Archive for category IBM

Cloud and Big Data Upending IT Stalwarts

IBM’s annual revenue last year dropped below $100 billion for the first time since 2010. The company’s fourth quarter results were particularly weak, coming in 5.5% below expectations. This was due in large part to IBM’s struggling hardware business, with revenue dropping a staggering 27%.

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With Pivotal Investment, GE Takes on IBM to Win the Industrial Internet

Then-CEO Sam Palmisano launched IBM’s Smarter Planet initiative five years ago during a speech at the Council on Foreign Relations. IBM would focus its energies, Palmisano said, on helping governments and companies understand and analyze the voluminous data streaming off connected devices and industrial equipment to improve operational efficiencies and deliver better services to citizens and customers.GElogo

Since then, IBM has largely had the Industrial Internet, as the concept of has come to be called, to itself. The company’s Smarter Planet division has played a key role in making IBM the biggest Big Data company on the planet and was a lone bright spot in IBM’s otherwise disappointing Q1 2013 results.

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Flash Storage will Radically Change Systems and Application Design

 

I’d like to explore the topic of how system and storage architectures are changing and the impact this will have on application delivery and organizational productivity.

Allow me to put forth the following premise:

Today’s enterprise IT infrastructure limits application value.

What does that mean? To answer this, let’s first explore the notion of value. The value IT brings to an organization flows directly from the application to the business and is measured in terms of the productivity of the organization. Infrastructure in-and-of itself delivers no direct value; however the applications, which run on infrastructure directly affect business value. Value comes in many forms but at the highest level it’s about increasing revenue and/or cutting costs; and ultimately delivering bottom line profits.

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Something’s Missing from the Big Data Conversation

When talking about Big Data, the conversation tends to focus on Data Science and analytics. That is, the stories about Big Data that hit the front pages of the mainstream press and the hallway conversations taking place at events like Strata are mostly about all the cool new ways to use data to greater effect.

Screen Shot 2013-06-03 at 8.19.42 PMBut Big Data Analytics doesn’t take place in a vacuum. It takes place in the enterprise. And any time you mix data and the enterprise, you can’t afford to ignore data management best practices. It may not be as sexy as predictive analytics, but failure to apply fundamental data management best practices to Big Data projects can lead not just to failed projects, but to potential legal consequences as well.

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Amazon Takes Aim – Banks on Higher Margins from Enterprise Customers

Investors have been in love with Amazon this past year, and why not? The company’s market cap has soared to over $120B since it bottomed in 2009 at just over $20B, delivering very attractive returns.

Last weekend, the Wall Street Journal published a report citing sources that claim Amazon’s AWS business exceeded $2B in 2012 and will generate $3.8B in 2013, an 81% growth rate. The numbers are getting crazy. Some of these same and other sources have the AWS market (unclear what this means) hitting $38B by 2015 and AWS revenue reaching $20B by the end of the decade. The Journal article cited comments from Amazon CEO Jeff Bezos claiming that AWS can be at least as large as the company’s retail business. By comparison, Amazon’s retail operation is expected to grow 25% this year to $73.6B.

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When IT Consumers Become Technology Providers—A Vertically-Led Paradigm Shift Powered by the Cloud and Big Data

The End of Monopoly Rule and the Rise of Customer-Led IT

Until the conception of the World Wide Web and commercialization of the Web browser in the mid-1990’s, the IT industry was characterized by global monopolies that dominated the technology business. Despite the amazing growth trajectory of IT in the past sixty years, there really have only been two great monopolies in the history of this business—IBM and the virtual monopoly of Microsoft and Intel.

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IBM Repurposes the Storwize Name – Real Time Compression is IBM’s Secret Weapon

IBM's Secret Weapon - Real Time Compression

I attended the IBM announcement in NYC this past week where the company introduced several new products, including the Storwize V7000 storage array for mid-sized customers. It was a strong announcement, specifically a storage array for mid-sized customers with very innovative packaging (2.5” drives, SAS-2, flash, thin provisioning, fully virtualized, automated tiering, heterogeneous external array attach) with the potential to have exceedingly high performance and very competitive features even with the likes of 3PAR. Imagine a combination of Compellent’s low end and 3PAR’s high end offerings and that’s what this device has the potential to deliver. Scale down and up with extremely competitive feature sets.

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IBM Squeezes Storwize into its Portfolio

 

Can you squeeze 20 lbs of flour into a 10 lb bag? That’s what Storwize does and its does so without impacting performance. In fact Wikibon members have indicated that Storwize compression technology actually increases the performance of file-based storage. In one of the industry’s worst kept secrets, as reported by SiliconAngle and Reuters in mid June, IBM has announced a definitive agreement to acquire Israeli startup Storwize. IBM is not disclosing terms but sources indicate Big Blue paid perhaps as much as $140M for Storwize, an Isreali-based startup that has raised about $40M in venture capital from Sequoia Capital, Bessemer Venture Partners and other VCs. The deal will take about 30 days to close so Storwize should officially become part of IBM by the end of August.

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20 Key Research Notes from the Wikibon Community

The Wikibon community prides itself on its research. Our community’s primary goal has been in helping technology professionals solve business problems through a sharing of IT advisory knowledge. We do this through regular Peer Incites, case studies, and community research.

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Dedupe Rates Matter…Just Not as Much as You Think

 

Not All Compression is Created Equally

In a recent blog post entitled: Ocarina Weighs in- Dedupe Ratios Do Matter, VP Carter George writes:  The dedupe ratio measures against what’s left after you’ve deduped. The percentage measures against the size of the data before you dedupe.  Both are valid measures.  It’s also true that some solutions do a better job shrinking your data than others.  Dedupe solutions that do a better job should be ranked higher when you are comparing solutions.  That said, comparing the claims made on vendor websites is not a very good way to find out who can actually shrink your data better.
Why?  Vendors lie.

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