Tag: Teradata

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Supplier Report: 12/5/2015

sn_bridge_TimSwaan

This week seems to be all about the scrappy underdogs taking on the champs.  Rocana wants to take a piece of splunk, Google (okay not so scrappy) wants a chunk of Amazon’s cloud business, and Amazon (also not an underdog) wants to take a bite out of Watson.

Hewlett Packard Enterprises

  • The market responded well to the HPE/Microsoft partnership…

    Gartner predicts that IoT connected devices will represent 6.4M of the total devices connected to the internet in 2016. It is extremely similar to the same deal Microsoft cut with HPE’s arch competitor, Dell, back in October. HPE also serves as a conduit to Microsoft’s growing Azure cloud computing ecosystem. Analysts on the street covering shares of Hewlett-Packard Company (NYSE: HPQ), are projecting a one-year target price of $15.153, according to Zacks Research.

    http://waltonian.com/2015/12/hewlett-packard-enterprise-shares-rally-on-expanded/

  • BT partners with HPE on Cloud services

    British Telecom has partnered with Hewlett Packard Enterprise (HPE) to allow the telco’s IP VPN customers to connect directly to HPE Helion Managed Cloud Services. BT’s service will use HPE’s Rapid Connect capability to bypass the public Internet when connecting to HPE Helion Managed Cloud Services.

    http://www.arnnet.com.au/article/589846/bt-partners-hpe-cloud-services/

  • HP Inc exits low cost Android tablets, to focus on high-end devices

    HP’s new strategy is akin to that of Apple and Microsoft, which both offer more expensive, premium tablets. Dell has also scaled back its cheap tablet product line-up instead focusing on profitability. Dell says it wants to sell only premium tablets and hybrids with advanced features like hi-res screens and even 3D cameras.

    http://www.streetwisejournal.com/hp-exits-low-cost-tablet-market/
    Note: Hmmm… that sounds oddly similar to what I said on a certain podcast last week…

  • The Sad Story of HP Printers

    At HP Printers, they were fully aware back in the late 1970s that the market was moving to go paperless, but spent the following decades in denial rather than in pivoting to take advantage of the opportunities that this move would create. Recent surveys indicate that a majority of firms will be paperless shortly, yet with four decades of warning, HP doesn’t appear ready.

    HP Inc.’s numbers are out and they are getting pounded by the decline in printing supplies. As a result of this long-anticipated move, they now serve as a lesson of what not to do. They also showcase why so many dominant companies, even with lots of notice, don’t survive an industry event like the paperless office

    http://www.itbusinessedge.com/blogs/unfiltered-opinion/the-sad-story-of-hp-printers.html

Other

  • Microsoft Overtakes IBM as Most Buggy Software Vendor

    “The reason so many Microsoft products are in the Top 20 lists this time is that both Microsoft Internet Explorer and Microsoft Edge come bundled with Adobe Flash, adding the 35 Flash vulnerabilities listed in August to Windows 8 and upwards,” he said.

    http://www.infosecurity-magazine.com/news/microsoft-overtakes-ibm-most-buggy/

  • Forrester: Google cloud business a concern for AWS, IBM

    Google does not break out its cloud revenues separately when reporting results, but at a recent event, the firm said it thinks its cloud revenue will surpass its sales from online advertising in five years’ time. Its aim is to be referred to as a cloud company by 2020.

    http://www.channelnomics.com/channelnomics-us/news/2437017/forrester-google-cloud-business-a-concern-for-aws-ibm

  • So Larry Ellison wrote a book about Oracle…

    I learned many important things from this book, but I found this quote to be most useful: “People — teachers, coaches, bosses — want you to conform to some standard of behavior they deem correct. They measure and reward you on how well you conform — arrive on time, dress appropriately, exhibit a properly deferential attitude — as opposed to how well you do your job. Programming liberated me from all that. I could work in the middle of the night. I could wear blue jeans and a T-shirt. I could ride my motorcycle to work. And I’d make more money if I could solve the problem faster and better than anyone else.”

    http://www.gurufocus.com/news/375356/the-oracle-of-software-

  • Startup Rocana wants to be everything Splunk is and more, bringing big data to DevOps

    Years back, Omer Trajman, Eric Sammer, and Don Brown met while working together at Cloudera. They were early executives and field employees charged with helping customers understand Hadoop and how to use it to solve business problems. They did this, possibly, hundreds of times and, while they were able to help many business better understand Hadoop, they always seemed to hit a snag when it came to getting it into production.

    The problem was that the operations team, the folks in the data center, didn’t know how to run it or weren’t able to. So, they started solving the operations problem as well. They screwed it up plenty of times, Trajman said, but they also got it right many times as well.

    http://www.techrepublic.com/article/startup-rocana-wants-to-be-everything-splunk-is-and-more-bringing-big-data-to-devops/

  • Teradata restructures leadership, cuts co-president

    Teradata (NYSE: TDC) said its board of directors moved Tuesday to dissolve its co-president management structure in light of the recent decision to exit the market applications business. The co-president position held by Hermann Wimmer has been terminated. The company has appointed Robert Fair as chief operating officer. Michael Koehler, CEO of the company, has additionally been named president.

    http://www.bizjournals.com/dayton/blog/morning_call/2015/12/teradata-restructures-leadership-cuts-co-president.html

  • Why Dell Might Sell Quest Software & SonicWall

    The rumors began flying Wednesday night that Dell is shopping its portfolio companies — Quest Software and SonicWall — to buyout firms KKR & Co LP, Thoma Bravo LLC and Vista Equity Partners Management LLC.

    http://www.cmswire.com/information-management/why-dell-might-sell-quest-software-sonicwall/

Photo: Tim Swaan

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Supplier Report: 11/14/2015

sn_shoreline_The Pic Pac

EMC and Dell are in some rough waters with the IRS.  Will their creative use of “tracking shares” be able to keep their deal afloat or will it crash and sink the mega-purchase?

On the topic of purchases, IBM finalized the acquisition of two companies:  Meteorix & Cleversafe.  Outside of that news, it was a fairly quiet week for big blue, with standard articles (at this point) of the medical research potential of Watson.

Oracle is getting good press about their cloud attempts and the fact that they are going after Amazon hard.  Will they win?  Who knows, but the spectators are excited to see this fight happen.

IBM

  • IBM adds two new company acquisitions
    They finalized Meteorix:

    Yesterday, IBM announced that it has closed a deal to acquire Meteorix LLC, a premier Workday services partner.

    They also finalized the acquisition of Cleversafe

    Last week, IBM announced that it closed a deal to acquire Cleversafe, Inc., a leading developer and manufacturer of object-based storage software and appliances. According to a statement from IBM, the acquisition will strengthen IBM’s leadership positions in storage and hybrid cloud and support clients’ drive to next generation mobile, social and analytics applications.

    http://wraltechwire.com/ibm-adds-two-new-company-acquisitions/15102318/

  • Watson to help kids battling rare diseases

    IBM’s cognitive learning platform will be integrated into Boston Children’s Hospital to help researchers at the Manton Center for Orphan Disease Research in their study of steroid-resistant neophrotic syndrome (SRNS), a rare genetic form of kidney disease. Watson will first scour all available literature and related information on SRNS, then be used to process genomic data from patients at Boston Children’s to help researchers identify and develop treatment options for the disease.

    http://www.mhealthnews.com/news/watson-help-kids-battling-rare-diseases

  • More Partners Sign On to IBM Cloud

    Meanwhile, IBM said HCL would use its Bluemix to develop IoT sensors deployed to collect and exchange data from networks of sensors. HCL is developing IoT networks as an adjunct to its flagship IT services and “enterprise digitalization” businesses.

    http://www.enterprisetech.com/2015/11/12/more-partners-sign-on-to-ibm-cloud/

  • IBM, Apple, and Watson: You are about to become obsolete
    I like this post due to the insights of a former employee versus his thoughts about their current state.

    As this first set of sessions ended we had the guy running Watson speak on the fact that—for many professions—the professionals don’t know what they need to know. For instance, even attorneys that specialize don’t know the majority of the laws that define their specialty, let alone all of them. At the core of the IBM Watson effort and its general analytics push is to fix that problem. The time is coming when any professional that doesn’t have access to, and know how to use a tool like Watson will have inadequate skills to gain employment in the developed world.

    http://techspective.net/2015/11/13/ibm-apple-and-watson-you-are-about-to-become-obsolete/

  • Switch to Macs from PCs reportedly saves IBM US$270 per user

    While 40 percent of IBM’s PC users call the helpdesk for troubleshooting, on average only 5 percent of the company’s Mac user do the same, according to Previn. “The longer this program runs, the more compelling the business case becomes,” he says. “I can confidently say that every Mac that we buy is making and saving IBM money.”

    http://www.mis-asia.com/tech/mobile-and-wireless/switch-to-macs-from-pcs-reportedly-saves-ibm-us270-per-user/

EMC

  • Dell targets simpler cloud experience with EMC

    Kelly points out that many of Dell’s and EMC’s businesses are complementary. For example, EMC storage and Dell servers aid the adoption of converged infrastructure and hybrid cloud; EMC’s RSA controls for identity assurance, fraud detection and data protection; security analytics; and GRC capabilities with Dell’s SecureWorks network security and managed security services; AirWatch mobile device, application and content management with KACE systems and device management; and the Pivotal open cloud platform and agile software development tools with the Boomi platform as a service.

    http://www.networksasia.net/article/dell-targets-simpler-cloud-experience-emc.1447295769

  • Dell’s EMC Acquisition In Danger Over Tax Problems – ($9B Tax Bill)

    The use of this ‘tracking stock’ is intended to offset the amount of debt Dell would have to take on, and also help it avoid avoid a heavy tax bill. But it depends on the American IRS interprets the use of this tracking stock. According to the report, tracking stocks were commonly used during the dot.com boom years in the 1990s, and its use in the deal could invite scrutiny by the Internal Revenue Service.

    “Dell’s plan to create tracking shares in a company it does not yet own (that’s VMware) would, if successful, amount to a clever threading of a needle in US tax laws,” said Re/code. “It is intended as neither a distribution of shares nor the spinoff of a subsidiary, both of which are typically taxable events. Instead, EMC shareholders will face taxes in the range of 20 percent to 40 percent for the gains on the cash and the value of the tracking shares.”

    http://www.techweekeurope.co.uk/e-enterprise/merger-acquisition/dell-emc-tax-problems-180378
    Read More:
    http://www.reuters.com/article/2015/11/10/emc-us-ma-dell-idUSL3N1354VS20151110

Oracle

  • Oracle’s Cloud Prospects Look Positive

    Oracle has embarked on an aggressive strategy to win market share in the cloud market. However, the company is a late entrant and questions have surfaced on whether Oracle could succeed against early entrants such as Microsoft and market leader Amazon who established themselves in the cloud market years earlier than Oracle.

    sn_oracle_wsj_2015_11_13
    Credit: Wall Street Journal
    http://seekingalpha.com/article/3675736-oracles-cloud-prospects-look-positive

  • Oracle Is About to Eat Amazon’s Lunch

    Now, Oracle is acting as much out of envy and perhaps even desperation as anything else. While AMZN stock has doubled in 2015 despite a rough market, ORCL stock is down over 11%. And longer term, Oracle stock is up just 40% or so in the last five years vs. over 290% for Amazon stock and 70% for the broader S&P 500 in the same period.

    But with some $56 billion in cash and investments and a will to roll out an ambitious suite of cloud products, AMZN investors should be looking over their shoulder at Oracle as it ramps up in the next six months.

    http://investorplace.com/2015/11/amzn-stock-amazon-web-services-oracle/

Other

  • Why Meg Whitman’s ‘Hmm …’ emails make HP managers scramble

    So she told the whole company they were to follow a new rule. If they saw an issue they were to “escalate in 24 hours and resolve it in 48 hours. If that problem is not solved in 48, everyone has the right to send me an email. I’m an expert forwarder. When I forward an email on, things get done,” she said.

    http://www.businessinsider.com/employees-fear-meg-whitman-hmm-email-2015-11

  • Red Hat enhances containers across open hybrid cloud

    “The datacenter is heterogeneous, and the cloud is hybrid”, said Paul Cormier, president of products and technologies at Red Hat. SUSE Linux Enterprise Server has been there for close to two years, and many enterprise customers are finding the benefits of deploying workloads on Linux in the public cloud. These offerings help developers to build and integrate faster and adaptable applications with familiar, supported open source tools with significantly less “ramp-up” time and a unified experience across hybrid architectures.

    http://observerleader.com/2015/11/red-hat-enhances-containers-across-open-hybrid-cloud/

  • A Closer Look At Microsoft And Red Hat Partnership

    Meanwhile, Red Hat has gone through interesting times. Canonical Ubuntu gave it a tough competition as the most preferred Linux distribution in the public cloud. Minimalistic, container-optimized operating systems such as CoreOS and RancherOS started to gain popularity. Red Hat’s ambitious plan to repeat the magic with OpenStack, the open source cloud management platform, didn’t translate due to the lack of enterprise adoption. OpenShift, Red Hat’s PaaS was going through a major revamp to embrace containers and Kubernetes. The virtualization market has been shrinking, and there was enough pressure from VMware in this market. Given that Red Hat doesn’t have its own public cloud, its success comes from making RHEL a ubiquitous OS for enterprise workloads across multiple clouds. These factors forced Red Hat to consider partnering with Microsoft.

    http://www.forbes.com/sites/janakirammsv/2015/11/11/a-closer-look-at-microsoft-and-red-hat-partnership/

  • Teradata Cuts Ties With The Marketing Stack

    Some speculate private equity investors will step in and divest key marketing assets, similar to the path eBay Enterprise took. Others suggest any number of enterprise companies could serve as potential acquirers.

    “Aprimo [a campaign manager Teradata bought for $525 million in 2010] was a good acquisition for them and they’ve done a lot with the marketing piece,” said Ray Wang, principal analyst and founder of Constellation Research. “If you’re a company that wants to build out marketing apps on top of a database and analytics, it would make sense for that.”

    http://adexchanger.com/digital-marketing-2/teradata-cuts-ties-with-the-marketing-stack/

Photo: The Pic Pac

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Supplier Report: 6/20/2015

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It was relatively quiet this week in supplier news.  No acquisitions, no mergers.  The major news coming out of the suppliers was stock performance.

Oracle had a weak Q4 due to a strong US dollar.   Red Hat moved up based on good performance news while Teradata is downgraded.

IBM continues clear messaging around data management, cloud, and mobile.  They expand their support of open source platforms while growing their cloud offerings internationally.

IBM

  • TCS and IBM lead race for Volvo’s $500 million IT contract

    “The deal should be finalised within a month—at the moment Volvo is facing a lot of heat to cut costs and any business which is non-core and not making money for the company is under the pump right now,” one of the persons quoted earlier said. “Volvo IT is more of a cost centre for the company, and for them it makes sense to hand it out to professional outsourcing firms.”

    http://economictimes.indiatimes.com/tech/ites/tcs-and-ibm-lead-race-for-volvos-500-million-it-contract/articleshow/47698785.cms

  • IBM inks Bluemix cloud deal with Capgemini’s Sogeti

    By connecting sensors that use different protocols and data formats on Bluemix, Sogeti can provide clients with insights on the performance of their heating, ventilation and air-conditioning, lighting and other energy-producing processes. Sogeti will use the same combination of its smartEngine and IBM’s Internet of Things service on Bluemix to provide insights on data for clients in a variety of industries, including manufacturing, agriculture, utilities management and more.

    http://www.firstpost.com/business/ibm-inks-bluemix-cloud-deal-capgeminis-sogeti-2303166.html

  • It sounds like IBM layoffs are still going on (Australia)

    While it doesn’t sound like IBM is targeting a massive number of employees right now, its layoffs tend to occur in dribbles and drabs, laid-off employees report. IBM won’t disclose the number of people it cuts and doesn’t have to report that figure under the WARN act unless it conducts a layoff that cuts 500 people or more at once.

    http://www.businessinsider.com.au/ibm-watchdog-more-layoffs-this-month-2015-6

  • IBM commits to open source Spark

    As data and analytics are embedded into the fabric of business and society –from popular apps to the Internet of Things (IoT) –Spark brings essential advances to large-scale data processing. First, it dramatically improves the performance of data dependent apps. Second, it radically simplifies the process of developing intelligent apps, which are fuelled by data.

    http://it-online.co.za/2015/06/18/ibm-commits-to-open-source-spark/
    Andrew Brust says Spark won’t replace Hadoop:

    Spark is best known as a sort of in-memory analytics replacement for iterative computation frameworks like MapReduce; both employ massively parallel compute and then shuffle interim results, with the difference being that Spark caches in memory while MapReduce writes to disk. But that’s just the tip of the iceberg. Spark offers a simpler programming model, better fault tolerance, and it’s far more extensible than MapReduce. Spark is any form of iterative computation, and it was designed to support specific extensions; among the most popular are machine learning, microbatch stream processing, graph computing, and even SQL.

    http://www.zdnet.com/article/hadoop-and-spark-a-tale-of-two-cities/

  • IBM Debuts New Cloud Data Center in Italy

    The new data center helps businesses in Italy fast track their cloud migration plan without having to host their data outside of their own country. Businesses in Italy will now be able to use IBM’s award winning cloud infrastructure while simultaneously being compliant with local data sovereignty regulations.

    http://www.cloudwedge.com/ibms-debuts-new-cloud-data-center-in-italy-1985/

Oracle

 

Hewlett Packard

Other

  • Red Hat Profit Rises 28%

    “Our solid start to fiscal year 2016 was evidenced by strong constant currency revenue growth of over 20%,” said Jim Whitehurst, President and Chief Executive Officer of Red Hat. “This strong growth reflects in part the demand for our open, hybrid cloud technologies across four footprints: bare metal, virtualization, private cloud and public cloud deployments.”

    http://www.rttnews.com/2513835/red-hat-profit-rises-28.aspx

  • Teradata Downgraded by JMP Securities (TDC)

    Teradata (NYSE:TDC) last released its earnings data on Thursday, May 7th. The company reported $0.30 earnings per share for the quarter, missing the analysts’ consensus estimate of $0.42 by $0.12. The company had revenue of $605.80 million for the quarter, compared to the consensus estimate of $605.80 million. During the same quarter last year, the company posted $0.54 earnings per share. Teradata’s revenue was down 7.3% compared to the same quarter last year. On average, analysts predict that Teradata will post $2.44 earnings per share for the current fiscal year.

    http://www.wkrb13.com/markets/638731/teradata-downgraded-by-jmp-securities-tdc/

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Supplier Report: 5/16/2015

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IBM news continues to be dominated by Watson Health.  Nothing new was announced this week, but analysts are catching up with the news and highlighting the trends.

Oracle and EMC continue their less-than-graceful transition to the cloud.  Oracle is looking at lower cost (from their own hardware) Open Stack framework, while EMC also focuses on bringing a more flexible cloud solution to market.

And just because… Verizon buys AOL (for their content like Huffington Post and TechCrunch…probably).

IBM

Oracle

  • Oracle Trying On OpenStack For Size

    Still, even if Oracle can define $7 billion of its revenue as “cloud” this year, it would still represent less than 20% of last year’s $38.3 billion in revenue. Having its own true cloud, built on an open source infrastructure like OpenStack, would accelerate the move to true cloud economics. So might buying a profitable, growing OpenStack cloud provider like Rackspace(NYSE:RAX), but that’s purely speculation

    http://seekingalpha.com/article/3183236-oracle-trying-on-openstack-for-size

  • The incredible rags-to-riches story of Oracle founder Larry Ellison

    “The very first version was Oracle Version 2,” he admitted at a customer conference last year. Their ploy worked. Oracle’s first customer was a big one: the CIA. It later became the most popular database ever sold. That success paid off for Ellison — according to the Wall Street Journal, he was the highest paid executive in the US before he stepped down as CEO in 2014.

    http://www.businessinsider.com.au/rags-to-riches-story-of-larry-ellison-2015-5

  • In Google Versus Oracle, Obama’s Administration is Torn

    It’s a complicated and very technical issue, something that is not necessarily the forte of the Supreme Court. The fight over what is defensible as copyrighted work or not is far from resolved at any level, this is just the most high-profile manifestation of it. If the Supreme Court does take the case and rule on it one way or another, it could have a lot of long-term implications for how patents and trademarks on API code are treated. If Oracle wins, expect plenty more claims of ownership and a lot of litigation to come, at least in the short term. If Google wins, there will be less of that. That’s why Google’s argument includes the idea that without that code, the company wouldn’t have succeeded, meaning that innovation would be slowed if Oracle were to win.

    http://dcinno.streetwise.co/2015/05/15/obama-torn-over-google-googl-vs-oracle-orcl-court-fight/

EMC

  • Why ‘Project Horizon’ spells long-term gains for EMC

    According to Clarke, Project Horizon is a “big departure” for EMC from the extensive ECM platform it has become associated with over the past few years. “With one of the largest portfolios of ECM capabilities, its platform has often been criticized as being too complex and expensive to implement,” Clarke claims. “By contrast, Project Horizon is built on Pivotal Cloud Foundry and will offer a choice of cloud deployments.

    http://www.reseller.co.nz/article/575000/insight-why-project-horizon-spells-long-term-gains-emc/

  • EMC “eating its young” to survive say analysts

    Above all, Furrier suggested, “They need to take care of their current situation — they need to get out of the box business.” In the current competitive market, Furrier advocated that EMC “build an OS for the data center and enterprise,” despite the disruption this might cause. Furthermore, Furrier put forward the notion that “EMC has to become a utility platform with a business model that can compete in the current era.” The “game-changing moves” that EMC needs to make, said Furrier, should be “real-time, API-based” and include “unlimited compute.”

    http://siliconangle.com/blog/2015/05/11/emc-eating-its-young-to-survive-say-analysts-emcworld/

  • EMC: Rise of third platform could spell end for businesses unwilling to adapt

    As alluded to by Goulden, the rise of the Information Generation and their preference for third-platform apps and services poses a major challenge for enterprises, which will need to adapt the way they work to the way this group of users likes to consume services.

    http://www.computerweekly.com/news/4500246008/EMC-claims-rise-of-third-platform-could-spell-end-for-businesses-unwilling-to-adapt

Other