Supplier Report: 12/13/2014

sn_cloudcity

IBM

  • IBM banking software can take any file on your computer:

    “[you agree lot let] the Program remotely to collect any files or other information from your computer that IBM security experts suspect may be related to malware or other malicious activity, or that may be associated with general Program malfunction.”

    http://boingboing.net/2014/12/12/ibms-banking-security-softwa.html

  • Looks like the Apple/IBM partnership is starting to take shape… (dozens of articles about the 1st round of apps)

    On Wednesday December 10, 2014, the two companies delivered the first iOS-exclusive apps under the partnership, which have wide-ranging implications and could be used across a broad spectrum of industries. The applications include: Plan Flight, designed to help airlines better manage fuel; Trusted Advice, which will assist financial advisors in managing client portfolios; and Case Advice, which helps government workers manage the workload of caseworkers based on real-time analytics .

    http://www.nasdaq.com/article/apple-and-ibms-enterprise-partnership-bears-fruit-cm422720

  • Free Watson services for business are now in BETA:
    http://blog.executivebiz.com/2014/12/ibm-rolls-out-beta-version-of-watson-analytics/
  • Follow-up on that IBM/Twitter deal from a few months ago:

    Under the deal, IBM will gain full and unrestricted real time access to all public tweets, as well as and archives of past public tweets. The applications proper use of this data could be hugely significant. For instance, scientists could use analysis of Twitter data to learn more detailed information about how widely earthquakes are felt, giving more detailed information than is currently available, especially in less-studied areas. Or, health officials could use it like a Google Flu Tracker on steroids, providing detailed data on disease symptoms and transmission as they spread across areas.

    http://www.business2community.com/twitter/twitter-ibm-unlikely-partnership-will-enrich-business-decision-making-01086912

Oracle

HP

Other

Supplier Report: 12/6/2014

sn_baseball_MarkBarron

IBM

Oracle

HP

Other

  • How much did Microsoft lose on the BN Nook deal?

    That aside, the deal was announced 977 days ago, and an un-adjusted $180.4 million loss over that period works out to $188,331 per day. That is both a lot of money, and not much money at all. In real terms, burning nearly $200,000 per day is quite expensive. For Microsoft, however, the total loss amounts to a minute percentage of its ready cash, not to mention its quarterly net income, making the figure inconsequential.

    http://techcrunch.com/2014/12/04/heres-how-much-money-microsoft-lost-per-day-on-the-nook-deal/

  • How one woman helped Lenovo go global (story how they picked up desktop IBM business and a nice story about learning to do business with other cultures)
    http://fortune.com/2014/12/01/the-woman-who-helped-lenovo-go-global/
  • 2015 acquisition predictions (they are still calling for an HP-EMC merger)
    http://www.zdnet.com/article/2015-it-vendor-upheaval-ahead/
  • Tableau to spend 28% of revenue on research. CEO Christian Chabot on their direction:

    Here’s an amazing thing you can do with Tableau Online [the company’s first cloud foray]. You can just be at your desk. Let’s say you’re a teacher or a nurse or a journalist—you’re some inspired and critical-thinking person, but you definitely wouldn’t call yourself an analyst and you definitely wouldn’t call yourself an IT person. There you are, sitting with a spreadsheet full of data, with every article, or every student with every test they’ve ever taken, or every patient and every shift and every covering nurse. You can open Tableau’s software, and you can create an interactive, visual summary of everything going on. How patients are falling in and out of beds. Which students appear to be at risk. Or which articles on which days are producing the highest click-through rates.

    http://fortune.com/2014/12/02/tableau-software-ceo-research/

Supplier Report: 11/29/2014

IBM

Oracle

Slow news week for Oracle.  There were a couple of terrible press releases for work overseas, but that is about it.  

HP

Other

  • Can you run a business from a mobile phone?

    There’s no question that the mobile phone has become an essential tool for decision makers at all levels. But can it serve as the only tool? A survey of 511 executives conducted by Forbes Insights for Google last year found found that nine out of ten executives used smartphones for business, even while they were in the office. And here’s the clincher: 10 percent  said smartphones were their exclusive device for day-to-day basis for decision making.

    http://www.forbes.com/sites/joemckendrick/2014/11/24/can-you-run-a-business-entirely-from-a-mobile-phone/

  • Concerns about Splunk’s earnings:

    Splunk differs from the traditional sense of big data in that it’s analyzing machines rather than businesses and industries. Splunk’s software gathers and analyzes data found on websites, servers, networks, mobile devices, and so on. It then sells that data to enterprise customers for the purpose of mitigating security risk, preventing fraud, improving service performance, and reducing operating costs.

    Meanwhile, big data peer Tableau trades at less than 15 times trailing-12-month sales, and roughly 10 times next year’s expected sales of $551 million. In addition to being a cheaper stock relative to sales, Tableau is growing faster. During Tableau’s last quarter, it grew revenue 71% year over year and is expected to grow revenue by 41% in 2015, both of which are greater than Splunk’s year-over-year performance.

    http://www.fool.com/investing/general/2014/11/28/what-concerns-me-most-about-splunk-inc-after-earni.aspx

  • Tableau software showing serious gains:

    Tableau also announced it has reached more than 5,000 customer accounts in the EMEA region. Customer accounts include Audi AG, Switzerland Global Enterprise, St. George´s Healthcare NHS Trust, and French banking firm BNP Paribas.

    http://www.financial-news.co.uk/25389/2014/11/tableau-software-grows-100-in-emea-20141128082500/