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

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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: 12/27/2014

 

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IBM

Oracle

HP

Not really related to supplier management, but I found this interesting (and HP news was light this week).  HP released a new 14-chromebook the same week they released a $200 dollar Windows machine (a Chromebook competitor).   So they are essentially competing with themselves….
http://www.bidnessetc.com/31452-hp-rolls-out-google-chromebook-14-laptop-with-touchscreen-and-hd-resolution/

Other

  • More on China ousting foreign IT suppliers:
    http://thediplomat.com/2014/12/chinas-quest-to-oust-foreign-tech-firms/
  • Top 10 BI trends for 2015 (from Tableau)

    We are starting to see an age when data is accessible and interactive enough that it can become the backbone of a conversation. Now that people have flexible, speed-of-thought analytical tools, they can quickly analyze data, mash it up with other data and redesign it to create a new perspective. Meetings can become more engaging as people explore data together rather than plod through a set of slides and take down actions for later. And as a result of this collaboration, organizations will get more insight from their data.

    http://www.techradar.com/news/internet/web/10-top-trends-for-bi-in-2015-1278352

Supplier Report: 12/6/2014

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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/