Tag Archives | ibm

Big Blue’s Sphere

LotusSphere is an odd name for an event about non-Lotus software. That was just one of the themes from IBM’s (presumably last) LotuSphere 2012, that it is killing  the Lotus brand. Not that the show is dying – it’s a huge show. IBM has slowly been distancing itself from the name/brand Lotus – and replacing it mostly with IBM: IBM Notes, IBM Symphony, IBM Web Content Manager, Domino?, etc.

Moving away from Lotus intrigues me. Officially, the message is ‘out with the old.’ That the brand is associated with legacy. Really? How did “Lotus” get dated when “IBM” didn’t? IBM is associated with mainframes – Notes is  associated with Groupware. Which is more social and modern? I never understood why the “Notes” server  - which had a great brand – became the Domino server. I understand products have life cycles – but brand cycles should last much longer, and I think Lotus had some value.

The strangest part is IBM really needs a brand to wrap around its family of social products. There are a heck of a lot of products in its social strategy – some new products, but mostly renamed products and services. Continue Reading →

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Social Blue

IBM is an impressive company – It has lived through more computational generations than any other. The company doesn’t have the fan base of say an Apple, or the fight evil of Google – but it does have impressive credentials with enterprise computing.  Next week, in Orlando, is LotusSphere. It’s a huge event that takes over the Swan and Dolphin complex.

IBM marches to the beat of its own UC drum. It offers Sametime, a presence solution sans voice. Sametime is positioned as a front-end to the call manager and has developed supported partnerships with multiple premises based voice vendors and Broadsoft.

While the lack of direct voice technology may seem a major omission, there is some logic to it. Basically, IBM figures voice is a commodity and can and should be provided by whatever is cheapest, installed, or architecturally aligned. By using Sametime as the front-end (softphone, phone control, dialing, etc.) an enterprise can achieve a consistent user experience without having to rip and replace lots of equipment. This approach adds some unusual challenges. For one, partnerships change. IBM has featured both Digium and Mitel as partners in the past which don’t seem to be viable current partnerships. Another factor is competitors don’t make the best partners – Avaya, ShoreTel, and Cisco may integrate with Sametime, but all have their own ideas about collaboration and mobility.

IBM Foundations was an attempt to create an SMB appliance ready to go with Sametime and voice from NEC, ShoreTel, or Mitel. The product was discontinued in 2010 before it got much traction. There were numerous problems – SMB didn’t make a lot of sense for the target, and channel conflicts were a problem. Foundations had already displaced IBM’s SmartCube which featured an Asterisk voice solution from Digium. IBM has a very spotty track record when it comes to voice. Continue Reading →

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Cisco and Avaya Leaders Again

Cisco and Avaya were once again identified as industry leaders. This time, by a new IDC worldwide unified communications Marketscape report. The report claims to use a “rigorous scoring methodology that produces a definititive assessment of each vendro’s current market capabilities and stategies.”

IDC placed Cisco and Avaya in the Leaders category for 2011/2012 with several others, including Microsoft, Alcatel-Lucent (ALU), Siemens, NEC, IBM, and ShoreTel, recognized as Major Players. The report also evaluated Aastra, Digium, Huawei, and Interactive Intelligence – which evidently are not “major players.” That seems like a slippery slope as all of those four have compelling value propositions of their own.

Additional findings from the report include: Continue Reading →

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Gartner 2012 Predictions

Forbes published an article called The Road Ahead: Gartner’s Outlook for 2012 And Beyond. It offers the reader, in summary/bullet form Gartner’s predictions for the IT sector.  Some of the points are pretty obvious – a clear rise in Cloud and mobility, but there are a few surprises.  Continue Reading →

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Industry Update

The iPhone and iPad have broken more records than the iPod did CDs. Microsoft buying Skype was a game changer, but the new game remains a mystery. Here is the current industry round-up. Read it quickly as things are changing fast. Continue Reading →
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IBM Wants Bureaucrats to Socialize More

The IBM Federal Community Cloud just got a little bit more socialable. Last week, IBM introduced a new set of social collaboration tools for Obama’s cloud. President Obama has been pushing a “Cloud First” initiative for Government IT projects. The decree came last November in an effort to consolidate or reduce some 2,100 data centers. The US Government, probably the biggest IT budget in all the land, wants to reduce its $80 billion IT spend- well at least its spend on equipment.

IBM is on it. Its new social software brings IBM’s hosted social and collaboration tools to the public sector. Including:

  • Blogs that allow staff to gather and prioritize community ideas, present their own ideas and learn from others.
  • Communities that allow people to exchange and share information with others through a web browser or IM.
  • File sharing and micro-blogs to facilitate collaboration with dynamic groups of co-workers, partners and customers.
  • Profiles to allow people to find and work with others who share common interests and expertise as well as expand their social networks.

At this time, the tools allow members of different parties to communicate, but the feature remains untested.

Sandy Carter, IBM’s vice president of Social Business and Collaboration Solutions, introduced the IBM SmartCloud for Social Collaboration for Government at the FedTalks event on Oct. 11. I have an upcoming interview with Charlie Hill, CTO at IBM, and I will ask more about this. IBM appears to positioning itself as the go to vendor for enterprise social collaboration.

See: IBM Announces FISMA Compliant Social Cloud – Will It Make Govt. Efficient?

See: US Government Adopts Cloud First Policy.

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IBM Worth A Billion More than Microsoft

It took 15 years. Last Friday, IBM edged out Microsoft on market cap for the first time since April 1996. Great news for IBM, a company that continues to survive the test of time.
Not so good for Microsoft who can’t blame the economy on its performance. Now two major rivals; Apple and IBM are now more valuable than Microsoft. However, Microsoft is significantly more profitable than IBM.
Market Caps
IBM $207.52 B
Microsoft $206.52 B
Apple $308 B 

IBM Has Greater Market Value than Microsoft

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ALU’s Silent Auction

Lots of conversation this week about the possibility that Alcatel-Lucent intends to sell its enterprise business unit. I have a few thoughts on the matter.

  • To my knowledge, no one at ALU has actually publically stated ALU Enterprise is for sale. A MarketWatch report that said “Alcatel-Lucent is in the early stages of contacting a wide range of possible buyers for the business.” If anyone actually wanted the division, I’m sure ALU was contacted anytime over the past few years. However, the number of logical buyers are finite, and it won’t take long to call each CEO.
  • The bigger issue at hand is why would ALU want to sell the business? ALU sells to carriers and enterprises, but wants to just sell to carriers. The company was formed as a merger between … you guessed it, Alcatel and Lucent. This is one of those mergers where 2 + 2 = 3. That’s putting it nicely. MarketWatch wrote: “The merged company has been unprofitable every year, and by 2008 its market capitalization had shriveled to approximately $6 billion, from a premerger level of $36 billion.”
  • As an added bonus, the prospective acquirer will get to deal with a company currently based in France, the home of massive employee protections – even when they threaten with bombs.
  • Most conversations consider ALU intending to sell its enterprise division as industry consolidation. One potential candidate to acquire the division that is being bandied about is HP. That would not be industry consolidation, that would be Hide the Sausage. We should declare this industry consolidation if and only if an existing player acquires the firm.
  • HP isn’t a bad idea, the voice industry and the IT industry are “converging” and among the Unified Communications vendor list we see HPs competitors such as IBM, Cisco, (Google), and (Oracle). HP is certainly plausible, but buying a struggling European voice player doesn’t seem like a smart way to beat the crap out of Cisco. I think HP might have better ideas. Though there could be merit to obtaining IP as HP did with 3Com. If there are patents of value, expect Google to be interested. 
  • Of the major players, a better fit would be Cisco. I see some reasonable strengths to this deal. ALU’s jewel is Genesys – and Cisco wants more contact centers, and Cisco could use stronger Euro presence. Plus the Cisco VP of UC Laurent Philonenko came from Genesys. The problem with Cisco is it seems more inclined lately to shut down business units than acquire them. Although one thing Cisco is good at is acquisitions – and an acquisition of this size is not easy – there are few companies that could really pull it off. ALU customers may be saying this Xmas:  “A Cius for the rest of us.” 
  • Another name that comes up is Microsoft. But I don’t see Microsoft doing this at all. Not only does it simply not fit, but Microsoft has gotten pretty good lately at buying companies without paying for them – (Nokia and Yahoo). It is possible ALU would be happy to give it to Microsoft, but I just don’t see that in the tea leaves. But for the record, my history of seeing things in tea leaves is pretty much limited to tea leaves.
  • Then there is Avaya. Avaya is walking pretty tall because it pulled off the Nortel merger pushing them back to number one after Cisco outsold Avaya and stole the title. Two very important lessons here: 1) Avaya pulled off a significant merger despite a clash in cultures and 2) Avaya found buying market-share is easier than selling stuff. The LU part of ALU came from the AT&T; monopoly as did Avaya. In the Avaya Nortel deal we had 2 +2 = 5, both Avaya and Nortel were hemorrhaging, but together they are stronger. Add in another weak link and they may be unstoppable. Aura is positioned now as the seamless way to integrate anything and everything into a conversation. Dragging Genesys into the Avaya spotlight just might add some needed flare to their business.
  • There are a few smaller players that could benefit from ALU’s enterprise focus, namely ShoreTel which is working hard to expand internationally. NEC and Mitel still seem  occupied with their last acquisitions. But I think ALU Enterprise is out of all of their reach.
  • IBM? IBM can’t do voice.
  • Aastra: Strong possibility. They picked up Ericsson before so already have a strong Euro presence. They are a fairly acquisitive company. However, they seem pleased with their own contact center solutions and don’t strike me as a company that needs more platforms right now. A reasonable fit if the price is right. 
  • Siemens Enterprise is a strong fit. 1) SEN is much stronger in Euro than NA. 2) As identified by Dan Miller at Opus, Gores/SEN undoubtedly saw the success of Avaya and Nortel and probably wants an acquisition to boost its size. 3) SEN needs a way to be more relevant in the application space and Genesys fits nicely.4) Such an acquisition has strength in Europe (as does SEN), but will drag North American expansion. 5) SEN has a broad enterprise focus now – switches, wireless, voice – ALU wants to keep the boring carrier stuff. 6) Both companies have some shared philosophies – particularly around social networking and dislike of the market leaders.  6) ALU (in both short and long form) is a crappy name – as is Siemens-Enterprise – strengthens need for rebranding campaign. 

An acquisition of ALU enterprise will be mostly driven by fit as described above, but in the end, it boils down to price. ALU is losing money and that invites bargain hunters – and ALU Enterprise can fit into any firm if the price is right. On the other hand, fit means everything if it’s a stock deal.
If It is cash then Cisco wins (who wants their stock anyway), and if it is a stock deal SEN wins. If it is not cash or stock, it is an IPO.
Admittedly, I am shooting from the hip here largely because I pay little attention to the contact center market. Too crowded and too dull – oh, that’s what ALU said.

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Upcoming Conference: NEC’s Consultant Symposium

NEC is holding their Consultant Symposium in Florida this May and intends to cover these topics:

  • The New UC&C; Architecture
  • NEC’s Vision and Strategy for 2011
  • Business and Technology Trends
  • Competitive Landscape and NEC’s Positioning
  • UC&C; and NEC’s Partner Technologies in Action in the Exhibit Area

I think NEC is a very intriguing company. They were a bit slow to transition from TDM to VoIP, but has been gradually upping its game and getting ready for a full on attack with a reasonably broad and comprehensive portfolio.

I recently had a chat with David Jantz of NEC about their UC & C architecture. You can hear/view it here.

The key to NEC’s strategy has been its super secret Sperhicall acquisition of 2007. Of course, it isn’t a secret, but no one at NEC ever talked about it. Until recently. Like most of the PBX makers, NEC has a long history with hardware – but Sphericall is a pure software play. It has some pretty impressive capabilities, is fully buzzword compliant, and in a big way represents both NEC’s future as a telecom/UC vendor and its immediate UC & C product line.

Sphericall was poised nicely with IBM’s Foundations server. The product ran in a virtual container on the Foundations appliance and didn’t require any special hardware as the ShoreTel implementation did. But IBM killed Foundations just prior to the launch of the NEC branded solution.

NEC has a huge base and a reasonable channel – though its channel is very segregated among not only its telephony solutions, but its entire portfolio. If that’s not confusing enough, chew on this: the company is also a major reseller of Cisco’s voice solutions.

The company has been popping up lately with more and more innovative solutions. At Enterprise Connect the NEC reps were sporting tiny wearable phones and were showing off a new web client.
NEC-DectThe tiny phones can be watch or pendant style and can receive text messages. Ideal for say healthcare or security where you can send updates/instructions to staff without requiring them to talk or even touch (watch style) the device. These little devices use DECT wireless technology which means low power consumption, crystal clear comms, and great range.

NEC’s new UC&C; RIA client framework fits into existing secure web architectures, and can be deployed across multiple device types (including desktop, smartphone, or a tablet). It utilizes a Java application framework and the latest Flash-based technology. This approach does not require a fat UC client application.

NEC’s new software architecture is part of NEC’s UNIVERGE family of products. It is a distributed IT services platform that operates on general-purpose infrastructure, provides open standards, and aligns with existing IT virtualization, cloud computing, security methods, directory structures, and application delivery models with easy operation and management.
Looking forward to the event.

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Lotusphere

Last week were two very interesting events. Lotusphere and ITExpo. I ended up taking the long way to Flordia, and all in all it was 7 flights over seven days. I don’t much care for flying. I don’t like the airlines. Regardless of these “loyalty” programs – I am as loyal to each of them as they are to me. Nuff said.

Lotusphere was a fantastic conference, I learned a lot and will have plenty to share along different themes. A bit like going back in time, all this client server stuff. At UCStrategies.com we covered this show and ITExpo in a podcast. I will post separately on ITExpo.

Remember last year at VoiceCon when Avaya had discovered SIP, well this year at Lotusphere, IBM discovered Social Networks. Probably due to the movie, which is why they invited Kevin Spacey as the “surprise guest” speaker. Kevin was pretty good, a pioneer in social (more than IBM) and Executive Producer for the movie. The photo is from my cell phone.

IBM’s social angle is centered around a product called Lotus Connections, it is something between Facebook and Twitter and Chatter, for the enterprise. It is browser based and can be implemented on a local server or through Lotus Live. The server version is designed for a single enterprise, but the Lotus Live version allows social conversations to other organizations. So if you want to be social with someone at a different company – say a customer or partner, then you need the hosted version. spacey
Social Enterprise is a young concept – at least in practice. The concept isn’t new at all. Some think it should be kept internal so you can post internal matters and not worry about it. Some think it should be external so you can actually collaborate with external organizations and users. Of course, you could actually use Facebook or Twitter for external communications. That’s why enterprise social stuff is so confusing – do we really need separate tools for Inter/Intra net communications? The answer seems to be yes. Just l like most of us have different email accounts for work and home. 

The other two big products at Lotusphere were of course Notes/Domino and SameTime. The installed base is huge. IBM says its growing, but Microsoft insists it’s the IBM list of defectors to Exchange that is growing. Microsoft appears to be counting users and IBM counts licenses, that seems to allow them both to be right. There were several vendors on the exhibition floor that specialized in Exchange to Domino migrations, but quietly confessed that most of their business is the other way round.

The quiet star of the show was Lotus Live. IBM, Microsoft, Google, Cisco, Skype, Apple, and most recently HP seem to agree hosted services is where the puck is headed. Lotus Live didn’t get a lot of attention because the folks there were generally using client/server technologies, but it seemed pretty clear that Lotus Live is IBM’s future. And that isn’t a bad bet. Lotus Live, for example actually incorporates Connections and Notes into a single experience – bummer for ALT-TAB fans.

All this talk about client/server got me confused, so I had to make a cheat sheet. Here is what I put together.

 Server Client
LotusLive Browser
Domino Notes
Sametime SameTime Connect
Connections Browser
Social Everywhere Mobile Phone

 

The execs were readily available. Impressive based on the size of this show. SameTime is a nice product and IBM has a real opportunity to do something with it. Microsoft is clearly ahead with Lync, but IBM SameTime can play the best o breed card better with third party phone systems. Lync has that card too, but the fact that Microsoft wants to kill rather than partner third party phone system makers makes it a little less genuine. That is way companies like Avaya and ShoreTel were actually at Lotusphere saying look at us partner… I doubt you would see that at an Microsoft conference.

But what I don’t get about both Lync and SameTime is why they created separate clients instead of leveraging Notes and Outlook. Why do we need a separate client for synchronous (real time) communications and then switch to another app for asynchronous communications? Each with our contacts, and now each with presence? The standard response I get is not all SameTime users are Notes users – ok, so what? I don’t speak Portuguese so I didn’t install that dictionary in Word. We are talking client apps – the less clients (to install, support, purchase, update) the better. Not to mention the fact that IBM could go to all of its Lotus users and say guess what, you already have the SameTime client, just go install that server and voila. Then I hear that the apps are so different that it would not make sense, of course the online apps overcome this just fine.

Back to the key theme being social though, I could not help but notice the SuperBowl halftime show being sponsored by Chatter (before and after ads, plus a tie in with the entertainment act). The news the next day was about Yammer and SocialCast and then ClearVale. I think about my personal use of Twitter as a business tool, and the fact that Facebook gets more traffic than Google – and it’s pretty clear we got ourselves a wave here. It seems so obvious to be celebrating social at an IT conference like this, but then I can’t seem to recall Microsoft’s, Sun/Oracle’s, HP’s, or Google’s social strategy for business.

IBM suggested social is the fifth wave (mainframe, mini, pc, Internet, ____). Google presented last Spring, with a bit more authoritatively via Morgan Stanley, that Mobile Internet is the fifth big wave. Social Mobile Internet must be a tidal wave then. None the less, it is becoming clear that social networks are starting to hit the enterprise and it deserves more attention on this blog.

Speaking of the SuperBowl, the folks in Fort Worth were using IBM SameTime in a clever way – to manage radios – at the game. It came up in several presentations, but I can’t really find much detail on it. But in case you find yourself hosting a major football event, you might want to look into it. 

I think IBM and SameTime will have some interesting new tricks this year. Celeb told me they are going to “shore” things up. I asked if there was meaning to the word choice and he laughed it off, but ShoreTel is betting heavily on SameTime.

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