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Groupon Founders Find New Work Investing in Deals Startup

Earlier this week, news broke out that Groupon investors are losing faith in the company.   The company recently reported their second-quarter revenue which rose 45 percent to $568.3 million compared to last year, but their billings – the money they collects from coupon-like offers before paying a cut to merchants – dropped by 5 percent compared to the previous quarter, despite a 38 percent rise to $1.29 billion.  And that five percent decline is what’s driving investors out the door.  Since the company went public last year, some of their investors have already sold their shares and left the company. But... more »
Rackspace Introduces Cloud Monitor

Rackspace Introduces Cloud Monitor

Rackspace has launched a new monitoring service intended for customers who want a closer look at their cloud infrastructure and how it works. Rackspace Cloud Monitoring is a service born out of Rackspace's acquisition of Cloudkick back in 2010. The service will interface with Rackspace's cloud but also with any other cloud infrastructure. As more businesses move their critical applications and data into the cloud, it has become increasingly important for them to find ways to keep track of performance and assess efficiency. Rackspace Cloud Monitoring is an attempt to satisfy that necessity. Features for the service include the ability to monitor... more »
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Tablet Market Takes a Huge Toll on Dell and HP. Is there Hope?

The flourishing tablet market is taking its toll in the PC business as more people prefer purchasing the lighter portable slates than the bulky, space-hugging desktops or even laptops and netbooks. Hewlett-Packard and Dell competed for years over becoming the world’s number one PC maker.  They were so focused on the competition they forgot to take a look around.  The two companies did not see tablets as a threat to their business so they didn’t pay much attention until now - after tablet uptake has already put huge hole in their pockets. HP posted a five percent decline in revenue due to... more »
Pure Storage Announces Massive Changes to FlashArray Software

Pure Storage Announces Massive Changes to FlashArray Software

All-flash storage vendor Pure Storage updated the software powering its flagship storage system, FlashArray. As far as new features go, FlashArray will ship with ZeroSnap Snapshots, a new component that has been optimized to run on HDDs.  The company touts a capacity of up to 1,000 snapshots and a lot of automation – snapshots are taken instantly without the need to pre-allocate space, and are then automatically deduped and compressed to save as much space as possible. The snapshots have full read/write capabilities and can be used to recover volume in the array. The other new additions all expand the number of... more »
Microsoft’s Transformation – Punctuated with a New Company Logo

Microsoft’s Transformation – Punctuated with a New Company Logo

Microsoft’s transformation for 2012-2013 and beyond has been punctuated by the release of a new logo for the company released today.  This is the first time this has happened in 25 years.  The change heralds a wave of product releases and changes across their consumer and professional products.  The new logo reflects the company’s new direction and simplification of its products. The company states on the Technet blog: Starting today, you’ll see the new Microsoft logo being used prominently. It will be used on Microsoft.com – the 10th most visited website in the world. It is in three of our Microsoft retail... more »
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Sony To Lay Off 1,000 Workers

Today’s mobile news roundup features: Sony's plans to lay off 1000 workers; AT&T’s standing defense for FaceTime restrictions; the Android store being shut down for piracy; and Archos’ new line of Android tablets. Sony to lay off 1000 workers In an effort to accelerate their position in the smartphone market, Sony Corp. announced that they will cut 15 percent, or about 1,000 of their mobile workforce.  The job cut will help the company reduce costs while also propelling their efforts in creating competitive mobile products. "[A] more focused and efficient operational structure will help to reduce Sony Mobile's costs, enhance time to market... more »
Mobile Payments War Heats Up, Starbucks Sets the Standards

Mobile Payments War Heats Up, Starbucks Sets the Standards

There’s a huge chance that you’ve noticed a trend on just released or soon-to-be released smartphones.  And I’m not talking about 4G.  More smartphones are coming pre-packaged with mobile payment capabilities, either via apps or Near Field Communication technology.  Some consumers are still a bit apprehensive about mobile payments, as they deem it’s not secured enough.  But one thing can't be denied--there's a huge potential for convenience with mobile payments built into our consumer experience. A lot of companies are adopting one mobile payment system or another so let’s take a look at their progress. PayPal Payments and money transfer company PayPal struck... more »
Mystery Facebook Virus Sends Out Friend Requests On Your Behalf

Mystery Facebook Virus Sends Out Friend Requests On Your Behalf

A growing number of Facebook users have been reporting that ‘strangers’ have been mysteriously popping up on their friends list, and suspect that the problem could be linked to a new, unidentified virus or scam. According to ReadWriteWeb, Facebook’s support forum has been inundated with complaints from users who claim that friend requests have been sent from their accounts to people they don’t know, or worse, people they had previously blocked. One user, Monica Elenbaas, even saw her Facebook account blocked from sending any more friend requests after more than 100 were sent to random people on her behalf. All evidence points to... more »
Google TV Prepares for Germany Debut

Google TV Prepares for Germany Debut

Germany is set to become the latest country to get access to Google TV, with Japanese company Sony announcing that its new NSZ-GS7 set-top box will find its way to retail stores across the country as of next month. The device is set to be unveiled at next week’s IFA Fair, Germany’s largest consumer electronics show held annually in Berlin, before hitting the shops with a €199 price tag. Google TV has been available in the US for the last two years, but has so far failed to make much of an impression due to its failure to secure the cooperation... more »
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VDI Could be a Killer App App for Converged Infrastructure, but That's No Guarantee of a VDI Hockey Stick

Judging from the latest figures on what is running on converged boxes, VDI could be the killer app for converged infrastructure products writes Wikibon Analyst Stuart Miniman in his latest Professional Alert, “Is VDI the Killer App for Converged Infrastructure”. Some 70% of Cisco/NetApp FlexPod installations are running VDI either as their only application or as part of a mixed workload, while VCE reports that 90% of Vblocks are running VDI either stand-alone or as part of a mixed workload. Startup Nutanix lists VDI deployments as about 25% of all sales. Converged systems simplify the creation and management of the stack.... more »

Premium Research

- Ralph Finos

A companion piece to Wikibon's Public Cloud Market Forecast 2015-2026, this research examines the revenue from SaaS, IaaS and PaaS vendors. The competitive environment surrounding the Public Cloud is in flux. SaaS remains turbulent with new entrants successfully gaining share and incumbent licensed software providers trying to develop SaaS offerings and reclaim leadership positions they have maintained for a decade or more. The IaaS segment leadership is beginning to crystalize as a function of scale, but PaaS is just formulating and finding its way. As such, enterprises need to be wary of which providers are winning and losing (and where), but more importantly what they themselves intend to accomplish with Public Cloud.

- David Floyer

Cataloging and automated policy management are the key enablers of a virtual flash world, where storage snapshots are both King and Knave. Combining cataloging and automated policy management is the only solution to enabling storage copy reduction in harmony is risk management and compliance. This enables and justifies an all-flash data center, enables data to be available quicker to the business and other IT functions, and drives greater business and IT productivity and responsiveness. CIOs and senior management should create a small team of the best and brightest, create an optimized all-flash virtual environment with a programmatically integrated catalog in a subset of the datacenter, and demonstrate the practicality and benefits of this environment to the business and IT.

- Stuart Miniman

VMworld has grown to be one of the largest and most important technology industry events. Wikibon has attended this event for many years and will have its largest presence this year as part of a double-set of theCUBE. Coverage will examine the broad and diverse ecosystem including storage, cloud, networking and much more.

- David Floyer

Wikibon believes latency storage vs. capacity storage is a key storage dimension, with different functional requirements and different cost profiles. Latency storage is found within the datacenter supporting more active applications, and in general has a high read bias. Latencies can vary from 1 millisecond down to a few microseconds; the lower (better) the latency the closer to the processor resources it is likely to be. It is also found for the metadata layer for capacity data. The boundary for latency storage will reduce down to 500 microseconds over the next three years. Capacity storage is found in archive, log, time-series databases for the Internet of things and many other similar applications. In general it is write-heavy. Latencies are generally above 1 millisecond, do not have to so close to the processor, and are suitable for remote private, public and hybrid cloud storage. Some parts of the capacity market place will have latencies as low as 500 microseconds over the next three years. Wikibon has added this dimension to the other storage dimensions projected, which include HDD vs. Flash, Hyperscale Server SAN vs. Enterprise Server SAN vs. Traditional SAN/NAS storage, Physical Capacity vs. Logical Capacity and SaaS Cloud vs. IaaS Cloud vs. PaaS Cloud. All these dimensions are projected for both Revenue and Terabytes. There is a strong correlation and interaction between the latency/capacity dimension and HDD/Flash dimension. Wikibon provides detailed breakdown of the storage projections for Premium clients.

- Brian Gracely

With the EMC Federation in transition, VMware needs to take a greater leadership role in delivering cloud services. VMware's ability to lead their customers transitions to Hybrid Cloud requires them to deliver a more robust, more agile vCloud Air platform.

- Brian Gracely

While the majority of Enterprise CIOs continue to have Hybrid Cloud near the top of their priorities, the solutions in the marketplace often fall short of expectations. Wikibon analysts look at the state of Hybrid Cloud from a C-Suite perspective.

- Ralph Finos

Maturity by industry is a function of customer and prospect skills, competitive drivers within the industry, the nature of the data in question as well as the complexity of the analytics required, and most importantly the problem that the prospect or customer is trying to solve. Identifying where customers are in their journey and helping them to reach the next level is key to vendor success.

- Ralph Finos

Both customers and vendors need to prioritize how they address adoption barriers. As with all emerging technologies, a full solution will often require extensive 3rd party participation, such as “data wrangling” and SQL data access tools. SQL data analysis offerings are maturing rapidly in the areas of application performance under greater user and data volume loads both from the Hadoop distribution vendors as well as 3rd parties. Other barriers, such as a skills gap across many roles, are more intractable. Smaller customers with fewer specialized practitioners in each role should include in their evaluations cloud-based solutions that are fully managed services.

- George Gilbert

Across all the primary roles involved in adopting Big Data applications, there are basic gaps in product maturity. However, IT leaders and practitioners should keep in mind that Big Data databases are part of a relatively immature ecosystems that requires advanced skills and integration technology in order to operate successfully. The ecosystem is evolving and maturing rapidly and there is a tremendous proliferation of technologies to augment early products.

- Brian Gracely

Wikibon Research has forecasted Public Cloud revenues from 2015 through 2026; with the expectations that 33% of all IT spending ($500B) will move to Public Cloud services within the next decade. The impact this will have on IT vendors and IT strategy will be significant as more applications focus on mobile and real-time data analytics.