Commenting on Software Technology Trends & Market Dynamics

Jnan Dash

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Top Stories by Jnan Dash

August 10, 2015, saw the dawn of a new era at Google. It announced a huge restructuring of the company. An umbrella holding-company called Alphabet was created to manage a portfolio of separate companies each with its own CEO. Founders Larry Page and Sergey Brin elevated themselves to be the CEO and President of Alphabet with Eric Schmidt as chairman. The board will remain the same as before. For the biggest company Google, the new CEO is Sundar Pichai, 43 years old, who has seen a fast rise in the ranks over his 11 year career. The other portfolio companies will be Nest, Fiber, GoogleX, Calico, Google Capital, Sidewalk, etc. Google Inc. will remain the dominant revenue and profit generator that includes Search, YouTube, Android, Maps, Apps, and Technical Infrastructure. The new CEO Sundar Pichai joins the rank of newly anointed Indian-American execs like Satya Nad... (more)

IBM’s Big Commitment to Apache Spark | @CloudExpo #DevOps #Microservices

Last June IBM made a serious commitment to the future of Apache Spark with a series of initiatives: It will offer Apache Spark as a service on Bluemix (Bluemix is an implementation of IBM's Open Cloud Architecture based on Cloud Foundry, an open source Platform as a Service (PaaS). Bluemix delivers enterprise-level services that can easily integrate with your cloud applications without you needing to know how to install or configure them. It committed to include 3500 researchers to work on Spark-related projects. It will donate IBM SystemML (its machine learning language and li... (more)

Dell + (EMC+VMW) = A $67B Gamble | @CloudExpo #BigData #Microservices

Yesterday, Dell announced the largest technology M&A in history with a proposed $67B buyout of EMC and VMware (via EMC’s 80% ownership of VMW). The combined company will have over $80B in revenue, employ tens of thousands of people around the world and sell everything from PCs, servers & storage to security software and virtualization software. Not to be overlooked is the fact that Dell and EMC will be private companies and free from the scrutiny of activist investors. Dell has to borrow a ton of money to make this deal, like $40B debt. The annual interest payment will be $2.5B!... (more)

Data Curation Systems By @JnanDash | @BigDataExpo #BigData

There is a whole area in the Data world, called by various names – data integration, data movement, data curation or cleaning, data transformation, etc. One of the pioneers is Informatica which came into being when Data Warehouse became a hot topic during the 1990s. The term ETL (extraction, transformation, loading) became part of the warehouse lexicon. If we call this the first generation of the data integration tools, then they did an adequate job for its time. Often the T of the ETL was the hardest job as it required business domain knowledge. Data were assembled from fewer so... (more)

The Rise of Private Equity in Technology By @JnanDash | @CloudExpo [#Cloud]

Last week, a public company Informatica got acquired by two private equity funds – the Permira fund and Canada Pension Plan Investment Board (CPPIB) for $5.3B. This is the biggest leveraged buyout so far this year. I am happy for my friend Sohaib Abbasi (we were colleagues at Oracle during the 1990s) who is CEO of Informatica after being a board member for a couple of years. During Sohaib’s time, the company entered into playing a bigger role in data archiving and life cycle management. It also made progress into offering cloud-based services. Gourav Dhillon (founder, Snaplogic) ... (more)