Tag Archives: cloud

Amazon Should Buy IBM, Outright, And Put It Out Of Its Lingering Misery.

by Anura Guruge


Amazon IBM Anura Guruge

Click to ENLARGE. Created by Anura Guruge


Amazon AMZN IBM stock Anura Guruge

Amazon (AMZN) stock performance vs. that of IBM over the last 5 years. What more do you need to know. Chart, of course, from marketwatch.com. Who else? Click to ENLARGE. Visit marketwatch.com to get your own.


This must have occurred to Jeff Bezos. I had already talked about this way back in October 2015.

Makes a lot of sense and there are some amazing synergies when it comes to artificial intelligence (AI) (and IBM’s Watson), Cloud plays & server technologies. Plus, Amazon can tap into IBM’s still lucrative revenue streams from software licensing, product leasing and maintenance contracts. Plus, IBM still must have some choice real estate in places that should suit Amazon.

Amazon’s Market Cap is 2.4 times that of IBM’s.

I would have to think that a majority of IBM shareholders would be happy to get 1 share of AMZN for every 4.5 shares of IBM. That would put the sell price at around $177. Yes, the lack of a dividend will gall some, BUT AMZN’s amazing growth should be a compensation.

Yes, I would benefit from this in multiple ways. Yes, I am a long-term AMZN shareholder and this deal will make AMZN even sweeter down the road. Plus it will bring the two halves of my adult life nicely together. IBM was my life for 36-years. I am only ‘here’ because of IBM. A few years after I stopped doing IBM stuff, I bought into AMZN. I am NOW on;y ‘here’ because of AMZN. So, this will be perfect from my perspective.


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by Anura Guruge

If You Miss The March 22, 2016 Kindle Software Update You Will Still Be OK.

by Anura Guruge


Amazon Kindle update chart

From Amazon. Kindle Software Update chart. Click to ENLARGE and study here.


The March 22, 2016 deadline is just for Wi-Fi or Wireless (if you have 2G/3G support) update of the Kindle Firmware.

2012 and earlier Kindle’s, UNLESS they have new software, will be UNABLE to receive UPDATES over Wi-Fi or Wireless. Basically after March 22, 2016, unless you have new software, Internet connection is not going to work.

Not the end of the world. Kindles can still be UPDATED via a PC. Download the Kindle software to a PC and then transferring it to the Kindle via a USB connection.

To be fair, if you miss the update THROW away your old Kindle! Get a decent Android Pad and you can still read all your Kindles. Amazon knows what you had and you can download the books again from the cloud.


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by Anura Guruge

IBM Software Revenue Decline Will Continue — Cash Cow CICS Has Croaked.

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by Anura Guruge


ibmjuly212015

Today’s chart from “MarketWatch.com”.

Related Posts:
>> Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D.
>> IBM’s 26% layoff is NOT enough.

>>
Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.
>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.
>> IBM Hursley pictures.
>> Malaysia flight 370: And ‘Poor’ IBM.

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Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


cics47ssadIBM’s software revenues will continue to spiral downwards because 47-year old CICS no longer rules the roost!

Yes, CICS, whose roots go back to 1966 has been IBM’s cash cow when it comes to software. CICS was IBM’s proprietary Transaction Manager — and most things to do with IT is basically a transaction.

Today, in the Internet/Linux/OpenSource world people no longer want PROPRIETARY Transaction Managers. So CICS sales are down and that more than anything else hurts IBM’s software sales numbers.

I, as somebody who made a good living as an independent IBM analyst for 30 years, have said it before and will say it again now. IBM’s tremendous successes from the 1960s till around 2008 was ALL due to the stranglehold it had managed to acquire with its PROPRIETARY hardware (i.e., mainframes, S/3x, PowerPC), networking (SNA (and I was “Mr. SNA”)) and software solutions. Now proprietary systems are anathema.

In yesterday’s results IBM said that its new mainframes are doing well. Its new mainframes are OPTIMIZED to run Linux! Yes, IBM is positioning its mainframes (and it has done so for a about a decade now) has the most scalable and reliable, clustered Linux servers EVER. And that is true. But selling mainframes as Linux servers does NOT help IBM’s software revenues.

In terms of software the 3 key products that contributed to the lion’s share of revenue and margins were: CICS, DB2 and z/OS (and its predecessors). All 3 of these are now legacy-legacy. Dying if not already dead. That is the problem. I wish I had the time to explain this more. I used to do that for a business.

IF you are a MAJOR IBM investor and want to know the real scoop contact me. I still know and understand IBM better than most of those you will see and hear on CNBC. SMILE. Yes, I am ex-IBM too. 


I Am NOT Sold That Acquiring “BlueBox” Will Do That Much To Help IBM’s Woes.

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by Anura Guruge

 


Related Posts:
>> Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D.
>> IBM’s 26% layoff is NOT enough.

>>
Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.
>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.
>> IBM Hursley pictures.
>> Malaysia flight 370: And ‘Poor’ IBM.

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Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


blueboxaasa

Click to access BlueBox’s take on their acquisition by IBM.


Yes, of course, it sounds good. It has all the right buzzwords, ‘cloud‘, ‘open‘, ‘private‘, ‘service‘ and ‘OpenStack‘.

Fantastic deal for the BlueBox investors and employees. Glad for them. Way to go ‘boys’. You suckered them in good.

Not convinced it will do IBM’s bottomline any good. How many such acquisitions have we seen over the decades. More times than not it turns out to be a black hole rather than a blue box. I hope, in the name of ‘Watson’, that they didn’t buy them BECAUSE of their name!

IBM has the technology to do this all, in-house, without buying such a company.

To me, and yes I am jaded and cynical, this is just IBM wasting money to BUY ‘PR’ hoping that PR, rather than real fiscal results, will help them.

I am not convinced BUT given my deep seated love for IBM, I hope I am WRONG.


IBM: ‘Watson Health Cloud’ — Could End Up Being But High Level Flannel.

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by Anura Guruge


Related Posts:hursley_site_detail
>> IBM: Floppy disks & ATMs.
>>
Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D — Feb. 2, 2015.
>> IBM’s 26% layoff is NOT enough — Jan. 27, 2015.
>> Punch-drunk IBM, 40% layoff — Oct. 21, 2014.
>> Continue to punish shareholder — Oct. 20, 2014.
>> Spin Off Watson — Oct. 8, 2014.

++++ Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


watsonhealthcloudasas


I am already on record in stating that IBM’s ‘Watson‘ technology is the new jewel in its now slightly tarnished crown. ‘Watson’ is the future. Mainframes, at long last, the past.

I am sure that Watson has the potential to do much to enhance medicine and healthcare in the decades to come.

But knowing IBM as well as I do, I am not convinced right now, that IBM has the wherewithal and the will to make this ‘Watson Health Cloud‘ into anything meaningful. Yes, it will, of course, do specific, carefully crafted “party tricks” — but those aren’t going to get anybody far. Basically what I am trying to say is that we are unlikely to see this Health Cloud deliver useful, germane results for many years to come. Watson does have the technology analyze huge quantities of data BUT we still don’t know the right questions to ask. And that is going to take some time to work out how to best exploit what Watson can deliver. In the meantime Watson Health Cloud could end up becoming what they refer to as ‘High Level Flannel’ — i.e., a nice fluffy feeling without much substance behind it. Think ‘fluff’ and appropriately we in this case are also talking Cloud.

So this is my fear. IBM is going, through financial and marketing necessity, try to make this Cloud impress. But it is not going to ready. It will do, as I said, before some ‘party tricks’. People might get disillusioned with it before it gets a chance to mature and be productive.

And heaven help IBM if there is a data breach as happened to Anthem. IBM will, of course, have better security than bumbling Anthem, but you cannot always protect against insiders who are bought off!

So, I am happy to see this initiative, I just hope IBM doesn’t rush it.


“Sex Tape”, The Movie, Does A Great Disservice To THE Cloud, In Particular Apple’s Cloud.

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by Anura Guruge


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++++ Search ‘movie’ & ‘Disney’  for other related posts using the sidebar options >>>>>>


sextapeposter

Click to access imdb.com page for the 2014 comedy “Sex Tape”.


This was really the only movie I wanted to grab during last weekend’s free Starz preview on DirecTV. The premise of the movie appealed to me.

As the title clearly intimates (and I gather the working title for the movie was “Basic Math”) it is about a long-suffering married couple that video ‘tapes’ one of their escapades — albeit a 3.5 hour marathon, involving all the positions in the ‘1980s’ “Joys of Sex” and videographed on an iPad. As such, despite the ‘Tape’ in the title there was never a tape. It was all digital video clips — a USB stick the only media device that it ever ended up on. So it is not a tape per se that goes missing, liable to fall into the wrong hands. It is a 3.5 hour video clip.

It is an ‘OK’ movie. Mindless entertainment. Somewhat predictable but not hard to watch.

However the movie, in trying to achieve its goal of a video that goes missing, does untold damage to the credibility and integrity of the cloud. Basically makes the ‘cloud’ to be an out-of-control, anything goes entity. In reality it would be nigh impossible for the storyline of this comedy to happen in reality. For a start, as a pre-teen points out, you can, of course, delete items you upload onto a cloud. There is also this notion of ‘things’, in this case a 3.5 hour MP4 video clip, getting automatically downloaded, from the cloud, into various unattended iPads. While it is conceivable that you could have an APP that would do such a thing lets face the facts here. 3.5 hour video is going to be at least a ~3GB file. That is a big file to just download willy nilly. But there is also a statement that the Apple cloud is unmanageable! Upload something to the Apple cloud and you henceforth lose control of it.

But here is where gets really weird. Apple MUST have paid for product placement in this movie. Everything that is shown is Apple and iPad gets mentioned every few seconds. So why did Apple allow them to make out that there cloud is a mess? Strange.

I would not pay to watch this movie. But if you can get it for free it is worth sitting through — though the nude and sex scenes are not that great.


Did The Alton Central School (ACS) Board, That Voted Down ‘Common Core’, Really Give Permission For This Week’s “Code Day”?

Anura Guruge, June 8, 2013.201304261366955021493465584

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Anura Guruge


Related posts:
>> ACS Code Day — Dec. 10, 2013.
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Will the miracles never cease in Alton?

The highly astute ACS School Board that voted downCommon Core‘, whatever that vote meant, has obviously given the go ahead for ACS to participate in the Obama-sanctioned, Bill Gates endorsed, Microsoft sponsored ‘Code Day’!

Wow.

What about Local Control?

The kids will be using applications in the cloud. Heaven forbid? Has anybody checked the standards for these APPS? Are they safe for Alton kids?

Are we sure that these potentially nefarious APPS are NOT biometrically, via Webcams, sucking up all sorts of information about the kids?

Are we sure we have the right IT infrastructure at ACS to participate in such a global initiative?

Has anybody checked the STANDARDS for JavaScript? I am sure it was not developed in Alton.

This is scary. I am sure the promise of free food had all to do with this.

I am confused. Common Core is NOT ‘OK’ for ACS but ‘Code Day’ is. OK.

Remnants Of Comet ISON: Latest December 2013 Videos From NASA’s STEREO (Solar TErrestrial RElations Observatory)

Anura Guruge, June 8, 2013.
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by
Anura Guruge


Related posts:
>> ISON’s ghostly goodbye
— Dec. 5, 2013.
>> Latest on ISON, post demise
>>Dec. 2, 2013.
**** Scroll down or do search, MULTIPLE ISON posts a day November 28 & November 29 ****


isondec3stereo1

Click for YouTube video.


isondec3stereo2

Click for YouTube …


Basically it is a tightly packed dust cloud right now.

This dust cloud will cross Earth’s orbital path January 3 – 4.

We could still get some fireworks.

A spectacular meteor shower
… and another later.

So we haven’t seen the end of ISON.

We probably won’t for years to come.

Every year, as we orbit the Sun, we will CONTINUE to cut across
the dust trail being left behind by ISON.

GoDaddy Is Driving Me Nuts. Bloody WordPress Blog Stopped Working Again.

GoDaddyemail


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by
Anura Guruge


Related posts:
>> File folder integration …
>>July 26, 2013.

>> New e-mail interface
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GoDaddy e-mail slow …
>>May 23, 2013.

>>
GoDaddy e-mail problems
>>Mar. 12, 2013.
≡ ≡ ≡ ≡ ≡ Check CATEGORY ‘GoDaddy’ for other posts
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I do my best to like GoDaddy.

But it is becoming increasingly difficult.

I now no longer use their damn File Folder. I used Google Drive — and JUST LOVE IT.

Yet again GoDaddy is giving me grief with my popes-and-papacy blog. This is beyond the pale.

Google Drive Is Rather Compelling. Easy To Use. A Few Missing Features But Very Useable.



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Anura Guruge


Related posts:
>>
Started using Google Drive …

>> — July 29, 2013.
>> File folder integration …
>>July 26, 2013.
>> New e-mail interface
>> & File Folder — July 24, 2013.
≡ ≡ ≡ ≡ ≡ Check CATEGORY ‘GoDaddy’ for other posts
—>>> (side bar)


googledriveII


I have been using it EXCLUSIVELY this week. Have not even tried to access my old GoDaddy Online Storage! Created folders for all my active books on Google drive and uploaded the files. Pretty compelling. I like the interface. I just found that you can even drag-and-drop! Wow.

I am hooked. Don’t really see a need to pay for online storage if I can get 15GB free (for each Gmail account I have).

A few things that are inexplicably missing or are odd.

Though it has a really fancy preview capability and file description pane, there is no way that Google lets you see the file size! This is a known issue that has been repeatedly discussed. Don’t tell me to sort my size. That is not what I want. I like to see the size of the uploaded file since I tend to have a fairly good idea of how big a file should be. So a quick glance at file size can tell me whether the file uploaded OK — and maybe even that I uploaded the right version. Not a showstopper but rather strange to say the least. Appears that there may be a Machiavellian reason for this. This way you never get to see how Google is calculating your space used!

Another very strange but similar quirk. Doesn’t show the DATE that a file was uploaded. Just the time! I kid you not. Very bizarre.

I also have some concerns about security. But, is any Online Storage offering watertight?

But, for now, I am happy.