|By Yeshim Deniz||
|December 20, 2009 01:22 PM EST||
Cloud Computing Expo - I hate to make new year's resolutions like a new diet program or another trainer at my local gym. I also usually never bother with annual predictions either, for that matter.
One exception to that personal rule is the long over due sale of TIBCO Software.
Oracle was named exclusive Diamond Sponsor of Cloud Expo 2010, which will take place April 19-21, at the Jacob Javits Convention Center in New York City. Cloud Expo, with over 5,000 delegates and more than 200 sponsors, will be the most significant technology event of the year.
Now that TIBCO's fourth quarter results are around the corner (on Tuesday after the closing bell), the rumors started to resurface again. The company is expected to beat the Street with an impressive margin in Q4 and close the year. (Red Hat and Progress Software are expected to impress the Street next week as well by the way.)
OK, last week The Motley Fool declared TIBCO the best stock of 2010.
StreetInsider wrote TIBCO Software (TIBX) was higher on renewed takeover talk.
One interesting take on why TIBCO is on the block came from a European company board member which was recently acquired by Software AG about a month ago.
In a ZDNet Asia interview, Wolfram Jost of IDS Scheer said:
"In the IT industry, size matters.
"For example, we all know that TIBCO is for sale. Why?
"Because I think they won't be able to survive with their current size. So smaller players need to be niche and have very specialized focus areas to survive in the market. It's not a question of technology but of global reach, size, customer base and investment power."
Back to my personal belief why TIBCO will be sold before the end of March 2010.
The company is in a better financial shape than ever, groomed for this long anticipated sale for several years now.
They cut all costs down to a minimum for the past couple of years to feed their bottom line, which shows handsomly.
IBM missed a big opportunity with Sun Microsystems and TIBCO for IBM could be a marriage made in heaven.
Same goes for SAP.
However, being a European outfit, SAP may not know how to act like a cowboy Larry Ellison in the wild wild west of Silicon Valley.
Ellison can put an offer on the table during a weekend breakfast at a corner Silicon Valley diner where he and his buddy Scott McNealy used to hang for many years. Our German friends may be busy with their due diligence, God knows, which may last more than a couple of years.
So here is my bet.
Oracle has enough of TIBCO's toys, Larry does not need to compete with himself. Count the Germans out, they don't know how to play the game.
TIBCO goes to IBM before the end of March 2010.
Merry Christmas and a Happy New Year!
|Pcutter 12/21/09 04:06:00 PM EST|
What a load of uninformed BULLCRAP. Who would like to wager with me that the author of this prediction, who apparently is not a native English speaker, is unfamiliar with the fact that Vivek Ranadivé has publicly expressed his belief that predictive analytics will be "the defining feature of Enterprise 3.0"...(http://bit.ly/2UYl97)?
Anyone who is already talking of "Enterprise 3.0" is not only admitting as he does so that Enterprise 2.0 is a bust; he is also signaling a rash desire to double down on a bad idea by changing the version number and hoping it will all work out somehow next time round
Predictive IT is at best a long shot; at worst it's a major risky bet that IBM might prefer to leave well alone, just as SAP has done (another long-rumored sugar daddy for TIBCO's stockholders). If this crazy and poorly researched commentary were traced back to a TIBCO employee, that would be the final nail in the coffin: never mind not being bought by IBM, and not being bought before March 2010 - they'd be certain of never being bought AT ALL.
But surely not even TIBCO would be *that* stupid...I mean after Bernie Madoff ran his $50 billion Ponzi scheme undetected, SEC regulators have been desperate to prove they haven't been sleeping on the job - and they just obtained an asset freeze against Gene Hew-Len, the CEO of GHL Technologies and Francisco Abellan, a Barcelona, Spain stock promoter, for their roles in orchestrating a $13-million pump-and-dump scheme. So they're on a bit of a roll.
TIBCO pumpers (and dumpers) - beware!
Wearable devices have come of age. The primary applications of wearables so far have been "the Quantified Self" or the tracking of one's fitness and health status. We propose the evolution of wearables into social and emotional communication devices. Our BE(tm) sensor uses light to visualize the skin conductance response. Our sensors are very inexpensive and can be massively distributed to audiences or groups of any size, in order to gauge reactions to performances, video, or any kind of presentation. In her session at @ThingsExpo, Jocelyn Scheirer, CEO & Founder of Bionolux, will discuss ho...
Mar. 1, 2015 12:00 AM EST Reads: 2,926
SYS-CON Events announced today that GENBAND, a leading developer of real time communications software solutions, has been named “Silver Sponsor” of SYS-CON's WebRTC Summit, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. The GENBAND team will be on hand to demonstrate their newest product, Kandy. Kandy is a communications Platform-as-a-Service (PaaS) that enables companies to seamlessly integrate more human communications into their Web and mobile applications - creating more engaging experiences for their customers and boosting collaboration and productiv...
Feb. 28, 2015 05:00 PM EST Reads: 1,348
Roberto Medrano, Executive Vice President at SOA Software, had reached 30,000 page views on his home page - http://RobertoMedrano.SYS-CON.com/ - on the SYS-CON family of online magazines, which includes Cloud Computing Journal, Internet of Things Journal, Big Data Journal, and SOA World Magazine. He is a recognized executive in the information technology fields of SOA, internet security, governance, and compliance. He has extensive experience with both start-ups and large companies, having been involved at the beginning of four IT industries: EDA, Open Systems, Computer Security and now SOA.
Feb. 28, 2015 04:00 PM EST Reads: 1,101
From telemedicine to smart cars, digital homes and industrial monitoring, the explosive growth of IoT has created exciting new business opportunities for real time calls and messaging. In his session at @ThingsExpo, Ivelin Ivanov, CEO and Co-Founder of Telestax, shared some of the new revenue sources that IoT created for Restcomm – the open source telephony platform from Telestax. Ivelin Ivanov is a technology entrepreneur who founded Mobicents, an Open Source VoIP Platform, to help create, deploy, and manage applications integrating voice, video and data. He is the co-founder of TeleStax, a...
Feb. 28, 2015 03:30 PM EST Reads: 3,982
The industrial software market has treated data with the mentality of “collect everything now, worry about how to use it later.” We now find ourselves buried in data, with the pervasive connectivity of the (Industrial) Internet of Things only piling on more numbers. There’s too much data and not enough information. In his session at @ThingsExpo, Bob Gates, Global Marketing Director, GE’s Intelligent Platforms business, to discuss how realizing the power of IoT, software developers are now focused on understanding how industrial data can create intelligence for industrial operations. Imagine ...
Feb. 28, 2015 03:15 PM EST Reads: 1,245
Operational Hadoop and the Lambda Architecture for Streaming Data Apache Hadoop is emerging as a distributed platform for handling large and fast incoming streams of data. Predictive maintenance, supply chain optimization, and Internet-of-Things analysis are examples where Hadoop provides the scalable storage, processing, and analytics platform to gain meaningful insights from granular data that is typically only valuable from a large-scale, aggregate view. One architecture useful for capturing and analyzing streaming data is the Lambda Architecture, representing a model of how to analyze rea...
Feb. 28, 2015 02:00 PM EST Reads: 1,219
SYS-CON Events announced today that Vitria Technology, Inc. will exhibit at SYS-CON’s @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Vitria will showcase the company’s new IoT Analytics Platform through live demonstrations at booth #330. Vitria’s IoT Analytics Platform, fully integrated and powered by an operational intelligence engine, enables customers to rapidly build and operationalize advanced analytics to deliver timely business outcomes for use cases across the industrial, enterprise, and consumer segments.
Feb. 28, 2015 01:45 PM EST Reads: 1,148
When it comes to the Internet of Things, hooking up will get you only so far. If you want customers to commit, you need to go beyond simply connecting products. You need to use the devices themselves to transform how you engage with every customer and how you manage the entire product lifecycle. In his session at @ThingsExpo, Sean Lorenz, Technical Product Manager for Xively at LogMeIn, will show how “product relationship management” can help you leverage your connected devices and the data they generate about customer usage and product performance to deliver extremely compelling and reliabl...
Feb. 28, 2015 12:00 PM EST Reads: 1,291
The explosion of connected devices / sensors is creating an ever-expanding set of new and valuable data. In parallel the emerging capability of Big Data technologies to store, access, analyze, and react to this data is producing changes in business models under the umbrella of the Internet of Things (IoT). In particular within the Insurance industry, IoT appears positioned to enable deep changes by altering relationships between insurers, distributors, and the insured. In his session at @ThingsExpo, Michael Sick, a Senior Manager and Big Data Architect within Ernst and Young's Financial Servi...
Feb. 28, 2015 12:00 PM EST Reads: 1,159
SYS-CON Events announced today that Open Data Centers (ODC), a carrier-neutral colocation provider, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. Open Data Centers is a carrier-neutral data center operator in New Jersey and New York City offering alternative connectivity options for carriers, service providers and enterprise customers.
Feb. 28, 2015 12:00 PM EST Reads: 1,850
The IoT market is projected to be $1.9 trillion tidal wave that’s bigger than the combined market for smartphones, tablets and PCs. While IoT is widely discussed, what not being talked about are the monetization opportunities that are created from ubiquitous connectivity and the ensuing avalanche of data. While we cannot foresee every service that the IoT will enable, we should future-proof operations by preparing to monetize them with extremely agile systems.
Feb. 28, 2015 11:00 AM EST Reads: 1,180
There’s Big Data, then there’s really Big Data from the Internet of Things. IoT is evolving to include many data possibilities like new types of event, log and network data. The volumes are enormous, generating tens of billions of logs per day, which raise data challenges. Early IoT deployments are relying heavily on both the cloud and managed service providers to navigate these challenges. Learn about IoT, Big Data and deployments processing massive data volumes from wearables, utilities and other machines.
Feb. 28, 2015 11:00 AM EST Reads: 1,020
SYS-CON Events announced today that CodeFutures, a leading supplier of database performance tools, has been named a “Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. CodeFutures is an independent software vendor focused on providing tools that deliver database performance tools that increase productivity during database development and increase database performance and scalability during production.
Feb. 28, 2015 11:00 AM EST Reads: 2,437
Feb. 28, 2015 10:30 AM EST Reads: 2,433
The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com), moderated by Ashar Baig, Research Director, Cloud, at Gigaom Research, Nate Gordon, Director of T...
Feb. 28, 2015 10:00 AM EST Reads: 3,977
“In the past year we've seen a lot of stabilization of WebRTC. You can now use it in production with a far greater degree of certainty. A lot of the real developments in the past year have been in things like the data channel, which will enable a whole new type of application," explained Peter Dunkley, Technical Director at Acision, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Feb. 28, 2015 10:00 AM EST Reads: 3,235
SYS-CON Events announced today that Intelligent Systems Services will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Established in 1994, Intelligent Systems Services Inc. is located near Washington, DC, with representatives and partners nationwide. ISS’s well-established track record is based on the continuous pursuit of excellence in designing, implementing and supporting nationwide clients’ mission-critical systems. ISS has completed many successful projects in Healthcare, Commercial, Manufacturing, ...
Feb. 28, 2015 10:00 AM EST Reads: 1,193
PubNub on Monday has announced that it is partnering with IBM to bring its sophisticated real-time data streaming and messaging capabilities to Bluemix, IBM’s cloud development platform. “Today’s app and connected devices require an always-on connection, but building a secure, scalable solution from the ground up is time consuming, resource intensive, and error-prone,” said Todd Greene, CEO of PubNub. “PubNub enables web, mobile and IoT developers building apps on IBM Bluemix to quickly add scalable realtime functionality with minimal effort and cost.”
Feb. 28, 2015 10:00 AM EST Reads: 4,640
Sensor-enabled things are becoming more commonplace, precursors to a larger and more complex framework that most consider the ultimate promise of the IoT: things connecting, interacting, sharing, storing, and over time perhaps learning and predicting based on habits, behaviors, location, preferences, purchases and more. In his session at @ThingsExpo, Tom Wesselman, Director of Communications Ecosystem Architecture at Plantronics, will examine the still nascent IoT as it is coalescing, including what it is today, what it might ultimately be, the role of wearable tech, and technology gaps stil...
Feb. 28, 2015 09:45 AM EST Reads: 786
DevOps tends to focus on the relationship between Dev and Ops, putting an emphasis on the ops and application infrastructure. But that’s changing with microservices architectures. In her session at DevOps Summit, Lori MacVittie, Evangelist for F5 Networks, will focus on how microservices are changing the underlying architectures needed to scale, secure and deliver applications based on highly distributed (micro) services and why that means an expansion into “the network” for DevOps.
Feb. 28, 2015 09:15 AM EST Reads: 1,207