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Oracle MCX
March 21, 2019
Oracle held its Modern Customer Experience conference in Las Vegas this week, and it was eye-opening. This is the fourth MCX conference and an important milestone for a company that came to the cloud later than its competition. No doubt about it, Oracle has done much in a short time to develop and deploy its customer experience vision, so it is now possible and fair to critique the company's progress.
Google Stadia: Future of Gaming or Pie in the Cloud?
March 20, 2019
Google has pulled the wraps off Stadia, a new cloud-based gaming platform. Using the power of Google's global information infrastructure, Stadia can stream the highest-quality games to any screen, Google CEO Sundar Pichai said in announcing the platform, which is expected to come online later this year. Stadia represents Google's vision for the future of gaming.
Structural Shifts in Semiconductor Industry Spawn New Trends
March 8, 2019
Long-term trends in the technology segment are often the result of structural change. One such change in the semiconductor space was the shift to outsourcing specialized functions, including technology development in the form of intellectual property, chip design, fabrication, and packaging and test. That change has sparked a trend toward customization.
Salesforce Reflections
February 26, 2019
Salesforce will be celebrating its 20th birthday on March 8. Where did those decades go? "Time flies like an arrow," said Groucho. "Fruit flies like a banana." There it is. A respectable chunk of the analyst community that follows Salesforce converged last week in San Francisco inside the company's cavernous new headquarters to hear about its plans for the year ahead.
JPMorgan Chase Rolls Out Digital Token
February 15, 2019
JPMorgan Chase on Thursday announced that it has created and successfully tested a digital coin. Each JPM Coin represents $1 in funds held in designated accounts at JPMorgan Chase N.A. The token was created using Quorum, a variant of Ethereum developed by JPMorgan Chase, to enable instantaneous payment transfers between its clients' institutional accounts.
Spreading CRM's Message
February 12, 2019
I've recently been writing a lot about platforms -- not about any one in particular, but about the importance of platform to the future of what we all do in CRM and beyond. Platform provides a level of abstraction between machines and humans. Inventing the platform was like inventing the power loom or the printing press. It was a way to separate the creative effort from rote production.
Verizon Trying Its Hand at Cloud Gaming
January 17, 2019
Verizon has a new cloud-based gaming service that is in the alpha testing stage, being tested on Nvidia Shield set-top boxes. The Shield devices, which were unveiled in 2015, were updated two years ago when Nvidia rolled out its own streaming service. Verizon Gaming will give greater software support to the Nvidia Shield, but it also will be opened to Android smartphones in the near future.
Salesforce and the Machine
January 15, 2019
There's been way too much obsessing about how artificial intelligence and machine learning will eliminate jobs. For example, 60 Minutes recently ran a feature about AI venture capitalist Kai-Fu Lee, one of many stories predicting the elimination of jobs and a dystopian takeover of the world, or so it seems, by machines. Lee is a persuasive voice.
Microsoft, Kroger Ring Up Retail as a Service
January 9, 2019
Microsoft and Kroger announced a collaboration on Retail as a Service to equip stores with Kroger Technology products that run on Microsoft Azure. The technology utilizes the IoT, connectivity, the cloud, and data collection and analysis to improve both customer experiences and store bottom lines. Two stores will pilot a smart technology system connected by IoT sensors, running on Microsoft Azure.
2019: The Year Everything Changes
January 7, 2019
We are approaching critical mass on a number of technologies that we will see increasingly this year. This wave will start at CES, where we will see an impressive number of attempts at personal robots and AI-powered digital assistants. Most will fail, but both the failures and the few successes will set the stage for the first true mobile personal robots that will arrive in the following years.
'DNA Printing' in the Cloud, Part 3
January 2, 2019
DNA printing has given rise to the world's first "DNA printer" on the market, a claim advanced by the product's creators. The BioXp 3200 System is available from SGI-DNA, a division of Synthetic Genomics, a San Diego biotechnology company. The BioXp 3200 System is a DNA/RNA assembler and synthesizer made out of steel, glass, plastic, insulated wire, laboratory instruments and microprocessors.
'DNA Printing' in the Cloud, Part 2
December 26, 2018
In DNA printing, genetic code becomes computer code. This occurs when the chemical bases adenine, thymine, cytosine and guanine present in a chemical mix or gene sequence are translated by computer through gel electrophoresis technology into their representative letters: A/T, T/A, C/G, G/C. This alphabet code was formalized in 1970 by the International Union of Pure and Applied Chemistry.
Oracle's Customer Transition Challenge
December 19, 2018
Oracle narrowly missed its number last quarter, so it was good to see the company come roaring back -- it made a lot of money. More importantly, many analysts have conceded that Oracle has reached a point in its infrastructure deployment where it can mount a serious challenge to other providers and supply the needed cloud services for its ERP and cloud database businesses.
'DNA Printing' in the Cloud, Part 1
December 18, 2018
DNA printing is based on the natural flow of genetic information in a cell from DNA through RNA to amino acids to proteins, from gene to protein, genome to proteome, genomics to proteomics. DNA, life's foundation blueprint, makes up genes, the instructions for making proteins -- the complex molecules that do most of the work in living organisms. "DNA makes RNA makes proteins make Life."
Oracle and the JEDI Contract
December 13, 2018
Oracle has filed a suit in federal court over the $10 billion Pentagon JEDI contract to be awarded to a single vendor. Oracle claims that the single-vendor award is unfair and illegal, a claim it first filed with the GAO, or Government Accountability Office. The suit followed the GAO's denial of Oracle's claim. My first instinct was to call this legislative entrepreneurship.
Salesforce IoT Insights Could Turbocharge Field Service
December 6, 2018
Salesforce has announced the addition of IoT Insights to Field Service Lightning. The new tool permits signals from IoT devices to show up directly on Salesforce Service Cloud and Field Service Lightning mobile app consoles, alongside CRM data. Service organizations can draw on those IoT signals to anticipate and diagnose issues remotely, determine the source of the problem.
AWS Thinks Inside the Box With Outposts Data Center Revival
November 30, 2018
Amazon introduced AWS Outposts at its AWS re:Invent conference in Las Vegas. The new system, which provides AWS-branded boxes for use in traditional data centers, will allow the company to make advances into the world of on-premises storage, taking on legacy hardware vendors including Cisco, Dell, and Hewlett Packard Enterprise. Outposts technology can run on rival vendors' data center equipment.
Amazon's Shift
November 29, 2018
Andy Jassy, CEO of Amazon Web Services, announced that AWS customers would be off all Oracle databases by the end of 2019 and running on one of Amazon's database products. This is not the first time the market has heard something like this, but this time could be different. The statement comes on the heels of Amazon spending significant coin on Oracle licenses a few months ago.
Whether Intended or Accidental, Internet Traffic Rerouting Can Be Costly
November 14, 2018
An apparent prefix leak from an errant router misconfiguration caused Google to lose control of several million of its IP addresses for more than an hour on Monday. During the event, Internet traffic was misrouted to China and Russia from Nigeria. The incident initially sparked concerns that it might have been a hijacking. The mishap made Google services unavailable to many users intermittently.
IBM Dons Red Hat for Cloudy Future
November 9, 2018
IBM's deal to acquire Red Hat caught everyone by surprise when it was announced less than two weeks ago. While concerns spread quickly about what it would mean for the largest enterprise Linux platform, IBM and Red Hat executives assured employees and customers that Red Hat would continue to operate independently -- at least for now. Intel made a similar acquisition of Wind River in 2009.
Cryptohackers Breach StatCounter to Steal Bitcoins
November 8, 2018
Hackers planted malware on StatCounter to steal bitcoin revenue from Gate.io account holders, according to Eset researcher Matthieu Faou, who discovered the breach. The malicious code was added to StatCounter's site-tracking script last weekend, he reported. The malicious code hijacks any bitcoin transactions made through the Web interface of the Gate.io cryptocurrency exchange.
Oracle, the Hardware Company
October 31, 2018
For all of the dazzle of its rapidly evolving software portfolio, which includes a self-monitoring and self-patching database that also configures itself, as well as numerous cloud applications, Oracle has begun showing its credibility as a hardware vendor. Hardware has commoditized and will not return to the prominence it had in the early days of the tech era.
$34B Red Hat Acquisition Is a Bolt Out of Big Blue
October 31, 2018
The cloud computing landscape may look much different to enterprise users following the announcement earlier this week of IBM's agreement to acquire Red Hat. IBM plans to purchase Red Hat, a major provider of open source cloud software, for $34 billion. IBM will acquire all of the issued and outstanding common shares of Red Hat for $190 per share in cash, under terms of the deal.
Oracle OpenWorld: Margin Lab
October 24, 2018
Markets grow at the margins. This bit of sage advice was given to me at the start of my analyst career, and it has kept me in good nick for nearly two decades. Of course the focus has drifted over time but that's the point: The CRM market has evolved, and the job of an analyst is to make sense of the evolution. Oracle OpenWorld 2018 held in San Francisco this week is a laboratory for the margin.
Will Oracle Roil the DB Market?
October 23, 2018
When we write the history of the IT era, the big factor that has played an important but not well recognized role will be hardware -- specifically, the Oracle Exadata appliance that puts databases into memory. All of the cloud software starting with the autonomous database on view this week at OpenWorld would be vastly different if the database was still running primarily on disk drives.
6 Tips for Managing Data Before an Emergency Strikes
October 18, 2018
Think about planning for a natural disaster emergency that might affect your home. You'd likely store some water, flashlights, food, blankets and other essentials. The key element of your planning would be proactivity. You'd do all of the work before an emergency occurred, not during the actual crisis. If your supplies were used up after the emergency passed, then you quickly would restock.
OpenWorld Preview
October 17, 2018
As of this writing, I haven't been prebriefed on what Oracle will be announcing at OpenWorld regarding CRM -- or as it refers to it, "CX" -- so this is a good time to express my own opinions. Oracle's direction in the last few years increasingly has been toward cloud computing and the autonomous database, and each has several flavors or divisions. The company has three levels of cloud.
The CRM Oligopoly
October 4, 2018
As markets mature, they trend toward oligopoly or even outright monopoly. There isn't much difference, because an oligopoly has several members instead of just one. Examples include electric power generation, an oligopoly made up of vertically integrated monopolies in most areas, and the airline industry -- an oligopoly made up of many airlines that may have monopolies in regional hubs.
Oracle's Growing Pains
October 3, 2018
People at Oracle must sometimes feel like they're living in Mark Twain's reality. After hearing that his obituary had been published in the New York Journal, Twain published a quip for the ages when he wrote, "The reports of my death are greatly exaggerated." So too with Oracle. Ever since its earnings miss for its first fiscal quarter, a chorus of financial analysts have predicted doom.
Software Security Best Practices Are Changing, Finds New Report
October 2, 2018
Independent software vendors, along with Internet of Things and cloud vendors, are involved in a market transformation that is making them look more alike. The similarities are evident in the way they approach software security initiatives, according to a report from Synopsys. Synopsys has released its ninth annual Building Security in Maturity Model, or BSIMM9.
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Salesforce Commerce Solution Guide
Has technology made transportation more or less safe?
Traveling by all modes of transportation has become riskier with each passing year.
In general, transportation safety has been improving steadily, despite some failures.
Some modes of transportation have been improving while others have become less safe.
We may have reached a tipping point where more tech means less safety.
Don't blame the tech -- greedy companies haven't done adequate testing.
Government regulators have not been playing a strong enough oversight role.
Salesforce Commerce Solution Guide
Salesforce Commerce Solution Guide