkey.com/blog/is-oracle-corporation-orcls-ellison-overpaid-catherine-jackson-thinks-so-338531/

  • Oracle stock remains strong:

    Oracle Corporation (NYSE:ORCL) dropped slightly amid mild profit booking and the last known price was $43.9 per share. The price decreased by -0.29 points or -0.66% which made the investors to buy on weakness. For the latest trading session, the net money flow was recorded at $19.39 million. The total upticks were valued at $78.32 million and the total downticks aggregated to $58.93 million, thereby putting the up/down ratio at 1.33, implying that stock remains inherently strong. The counter has seen a change in the share price of -0.66% on a weekly basis.In a big block trade which occurred today, the total uptick value was $27.18 million and the total downtick value was $13.89, resulting in an up/down ratio of 1.96. The net money flow for the block trade was calculated to be $13.3 million.

    http://stafforddaily.com/oracle-corporation-witness-large-inflow-of-money/322095/

HP

Other

Supplier Report: 1/24/2015

sn_gozilla

IBM

Oracle

  • CEO Larry Ellison on New Oracle Hardware Technique: ‘The way to compete is to have the lowest cost’

    “Home-constructed systems can be high priced you have to do the integration and make it all perform collectively,” stated Ellison. “Our strategy has generally been to engineer all the layers – compute, storage, and networking – together, so you don’t have to. Having said that, we actually under no circumstances aimed at the lowest achievable purchase price with our tiered systems.”

    http://www.wpxnews.com/technology/ceo-larry-ellison-on-new-oracle-hardware-technique-039the-way-to-compete-is-to-have-the-lowest-cost039-h435.html

  • More on Oracle’s price war – specifically going after VMWare…

    In his classic trash-talking style, Oracle CTO and founder Larry Ellison specifically slammed EMC (VMware’s parent company) during the presentation, claiming, “Our list price is less than half of their discount prices.” Then he laughed and made it clear. “We will negotiate and will discount prices” even more.

    http://www.businessinsider.com/analyst-vmware-rips-out-oracle-for-sap-2015-1

HP

Other

  • Microsoft’s Consent To Poaching Of Employee Brings Rapprochement With Salesforce

    “I told him I wanted to hire one of his technologists as head of our infrastructure. What would be in it for Microsoft is the foundation of a partnership that would give us more kinds of ideas of things that we can do together. And he said okay. Now we’re learning about things that we could do with Microsoft’s file-management technologies and Office that we would never have known on our own”, the CEO said, according to Fortune.

    http://jewishbusinessnews.com/2015/01/23/microsofts-consent-to-poaching-of-employee-brings-rapprochement-with-salesforce/

Supplier Report: 1/17/2015

sn_mainframe_IBM

IBM

There is ALOT Of mainframe chatter this week from IBM.

  • Softlayer’s IaaS standing up to Amazon’s AWS:

    “IBM SoftLayer does some things well and some things cheaper,” Linthicum said. “And if people say, ‘should we consider them?’ I say ‘sure. Why not?’ If you need a bare-metal cloud, you don’t want to pay for network traffic, those sorts of things, they seem to rise to the top.”

    http://searchcloudcomputing.techtarget.com/news/2240238356/IBM-SoftLayer-IaaS-stands-up-to-AWS-with-free-support-networking

  • A counter-point to an article I shared last week: Don’t tell IBM the mainframe is dead…

    It’s very likely true that companies relying on Linux, Java, and databases to support their cloud computing, analytical, and transactional workloads would experience higher levels of performance at a lower overall cost if they deployed a small number of IBM z13 systems, rather than a larger number of any vendor’s industry standard x86 offerings to do the same work.

    http://virtualizationreview.com/articles/2015/01/16/ibm-says-mainframe-not-dead.aspx

  • IBM is named a Hadoop leader:

    “In a survey of more than 1,000 Big Data developers, analyst firm Evans Data Corp. found that IBM is the leading provider of Hadoop among developers, with more than 25 percent of respondents identifying IBM’s Hadoop as their principle distribution,” the company announced Tuesday. “The survey also focused on key growth areas such as machine learning and streaming analytics, where 18 percent of developers cited IBM InfoSphere Streams as their preferred application for machine learning, making it the second most popular choice in the category.”

    http://adtmag.com/articles/2015/01/15/ibm-big-data.aspx

  • Mainframe with Mobile focus:

    The z13 also claims to be the first system to make practical real-time encryption of all mobile transactions at any scale and the first mainframe system with embedded analytics to offer real-time insights on all transactions. The latter capability helps drive real-time fraud Relevant Products/Services detection on business transactions by delivering “on the fly” analytic insights that IBM said are 17 times faster than comparable competitive systems.

    http://www.cio-today.com/article/index.php?story_id=03200113GNCW

  • IBM ranks first in registered patents (again)
    http://www.newsobserver.com/2015/01/12/4471247/ibm-ranks-first-in-us-patents.html?sp=/99/104/

Oracle

  • The man to watch at Oracle:

    Kurian’s sway within Oracle, as evidenced by the dynamic in these meetings as well as his growing responsibilities, has some current and former company executives convinced that he will one day succeed Ellison and run the technology company, which has a market cap of about $190bn. Even after Ellison named Hurd and Catz as co-CEOs in September, insiders said they believed Kurian was the man to watch at Oracle. One senior Oracle executive said that after Hurd and Catz were promoted, top executives worried about keeping Kurian motivated and happy. He continued to report directly to Ellison, now executive chairman of the board, along with Hurd, Catz and two others.

    http://www.gulf-times.com/opinion/189/details/423074/the-man-to-watch-at-oracle

HP