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3 Reasons Why Microsoft Should [Still] Buy BlackBerry

Yesterday Fairfax Financial Holdings, a Canadian insurance and investment company, has announced its intent to acquire BlackBerry for $9 a share in cash to take the company private. The intent to privatize the company is nothing new as Mike Lazaridis, BlackBerry co-founder and previous co-CEO, has been courting investors for the same purpose.  Unfortunately, going private doesn’t mean BlackBerry will miraculously recover from its misfortunes. Fairfax already owns 10 percent of BlackBerry’s publicly traded shares, so it was not that surprising for the holdings firm to be interested in privatizing the company. Though BlackBerry has already signed a "letter of intent agreement," and... more »
Oracle, Citrix, and Tableau, What is the Next Acquisition Target? #OOW13

Oracle, Citrix, and Tableau, What is the Next Acquisition Target? #OOW13

Oracle is many things, and one of them, as Wikibon Chief Analyst and Co-Founder David Vellante is fond of saying on TheCUBE this week from Oracle OpenWorld 2013, is a huge cash generator. As Vellante says, it generates almost as much free cash annually as IBM, a much larger company. So where does that cash go? Obviously a lot of it pays for R&D. Oracle has always been an advanced technology generator, and it continues to push its technologies forward at an amazing pace. That is what has allowed it to maintain its leading position in the market with its complex... more »
The Data Transition Fails When IT-Led Initiatives Don't Work with Business | #oow13

The Data Transition Fails When IT-Led Initiatives Don't Work with Business | #oow13

Dave Vellante, Chief Analyst at Wikibon, broadcasted live from the Moscone Center in San Francisco this week, hosting theCUBE at Oracle Open World 2013.  Today he spoke with Pat Sullivan (Managing Director - Oracle Practice, Accenture) and Derek Steelberg (Global Managing Director of Oracle Business, Accenture) on current market trends. Vellante introduced Accenture as a company that is "unmatched" in terms of scale and global expertise, one of the leading consultancies in the world. After a short recap on the history of Oracle, mentioning a couple of notable acquisitions, Vellante asked his guests to elaborate on their challenges at work during all... more »
Codero Launches Codero Cloud 2.0

Codero Launches Codero Cloud 2.0

Codero Hosting announced a new cloud offering a powerful range of new features, flexibility and scalability. The product is designed to power customers with an optimum cloud that is tunable for performance, control and efficiency for the real world wide range of applications in existence today.  The platform is powered by CloudStack and was developed to include rapid provisioning, guaranteed CPU performance, on-demand cloud server scaling, with hybrid-ready Dual VLAN readiness.  The product reflects the range of performance requirements that are in demand in the world of hybrid cloud computing. Sometimes, an application or database can be resource-intensive, and complementing those... more »
Analytics Startup C9 Refreshes Portfolio After $12M Funding Round

Analytics Startup C9 Refreshes Portfolio After $12M Funding Round

Revenue analytics specialist C9 has raised $12 million in Series D funding from Mayfield Fund, InterWest Partners and Leapfrog Ventures to accelerate the development of its software and fuel sales and marketing efforts. The round brings the six-year-old startup’s total funding to $40 million. The San Mateo, California-based C9 offers a cloud-based Big Data platform that leverages real-time and historical data to provide enterprises with insights into their financial performance. The solution also delivers “actionable recommendations” that the firm says enable decision makers to identify potential growth opportunities. In a gesture to investors, C9 announced the funding in conjunction with a major... more »
Violin Memory Speaks on Oracle's New In-Memory, a Method Used for Years | #oow13

Violin Memory Speaks on Oracle's New In-Memory, a Method Used for Years | #oow13

theCUBE co-hosts Dave Vellante and David Floyer sat down with Violin Memory VP of Production Narayan Venkat to discuss the world of flash. Floyer, the co-Founder and CTO of research firm Wikibon, has extensive expertise in the flash sector, and one of his recent studies showed that optimizing your infrastructure stack and spending money on storage (specifically Flash storage) can result in reducing the number of cores that you deploy to support applications. For Oracle customers, that's important because "the largest single component of any system running Oracle is the Oracle licence itself," Floyer explained. "If you can optimize on the... more »
Self-Trackers to Keep Fatigue at Bay + More

Self-Trackers to Keep Fatigue at Bay + More

This week’s Quantified Self roundup features different forms of trackers.  We start with a watch that tells you how your sleep is affecting other aspects of your life, to a device suitable for team sports, and end with a smartwatch that delivers the most insightful picture of yourself. Readiband   Fatigue Science delivers a few different products that help us understand how fatigue is affecting our lives, with its Fatigue Management Technology.  One of its offerings is the Readiband, a smartwatch that tracks micro 3D movements of your wrist 16 times per second.  It then uses a sophisticated algorithm to determine the quality... more »
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QLogic Shows Off Adapters at Oracle OpenWorld 2013 | #oow13

Despite losing Google to MariaDB, Oracle still maintains a firm grip on the database market. The company’s OpenWorld conference in San Francisco attracted tens of thousands of customers and hundreds of partners, including Fibre Channel vendor QLogic. The networking equipment supplier is attending the event to showcase FabricCache, a line of adapters that leverage its Mt. Rainier technology to make server-side flash capacity available for clustered applications. QLogic claims that the technology greatly reduces latency in clustered Oracle RAC environments while improving transaction response times by as much as 75 percent. The FabricCache family is being demonstrated alongside Oracle’s Sun Storage 16Gb and... more »
Oracle OpenWorld Day 1 Recap : "Oracle has become a Big Data company."

Oracle OpenWorld Day 1 Recap : "Oracle has become a Big Data company."

Oracle OpenWorld 2013 (#oow13) is in full swing this week.  theCUBE hosts Dave Vellante, Jeff Kelly, and Stu Miniman sat down after day one at Oracle OpenWorld to discuss Larry Ellison's opening keynote, what they expected to see and hear at Oracle OpenWorld this year, and everything in between. Oracle's messaging is marching to the beat of a new drum, putting the key value in storage, NoSQL databases, filtering in Hadoop and bringing data into analytics systems.  "Oracle has become a Big Data company," shares Vellante in theCUBE's Intro segment at the start of our live broadcast from OpenWorld.  According to... more »
Hadapt Furthers SQL-NoSQL-Hadoop Integration

Hadapt Furthers SQL-NoSQL-Hadoop Integration

Breaking down data silos is a challenge enterprises have been trying to overcome for years. Hadapt, a Cambridge, Mass.-based start-up that grew out of work by co-founder Dr. Daniel Abadi at Yale, has made it its core mission to finish the job. The company’s core platform makes it possible to run both Hadoop and SQL on the same infrastructure. Today it announced a new flexible schema architecture to its platform that essentially allows business analysts to query both traditional, structured corporate data and multi-structured data, such as text and key-value pair data, from a single interface using tried-and-true SQL. New approach to... more »

Premium Research

- Ralph Finos

Users considering public cloud for business and IT workloads should evaluate the types of use cases and workloads that have wide successful deployment in the public cloud today. In order to help users to better understand the customers and workloads being served in the public cloud today, Wikibon examined the brief descriptions of approximately 650 customer solution stories on the Amazon Web Services (AWS) website and classified each according on a number of characteristics. This research reveals some interesting insights about the public cloud leader’s business, and therefore about public cloud utilization generally.

- David Floyer

The Wikibon premise in this research is that this converged environment is a win-win environment for both vendors, ISVs and enterprise IT. Testing of the converged system solution is more robust, and the reduction in the number of solution types significantly lowers testing and installation costs for the vendor. ISVs can lower the cost of deployment, deliver application value faster, and drive additional upgrade value much faster. Converged enterprise IT systems (private clouds) are more agile, more reliable, more secure and have the similar costs to public clouds.

- Brian Gracely

Wikibon looks at the emerging Cloud-native application architectures. This research focused on the scope of microservices, the domains of interaction between services, and how data services and sources are changing with these new applications.

- Brian Gracely

Faced with the choices of modernizing existing applications or starting new projects, IT organizations have many options. Wikibon looks at the vast number of options today, with a methodology to evaluate choice vs. risk.

- David Floyer

There are no enterprise organizations that have married the business, digital creativity and IT as seamlessly as Weta Digital.

- Stuart Miniman

Oracle is using it's licensing might to enter the converged infrastructure (CI) market by making database pricing extremely attractive for its own Private Cloud Appliance (PCA), relative to alternative solutions (including non-Oracle public cloud options). To gain this pricing advantage, Oracle is applying certain restrictions to non-Oracle solutions and allowing more licensing flexibility for virtualized environments on PCA. Discussions with PCA customers indicate three main benefits, including: 1) reduced Oracle database license costs (of 50% or more); 2) greater flexibility to allocate processor cores to optimize workloads and 3) very high bandwidth and performance (via an Infiniband point-to-point architecture).

- Ralph Finos

Big data and public cloud share a natural affinity, but are not a perfect match. Wikibon estimates that worldwide big data revenue in the public cloud was $1.1B in 2015 and will grow to $21.8B by 2026 - or from 5% of all big data revenue in 2015 to 24% of all big data spending by 2026. Doers should explore public cloud options for their big data workloads because public cloud offers a simple way to scale up and down workloads running mostly using open source software.

- David Floyer

The premise for this research is that high value computing has unique compute, network and storage infrastructure requirements. The key systems requirements are low or very low latency, high bandwidth and high availability designed to lower software costs, improve time-to-value and help maintain high levels of data integrity and system availability. Wikibon researched the differences between performance optimized and cost optimized systems for a sample high-value compute environments, and concluded that the total 3-year cost of a sample cost-optimized configuration and software were 63% high than a performance optimized configuration. The key differences are higher costs for performance optimized hardware, but lower costs for the software required in high value compute application, as well as lower operational costs.

- Brian Gracely

As the market for Hybrid Cloud services and solutions evolve, every vendor and cloud provider is attempting to align their offerings to market demands. Wikibon looks at the current offerings and provides guidance to vendors on how to succeed in this market.

- George Gilbert

In this report we look at ad-tech as an example of Systems of Intelligence. Using ad-tech applications, combinations of advertisers, ad agencies, consumers, and publishers -- the advertiser’s marketing ecosystem -- collaborate in real time to personalize an optimal customer interactions with the brand. One software company pioneering video ad-tech, Altitude Digital, pulls all these different pieces together, and highlights the types of function big data ecosystem apps must support.