Posts in "BigCo"

In the M&A world, you kiss a lot of frogs

I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll get to their first $1million. Having worked on the buy side of the table (when I was in corporate strategy, working on M&A for software and cloud at Dell), there’s a similar story for what the exit looks like.

The cost of old corporate code

[A]pplication development and maintenance eats up 34 percent of the total IT budget and that by getting rid of legacy applications, simplifying complex architectures, and ceasing outdated approaches to IT staffing, companies can cut those application development and maintenance costs in half. The cost of old corporate code

HFT tech

To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle, from the nanosecond that the FMOC statement was released, including the transmission of trading instructions from Chicago, where the report came out, to the exchanges in New York, took 150 milliseconds.

HFT tech

To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle, from the nanosecond that the FMOC statement was released, including the transmission of trading instructions from Chicago, where the report came out, to the exchanges in New York, took 150 milliseconds.

BMC streamlines job management to address the devops need for speed (451 Reports)

My report on BMC’s Control-M’s recent updates catering to developer is now up, for 451 clients. The 451 Takes is below: BMC’s proposition to speed up the batch job process cycle squares with what we tend to see in the mainstream wilds of IT. Cloud and devops are creeping into these shops at a steady pace. These shops often have sophisticated batch job processing at their center – submitting inventory orders, processing HR files, supply chain analytics, or otherwise nightly updating the enterprise state machine to drive decisions and actions in the next business day.

BMC streamlines job management to address the devops need for speed (451 Reports)

My report on BMC’s Control-M’s recent updates catering to developer is now up, for 451 clients. The 451 Takes is below: BMC’s proposition to speed up the batch job process cycle squares with what we tend to see in the mainstream wilds of IT. Cloud and devops are creeping into these shops at a steady pace. These shops often have sophisticated batch job processing at their center – submitting inventory orders, processing HR files, supply chain analytics, or otherwise nightly updating the enterprise state machine to drive decisions and actions in the next business day.

I still hear CIOs worry that cloud vendor lock-in would let them raise prices. This ruse is used to justify private cloud investments. Even without switching vendors, you will see repeated price reductions for the public cloud systems you are already using. This was the 42nd price cut for AWS, the argument is ridiculous.

Adrian Cockcroft on recent public cloud pricing reductions

Business instincts and intuition are being augmented and increasingly replaced by data analysis as the drivers of success. We’ve seen it at Dell. Our marketing team uncovered more than $310 million in additional revenue last year through the use of advanced analytics. This year, we expect that number to exceed half-a-billion.

Michael Dell, who invested personally in the recent Cloudera mega-round