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History repeats: Uber and the second great tech bubble

History repeats: Uber and the second great tech bubble

We're going to meet a lot of lonely people in the next week and the next month and the next year. And when they ask us what we're doing, you can say, We're remembering. That's where we'll win out in the long run. Ray Bradbury, Fahrenheit 451 Why does humanity continually repeat the mistakes of the past, when we live an age of unprecedented knowledge where recalling events is as simple ask telling your smartphone to tell you? It is a philosophical consideration that it probably as old as time itself. On March 10th, 2000 the NASDAQ hit a record high of 5,132.52 off... more »
Report: Xiaomi, Huawei topple Apple as top smartphone vendors in China for Q2

Report: Xiaomi, Huawei topple Apple as top smartphone vendors in China for Q2

After holding the top position for the last two quarters, Apple has lost its crown as the leader in the Chinese smartphone market, slipping to third place in the most recent quarter. According to research firm Canalys, the top spot for Q2 2015 goes to Xiaomi Inc., who have bounced back to claim an estimated 15.9 percent of the market share. Fellow Chinese vendor, Huawei Technologies Co. Ltd., with an estimated 15.7 percent of the market, follows Xiaomi closely in second spot. (via TechCrunch) “The China smart phone market continues to mature, remaining stagnant quarter-on-quarter. Competition among major brands has never been... more »
Financial firms' cloud strategies "rapidly maturing"

Financial firms' cloud strategies "rapidly maturing"

Enterprise security provider CipherCloud has just released its Q2 Global Cloud Security report, highlighting emerging trends in the way organizations store their cloud-based data. With more organizations getting hooked into the cloud, one of the main issues they face is data security compliance. As such, CipherCloud's report is heavily focused on financial services organizations that host critical data in the cloud. Far from being scared off, financial firms are taking a “rapidly maturing approach” to the cloud, with almost 100 percent of companies quizzed by CipherCloud storing at least some personally identifiable information (PII) in the cloud. But these firms aren't just hoping... more »
Sony’s new Xperia M5 and C5 Ultra are mega-selfie cameras first and smartphones second

Sony’s new Xperia M5 and C5 Ultra are mega-selfie cameras first and smartphones second

Sony Mobile Communications Inc.’s latest additions to the smartphone market include the Xperia C5 Ultra and the Xperia M5. Launched on Monday, both phones come with a hefty 13-megapixel front-facing camera, the perfect feature for the selfie-obsessed user. (via CNET) "We are pleased to present two new products that highlight Sony's advances in camera technology," said Tony McNulty, vice president for value category business management at Sony. "We understand that camera capabilities are important to smartphone users, so we ensured that Sony's existing camera brilliance was once again surpassed in the new Xperia C5 Ultra and Xperia M5 without compromising on... more »
Media powerhouse Advance delves into Big Data with 1010 Data acquisition

Media powerhouse Advance delves into Big Data with 1010 Data acquisition

Global media firm Advance Publications, Inc, which owns the Condé Nast publishing group and the cable company Bright House Networks LLC, among others, has raised a few eyebrows by delving into Big Data analytics with the acquisition of New York-based 1010data Inc. in a deal valued at $500 million. It's an odd move for Advance, which until now has kept its line of business strictly in the media realm. Advance's best known business is Conde Nast, which publishes the New Yorker, Vogue and Wired as well as local newspapers, stations and Web sites. As for 1010data, it offers what it calls... more »
Twitter testing new News tab feature with U.S. based iOS and Android users

Twitter testing new News tab feature with U.S. based iOS and Android users

Twitter, Inc. has started testing a new "News tab" feature with users of its Android and iOS apps in the United States, which as the name suggests offers a service that provides breaking news to users. According to reports, the tab is located at the center bottom of the iOS app (Android wasn't mentioned) and offers a list of curated tweets from mainstream media companies which highlight news that Twitter thinks a particular user may be interested in. It's not clear how individualized the news provided is, for example whether it taps into Twitter's archives to suggest matches of news stories based... more »
Virtual Instruments expands VM support in performance management platform

Virtual Instruments expands VM support in performance management platform

Virtual Instruments Corp. is further boosting its infrastructure performance management and application-tuning platform with the addition of support for Microsoft Hyper-V and IBM PowerVM virtual machines. Previously, the software had only supported VMware, Inc.’s vSphere. The firm also enhanced its analytics capabilities and said it will soon introduce a cloud option.  The company also said it soon plans to add wire-data performance probes for network-attached storage (NAS) and Fibre Channel over Ethernet (FCoE) storage protocols. The San Jose, CA-based company, whose CEO is former Symantec Corp. chief John W. Thompson, aims its VirtualWisdom platform at application developers and storage operations teams that... more »
Chinese accommodation sharing site Tujia raises $300m Series D on unicorn valuation

Chinese accommodation sharing site Tujia raises $300m Series D on unicorn valuation

Chinese accommodation sharing site TuJia Online Information and Technology Company of Limited Liability (Tujia) has raised $300 million Series D in around led by All-Stars Investment that included The Ascot Ltd. According to reports, the new round was on a valuation over $1 billion, giving Tujia unicorn status for the first time. Founded in 2011 and often referred to as China's Airbnb, Inc., Tujia offers an online platform for discovering vacation rentals in tourist destinations. The company adds that it depends on international decentralized hotel management and business criteria, and that it integrates offline real estate stock in tourist destinations, customer care center... more »
Report: Apple looking at launching an MVNO service in U.S. and Europe

Report: Apple looking at launching an MVNO service in U.S. and Europe

Apple, Inc. may be about to enter the telco business with a report Monday that the computing and device giant is considering launching a mobile virtual network operator (MVNO) service. According to Business Insider, Apple is already privately testing an MVNO service in the United States, and is said to be in talks with European telcos about launching one there as well, although it's not clear from reports whether they were targeting particular countries or looking at a broader European offering; Europe doesn't have a unified mobile network, but there are telcos, such as Vodafone Group plc and Hutchison Whampoa Limited... more »
Wikibon analysts see merit, peril in EMC re-assimilation of VMware

Wikibon analysts see merit, peril in EMC re-assimilation of VMware

  Could EMC cross up its critics and spin VMware, Inc. back in to the mother ship instead of spinning it out as activist investors have demanded? That’s the scenario being floated by Arik Hesseldahl, senior enterprise editor at Re/code in an article published today. Hesseldahl cites no sources with inside knowledge of EMC's plans, but notes that recent comments by CEO Joseph Tucci (above) indicate that a re-assimilation is possible. Tucci told investors in the most recent earnings call that EMC plans to cut about $850 million in annual operating cost by the end of 2017. Hesseldahl says it’s likely those savings could... more »
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Premium Research

- George Gilbert

While Oracle has many technical advantages in its favor for mainstream customers building standalone Web-scale apps or ones that extend their Oracle apps in the Oracle Public cloud, CIOs should understand the limits of running Oracle in the cloud. For now, customers who want to build the same type of apps and run Oracle on other public clouds such as Amazon, Azure, and Google, the Oracle 11g and 12c DBMS's have a showstopper: the inability to run at scale. Those public clouds don't have the dedicated hardware that Oracle's core 11g or 12c database needs in order to run at scale on a cluster.

- David Floyer

Wikibon argues strongly against Revolution towards a 3rd platform. The conclusion from this analysis is that applications will evolve; conversion should be avoided like the plague. The greatest opportunity is to continuously adapt today's operational applications by the addition of real-time or near real-time analytics applied directly to the current organizational processes and applications that support these processes. This is likely to translate to the greatest value to most organizations, and where possible avoid the risks of converting systems. The study of organizations that have applied real-time analytics to their current operational systems have shown incredible improvements in lower costs and greater adaptability. Business and IT executives should understand the enormous potential for adding decision automation through real-time analytics to current operational applications in their organizations. New technologies should be judged by their ability to support real-time analytics applied to operational systems, and supporting incremental improvement over time.

- David Vellante

Today's Technology infrastructure management is largely non-differentiated and wasteful. Technology executives must re-think the strategic role of human capital and begin to implement new ways to consume IT as a service. This post draws on the learnings of senior executive Alan Nance from Royal Philips who is dogmatic in its approach to transforming its infrastructure to a service model.

- Luke Turchetta

In a recent web-based survey conducted by Wikibon, 300 North American enterprises whom had either been utilizing, or considering the adoption of public cloud, answered questions regarding IaaS (Infrastructure as a Service) perceptions and usages. These questions varied in topic but were centered around an examination of which workloads were best suited for usage in the public cloud. This research examines a few additional key insights that shed some light on the growing IaaS world.

- David Floyer

There have only been two successful volume introductions into the marketplace in the last 50 years - DRAM and NAND flash. There has to be a clear volume case with good economics for 3D XP to be able to gain a foothold in consumer products. Without volume in the consumer space, there is unlikely to be much volume traction in the enterprise space. CIOs, CTOs and enterprise professionals should take a wait and see stance, and monitor the adoption of 3D XP in the consumer and military spaces. If and when there is volume production for 3D XP, enterprise adoption should start about two years later.

- Stuart Miniman

The use of open source software continues to accelerate and expand in the marketplace, especially in areas where technology is significantly disrupting established business models. IT organizations should be actively seeking to understand how open communities operate, how different licensing models work, and how they can be more actively engaged with both the vendors and communities that are shaping open source software.

- Stuart Miniman

The full stack of software around containers (including Docker) is diverse and changing at a fast pace. This research walks the software stack and examines the

- David Floyer

CIOs understand that a clear cloud strategy is critical for IT today. Wikibon believes the biggest mistake organizations can make is converting major applications into the public cloud (including SaaS) without thinking about the implications to their existing business process workflows. Wikibon recommends that IT develop and implement a hybrid cloud strategy using the existing management workflows and compliance processes for both the public and private cloud components in the hybrid cloud.

- David Floyer

In 2014, Wikibon defined a new category "Server SAN" that sits at the intersection of software-defined storage, hyperscale methodologies and converged infrastructure. This article is the executive summary of primary research that gives the status of the market, examines the vendor ecosystem, lays forth the revenue and 10 year forecast and gives direction for expansion beyond simple "hyperconverged infrastructure". This information is available for public consumption, the full research is available to Wikibon clients.

- David Floyer

In this research paper, Wikibon looks back at the introductory Server SAN research, adjusts the Server SAN definition to include System Drag, and increases the speed of adoption of Server SAN based on very fast adoption from 2012 to 2014. The overall growth of Server SAN is projected to be about a 23% CAGR from 2014 to 2026, with a faster growth from 2014 to 2020 of 38%. The total Server SAN market is projected to grow to over $48 billion by 2026. The traditional enterprise storage market is projected to decline by -16% CAGR, leading to an overall growth in storage spend of 3% CAGR through 2026. Traditional enterprise storage is being squeezed in a vice between a superior, lower cost and more flexible storage model with Enterprise Server SAN, and the migration of IT towards cloud computing and Hyperscale Server SAN deployments. Wikibon strongly recommends that CTOs & CIOs initiate Server SAN pilot projects in 2015, particularly for applications where either low cost or high performance is required.