Mobile equipment maker Ericsson and U.S. networking company Cisco Systems Inc announced that they have agreed to a business and technology partnership that should generate additional revenues of $1 billion for each company by 2018.
Ericsson, whose like-for-like sales are down 7 percent so far this year and were roughly flat over the previous three years, said the partnership means new areas of revenue as it will boost its addressable market, mainly in professional services, software and the resale of Cisco products.
“We are the wireless No. 1 in the world,” Ericsson Chief Executive Hans Vestberg told Reuters.
“Cisco is by far the No. 1 in the world when it comes to IP routers. Together we can create innovative solutions.”
The companies said in a statement they would together offer routing, data center, networking, cloud, mobility, management and control, and global services capabilities.
“The strategic partnership will be a key driver of growth and value for the next decade, with each company benefiting from incremental revenue in calendar year 2016 and expected to ramp (up) to $1 billion or more for each by 2018,” they said.
Ericsson expects full-year cost synergies of 1 billion Swedish crowns ($115 million) in 2018 due to the partnership and said it would continue to explore further joint business opportunities with Cisco.
Red Hat has torn the roof off the sucker once again with the release of Fedora 23 in beta form.
Coming in three incredible versions, Fedora 23 Cloud, Fedora 23 Server and Fedora 23 Workstation, this new edition picks up where the old one left off and runs with it.
The biggest news for fans is the use of compiler flags to help improve security. These are designed to help protect Fedora 23 beta binaries against memory corruption vulnerabilities, buffer overflows and similar issues.
This is the latest iteration of Red Hat’s Linux-based operating system that likes to think of itself as the leading-edge open source operating system across all use cases. It’s hard to believe, but absolutely true.
The dazzling array of updates starts with Red Hat Fedora Server Beta, which offers a new role through the rolekit service in the form of a cache server for web applications, with the underlying functionality delivered by memcached.
Also new is the fact that rolekit can now be triggered by anaconda kickstart to determine what function should be started with the next reboot, and I think we can all agree that’s been a long time coming.
Cockpit also sees some big changes, including a basic cluster dashboard for Kubernetes, Support for SSH key authentication and support for configuring user accounts with their authorised keys and compatibility with multipath disks.
Meanwhile in Fedora 23 Workstation Beta, the fun keeps coming with a preview of GNOME 3.18. Changes to the software application will allow it to offer firmware updates and access to Libreoffice 5. Improvements have also been made to Wayland, with the ultimate aim being to make it the default graphic server in a future release.
Sadly, that’s where the thrillride ends as Cloud Beta contains very little new of note – but we are warned to stay tuned for news of Fedora 23 Atomic Host, said to be coming soon. We’re literally on the edge of our seats and will bring you the news as soon as we get it.
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The cloud continues to gain major ground, driven by enterprise storage needs.
Sales are way up for little-known manufacturers that sell directly to big cloud companies like Google and Facebook, while the market for traditional external storage systems is shrinking, according to research company IDC.
Internet giants and service providers typically don’t use specialized storage platforms in their sprawling data centers. Instead, they buy vast amounts of capacity in the form of generic hardware that’s controlled by software. As users flock to cloud-based services, that’s a growing business.
Revenue for original design manufacturers that sell directly to hyperscale data-center operators grew by 25.8 percent to more than US$1 billion in the second quarter, according to the latest global IDC report on enterprise storage systems. Overall industry revenue rose just 2.1 percent from last year’s second quarter, reaching $8.8 billion.
These so-called ODMs are low-profile vendors, many of them based in Taiwan, that do a lot of their business manufacturing hardware that’s sold under better known brand names. Examples include Quanta Computer and Wistron.
General enterprises aren’t buying many systems from these vendors, but the trends at work in hyperscale deployments are growing across the industry. Increasingly, the platform of choice for storage is a standard x86 server dedicated to storing data, according to IDC analyst Eric Sheppard. Sales of server-based storage rose 10 percent in the quarter to reach $2.1 billion.
Traditional external systems like SANs (storage area networks) are still the biggest part of the enterprise storage business, logging $5.7 billion in revenue for the quarter. But sales in this segment were down 3.9 percent.
Overall demand for storage capacity continued to grow strongly, with 37 percent more capacity shipped in the quarter compared with a year earlier.
Intel is taking its competitive game up a notch by investing in its own drones.
Intel has written a check for more than US$60 million to Yuneec International, a Chinese aviation company and drone maker.
This is not the first time that the Chipmaker has invested in drones. It has written smaller amounts for the drone makers Airware and PrecisionHawk. The Yuneec deal is its largest investment in a drone company yet.
Apparently Intel thinks that drones are potential computing platforms for its processors.
Intel CEO Brian Krzanich said he believed in a smart and connected world. And one of the best ways to bring that smart and connected world to everyone and everywhere has been drones.
Amazon and Google are developing drones as they seek new ways to deliver items to consumers, Intel just wants to make sure that its chips are delivering the payload. There is no indication that it is building a secret airforce which it will use to take down competition – that would be silly.
Yuneec makes a range of drones built for aerial photography and imaging. Its technology also powers manned electric aircraft.
Taiwanese smartphone maker HTC Corp said it will eliminate some jobs and discontinue models as part of its strategy to focus on high-end devices to better compete with the likes of AppleInc and Samsung Electronics.
“The cuts will be across the board,” Chief Financial Officer Chialin Chang told reporters after HTC reported a second-quarter loss and forecast another for the third-quarter. “They will be significant.”
Chang said the cost reductions would extend to the first quarter of next year, but declined to give further details.
A pioneer in early smartphones, HTC has been dismissed by industry watchers as confused, unoriginal and uncompetitive.
The company has been losing market share over the past few years, hit by intense competition at the high-end of the market from the likes of Apple and Samsung Electronics while budget Chinese rivals have also eclipsed its low-cost offerings.
HTC shares have fallen 51 percent so far this year. The stock closed 1.69 percent lower before the results were announced.
Chang said HTC was banking on selling high-end models in emerging smartphone markets such as India, where he said the company has a 20 percent market share of phones priced between $250-$400.
Analysts, however, are less optimistic, saying HTC is likely to continue to struggle for the next four quarters at least.
“We believe HTC will keep losing share in the smartphone market and will keep losing money,” analyst Calvin Huang with Taiwan’s SinoPac Securities wrote in a recent research note.
Red Hat has announced the release of OpenShift Enterprise (OSE) 3, a new version of its Platform-as-a-Service offering.
Based on Red Hat Enterprise Linux (RHEL)7, Openshift is built on Docker Linux containers with Kubernetes orchestration using technology developed in collaboration with Google.
The news comes in a busy week for Red Hat, which has also announced a new productivity tie-up with Samsung and taken a leading role in the formation of a new alliance known as the Open Container Project to standardise containers.
Users will have access to a wide range of apps via the Red Hat Container Certification Programme. Middleware solutions including Red Hat JBoss Enterprise, Web Server (Tomcat) and JBoss A-MQ messaging are also included.
Included are a number of tools to help developers create and collaborate, with web, command line, and integrated development environment interfaces. Options include direct code-push from GIT and source to image building. There is also flexibility for deployment, rollback and integration.
In addition, a preview of Openshift Dedicated has been released. The public cloud service based on OpenShift 3 will succeed Openshift Online, which already hosts 2.5 million applications online, allowing businesses to quickly build, launch and deploy bespoke apps.
Ashesh Badani, vice president and general manager, OpenShift, Red Hat, said, “This release of OpenShift Enterprise 3 employs open source containers and orchestration practices to change the developer experience and move the platform in the direction of what customers are asking for – a flexible platform for a microservices architecture.
“Our continued upstream work in the Docker and Kubernetes communities enable us to deliver the most updated technology platform for developers and operators, enabling them to remain competitive through quicker innovation.”
To assist users, Red Hat is offering a range of enterprise administrator courses to teach users how to deploy, configure and manage the system, which can result in a Red Hat Certificate of Expertise in Platform as a Service – a worthy certificate for any office wall.
OpenShift 3 is available now with bespoke pricing models based of socket and core pairings.
It is starting to look Broadcom will get bought out by its rival Avago as deep throats within both outfits think a deal is close.
Avago is in advanced buyout talks to acquire Broadcom, which manufacturers chips for both the smartphone and broadband industries. The two companies are more or less the same size, but at the moment Broadcom is the weaker partner
It has been the subject of previous speculation regarding acquisitions. The company is among the largest maker of chips for mobile systems such as smartphones, tablets and wearables, Internet of things (IoT) devices and automotive technology products.
Such capabilities could give Avago greater traction in fast-growing markets like IoT and mobile devices.
Broadcom announced last year that it was closing its baseband cellular chip business after being unable to gain inroads against such competitors as Qualcomm. The company had $8.4 billion in revenue last year.
It seems everyone wants a lot more consolidation in the chip industry. Intel reportedly resumed buyout talks to acquire Altera earlier this month, with the parties eyeing a potential price that could reach $13 billion. Micron was tipped as a potential buyer of rival SanDisk.
An April report cited a note from Bernstein analyst Mark Newman. According to this report, Newman pointed to SanDisk’s current valuation as making it a prime takeover target for rival NAND chip maker Micron, as well as other players in the market.
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Qualcomm had an IoT event in San Francisco yesterday and the company wanted to talk a bit more about IoT, also known as Internet of Things. They started off with a catchy phrase – Internet of Hype to Internet of Everything.
Dave Aberle said that up to a billion dollars in revenue is coming from the non-mobile market. More than 10 pecent of Qualcomm revenue will come from the non-headset market. They call this market Internet of Everything, but we believe that not all of that market should be called IoT.
IoT is not just the wearable market; it is car modems, connected speakers, action cameras, some smart SanDisk storage solutions, home automation kit and more. Aberle mentioned that Qualcomm has 40 car design wins in the market with 15 different OEMs. We saw some names including Audi on the slide, but the list of obviously much longer.
Qualcomm is the leader in connected car and 4G LTE market, while Nvidia is the leader in Infotainment car systems, having some huge customers behind it, including the Volkswagen Group.
Qualcomm wants to expand its presence in IoT, including automotive solutions, and we expect more IoT designs from them in the near future.
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It’s no secret that cloud computing and data analytics are both rapidly expanding areas within information technology. Put them together, and you get a winning combination that’s expected to grow by more than 26 percent annually over the next five years.
That’s according to market-tracking firm Research and Markets, which recently released a new report on the global cloud analytics market.
Increased adoption of data analytics is one of the major drivers in this market, Research and Markets found. More specifically, many organizations are adopting data analytics in order to better understand consumption patterns, customer acquisition and various other factors believed to increase revenue, cut costs and boost customer loyalty.
HP, IBM, Microsoft, Oracle and SAP are among the dominant vendors in this arena, the company said in a press release.
Big Data is one of the particularly significant trends in the market, Research and Markets said.
“Cloud analytics deals with the management of unorganized data, which helps organizations access important data and make timely decisions regarding their business,” the company said.
The rates of growth in this arena might actually be much higher than those suggested by the report, said analyst Ray Wang, founder of Constellation Research.
In fact, Constellation Research predicts an annual growth rate of closer to 46 percent until 2020, he said.
Early-arriving cloud companies like Salesforce “had great reporting, but they didn’t necessarily have great analytics,” Wang said.
It’s for that reason that challengers such as Actuate have popped up, he noted.
“More and more, because of the size and complication, we’re seeing analytics move to the cloud,” Wang said.
Apple is apparently having problems getting its partners to make 3-D transistors that go.
Drexel Hamilton’s chip analyst Rick Whittington [no really] made a comment that Intel might be getting ready to bail Apple out while he was having a chat about Micron. In passing, Whittington noted problems had by Taiwan Semiconductor and Samsung Electronics trying to produce 3-D transistors in any useful yield.
He noted that Intel has mastered 3-D transistors, and said that it would be very good for Intel if neither Samsung or TSM can do FinFET this next year; puts them in line to supply Apple’s internal foundry needs.
However he admitted that it was more that TSM/Samsung would operate FinFET under very low yield output and keep capacity tight.
Of course if Jobs’ Mob don’t want that they can always rush into the loving arms of Chipzilla – again. As happened with Saphire glass Apple has shown that it can dump a partner quickly if it does not move fast enough.