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Intel And Oracle Team Up Again

June 24, 2014 by  
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Oracle has added systems to its enterprise-class x86 server line featuring elastic computing capabilities that dynamically adapt their configurations in response to workloads.

The Oracle Sun Server X4-4 and Sun Server X4-8 are four-socket and eight-socket systems designed for data centre workloads such as virtualisation, Oracle databases and scale-up enterprise applications.

However, the two servers are fitted with a unique variant of Intel’s Xeon E7 v2 processor family that combines the capabilities of three different Xeon processors into one.

Oracle said it worked with Intel to create this chip, the Xeon E7-8895 v2, which can dynamically switch its core count, clock frequency and power consumption without the need for a system level reboot.

This chip is the heart of the elastic computing capability of the Sun Server X4-4 and Sun Server X4-8, enabling them to adapt to the requirements of different workloads based on its runtime configuration.

It might be configured for transaction processing at a high clock speed for one hour, then switched to higher core counts for the next hour for higher throughput computing, according to Oracle.

“Through close collaboration with Intel, we are the first to announce servers based on the new Xeon E7-8895 v2 processors and the first with unique capabilities that allow customers to dynamically address different workloads in real time,” said Ali Alasti, senior vice president for hardware development at Oracle.

Enhancements have also been made to the system firmware and to Oracle’s Solaris, and Oracle Linux operating systems to support the elastic computing features.

Oracle also said the new systems have a modular design that allows the processors to be upgraded to future Xeon chips, while all the disks are hot-swappable, plus there is hot-pluggable I/O support for industry-standard low-profile PCI Express cards via a dual PCIe card carrier.

The servers also feature a “glueless” architecture that removes the need for a node controller. As node controllers typically change from one processor generation to the next because of modifications to inter-processor communication and coherency protocols, the elimination enables Oracle to offer a future-proof chassis that will support future processor releases from Intel, the firm said.

The Sun Server X4-8 is touted by Oracle as ideal for running its Oracle Database, which has just been updated with an in-memory processing option. It supports 120 processor cores with up to 6TB of memory in its 5U rack-mount chassis, plus up to 9.6TB of hard drive or 3.2TB of solid state drive (SSD) storage.

Meanwhile, the Sun Server X4-4 is said to be well suited for applications requiring large memory footprint virtual machines and running real-time analytics software.

It can be configured with two or four of the Xeon E7-8895 v2 processors, with up to 3TB of memory and 4.8TB of PCIe flash plus 2.4TB of SSDs or 7.2TB of hard drives.

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Will IBM Realize Growth In 2015?

May 28, 2014 by  
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International Business Machines Corp said it is projecting growth in its hardware sector next year as the company invests in research and development and abandons low-performing ventures.

The comments come less than one month after the world’s largest technology service company reported its lowest quarterly revenue in five years, weighed by sluggish global demand for its hardware, which plunged 23 percent in the first quarter of 2014.

The company added that growth in Latin America, the Middle East and Africa remain strong, and blamed falling revenue in China on government reforms affecting state-owned clients, and on the country’s hardware-heavy portfolio.

“We move on and we spread ourselves out, more industries, more clients, cloud, data, et cetera, around there,” said IBM Chief Executive Ginni Rometty at an investor briefing on Wednesday.

Chief Financial Officer Martin Schroeter said to stabilize the hardware sector IBM would continue to “refresh” hardware and further invest in research and development.

“Quite frankly, we are seeing very good growth out of software, good growth out of services, but challenges in hardware,” said Schroeter. “We will stabilize that hardware base and I am comfortable we will make that happen in 2014,” he said.

He reiterated the company’s EPS target for 2015 of at least $20. He expects a shift to higher-value business to bring in $3.25 and share repurchases to add $2 in earnings per share by 2015.

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Juniper Boots Employees

April 23, 2014 by  
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Juniper Networks plans to reduce its global workforce by six percent and focus on its high-growth businesses. Juniper said most of the cuts would impact middle management positions and that it expected to incur cash charges of about $35 million in the first quarter, related to severance and other expenses. The company had 9,483 full-time employees as of December 31.

Juniper also said it would stop development of the application delivery controller technology, which helps remove excess load from servers, resulting in a non-cash intangible asset impairment charge of about $85 million. The company said it plans to consolidate its facilities, flog off of about 300,000 square feet of leased facilities.

Juniper added that it expected to record other non-cash asset write-downs of about $10 million in the first quarter and that it expects to carry out more restructuring in the second quarter.

Hedge fund Elliott recently claimed that Juniper shares were “undervalued” and could be worth $35-$40 if Juniper focused on revamping its core business of making routers and switches for mobile carriers such as Verizon and AT&T. Shares of Juniper are currently worth at $26.35.

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SkySQL Joins IBM On SQL Merger

April 18, 2014 by  
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SkySQL has announced a line of MariaDB products that combine NoSQL and SQL technology, offering users the ability to handle large unstructured data sets alongside traditional database features to ensure data consistency.

Available immediately, MariaDB Enterprise 2 and MariaDB Enterprise Cluster 2 are based on the code used in the firm’s MariaDB 10 database server, which it also released today.

According to SkySQL, the availability of an enterprise grade SQL database system with NoSQL interoperability will be a game changer for developers building revenue generating applications and database administrators in charge of large, complex environments.

The two new products have been developed with support from other partners in the open source community, including Red Hat, IBM and Google, according to the firm, and are aimed at giving IT managers more options for managing large volumes of data.

In fact, Red Hat will use MariaDB Enterprise 2 as the default database for its enterprise customers, while Google has also moved large parts of its infrastructure to MariaDB, according to Dion Cornett, VP of Global Sales for SkySQL .

Cornett said that customers have been using a wide variety of databases over the past few years in order to meet the diverse requirements of applications.

“The types of applications have evolved over time, and the challenge we now have today is that people have different IT stack structures, and trying to integrate all that has been very challenging and required lots of custom code to be created. What we’re doing with MariaDB is introduce an array of features to combine the best of both worlds,” he said.

The features are designed to allow developers and database administrators to take many different data structures and integrate them and use them in a cohesive application, in the same way that standard database tools presently allow.

These include the Connect Storage Engine, which enables access to a wide variety of file formats such as XML and CSV files, and the ability to run familiar SQL commands against that data.

A key feature is dynamic columns, which enables MariaDB to “smartly interpret” incoming data and adapt it to the data structure that best fits, according to Cornett.

“At a technical level what you’re actually looking at are files within the cells of information that can vary in size, which is not a capability you’ve traditionally had in databases and that flexibility is a big leap forward,” he said.

The new MariaDB products can also plug into the Apache Cassandra storage engine, which can take a columnar data store and read or write against it like it is a traditional SQL table.

An example of how MariaDB Enterprise 2 might be used is if a service provider has a large-scale video server and wants to combine that with billing information, Cornett said.

“The customer’s video history and what they’re consuming could be very unstructured, but the billing structure will be very fixed, and it has been something of a challenge to bring the two of those together up to this point,” he explained.

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Target Makes Information Security Changes

March 18, 2014 by  
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Target Corp announced an overhaul of its information security processes and the departure of its chief information officer as the retailer tries to re-gain customers and investors after a massive data breach late last year.

CIO Beth Jacob is the first high-level executive to leave the company following the breach, which led to the theft of about 40 million credit and debit card records and 70 million other records of customer details.

Jacob, who comes from a sales background and has been CIO since 2008, will be replaced by an external hire, according to sources at Target.

“It’s a decision that should have been made by the CEO on January 1, not through the resignation of an employee that overlooked critical weakness in the operating model,” Belus Capital Advisors CEO Brian Sozzi said.

The breach at Target was the second largest at a U.S. retailer, after the theft of more than 90 million credit cards over about 18 months was uncovered in 2007 at TJX Cos Inc, operator of the T.J. Maxx and Marshalls chains.

Hacking has become a major concern for retailers in the United States. In the latest reported breach, beauty products retailer and distributor Sally Beauty Holdings Inc said on Wednesday its network had been hacked but no card or customer data appeared to have been stolen.

Target Chief Executive Gregg Steinhafel said the company would elevate the role of chief information security officer as part of its plan to tighten its security.

The company will also look externally to fill that position as well as the new position of chief compliance officer.

Steinhafel said Target would be advised by security consultant Promontory Financial Group as it evaluates its technology, structure, processes and talent.

“I believe this is definitely a measure in restoring faith and really showing that they are taking the breach seriously,” Heather Bearfield, who runs the cybersecurity practice for accounting firm Marcum LLP, told Reuters.

Target, the third-largest U.S. retailer, said last week customer traffic had started to improve this year after falling significantly toward the end of the holiday shopping season when news of the cyber attack spooked shoppers.

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Can BB Benefit From The WhatsApp Deal?

March 3, 2014 by  
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Facebook Inc’s awe-inspiring $19 billion bid for fast-growing mobile-messaging startup WhatsApp sent shares of BlackBerry Ltd surging after the closing bell as early as Wednesday, as investors were cheered by the lofty valuation for the messaging platform.

The deal sent shares in BlackBerry up as much as 9 percent in trading after the bell because it put a rough valuation metric around the smartphone maker’s own BlackBerry Messaging service.

BlackBerry Messaging, or BBM as it is more commonly known, was a pioneering mobile-messaging service, but its user base has failed to keep pace with that of WhatsApp, in part because BlackBerry had long refused to open the service to users on other platforms.

WhatsApp, with a user base of some 450 million, has grown rapidly. Its service works on Apple Inc’s iOS platform, Google Inc’s market-dominating Android operating system, along with devices powered by both the Windows and BlackBerry operating systems.

BBM remains popular, even though BlackBerry devices have waned in popularity. Late last year, the Waterloo, Ontario-based smartphone maker finally opened the messaging platform to users of iPhones and Android devices, and the service currently has over 80 million active users.

However, investors have attributed little value to the asset within the company. On Tuesday, Raymond James analyst Steven Li, in a note to clients, broke out a sum-of-parts valuation of the company and pegged the value of BBM at merely $240 million, or $3 per user.

Facebook’s valuation of WhatsApp translates into roughly $42 per user, and that could lead investors and analysts to rethink their valuation of the asset within BlackBerry.

BlackBerry has given no indication it is keen to sell the asset. While there has been some speculation that BlackBerry may seek to carve out the unit, or even sell it, the company’s new Chief Executive John Chen has so far said that BBM remains a core asset for the company.

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Facebook Goes Ten

February 12, 2014 by  
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Facebook plans on celebrating its 10th birthday today, an occasion likely to spur an outpouring of reflection on its past and speculation about its future.

Mark Zuckerberg launched “Thefacebook” from his dorm room at Harvard University on Feb. 4, 2004. The site was conceived as a way to connect students, and let them build an online identity for themselves.

It has since expanded to cover a large swath of the planet, with more than 1.2 billion people — one-seventh of the world’s population — using its site on a monthly basis, according to the company’s own recent figures.

Zuckerberg reflected on the 10-year milestone at an industry conference in Silicon Valley this week. Not surprisingly, at the start he never envisioned Facebook becoming so large or influential. After launching the initial version, “it was awesome to have this utility and community at our school,” he said at the Open Compute Project Summit.

He figured at the time that someone, someday would build such a site for the world. “It didn’t even occur to me that it could be us,” he said.

Since then, Facebook’s site and its business, now a public company, have changed dramatically. There are now more than a trillion status updates, text posts and other pieces of content stored within its walls — the company is trying to index them as part of its Graph Search search engine.

The company was slow to react to the important mobile market, and when it went public in 2012 investors were skeptical it would be able to monetize its service on smaller screens. But this week it reported that more than half its ad revenue now comes from mobile devices.

All the while, Facebook is making its ad business smarter, using targeting tools to show ads it deems most relevant.

The company is also experimenting with new ways to present content. Next week it will release Paper, an iPhone app that provides a new way to share photos and published articles.

It’s part of a larger effort Facebook hinted at this week to release a variety of standalone apps for different tasks.

The company is also trying to bring the Internet to more people in the world, an effort that’s part philanthropy and part business sense as Facebook aims to reach its next billion users. Asked this week why he launched the project, called Internet.org, Zuckerberg suggested he feels a weight of responsibility.

“There aren’t that many companies in the world that have the resources and the reach that Facebook has at this point,” he said.

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vmWare Buys Airwatch

February 4, 2014 by  
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VMware will buy mobile management and security startup outfit Airwatch for $1.54billion.

The firm announced today that the deal has been approved by both companies’ boards and is forecast to close by the end of this quarter.

The deal will see VMware, which also announced estimated revenue of $1.48bn for the fourth quarter of 2013, pay $1.175bn in cash and $365m in installment payments.

Airwatch has nine offices worldwide with a workforce of 1,600 people and lists over 10,000 global customers.

The acquisition, which will help redefine VMware’s product portfolio and bring it more up to date with the industry’s threat landscape, will see the integration of Airwatch staff into the company’s End-User Computing Group, with the team working from its Atlanta base. VMware said it will continue to answer directly to Airwatch founder and CEO John Marshall, who will report to ex-Intel executive and VMware CEO Pat Gelsinger.

VMware EVP and GM of the End-User Computing group Sanjay Poonen said that the company plans to expand Airwatch’s Atlanta offices to become the centre of its mobile operations.

“Our vision is to provide a secure virtual workspace that allows end users to work at the speed of life,” he said. “The combination of Airwatch and VMware will enable us to deliver unprecedented value to our customers and partners across their desktop and mobile environments.”

Almost a year ago, VMWare announced a two percent increase in quarterly profits despite an impressive 22 percent increase in sales, and announced 900 job cuts.

The visualization specialist is one many firms to acquire security companies over the past year. Advanced threat specialist Fireeye announced plans to buy end-point protection firm Mandiant earlier in January for $1bn.

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Is SAP Searching In The Clouds?

December 6, 2013 by  
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Esoteric business software maker, which no one is really certain what it does, SAP is debating whether to accelerate moving more of its business to the cloud.

The move would be a change in strategy which might initially have only a small impact on its sales. Co-chief executive Jim Hagemann-Snabe said the change would generate more sales by 2017 particularly in markets like the US where there is a big push onto the cloud.

Talking to a Morgan Stanley investor conference this morning, Hagemann-Snabe said that this would have impact on the 2015 level, I don’t expect enormous impact but it would have some impact because you are delaying some revenues. In the long term however it makes a lot of sense, which is not the sort of thing people expect from SAP.

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Will Twitter IPO Shares Reach $20?

November 5, 2013 by  
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Twitter has decided to price its IPO shares between $17 and $20 when it lists on the New York Stock Exchange, the company said in its filing.

Based on an assumed initial public offering price of $18.50 — the midpoint of the range — Twitter estimates the net proceeds from the sale of shares of common stock will be roughly $1.25 billion, the company said in documentsfiled with the U.S. Securities and Exchange Commission.

Some 80.5 million shares of common stock will be registered, according to the filing.

Releasing its IPO price range positions Twitter to begin its “road show,” seeking to raise funds from investors across the country. In documents filed last week, the company said it would list its shares under the ticker symbol TWTR on the New York Stock Exchange, representing a big win for the market over rival Nasdaq.

Twitter has yet to determine a date for the listing, though one report suggested Nov. 15 could be the day.

Twitter’s IPO is likely to be one of the hottest of the year and the most prominent in social media since Facebook went public last year. Twitter’s share price range will be markedly lower than Facebook’s, which priced its IPO at $38 per share.

Twitter filed for its highly anticipated public offering earlier last  month.

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