So many voices: What happened to IBM? Oracle X5 Pro-Civil route!

The voices of this issue will discuss two main topics: 1. IBM unveiled a global restructuring plan to face earnings issues; 2. Oracle X5 Jianlian one machine.

So many sound column links: http://voice.zdnet.com.cn/2015/0123/3045022.shtml

Guest point of view refine:

"00:00" IBM unveiled a global restructuring plan to face earnings problems

IBM has been affected by inertia, with the impact of cloud computing, big data, and the rise of mobile internet, which has declined in recent two years, but IBM has not stalled, but is actively seeking change, including opening power and changing the layout, and so on. This is one of the reasons why IBM chose to restructure. The fourth quarter of the tragic results of the death of the camel killed the last straw, now IBM several major groups are software, hardware, services, three major groups, reorganization is cut into several small can we call the Business Department, small group or. What are the main ones? Research on sales and delivery, systems, global technical services, Watson, security, business, and analytics, the one thing worth mentioning is the move, because the move is across the 10 or so sectors that have been mentioned, and can be understood as each department actually covers the mobile business.

"10:00" Oracle X5 Jianlian Integrated Machine

Oracle's X5 was released personally by its original founder, the current CTO Larry Ellison, and the same period was held in Beijing, including 5 series of All-in-one products. In one machine in this market, Oracle's market share is the highest, has been to the feeling of the high Oracle's software, coupled with the hardware from the engineering perspective of the combination, can bring real performance to the user upgrade, at the same time launched a series of entry-level products to adapt to the adoption of small and medium-sized enterprises. Oracle Cloud Strategy This aspect also saw that it still has some characteristics, think its all-in-one machine is in fact the entire Infrastructure Layer Foundation, its China's boss also stressed that the Chinese market should be more than the rest of the world's development level.

The following is a transcript of the interview:

Yang Yanji: Everyone good friends, and then to our "so many voices," we first said Han off, Windows10 now released, it seems quite fiery, I read the news inside said, there is a foreign media reporter said I saw a lot of Apple in the press conference on the new products, Of course, we also have reporters rushed to the scene to give us a special report, so we invited today is our ZD Server Editor in chief, thank you in Chief editor.

Sentence: Good friends, I am the generation of this period, said the wrong people a lot contains.

Yang Yanji: In the editor-in-chief is our server channel Editor, or there will be some of their own insights, we get to the point today, said the main is IBM,IBM this time earnings out that it may not be ideal, but still reached the expectations of Wall Street, you are not ideal for its financial results how to see it?

Sentence: First of all, let's take a look at this report, the 4-quarter IBM total revenue is 24.1 billion U.S. dollars, down 12% year-on-year, separate look at each department, GTS Global Technical Services Department is down 7.6%, Global Business Services Division 8.4%, software sector decline 7%, The most frequently dealt with STG hardware sector slipped 39%. From this point of view, it's really miserable, as everyone says, but looking back at this data I think more is a trend of IBM by inertia, because looking at the past two years of earnings, quarterly year-on-year income is falling, but the profit can be said to have a rise and fall, the impact should still be derived from the cloud computing, large data, The wave of mobile Internet, the impact is still continuing to ferment.

In fact, it has not stalled from IBM's own perspective and is actively seeking change, including open power, including layout, some of the layout in the cloud, including SoftLayer, including CMS Bluemix, But from now on, these roles are not enough to offset the impact of this trend on IBM. Because from the two angles, from the user point of view, IBM more users are actually focused on the medium users, what is the characteristics of this user? You ask them to try cloud computing, they think, but you let them move the main data to the cloud, at least at this stage, they still have some concerns.

So, IBM's layout in the cloud must now include SoftLayer has not yet entered China, but has landed abroad. So its follow-up effect can be said to have not played out, in fact, including the power of the opening is also follow-up, including The OpenPOWER Foundation, which was established in April last year, in October in China to set up the China Power Technology Industry Ecological Alliance, can say that the layout has been completed, But the effect depends on some concrete progress to follow. So in general, IBM in the active layout, not only for cloud computing, including some of its own products, but the effect of the current stage is not very obvious, so this wave is indeed we see it continues to go down, specifically when to rise, this is really not good.

Yang Yanji: Our topic includes the global reorganization of this matter, is not also related to this, you help us analyze how it is the reorganization of the law? Is Cloud transformation?

Sentence: This reorganization is definitely related to earnings, which is one of the reasons, but it is not yet understood as the main reason. What do you think? It's not the first time the results have slipped, but now the line of Fire says it's going to announce a reorganization plan. I think it might be more. The last quarter's financial decline was so tragic that the final straw that killed the camel, IBM I personally understand that it is a bit hold, now said to be specific announcement, but now we have not seen the exact information on the reorganization.

about how to reorganize, in fact, said simple also relatively simple, now IBM several large group is software, hardware, services, three major groups, reorganization is cut into a number of small can we temporarily known as the Division, small group or. What are the main ones? Research on sales and delivery, systems, global technical services, Watson, security, business, and analysis, it is worth mentioning that one thing is moving, because the move is across the 10-or-so departments that have just been mentioned.

So it can be understood that every department actually covers the business of the mobile domain.

Yang Yanji: Before we also talked about it hair of the whole machine Z13, it seems to be the main mobile aspect?

Sentence: Yes, Z13 it is mainly the mobile aspect, in fact, some changes after the specific reorganization, from the individual point of view is closer to the customer. Because now these companies ' publicity caliber, we all say that we are customer-centric, but what the real customer needs, if put yourself in mind, I am a customer, I first have a problem I need someone to solve the problem, from the big face, and subdivision, maybe I do not understand the need for someone to help me to do some counseling , and then do some planning, medium-term to do some design deployment, later to do maintenance, which can be said to be now most of the propaganda of some relatively complete from the front end to the back end of a service flow also. IBM's split can be said to be a good match for the user's business processes, such as research, sales delivery and later services, but not only to cover this, IBM this segmentation can be said to the current development of some of the IT trends closely related.

For example, cloud computing, large data, IBM Watson is a very important, but also the analysis is large data, and mobile is very targeted mobile internet this piece. Can be said to cover these very well, so on the whole two aspects, after the reorganization of the original three groups for IBM to cut into a number of small groups, for them will become more efficient, because before a report, the specific number may not remember very clearly, is the original level of IBM is about 8-9 layers, In other words, a decision may have to go through a 8-9-tier signature before it can finally take effect. But now after the split may be 4-5 layers, so the company's operational efficiency will be a great upgrade.

This is the most direct to the user to do business with IBM will become very simple, the original may be across many departments, playing some dealings, but now may be the process is also short, and more targeted to locate a number of targeted issues.

Yang Yanji: So it's also about making changes in order to improve earnings later.

Sentence: It should be said that all of IBM's actions are for the final earnings, but we can not be so explicit, it should be reflected in the end that it wants to better serve customers, of course, this result will further enhance its own sales or performance, the final results will be complementary to one result.

Of course the news of further reorganization is not yet clear, and we will be more concerned about the next step.

"10:00"

Yang Yanji: We will have follow-up reports, no matter how IBM is a blue giant after all, we still need to believe it.

Next we talk about the second topic need to connect with us more familiar with the beautiful editor, is Zhang Xiaonan editor-in-chief, Yesterday morning, Oracle released X5 one machine, now connect Xiao Nan Editor-in-Chief.

Oracle was released mainly in San Francisco, and time may have been a little bit of an issue for us. Xiao Nan, we are here "so many sound" recording site, we now talk to the Oracle release X5 one machine news, you are to this more understanding, you said that its products have what bright spot, because after all, in the United States, San Francisco released, may we are not very clear.

Zhang Xiaonan: OK, so, its product is in Beijing time yesterday early morning in San Francisco Conference official release, its original founder, now CTO, Ellison himself specifically released, while in Beijing is actually yesterday afternoon all day time, such a same period of release also held in Beijing, It is also a user facing Oracle.

This product should be included in the 5 series of one-machine products, one machine in fact, it should be said that Oracle is a machine in this market, Oracle should be the highest market share, we see the data before research, in the Global machine market Oracle machine accounted for more than 50% of the market share. The second place may be only 13%, the difference is quite large.

However, before the Oracle integrated machine has been to the people feel more tall, because it is really high price, of course, it also emphasizes its performance advantages, but this time a full range of 5 series of products released, including Ellison himself, he now more emphasis on Oracle Integrated machine is also the price, Also has the price advantage, including he pushes some small and medium-sized Enterprise's integrated machine product. In addition, he also compared his similar products with some of the industry's friends, such as Cisco, EMC similar products, he from the list price is 50% lower than their price, this number is quite impressive.

Of course, the main thing is to see his strategy changes, in fact, when it comes to the performance of one machine, it will upgrade every generation, from the performance, from other aspects of the advantages, I think maybe this bright spot without it from the price strategy brought to us so prominent, this is my one feeling.

Yang Yanji: So, do you think that after he launched the whole machine, other manufacturers like you just mentioned that the two will also be similar to the price level of an integrated machine?

Zhang Xiaonan: This is not particularly the case, Oracle because its hardware and software has been emphasizing the integration of its own products, Oracle acquisition of Sun, and other markets, some of the same friends of the situation is not the same, there are more joint cooperation between us, for example, hardware products may be a , but some software products may be additional, including the possibility of a series of products, different vendors are providing the same product line. Oracle may be a different path, it is not the same way, it stressed that only my family of software, coupled with my hardware this really from the engineering perspective of the combination, can give users real performance improvement.

In addition, it's cloud strategy, now talking about the cloud is a fundamentally unlikely vendor to have to talk about this topic. Oracle Cloud Strategy This aspect also sees that it still has some characteristics, based on its database and Java advantage, possibly at the PAAs layer does not have too many competitors, from this point of view its many All-in-one products in fact whether in the PAAs or at the Saas,iaas level, is a foundation for the user, such as your cloud service, the public cloud, and the private cloud, and he thinks its integration is actually the foundation of the entire infrastructure layer.

Yang Yanji: So it's in the United States, San Francisco, but also in Beijing, it is very important to the domestic market.

Zhang Xiaonan: Yes, that's right, they also released some figures, now Oracle All-in-one machine shipments in the world is more than 10,000 units, although in the Chinese market does not have a specific Chinese market share, But their bosses in China are also emphasizing that the Chinese market should be more than the rest of the world.

In addition, for small and medium-sized enterprises in one machine products, they are now in China's shipments should be more than 100 units, they also value the SME market in one machine, because the original mention of an integrated machine we think that may be small or medium enterprises or it budget not so many companies have no way to adopt. But Oracle also wants to be concerned that it will now push some entry-level all-in-one products, as well as small and medium-sized enterprises or branch offices of large enterprises.

Yang Yanji: Thank you, Xiao Nan elder sister, you interview hard. Good bye.

Zhang Xiaonan: OK, bye.

Yang Yanji: Thank you very much for the analysis of Oracle Integrated machine, indeed, I was beginning to say that we are busy this week is indeed a Windows10, I believe we will talk about the next, this week to this, very grateful to the editor-in-chief to participate in our program, thank you, you netizens, We'll see you this term.

Sentence: goodbye.

(Responsible editor: Mengyishan)