SAP’s new CEO Leo Apotheker says the software giant will focus on its core software business, even as its rivals expand beyond their traditional boundaries.
The latest trend in the tech industry–at least among its biggest companies–is to offer products and services that used to be provided by partners.
“Like the physical universe, the digital universe is expanding. In fact, exploding,” says John Gantz, a researcher for IDC.
For the last three years, Mr. Gantz has been commissioned by storage provider EMC to count the number of bits created each year. And each year he reports that IDC previously underestimated the explosion of information.
There has been speculation for months now that Dell at some point will make a big acquisition. Most of the thinking has been about diversification moves. But Bernstein Research analyst Toni Sacconaghi proposes an idea that would boost Dell’s stake in the PC business: consider buying Acer.
SAP and Teradata plan to announce Monday a joint effort to make the German company’s software work better with Teradata’s database systems, the latest example of tech companies combining hardware and software.
There’s a hot formula for hardware start-ups these days: Take standard components that are declining steadily in price, and offer proprietary chips and software that make them work much better.
Seems the more the Street thinks about Cisco Systems’s announcement Monday that it will sell servers, the less the Street is inclined to be enthusiastic. As I noted Monday, Cisco is expected to lose current revenue from partners Hewlett-Packard and IBM as it comes into deep competition with both. And the effort Cisco will need to make to actually be successful in selling a server against both vendors seems somewhat formidable–however enthusiastic Cisco is about its “Universal Computing System.”
Worldwide server sales rose 12.2 percent, year over year, to 2.3 million units, in the second quarter, declares research firm Gartner (IT) in a note today, while revenue was up 5.7 percent for a total of $13.8 billion.
Recent rumors of Intel employees signing up for Facebook accounts en masse might not have been totally unfounded: Facebook has chosen to use Intel’s Xeon 5400 processor-based servers to deal with its hardware and software demands. Additionally, the two companies have signed an agreement so that Intel can continue to assess how Facebook can stay stable and improve performance.
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