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Ibm News & Analysis

IBM's Tencent Deal Could Best Twitter Partnership

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IBM announced today that it has partnered with the Chinese Internet Services Provider (ISP) Tencent Holdings — a deal that has the potential to be a lot more lucrative than its recently announced partnership with Twitter.

IBM is trumpeting this one as a major step into the Chinese market that it has been targeting for a long time. What's really interesting is that the agreement between the two is for the provision of public cloud and Software-as-a-Service (SaaS) solutions in China. Financial terms of the deal were not disclosed.

Free the Web From Google, Cage the IT Gorillas #OWF14

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PARIS — The final note for today from Paris and the Open World Forum (OWF): Let’s de-Google the Internet. If that didn’t catch your attention, then this will: It can be done.

It’s almost a given that at any gathering of open source workers there’s going to be a lot of shouting about taking the web back, and putting Microsoft, Google, IBM, Apple and all the other IT gorillas back in their cages.

From previous experience, this usually takes place after about the fifth glass of wine, beer or whatever your particular poison happens to be (OK, after the second glass, if you don’t do it often).

OWF is no different, except the call to free the web from Google came during one of the sessions this afternoon. Pierre-Yves Gosset of Framasoft, a non-profit organization dedicated to the promotion of free, libre and open source software and culture, pointed out that not only should the web be freed of control by the big companies, but that it should also be decentralized.

In the City of Love, Microsoft Courts Open Source #OWF14

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PARIS — Let’s face it. One of the things you don’t expect at an open source party is Microsoft. However, Microsoft is here at the Paris Open World Forum (OWF) and outlined its position on open source through the offices of Frederic Aatz, Director of Interoperability Strategy at Microsoft.

What does that title mean in English? You could describe him as the guy that gets things to work together — which was reflected in his message: Microsoft and open source need to get along.

Open Source, the US and French Pastries #OWF14

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The seventh Paris Open World Forum (OWF) opened today in … well, where you might expect — Paris. And this year it’s all about reclaiming data. Not just about the data you use to carry out everyday business tasks, but about the kind of data that gets lost when IT companies close down the source.

Interestingly, even the password for access to the Wi-Fi system here underscores the drive of this conference, which is, according to Florent Zara, OWF president, is about demonstrating how enterprises and users can regain control of their data.

IBM, Twitter in 'Landmark' Enterprise Analytics Deal #IBMandTwitter

2014-29-October-Budgie.jpgTweet this -- enterprise software met social media today in one of the first major business partnerships of its kind. 

IBM and Twitter have joined forces in the red-hot enterprise analytics software market.

The social media platform will integrate its data into IBM's Watson cloud analytics portfolio, customer engagement capabilities and consulting services in what company officials call a "landmark" partnership announced today at IBM Insight, the Armonk, NY-based technology giant's big data and analytics conference in Las Vegas.

Twitter CEO Dick Costolo told the Insight crowd today that no one matches Twitter's ability to deliver real time insights from the real world.

"And IBM brings a unique ability" to deliver analytics, complex systems and data together for deeper trends and insights, he added.

IBM Security App Focuses on Multi-Dimensional Analysis

IBM introduced new high-speed analysis and criminal investigation software yesterday that is based on multi-dimensional analysis and can scale to almost any level the user needs.

Called IBM i2 Enterprise Insight Analysis, the application is designed to find "non-obvious relationships" buried within a corporation's IT — an environment typified by hundreds of terabytes of data and trillions of objects.

Big Data Meets Clean Data in IBM Offering #IBMInsight

Boston's got it wrong. Dirty water's nothing to be loved — nor is dirty data.

That's IBM's thinking today as it released a new generation of data services on the IBM Cloud that officials claim will make big data relevant and actionable for businesses. IBM unveiled the services at the Armonk, NY-based technology giant's big data conference, IBM Insight in Las Vegas.

"Consuming dirty water will make you sick," Rob Thomas, IBM's senior vice president of product development for big data and information management, told today's crowd of about 13,000. "And dirty data will make your corporation sick."

Wake-Up IBM: OpenText Offers Lessons on Cloud Computing

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You can almost see it. An overweight IBM sits at the back of the cloud class while the teacher gives out prizes for cloud movement. OpenText gets a full set of gold stars ... IBM a terse note saying it could do much better.

If you hadn’t seen already, OpenText reported its financial results for the first fiscal quarter last night. In a consistently difficult global economic situation, it has managed to double its revenues on the back of its cloud computing initiatives. Compare this with IBM's dismal news earlier in the week. Despite the fact that it sees cloud computing as one of its future growth stimuli, IBM is not growing fast enough for investors.

Following SAP and Oracle, IBM Latest to Jump to Microsoft Azure

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Microsoft already partnered with SAP and Oracle on its cloud-computing platform. Why not toss in the fourth player in the Big Four?

IBM is the latest partner in Microsoft's enterprise software layer, a deal that includes:

  • IBM and Microsoft making IBM middleware such as WebSphere Liberty, MQ, and DB2 available on Microsoft Azure
  • Windows Server and SQL Server being offered on IBM Cloud
  • IBM and Microsoft working together to deliver a Microsoft .NET runtime for IBM’s Bluemix cloud development platform

Microsoft Azure welcomes the business.

The news announced yesterday comes five months after Microsoft officials said SAP will certify a number of its business applications to run on Microsoft Azure, including SAP Business Suite software, SAP Business All-In-One solution, SAP Mobile Platform, SAP Adaptive Server Enterprise (SAP ASE) and the developer edition of the SAP HANA platform.

And about a year and a half ago, Oracle jumped into the Microsoft Azure cloud. 

Smaller Firms Nip at the Big Dogs in Gartner's Portal MQ

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Gartner cited six trends in its Magic Quadrant for Horizontal Portals, including a convergence of portal and Web Content Management (Web CMS) needs across enterprises. In addition, long-time traditional, portal vendors and their bloated, unwieldy architectures are losing ground to smaller, lighter portal vendors.

As evidence of both trends, just look at the companies who made it into this year's MQ: Ektron, Jahia, Sitecore, Squiz and WordPress.

IBM Stumbles on its Road to the Cloud

The transition to the cloud is not happening fast enough for slow-moving IBM, which today reported disappointing third quarter results: Revenue of $22.4 billion declined 4 percent year over year and fell short of the Wall Street consensus estimate of $23.37 billion, while per-share earnings of $3.68 missed the consensus by 64 cents. 

With the second half of this year now coming in weaker than expected, the company’s outlook has gotten more hazy, so management pulled its 2015 earnings forecast of $20 a share, saying it would provide an updated figure in January.

IBM’s latest numbers have not been well received on Wall Street: the stock today is down 7 percent, earlier hitting a new 52-week low at $166.71. 

For the quarter, IBM’s global services revenue of $13.7 billion (61 percent of total revenue) was off 3 percent, while software revenue declined 2 percent to $5.7 billion and hardware revenue dropped 15 percent to $2.4 billion. “We saw a marked slowdown in September in client buying behavior,” said CEO Ginni Rometty.

6 Trends Dominate the Portal Space, Gartner Claims

In recent weeks we have spent a lot of time talking about data search and discovery. While there are many ways of finding content, access through portals is still one of the major pathways. This week, Gartner has published what it believes are the top horizontal portal vendors in a market that is changing rapidly.

While there are many trends in play, one of the most notable, Gartner noted, is convergence of Web Content Management (WCM) demands through lean portals that are also incorporating social technologies in the enterprise.

On Heels of SAP-IBM, ISO Debuts International Cloud Standards

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Just a day after the SAP-IBM cloud partnership news broke, an international standard setting body issued two standards related to cloud computing.

Perhaps CEOs Ginni Rometty of IBM and Bill McDermott of SAP should take note.

ISO (the International Organization for Standardization) today released what officials there call "ground-breaking standards" that "lay down the basic terminology and architectural framework" for cloud computing.

The cloud "poses many issues, chiefly related to compatibility," ISO's Vivienne Rojas blogged today. "With more and more providers offering cloud-based services, the technology has suffered from chaotic development, making it almost impossible for companies to ascertain the quality of services offered."

HP, EMC Drop Merger Talk

Hewlett-Packard Co. has walked away from merger discussions with EMC Corp., Reuters reported today. Reuters reported HP has walked away after "months of fruitless negotiations."

The news comes as no real surprise as there were rumors earlier this month that the two companies were deadlocked over financial terms.

SAP, IBM Steal Salesforce's Thunder

It wasn't if, but when. Who would try to steal the thunder from Salesforce and its Dreamforce glory?

It was SAP. And IBM. Together.

The enterprise software giants joined forces today.  SAP announced its HANA Enterprise Cloud service is now available through IBM’s cloud in a move officials from each company claim expands major markets with the addition of the IBM cloud data centers. 

Bill McDermott, CEO of SAP, said in a statement the demand for SAP HANA and SAP Business Suite on SAP HANA in the cloud is "tremendous and this global agreement with IBM heralds a new era of cloud collaboration."

IBM CEO Ginni Rometty called it a "significant milestone in the deployment of enterprise cloud” and added that IBM's "secure, open, hybrid enterprise cloud platform will enable SAP clients to support new ways to work in an era shaped by big data, mobile and social.”

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