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Today we watched Barack Obama get inaugurated as the 44th President of the United States, and he reminded all Americans that the power and strength of this country comes through its diversity.To some extent, this is also what gives IBM its power and strength as well. While not quite the orator of President Obama, IBM's own CFO, Mark Loughridge, gave a rousing speech about IBM's 4Q08 and year-end financial results.
In 2008, IBM was not just successful because it had a wide diversity of servers and storage hardware products, but also a diversity of software, and a diversity of service offerings.And lastly, IBM sells to a diversity of clients in different industries, throughout a diversity of markets. While the current economic meltdown might have affected businesses focused on the US and other major markets, IBM did particularly well last year in growth markets, including the so-called BRIC countries (Brazil, Russia, India and China).
IBM's approach to invest in R&D and its nearly 400,000 employees for long-term success continues to pay off. Where "Cash is King", IBM can also afford all those acquisitions and strategic initiatives, positioning the company for a brighter future.
Where there are challenges, IBM finds opportunity.Read More]
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This is our so-called black-out period that prevents me from talking about how well IBM is doing or making predictions about our industry that might affect stock prices, so instead I will talk about my New Year's Resolutions.
First, let's see how well I did against last year's[Resolutions for 2008]:
While some might find the concept of New Year's resolutions silly or pointless, I find themuseful. Here's some interesting research on Wikipedia:
"Recent research shows that while 52 percent of participants in a resolution study were confident of success with their goals, only 12 percent actually achieved their goals. Men achieved their goal 22 percent more often when they engaged in goal setting, a system where small measurable goals are used (lose a pound a week, instead of saying "lose weight"), while women succeeded 10 percent more when they made their goals public and got support from their friends."
Here are mine for 2009:
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It's Thursday here at the [Data Center Conference] here in Las Vegas. Trying to keep up with all the sessions and activities has been quite challenging. As is often the case, there are more sessions that I want to attend than I physically am able to, so have to pick and choose.
For many, the future of a "green" data center managed as a set of integrated service are years away, but the technologies and products are available today, and there is no reasonto postpone these projects any longer than necessary. For more about IBM's approach togreen data center, see [Energy Effi
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Wrapping up this week's theme of thankfulness, I am thankful for theOne Laptop Per Child [OLPC] and their Get-One-Give-One (G1G1)offer.
Last November, I was one of the first to [sign up for the G1G1],and when mine arrived December 24, I posted initial observations in this[OLPC series].Over the past year, I have had the pleasure of helping out teams in Nepal and Urug Last year's G1G1 offer was limited to US and Canada, but this year, the OLPC have enlisted [Amazon.com] and made the offer available worldwide. You can choose to either give a single laptop for $199 USD, or get two laptops, get one for yourself or your family, and give the other to someone like Zimi, for $399 USD. I'm thankful I did. Happy Thanksgiving to all my readers in the USA!
Last year's G1G1 offer was limited to US and Canada, but this year, the OLPC have enlisted [Amazon.com] and made the offer available worldwide. You can choose to either give a single laptop for $199 USD, or get two laptops, get one for yourself or your family, and give the other to someone like Zimi, for $399 USD.
I'm thankful I did. Happy Thanksgiving to all my readers in the USA!Read More]
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Last month, HP and Oracle jointly announced their new "Exadata Storage Server".This solution involves HP server and storage paired up with Oracle software, designed for Data Warehouse andBusiness Intelligence workloads (DW/BI).
I immediately recognized the Exadata Storage Server as a "me too" product, copying the idea from IBM's [InfoSphere Balanced Warehouse]which combines IBM servers, IBM storage and IBM's DB2 database software to accomplish this, but from a singlevendor, rather than a collaboration of two vendors.The Balanced Warehouse has been around for a while. I even blogged about this last year, in my post[IBMCombo trounces HP and Sun] when IBM announced its latest E7100 model. IBM offers three different sizes: C-class for smaller SMB workloads, D-class for moderate size workloads, and E-class for large enterprise workloads.
One would think that since IBM and Oracle are the top two database software vendors, and IBM and HP are the toptwo storage hardware vendors, that IBM would be upset or nervous on this announcement. We're not. I would gladlyrecommend comparing IBM offerings with anything HP and Oracle have to offer. And with IBM's acquisition of Cognos,IBM has made a bold statement that it is serious about competing in the DW/BI market space.
But apparently, it struck a nerve over at EMC.
Fellow blogger Chuck Hollis from EMC went on the attack, and Oracle blogger Kevin Closson went on the defensive.For those readers who do not follow either, here is the latest chain of events:
When it comes to blog fights like these, there are no clear winners or losers, but hopefully, if done respectfully,can benefit everyone involved, giving readers insight to the products as well as the company cultures that produce them.Let's see how each side fared:
Chuck implies that HP doesn't understand databases and Oracle doesn't understand server and storage hardware, socobbling together a solution based on this two-vendor collaboration doesn't make sense to him. The few I know who work at HP and Oracle are smart people, so I suspect this is more a claim againsteach company's "core strengths". Few would associate HP with database knowledge, or Oracle with hardware expertise,so I give Chuck a point on this one.
Of course, Chuck doesn't have deep, inside knowledge of this new offering, nor do I for that matter, and Kevin is patient enough to correct all of Chuck's mistaken assumptions and assertions. Kevin understands that EMC's "core strengths" isn't in servers or databases, so he explains things in simple enough terms that EMC employees can understand, so I give Kevin a point on this one.
So, what does Chuck propose as the preferred alternative: a three-way collaboration! EMC's counter-proposal is to cobble together [Dell servers, EMC storage, and Oracle software].
If two is bad, then three is worse! How much bubble gum and bailing wire do you need in your data center? The better option is to go to the one company that offers it all and brings it together into a single solution: IBM InfoSphere Balanced Warehouse.Read More]