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Commenting on software technology trends & market dynamics

Jnan Dash

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Top Stories by Jnan Dash

We live in interesting times for sure. Who would have thought ten years ago that IBM and Apple would become partners? Here is the announcement as reported in eWeek: Apple and IBM surprised many on July 15, announcing a global partnership that will see the companies attempt to “transform enterprise mobility.” The announcement, punctuated with comments from Apple CEO Tim Cook and IBM CEO Ginni Rometty, served notice of the companies’ intentions to make Apple smartphones, tablets and mobile services pre-eminent in the enterprise, replacing the BlackBerry devices and security services that long held the dominant position in that market. The partnership only confirms what Apple has been doing for years with its smartphones, tablets and even its notebook and desktop PCs, moving deeper into enterprises. The company has been touting its success in the corporate world, sayi... (more)

Facebook valued higher than IBM?

Yesterday Facebook with its stock soaring to new heights, exceeded IBM in terms of market value. This morning, it’s slightly less (IBM at $194B vs Facebook at $193B). However Facebook is higher than Oracle’s value and is the third largest company in the valley after Apple and Google. For enterprise software folks like me, this is very hard to explain. Value of what? – the photographs, likes and connected friends? Market value is the total number stocks multiplied by the stock price. Sometimes, it can be a huge multiple of the current revenue – as is the case for Facebook. It’s p... (more)

MongoDB World in NY City this week

I attended the MongoDB World in NY city earlier this week on June 24th. and 25th. There were 2000 attendees for this first-time event. I met many people who flew in from all over the world. It was quite a phenomenon for a six-year old company. The momentum of MongoDB  is truly amazing. For those who do not know MongoDB, it’s a new generation open source NoSQL database for building highly interactive modern applications. Enterprises have built “systems of record” over last 3 decades using traditional RDBMS such as DB2, Oracle, MySQL and SQL Server. These systems are like the inte... (more)

Re-Imagination – New Disruptive Technologies

I like this word re-imagination from Mary Meeker’s Internet Trends presentation. We are seeing so many aspects of our life being transformed by the internet. Take for example, ordering a cab to go somewhere. Either we phone for a yellow cab here in California or if you are in New York city, then you stand and wave for an incoming yellow cab to stop. The new game-changer is Uber. All you do is touch your smartphone screen for UberX or Black car and you get an instant message about the car coming in less than 5 minutes time with the driver and car info. It is cheaper and you pay b... (more)

The 3rd Platform, Big Data, and the Internet of Things

What is the “3rd Platform” of IT? It comprises of the cloud, mobile, social, and big data products. According to IDC, “3rd Platform technologies and solutions will drive 29 percent of 2014 IT spending and 89 percent of all IT spending growth”. Much of that growth will come from the “cannibalization” of traditional IT markets. Here are some interesting quotes and statements I read recently: Adding terabytes to a Hadoop cluster is much less costly than adding terabytes to an enterprise data warehouse (EDW). IDG Enterprise’s 2014 Big Data survey: more than half of the IT leaders p... (more)