Archive for January, 2008



Lotus sales up 7%; IBM revenue at $98.8B

IBM released its 4Q and full year results for 2007. You can tune in for Mark Loughridge remarks, SVP and CFO, over at Investor Relations website. A podcast is also available (24MB, mp3 format). Analyzing the Software business, we can see an increase across the board: Lotus sales in 4Q were up 7% compared to 2006, whereas the entire Software revenues in that period were up 12%, to $6.3B. IBM revenue in 4Q was $28.9B, up 10% Y/Y.

“IBM had a terrific fourth quarter and full year with record revenue, profit and cash. The broad scope of our global business — led by strong operational performance in Asia, Europe and emerging countries — as well as continued growth in services and software drove these outstanding results. As we begin 2008, IBM is well-positioned as a result of our global business reach, solid recurring revenue and profit streams, and strong financial position. We are on track to achieve our long-term earnings-per-share roadmap objective in 2010.” Samual J. Palmisano, IBM Chairman, President and CEO.

Obviously I can’t comment on my own country or region performance, other than saying we had a good year, both at Lotus and Software, landed some new customers, upgraded others. Our larger geography, EMEA (Europe, Middle East and Africa) was accountable for $10.8B in 4Q (+16%), and was the 2nd largest contributer to IBM’s full year results, with $34.7B (+14%).

You can read the complete press release at the site.

Impressions from a virtual world

After attending and speaking at the Virtual Worlds, Real People Conference this past week, I must say my interest level in virtual worlds has risen. First of all, IDC Herzeliya managed to organize excellent agenda, that really covered, or tried to cover, every aspect of VW. The speakers are active users, either academic of business, including Moshik Miller, a very passionate Ph.D student, doing his Doctorate on the economy of virtual worlds at the Technion. I also met Dr. Yesha Sivan, a metaverse researcher, who spoke about the Full 3D3C (3D, Collaboration, Creation and Commerce) – an interesting way of measuring a virtual world. For instance, World of Warcraft is superb at 3D (amazing graphics) and Collaboration, but lacks in Creation (everything is created by the game) and Commerce (no real economy). Secondlife is good at Collaboration, Creation and Commerce, but lacks in 3D (very low graphical quality). During the break-outs I had some discussions with participants who were intrigued on IBM’s activities and keen to find out how we can work together. There are 2 on-going projects right now, that obviously I can’t comment on, but will do so in the coming weeks.

Here are the slides I showed. You can download them [PDF format, 6MB] here.

More presentations are available at slideshare.net/dvirreznik.

Local warming in the blogging community

Very funny and relevant video, from Israeli Hi-Tech ‘Godfather’ Yossi Vardi, on ‘local warming’, courtesy of TED.com. Although the audience is laughing throughout the 6min lecture, this topic is very serious – if you’re a male blogger, watch carefully and act accordingly. If you’re a female, relax, sit back and enjoy..

IBM and the Metaverse

DC Herzeliya are holding a unique conference coming Tuesday (15th), Virtual Worlds, Real People. The conference is organized by The Asper Institute for New Media Diplomacy, part of The Sammy Ofer School of Communications. Small excerpt from the agenda:
People are spending increasing amounts of time in online virtual worlds and massive-multiplayer online games. Our goal is to bring together people from around Israel (and a few visitors) who are interested in the psychological, sociological, and communication aspects of such virtual worlds.

The conference is mainly academic, with an interesting agenda and speaker list (I’m not saying that because I’m on the list.. ). First of all, I think it’s the first time metaverse has its own conference in Israel, that is both academic and business. IDC has a feel for new media, and even held the first Blogference back in 2007. The discussions will cover almost every field relating to virtual worlds, starting with social impacts, business opportunities, economy, personal interactions, user interface and design, human behavior and much more. Other than my presentation, IBM and the Metaverse, which will focus on IBM activity in virtual worlds, I’m looking forward to hearing my colleagues speak, particularly on the social impacts and human behavior.

In a Global Innovation Outlook report IBM published back in 2007, titled Virtual Worlds, Real Leaders, there is a discussion on how MMORPGs increase leadership skills, and shape the personality of future leaders: If you want to see what business leadership may look like in three to five years, look at what’s happening in online games [Byron Reeves, Ph.D].

The conference will take place coming Tuesday, January 15th, at IDC Herzeliya. I will post my presentation at slideshare.net after the conference.

Lotusphere 2008 is 14 days ahead

Lotusphere 2008 is just around the corner, with 14 days left…
The 15th annual Lotus event will take place (again) in Orlando Florida, from January 20-24. You can find lots of information on the official site, at ibm.com/lotus/lotusphere. There are many sessions and lectures available, and I haven’t decided which ones I will attend, but I found just the DB to help me sort it out.

Genii Software built this cool DB of Lotusphere 2008 sessions, that covers all the sessions in the 5 days event. You can view lectures by title, speaker, company, session id, day/time, track/day/time and more. Opening a lecture lets you see what else is ‘playing’ at the same time, or what other lectures the location facilitates. Basically you can have a very good view of what’s available. There’s even a ‘tag cloud’ view…

I’ll be live-blogging from Lotusphere 2008, as I’m sure others will, so stay tuned for updates, pictures and announcements !!!

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