Supplier Report: 4/11/2015

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This week feels like yesterday’s news.  Many of the major IBM stories are updates and rehash from the last few weeks – however they did release news on a breakthrough in tape storage. 64-year-old tape storage technology.

Bad week for HP.  PC sales are down and they are exiting the public cloud sector due to not wanting to go head to head with Amazon, Microsoft, and IBM.

IBM

Oracle

HP

Other

Supplier Report: 3/28/2015

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IBM

Oracle

  • Oracle Primed To Leverage New Cloud Solutions, Says Cantor Fitzgerald

    Analysts Brian White and Isabel Zhu wrote, “Just over a year ago, Oracle held its first Cloud Forum for analysts, and the progress made across its cloud portfolio is nothing short of remarkable, in our view. Yesterday’s event only furthered our enthusiasm for Oracle’s cloud initiatives, which we find the most aggressive of any of the large, global IT vendors in our coverage universe, and we believe Oracle has the highest probability of success.”

    http://www.benzinga.com/analyst-ratings/analyst-color/15/03/5363034/oracle-primed-to-leverage-new-cloud-solutions-says-canto

  • Oracle Making Progress Taking On Workday In Cloud

    “We came away incrementally more positive after Oracle HCM World, given our conversations with customers and SIs,” he wrote. “Interest in (Oracle’s) Fusion HCM (cloud product) has picked up over the last six months, with a key Oracle SI partner indicating that Oracle added approximately 580 Fusion HCM customers following the Release 8 product, with maybe one-third, or 150-200, live over the past two quarters.”

    http://news.investors.com/technology/032715-745417-oracle-catching-up-in-cloud-hr-software.htm

HP

Other

Supplier Report: 2/14/2015

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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