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000-969 exam Dumps Source : High-End Tape Solutions V6

Test Code : 000-969
Test name : High-End Tape Solutions V6
Vendor name : IBM
: 146 existent Questions

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IBM IBM High-End Tape Solutions

IBM Raises The Bar For Storage, once again | killexams.com existent Questions and Pass4sure dumps

The big intelligence in the technology world this previous week become IBM supplier’s buy of red Hat in one of the largest utility company acquisitions in heritage. whereas that is a basis-shaking stream for each IBM and purple Hat, it is going to not influence the daily lives of most working IT experts.

IT authorities focus on offering always legit and excellent service to their customers.  whereas the pink Hat integration will select a long time to capitulate up-to-date product and technologies roadmaps for the novel combined enterprise, IBM’s fresh plethora of storage announcements is a Great deal extra crucial when thinking about your IT company’s wants.

i love masking IBM's storage bulletins. The storage community, while sitting within an unquestionable behemoth of a expertise enterprise, moves with the tempo and agility of a a worthy deal smaller corporation. it's a company that has palpable energy within it.

This agility and tempo has allowed the IBM storage team to bring a cadence of bizarre novel technology and product bulletins. What I discover fascinating about this group is its steadfast alignment against a compelling imaginative and prescient of how business records may soundless be managed.

IBM’s storage sage specializes in how information is generated, managed, and consumed within an enterprise. it is that realizing that generates a collection of technologies that can be leveraged to deliver a cohesive solution to any IT firm.

Would you occupy got guessed that IBM now has the broadest portfolio of NVMe and NVMe-over-textile enabled products within the trade? It shocked me. I wasn’t shocked to be trained that IBM is the realm leader in tape archive solutions, because I complete started during this business through changing nine-song tapes for gasoline money. IBM and tape are permanently cemented in my intellect. at the very time, a portfolio that reaches from arguably the quickest storage arrays in creation to the lowliest tape power is rather a span.

All about application

IBM has complete the time been about providing cohesive software-first solutions to IT, which it carefully couples with smartly-engineered hardware. This has been accurate in view that IBM delivered its first mainframe seventy years ago, carrying on with these days with its wide latitude of choices in compute and storage that span on-premises and cloud architectures.

because it agencies movement from tape to cloud for data coverage and archival storage, and as records comes alive with the upward propel of AI-pushed analytics and area-driven compute, managing that statistics turns into a logistical problem. understanding the location facts is, what it’s used for, and what the organization’s necessities are in keeping that statistics is what drives lengthy-term expertise choices.

Managing the circulation of an organization’s facts, whereas delivering insights on the traits of that records, is what IBM’s Spectrum Storage suite is complete about. There are IBM Spectrum Storage items that control statistics in virtualized environments, provision storage into hybrid-cloud deployments, exploit the complexities of information-protection and backup, and that give application-defined storage options for file, block, and objects.

IBM's contemporary announcements included a flurry of recent facets across the Spectrum Storage line, together with a novel solution for SAP HANA installations that leverages IBM storage, IBM Spectrum protect, and IBM Spectrum reproduction. It’s a huge record, but two application-connected announcements dominated my attention.

IBM Storage Insights

IBM Storage Insights is a cloud-primarily based management device that leverages IBM AI expertise to detect storage networking performance considerations and proactively generate assist instances to assist IT earlier than considerations develop into issues. This class of skill is rolling out from companies throughout the IT business and is quick fitting table stakes for promoting storage options into the business.

i am completely jubilant to peer IBM release this product. Given IBM's tradition in synthetic intelligence, combined with its half-century-lengthy institutional legacy in aiding datacenter expertise, it might rotate into anything particular.

Mapping unstructured records

Analytics-pushed workloads and piece computing both power novel necessities for unstructured records. object storage is among the quickest growing to be storage technologies in business IT, with solutions from most accurate-tier storage groups, including IBM. The problem of unstructured information lies inside the skill to select note what the information is, the location it got here from, and what an IT team should achieve with it.

IBM Spectrum find is a novel providing from IBM that goals to tame unstructured information and provide insights into exactly what that facts is. Spectrum find, which arose from technology generated inside of IBM analysis, scans and creates metadata, growing catalogs for an unstructured records set. here is designed to provide a roadmap to an organization's information. IBM Spectrum find will aid records inside IBM Cloud object Storage and IBM Spectrum Scale methods and, most enormously, is anticipated to support Dell EMC Isilon someday in 2019.

figuring out unstructured statistics is a challenge for enterprises, one which turns into greater elaborate every day. It’s moreover now not an effortless issue to install objective software tools to transparent up. It’s first rate to peer IBM deliver know-how into this space. it'll set the bar for others to comply with.

performance and density

As excited as I collect about utility, it is only pretty much as worthy because the underlying hardware. IT buyers these days may soundless esteem spoiled by the best and breadth of options accessible to them. the soar of strong-state storage, NVMe interconnects, and integrated server-type processing makes it an excellent time to buy storage solutions.

IBM is increasing its portfolio of hardware offerings and, on the identical time, turning into the know-how issuer with the broadest offering of NVMe and NVMe-over-textile storage products. IBM makes a speciality of performance with NVMe, and on storage density with its gripping glitter packaging technology.

The top-rated illustration of IBM’s focal point on density is the DS8880F, which basically doubles its glitter means to a whopping 737TB (in comparison to its outdated 368TB). at the very time, the IBM FlashSystem 900 and 9100 products are doubling in skill with novel 18TB modules so as to aid as much as 44TB constructive potential. This novel capacity is up from 22TB provided with the aid of the dilapidated technology module.

The updated third-technology Storwize V7000 features built-in NVMe and quite a number expansion alternatives, whereas offering what IBM describes as a 2.7x enlarge in optimum throughput for some workloads—all whereas being clustered with different V7000 arrays to serve a cluster-large 32PB of capability.

IBM announced further hardware aspects and tweaks across its storage line. select a spy at its web site if you wish to proceed deep on the details.

Concluding suggestions

within the battle for bragging rights, providers post "hero numbers" that demonstrate that they've the realm's quickest array. This yr that pretense became credibly made with the aid of Dell EMC, pure Storage, and IBM. The certitude is that the majority platforms that are constructed on modern-expertise—leveraging NVMe interconnects both interior and outdoors of the field, and carrying legitimate media—will complete meet most stressful storage wants.

past hardware bragging rights, IT teams deserve to focal point on the broader query of how these storage options are built-in into their universal IT structure. software is the glue that ties collectively storage hardware with cloud, hybrid-cloud, and other storage and compute fashions to carrier the altering calls for of facts in the enterprise.

IBM focuses on offering a holistic reply to datacenters. Given the breadth and depth of its storage portfolio, its aiding utility suites, and its penetration into cloud, IBM is one to monitor as organizations’ bits and bytes are became into actionable information.

Disclosure: My firm, Moor Insights & method, love any analysis and analyst businesses, gives or has provided analysis, evaluation, advising, and/or consulting to many high-tech corporations within the business, together with Dell EMC, crimson Hat, and IBM, which could be cited in this article. I don't hang any fairness positions with any corporations noted in this column.


IBM/pink Hat - The Calculus Of The Cloud Stays The very | killexams.com existent Questions and Pass4sure dumps

1.0 government summary

Getting perquisite to the element, I’m skeptical that the purple Hat (RHT) acquisition is going to be significant over the lengthy-term for IBM’s (IBM) enterprise or participate rate. I scare that purple Hat can moreover wind up being IBM’s (greater precisely Ginni Rometty’s) “Compaq”, as in Hewlett-Packard’s (NYSE:HPE) questionable buy of that business years ago.

The dispute that the “sum” of IBM + RedHat is greater than the individual components isn't mainly fabulous for my part. i am struggling to be watchful the wonderful cost proposition provided by way of the combined businesses after analyzing the transcript of the analyst conference name that adopted the announcement. certainly, the Popular theory that the joint expertise stacks in some way radically trade the “calculus of the cloud” just doesn’t discharge feel to me. thus, whereas some analysts occupy expressed problem over the $34 billion rate tag, my focal point perquisite here is specifically on IBM’s know-how arguments and market possibility arguments used to justify the buy.

As a disclosure, I took location to collect rid of my eventual position in IBM in October of this yr, as I begun shedding shares a short while after I wrote IBM – A Turning or Sinking Ship in 2017. I additionally worked for IBM years in the past inside the programs management division, long earlier than the note “cloud” existed in the terminology of standard tips technology.

within the sections that follow, any referenced rates are pulled from the in search of Alpha transcript of IBM and crimson Hat’s analyst convention name which followed the acquisition announcement, unless otherwise cited. I’m additionally attaching the transcript to this file for convenience.

2.0 WHICH CLOUD IS IT

Ginni Rometty notes that “[IBM] could be the undisputed quantity [1] leader in hybrid-cloud….[with the acquisition of] purple Hat, the area’s main issuer of open-cloud answer[s] and the emerging leader in the platform for hybrid-cloud and multi-cloud.” Ms. Rometty, and other participants on the analyst call, expend “hybrid-cloud” and “multi-cloud” terminology by a long shot interchangeably; however, I suppose some definition is beneficial to add some precision to their evaluation.

Wikipedia provides a nice, succinct definition of multi-cloud:

Multi-cloud is using varied cloud computing and storage functions in a solitary heterogeneous architecture.

We word that in a multi-cloud architecture, the clouds can be public, inner most, or some combination of each.

And perquisite here is IBM’s definition of “hybrid-cloud”:

A hybrid cloud makes expend of a non-public cloud foundation combined with the strategic integration and expend of public cloud capabilities.

So, a hybrid-cloud uses at least one private cloud, together with at least one public cloud and as a consequence is especially characterised by means of a non-public-public architecture. they will then believe of a hybrid-cloud as a kindly of a multi-cloud.

Multi-Cloud and Hybrid-Cloud Diagram

supply: Yves Sukhu

This astronomical dissimilarity is a bit of essential for the reason that IBM stresses its capacity to notably capture a big participate of the transforming into hybrid-cloud structure market via pink Hat’s technologies.

three.0 QUESTIONABLE ASSUMPTIONS

With their definitions in hand, let’s assess why IBM is doing this deal. for my part, the causes expressed on the analyst call stew complete the way down to an acquisition predicated upon three leading assumptions:

  • together, there's a different synergy between IBM and red Hat’s technology stacks such that the compund offers powerful differentiation in the areas of hybrid-cloud and multi-cloud computing versus competing solutions from the likes of AWS (AMZN), Microsoft Azure (MSFT), Google Compute (GOOG), and so forth.
  • Hybrid-cloud and multi-cloud computing options will (seemingly) power bigger deal sizes and be extra profitable for IBM, with many commercial enterprise valued clientele just beginning to movement the bulk of their purposes to heterogeneous cloud architectures.
  • The hybrid-cloud market is going to be value $1 trillion.
  • absolutely, any flaws in these assumptions would weaken the premise for the deal itself. Let’s investigate each and every.

    three.1 FIRST ASSUMPTION: anything OPEN, whatever exciting?

    Ginni Rometty presents traders here consumer requirement as a foundation for the wedding with purple Hat:

    “…The no 1 factor [customers are] adage to us is, hello, they – these other clouds, they’re proprietary. They want an open solution [with] no lock-in. So movement it across numerous cloud environments without a lock-in, [that’s] what both of us achieve collectively…after which they say, it has acquired to tackle records safety in a multi-cloud environment after which supply us a means to manage a multi-cloud ambiance.”

    There are a yoke of issues to unpack perquisite here. Ms. Rometty suggests that “different” clouds are proprietary and there's a client requirement for “an open solution”. I don’t precisely select note what she’s getting at here. She implies within the quote that shoppers collect “locked in” with (definite) cloud environments; however, as an alternative, these shoppers are looking to be in a position to rush their functions without problems from cloud to cloud. i am scratching my head as a result of what Ms. Rometty’s “valued clientele” are calling lock-in looks to be related to their software architecture, and not the cloud environment they're running on. A poorly designed cloud software could be difficult to movement no be counted what cloud it's operating on. The converse is additionally actual: a neatly-designed cloud application can be handy(ier) to movement from one cloud to another. I esteem about many readers are commonplace with the conception and expertise of containers, akin to Docker. For readers that could be unfamiliar with the term, I present a simple if a bit imprecise rationalization: containers supply a means to tackle complete the “ingredients” that an software must run:

    Illustration of Container idea

    source: Docker/Datamation

    As they survey in the illustration above, a container can “contain” whatever thing an software should operate. In a itsy-bitsy bit of an over-simplification, if they wish to stream a containerized-utility from one cloud to an additional, they just “lift” the container up from its present cloud and drop the container on the brand novel cloud. Readers who may no longer be Popular with Docker and its container technology may occupy an interest to word that it began as, and is, an open-source application challenge; the company moreover raised capital in late 2017 at a $1+ billion valuation.

    So, expanding on the utility of containers:

    “traditionally, applications or workloads commonly needed to be rebuilt before they can be migrated to yet another environment. The reply to here's container know-how. for the reason that containers are remoted from neighboring containers and comprise everything they necessity to rush the software, that you would be able to quite simply movement them to an additional [cloud] atmosphere without compatibility problems.”

    source: Kumina

    As this Datamation article notes, “it was…the…users [of cloud services] who demanded that this know-how exist inside public clouds that drove the [container] improvements that now exist.” In other phrases, clients wanted a simpler strategy to tackle and movement their applications between clouds; and that in flip spurred the public cloud suppliers (AWS, Azure, Google, IBM, and so on.) to supply container deployment features and capabilities.

    One remaining aspect to discharge about containers is that functions may additionally encompass a few containers, through which case container orchestration application is used to automate and simplify the administration of complete those containers. Kubernetes, an extra open-source project at the start begun at Google, is likely one of the prevalent orchestration programs (with Docker Swarm as an sample of another).

    Coming returned to Ms. Rometty’s aspect that shoppers don’t necessity to be “locked in” and as an alternative are looking to be able to circulate purposes across diverse cloud environments, they (purchasers) can definitely achieve this these days in the event that they design and deploy their purposes as it should be, with containers for instance of 1 expertise that will moreover be fairly advantageous. She, really, makes this very factor stating “…[We] occupy been constructing and they occupy been very focused on hybrid and multi-cloud…based on open technologies. So we’ve constructed on containers, Kubernetes…[and] multi-cloud manager become just announced closing week…” but, let’s be clear: the other predominant cloud provider suppliers (e.g. Amazon, Microsoft, and so on.) moreover present container and container orchestration features. accordingly, the IBM Cloud isn't in simple terms differentiated on this factor; yet, with the pink Hat acquisition, IBM does acquire purple Hat OpenShift which presents price-brought performance constructed around Docker and Kubernetes. while there changed into no several dialogue on the analyst call, most likely IBM believes that its existing container management and cloud administration services could be augmented in such a system by way of OpenShift as to leapfrog the competitors when using the “married” applied sciences for multi-cloud environments. however, if that’s authentic, why no longer specially talk about the capabilities that the mixed organizations will occupy that could be sophisticated to others?

    Frankly, it appears to me that IBM’s existing cloud capabilities added to OpenShift don't appear to be going to be a gigantic “online game changer”. first off, any integration between IBM’s cloud know-how stack and red Hat’s will discharge an effort; time which rivals will certainly expend to their expertise to discharge confident they aren't left in the back of. 2nd, I’ve already noted that OpenShift is in line with Docker and Kubernetes which means pink Hat’s price-add is developed around the very core used by means of many others; but, the competitors has and will proceed to foster similar price-introduced offerings as well. Third, if there was some “killer” set of cloud functionalities that the combined stacks would generate, I’d love to believe the agencies would occupy made that clear; but they occupy not (as a minimum no longer yet). Fourth, there is nothing that “ties” OpenShift to the IBM Cloud; harmonize with that pink Hat’s personal OpenShift deployment “choices” web page – which I captured presently after the deal announcement – basically highlights AWS as a deployment platform:

    red Hat OpenShift Deployment Tiers

    supply: pink Hat

    Now, crimson Hat additionally presents OpenStack, in accordance with an extra set of open-source applied sciences, which can moreover be used by way of businesses to build out their own deepest clouds and has synergy with Ansible, purple Hat’s language for DevOps. OpenStack hence helps IBM’s initiatives around hybrid-cloud deployments. despite the fact, as with OpenShift, I’m now not absolutely satisfied that placing this solution below an IBM umbrella is going to result in a totally differentiated offering, nor to a surprising acceleration of private cloud adoption amongst business customers. First off, IBM already had its personal reply stack in this enviornment, IBM Cloud deepest. since IBM expressed such bullish sentiment concerning the hybrid-cloud market on the analyst call, I’m really a itsy-bitsy stunned this selected reply offering was no longer outlined during the name. Assuming the hybrid-cloud area is as “hot” as IBM suggests, one could are expecting that IBM deepest Cloud has been promoting well; why not call attention to the technology then? here is possibly a dainty factor and could be an indecent extrapolation on my half, nonetheless it leads me to request yourself if the hybrid-cloud market is as mighty as IBM suggests it is, and should be. additionally because the in the past linked article notes, IBM is not solitary with an providing perquisite here, nor had been they “first” to market with one. Microsoft delivered Azure Stack over a 12 months earlier than IBM introduced its competing reply to market. IBM may wrangle that Azure Stack, for example, is proprietary whereas their open-supply platform gives customers complete the liberty and merits that open-supply options deliver. It’s a rewarding argument, and it will possibly more strongly support Ms. Rometty’s remark that valued clientele don’t necessity to be locked-in. in spite of everything, with an open-supply-based mostly inner most cloud platform, a customer can alter and lengthen it as they desire, which undoubtedly isn't workable to the very extent with a closed answer. it will occupy been beneficial if IBM offered some information elements to select into account if a style toward open-source exists inside the hybrid-cloud market, and mainly for private-cloud deployments. in the absence of particulars, i'm left just a itsy-bitsy skeptical that pink Hat OpenStack goes to materially trade the “power” of IBM’s hybrid (private/public) cloud providing.

    If they tie complete of this returned to Ms. Rometty’s quote at the start of the area, it appears to fortify that client comments round “an open [cloud] reply with out a lock-in” appear a itsy-bitsy invalid when on the grounds that the technologies (e.g. containers, orchestration) that occupy already evolved to deliver cloud users with the software portability that they need. The comment has enhanced validity when one considers the architectural probabilities of a personal cloud inside a hybrid-cloud atmosphere; however, as I wrangle above, there appears to be an absence of statistics which might imply consumers scrawny toward non-proprietary (e.g. open-source-based) private cloud deployments.

    To summarize, I don’t (at the moment) survey anything really enjoyable that emerges through a merge of both groups’ cloud stacks. To be fair, the agencies want time to boost tightly integrated solutions, and IBM is yet to commemorate the power of its development organization towards crimson Hat’s applied sciences. however, if I’m commandeer that “there is not a Great deal to spy here” in terms of the joint stacks, this perception would, of path, without delay undermine Ms. Rometty’s suggestion that the two groups might be a transparent leader, specifically in hybrid-cloud solutions.

    three.2 2nd ASSUMPTION: purchasers are only GETTING begun

    Ms. Rometty mentions, greater than once, that they are coming into a 2d phase of cloud adoption (“chapter 2” as she calls it). in the first part, clients moved their “easiest” workloads to the cloud with a price-discount rates focus. These workloads represented the established Pareto-rule 20% of consumer functions; and for that reason, eighty% of purposes continue to be to be transitioned to the cloud. Ms. Rometty states:

    “[Customers have] bought to movement [these remaining 80% of applications]. They both necessity to rewrite, refactor, settle what goes the place, relaxed the records. These are inhibitors that cease them from going [to the cloud]. So here is handiest going to be accomplished this stream to the eighty%, if you can circulate records and functions throughout assorted cloud[s], discharge that transportable…”

    She continues…

    “however here is an inflection element, and if [customers are] going to collect previous that and rush the other eighty% which is about complete their processes and their records they want what we’re going to tender together, this sturdy ambiance. And so this eighty% is…about…unlocking company value…the commonplace shoppers has a thousand application[s] and the typical customer already has 5…that they survey some as many as many as sixteen clouds.”

    the first comment, “[customers have] received to movement…”, is worth debating. common sense tells us that no longer complete applications are always a superb fitting for a cloud deployment for any variety of motives: required dependencies aren't with no worry replicated in a cloud atmosphere, security concerns, lack of cost-discount rates, and many others. So, purchasers actually don't occupy to circulation the bulk of their purposes to a cloud structure. despite the fact, perhaps Ms. Rometty is playing a bit of along with her phrases, and is adage with a itsy-bitsy bit of “dressing” that the style toward cloud adoption will proceed…which it certainly will.

    however, I esteem there's elbowroom to problem what she says within the next few statements. She explains that “[customers] both must rewrite, refactor, settle what goes the place…” indeed, IBM and other expertise suppliers will, as they already have, be afforded with alternatives to aid consumers migrate confident applications to cloud environments. That’s worthy intelligence for IBM’s very gigantic provider company, and there's purpose to believe the functions group will odds a itsy-bitsy from the purple Hat purchase. These alternatives basically certainly develop in scope and revenue/profit expertise to the extent that these purposes are migrated to extremely allotted models operating on (perhaps) heterogeneous cloud systems (e.g. multi-cloud). So, I feel Jim Kavanaugh, IBM’s CFO, correctly brought up that “[distributed cloud solutions] hastens their merge shift to larger price...and is accretive to their shameful income margin…”

    but, there's a counter-argument to esteem perquisite here. instead of rewriting/refactoring present legacy functions, valued clientele may moreover as a substitute select “off-the-shelf” solutions (SaaS or otherwise) which may prove to be extra within your means, modern, and less demanding to maintain. as an example, Salesforce.com (CRM) and Workday (WDAY) definitely didn’t obtain their market penetration because consumers opted to remodel any homegrown CRM and HR functions respectively. sadly, IBM doesn’t talk about the COTS strategy and its capabilities occupy an result on on their projections for transforming into their cloud linked revenues.

    moving to IBM’s pretense that multi-cloud environments could be greater regularly occurring sooner or later, as per Ms. Rometty’s observation that “the common client already has 5 [clouds]…”, there is some data to backup what the business is adage here: a TechRepublic survey from 2017, for instance, mentioned that the majority of businesses surveyed had already adopted a hybrid-cloud architecture. however, they comprehend that IT tends to stream in cycles. esteem about what happened with the client-server computing paradigm the location “server sprawl” ultimately gave solution to server clarification and a propel for homogeneity amongst techniques. Is it not viable that they may survey whatever equivalent with cloud, where valued clientele “awaken” one day and request themselves why they've 5 clouds once they could be in a position to operate with 1? esteem some of the main requisites for the Pentagon’s current $10 billion JEDI cloud assignment: they are (for the second) insistent that the assignment award and associated computing workloads will go/run on a solitary cloud. As readers may comprehend, IBM is among the bidders on the venture and formalized their objection to the executive Accountability workplace (GAO) for the requirement of a homogenous cloud atmosphere. Assuming the Pentagon receives its means and is a success with its deployment, if the offshoot of protection (DOD) can operate on a solitary cloud, then why does a given business necessity upwards of sixteen clouds (the usage of the “intense” instance from IBM’s quote)?

    The overarching theme perquisite here is that Ms. Rometty’s position that the “remaining” eighty% of legacy customer applications are just waiting to be moved into a multi-cloud atmosphere has susceptible elements. notwithstanding it occupy been strong, I’m no longer confident IBM crucial to expend $34 billion on pink Hat to trap these alternatives. I already argued within the outdated area that IBM had latest capabilities within the identical cloud expertise areas where crimson Hat operates. If they feel about Ms. Rometty’s remark about “rewriting/refactoring”, what does pink Hat tender perquisite here that IBM does not occupy already got? here's drudgery that sits squarely within the domain of IBM’s capabilities neighborhood; a gaggle that could “plug in” crimson Hat’s technology, or every other cloud expertise, where it makes feel in keeping with consumer necessities.

    but, the crimson Hat acquisition apart, if it seems that multi-cloud architectures eventually “cut back” to more convenient, solitary cloud environments which provide ample robustness and reliability to meet most customer necessities, then this “cloud clarification” could occupy a melodramatic occupy an result on on IBM’s precise-line and backside-line enlarge forecasts because the enterprise is tying both metrics specifically to its opportunity with “high-value” multi-cloud solutions.

    3.three THIRD ASSUMPTION: IS $1 TRILLION FOR HYBRID-CLOUD sensible?

    Ms. Rometty asserts that the market for hybrid-clouds will develop to over $1 trillion. She states:

    “And to sheperd in the second chapter, here's going to be about hybrid-cloud. In hybrid-cloud is an emerging $1 trillion market…I stand for what they did become appear to be and they survey a scale of a $1 trillion market…We pointed out to ourselves and always saved saying: What will they achieve more advantageous to wield the wants of their shoppers? How can they precipitate up their means to head after that? And understanding and there’s truly a crucial aspect, figuring out that Linux is the fastest growing to be platform accessible. And this just this yr, it became the #1 platform each on-prem and in the cloud.”

    throughout the analyst call, there became no point out of precisely when the market for hybrid cloud is anticipated to compass $1 trillion in price, nor the CAGR for this confident section of the habitual cloud market. I struggled to locate first rate statistics in aid of IBM’s projection perquisite here, although Market research Media presents a forecast of $1 trillion for the entire cloud market by 2024. curiously, the Market research Media file synopsis highlights the quickly turning out to be/excessive precedence know-how segments inside the cloud market, however multi-cloud and hybrid-cloud aren't mentioned in that context. this article, which become referenced in section three.1, costs IBM in 2017 as asserting “they await organizations to expend more than $50 billion a 12 months global beginning [in 2017] to develop inner most clouds, with the boom rate hitting 15 to twenty p.c a yr through 2020.” the expend of these figures as a proxy for the typical hybrid-cloud market, it will surely select reasonably a while to attain $1 trillion in complete price even on the immoderate End of the boom range.

    One component expertise leaders appear to be exceptionally first rate at is developing with very big numbers when describing their complete addressable market (TAM). Admittedly, I’m not bound if IBM’s assess is useful here or now not because…who actually knows at this time how huge the hybrid-cloud market may rotate into? In support of IBM’s forecast, the in the past mentioned article notes that “earlier [in 2017], IDC analysts released a survey that indicated that basically 80 % of tremendous groups with 1,000 or greater personnel already occupy a hybrid cloud strategy in region. in addition, fifty one.4 p.c are using both public and private cloud infrastructures, and 29.2 p.c await to achieve the identical inside the subsequent year.” These metrics are constructive to sheperd IBM’s argument, but they could even be interpreted to imply that the majority colossal customers occupy already got a hybrid-cloud in place, and as a result novel hybrid-cloud deployments could in reality lower relocating ahead. extra, if they remember the discussion in section 3.2 around customers deciding on COTS/SaaS applications, as smartly because the opportunity that solitary cloud architectures might subsequently establish themselves as the preponderant mannequin, then it’s imaginable that a $1 trillion hybrid-cloud market may additionally no longer materialize.

    4.0 CONCLUSION

    “Whoa” was supposedly Steve Ballmer’s (former Microsoft CEO) reaction upon hearing about the IBM-pink Hat deal. in complete probability that solitary note greatest describes the latest sentiment of many others.

    The leading thrust of what I’ve offered in this article is that i am nevertheless struggling to select note what key applied sciences IBM gets with crimson Hat that they didn’t already have, and why they felt they vital to expend 1/three of their market cap on an organization that is just producing a number of hundred million in cloud solution income (youngsters their enlarge fee is high). nonetheless, the “math” doesn’t add up for me, youngsters most likely it's going to in time as IBM and purple Hat improved clarify their wonderful value proposition.

    Readers may additionally rightfully factor out that I’ve ignored the potentialities for crimson Hat Linux and their middleware stack beneath IBM in my evaluation. In esteem to the latter, I believe IBM’s possession of purple Hat’s middleware stack is probably going to create some confusion, at least in the short time period. IBM and crimson Hat will surely should determine a way to location WebSphere versus JBoss. And as other authors occupy cautioned, purple Hat enterprise Linux (RHEL) might eventually supplant AIX as IBM’s de facto UNIX distribution. The linked migration drudgery would most likely drive a unprejudiced volume of expertise and support capabilities. Ms. Rometty cited in a solitary of the prior to now outlined costs that Linux is the quickest becoming operating tackle in the cloud and on-premise. however, be watchful that she did not lisp that RHEL is the fastest starting to be Linux distribution. To that end, there is some information suggesting that Ubuntu is transforming into sooner in the commercial enterprise Linux phase. devoid of extra information from IBM and pink Hat, it’s basically quite difficult to quantify the occupy an repercussion on of red Hat’s Linux and JBoss product sets to IBM over the long-term.

    As outlined, I are expecting that IBM and crimson Hat will deliver better readability on the strategic value-add of the 2 corporations as they movement into 2019, and how they intend to combine their stacks to more suitable compete against the likes of AWS, Microsoft, and Google. i hope they do; as a result of evidently buyers will route the inventory decrease (than it already is) if most become satisfied the sum of the groups lacks incremental price. Yet, while IBM/red Hat give further particulars to the market, as I’ve outlined herein there are a yoke of counter-arguments which undermine the assumptions that this deal is predicated upon. in my opinion, the calculus of the cloud stays the equal in the interim.

    aiding documents

    ibm_redhat_acquisition_transcript.pdf

    Disclosure: I/we occupy no positions in any stocks mentioned, and no plans to initiate any positions in the next seventy two hours.

    I wrote this article myself, and it expresses my own opinions. i am not receiving compensation for it (aside from from seeking Alpha). I occupy no enterprise relationship with any company whose inventory is outlined in this article.


    6 things to know about IBM's $34B Acquisition of pink Hat | killexams.com existent Questions and Pass4sure dumps

    red hat linux logo on building's wall - IBM acquires red hat picture: Shutterstock

    IBM currently pulled off the greatest application acquisition in background by announcing its object to acquire open supply cloud company purple Hat for $34 billion.  specialists spoke of IBM’s acquisition of pink Hat opens a novel dynamic within the cloud wars between IBM, Google, Amazon and Microsoft. They additionally stated it offers IBM brought athletic tissues in the business hybrid cloud area, opens up a big dialog round containerized apps and microservices infrastructure and begs the most desirable question: will IBM’s big stake on pink Hat retailer the struggling business or discharge it HP-Autonomy, piece 2, one more huge deal long past south? 

    listed here are some more takeaways on the IBM-red Hat mega deal:

    Will the primary Cloud providers Play fine?

    The fact of cloud nowadays is that your companions are your opponents, based on Al Gillen, habitual vp of application pile and open source for IDC. What does this intimate for the cloud market? “it's becoming more and more rare for a huge player to now not play both roles,” Gillen talked about. 

    “Even for purple Hat today, it's a competitor to Microsoft, Google, Amazon, but it surely moreover partners with complete those avid gamers to aid its items on their clouds." IBM owning pink Hat, he stated, makes it "a itsy-bitsy greater distasteful for cloud rivals" now than it turned into closing week. "They soundless cannot manage to pay for to ignore the sizeable assign in basis of pink Hat clients," Gillen talked about.

    linked Article: AWS vs. Google vs. Microsoft: Who Will Win the Cloud (and Does it rely)?

    AWS Has competitors in Open supply in Cloud

    Open supply remains a astronomical theme around chatter on this acquisition. Jim Whitehurst, president and CEO of red Hat, observed in a press release that open supply is the default alternative for contemporary IT solutions. "becoming a member of forces with IBM,” he delivered, “will supply us with a greater stage of scale, resources and capabilities to precipitate up the occupy an result on of open source because the basis for digital transformation and capitulate pink Hat to an even wider viewers, complete whereas maintaining their entertaining subculture and unwavering commitment to open source innovation."

    That stated, groups leveraging company purposes within the cloud occupy pointed out they survey Amazon internet services as the “herbal home for open source options,” in keeping with Ollie O’Donoghue, analysis director of IT features for HFS research. “That can moreover alternate as IBM continues to struggle with the hyperscale gamers, however with enormously boosted credentials in open source,” he delivered. “It’s dubious that this will supply IBM a meaningful leg up in the public cloud IaaS market, however will give them enhanced credentials in a local they are already very potent, the business hybrid cloud space. So the market will now not trade. IBM just bought a bit stronger.”

    Can IBM and pink Hat tug Off crucial Synergy?

    is this acquisition too massive to succeed? O’Donoghue mentioned there were a number of main acquisitions love IBM-purple Hat, and, he delivered, most don’t conclusion neatly. probably the most notorious instance he cited is HP and Autonomy. “There are a few others that occupy managed to grasp on to a yoke high-quality features, however these are few and much between,” O’Donoghue talked about. “The holy grail for an acquisition is synergy, so the entire is better than the sum of its components. here's pretty rare for acquisitions of this scale — getting your $34 billion value can be an fabulous trick if IBM can tug it off.” 

    connected Article: HP Sells CX property to OpenText for $170M

    large Play here for Containerized Apps, Microservices 

    Randy Heffner, analyst for Forrester, observed bigger dialog around the IBM-crimson Hat acquisition centers around containerized apps and microservices infrastructure. IBM, he mentioned, got a pretty worthy basis with crimson Hat's OpenShift, a container app platform through crimson Hat built on Docker.

    IBM received two crucial issues via OpenShift, in line with Heffner. As astronomical as cloud is, there are nonetheless many applications running on-premises because they are complicated to flow. There are additionally protection or records residency considerations. “OpenShift gives IBM a narrative to inform for on-premise-to-cloud migration — or easily hybrid cloud/on-prem operations of containerized apps and microservices,” Heffner said.

    further, doing high-conclusion microservice-based solutions nowadays is rocket science, and having control of OpenShift will provide IBM a leg up on crafting what one could call the “app server” for microservices, he delivered. This, Heffner noted, is a “very distinctive category of modular app infrastructure that allows for the hundreds of builders to build high-conclusion microservice points into their apps.” He referred to circuit breakers, service discovery, design for resilience, mixed programming languages and sharding. 

    linked Article: 7 Tech Giants Embracing Microservices

    charge may well be Too plenty to bear

    Will cost be an dispute down the street for potential cloud traders? Some reviews lisp relocating to the cloud can prove expensive. “I achieve not suppose it will be budget friendly for the possibility clients unless the suppliers are willing to lose money whereas positioning their items/features for market share. however up to what to aspect?” wondered Halim Özberrak, co-founder of Betatek. “The market is big and some huge cash is there for the taking for the providers and that is the reason why they will survey an Awful lot greater M&As,” Özberrak anticipated.

    With the $34 billion fee tag Özberrak pointed out he cannot survey a pricing or a positioning logic that can moreover be justified through ROI or recur on fairness. “it is the trillion dollar query to be answered and i would appreciate to hear it,” he spoke of. For a cloud investment to in fact work, it has to be at ease, broadly and comfortably obtainable and the opportunity charge-shrewd, meaningful for the users and profitable for the providers, Özberrak introduced. “however I don't survey it going on within the very nearby future considering the fact that the trade is starting to be by acquisitions,” Özberrak spoke of.

    Who eventually Can Win in 2019 and beyond within the Cloud?

    Heffner of Forrester predicts IBM can be the chief when this deal with red Hat is realized, although others occupy some toes within the water on it. Google these days announced an on-premises edition of its container engine. Google is managed to your hardware, however IBM can achieve that, too, and should occupy a much wider scope of deployment options, together with being fully consumer-managed, Heffner noted. "IBM will necessity to sort out middleware duplications in its portfolio love JBoss vs. WebSphere, 3scale vs. API join, Fuse vs. IBM Integration Bus, statistics integration and more," Heffner stated. "I faith IBM will with ease support lots of the pink Hat middleware manufacturers, most are thriving open supply communities, in order that they are decent ecosystems and corporations for IBM to be in."




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    HP Unveils High-end Storage Solutions and novel Tape Library | killexams.com existent questions and Pass4sure dumps

    HP Unveils High-end Storage Solutions and novel Tape Library

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    The novel functionality for the HP SureStore E Disk Array XP256-based Zero Downtime Backup solution from HP OpenView OmniBack II is now available on Windows NT for Microsoft Exchange and file systems applications and on HP-UX for Oracle Parallel Server, as well as for Oracle, SAP R/3, file system, and raw disk. HP moreover announced that the novel solutions now integrate with VERITAS NetBackup with business Copy XP across the very platforms. For NAS, HP is offering pre-packaged NAS solution templates and has expanded its services.

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    When directors of the independent feature Gone wanted to route a copy of their documentary about a missing ex-pat to the Tribeca Film Festival a few days ago, they discovered that the high-end tape stock they needed to screen it there was gone too.

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    Sony HD Tape Shortage Caused by Japan's Tsunami Panics California and NY Filmmakers

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    "We went around to stores in novel York, but consumer places were completely out of stock," says Chalfen. "Eventually, they were able to cobble together the tapes from various sources, including from a friend in Boulder where they were doing some post work."

    Other filmmakers occupy taken to using so-called "one-pass" previously used tapes sold by companies love MSE Media Solutions in Commerce.

    A few weeks ago, there wasn't much of a market. Today, these one-pass tapes too are in short supply and going for multiples of what a novel tape once went for.

    The Mornings' situation isn't unique, says Macomber.

    "We've got relationships with distributors, but a lot of independent filmmakers achieve not, and they're up against really astronomical buyers who are snagging every piece of tape they can find. A lot of filmmakers occupy had to scramble to find tapes from friends who aren't currently in post-production."

    The tape shortage won't be getting any better anytime soon.

    In a statement released on its website Tuesday, Sony announced that operations at its flooded Tagajyo Plant - located in the devastated Miyagi prefecture -- would remain suspended indefinitely.


    Synaptics Inc (SYNA) Q1 2019 Earnings Conference call Transcript | killexams.com existent questions and Pass4sure dumps

    Logo of jester cap with thought bubble.

    Synaptics Inc  (NASDAQ: SYNA)Q1 2019 Earnings Conference CallNov. 08, 2018, 5:00 p.m. ET

    Good day, and welcome to the Synaptics First Quarter Fiscal Year 2019 Conference Call. Today's conference is being recorded.

    At this time, I would love to rotate the conference over to Jennifer Jarman. Ma'am, tickle proceed ahead.

    Thank you, Chelsea. worthy afternoon, and thank you for joining us today on Synaptics' first quarter fiscal 2019 conference call. With me on today's call are Rick Bergman, President and CEO; and Wajid Ali, CFO. This call is moreover being broadcast live over the web and can be accessed from the Investor Relations section of the company's website at synaptics.com. A quick reminder that they occupy posted a supplemental slither presentation on their Investor Relations website. The supplementary slides occupy moreover been furnished as an exhibit to their current report on figure 8-K filed with the SEC earlier today, and add additional color on their pecuniary results.

    In addition to the company's GAAP results, management will moreover provide supplementary results on a non-GAAP basis, which excludes share-based compensation, acquisition-related costs and confident other non-cash or recurring or nonrecurring items. tickle refer to the press release issued after market nearby today for a particular reconciliation of GAAP and non-GAAP results. Additionally, they would love to remind you that during the course of this conference call, Synaptics will discharge forward-looking statements.

    Forward-looking statements give their current expectations and projections relating to their pecuniary conditions, results of operations, plans, objectives, future performance and business. Although Synaptics believes their estimates and assumptions to be reasonable, they are topic to a number of risks and uncertainties beyond their control and may prove to be inaccurate. Synaptics cautions that actual results may vary materially from any future performance suggested in the company's forward-looking statements.

    We refer you to the company's current and intermittent reports filed with the SEC, including the Synaptics figure 10-K for the fiscal year ended June 30th, 2018, for well-known risk factors that could antecedent actual results to vary materially from those contained in any forward-looking statements. Synaptics expressly disclaims any duty to update this forward-looking information.

    And with that, I will now rotate the call over to Rick Bergman. Rick?

    Thanks, Jennifer, and I'd love to welcome everyone to today's call. Synaptics kicked off fiscal 2019 with a sturdy quarter. During the eventual few earnings calls, we've been talking about their increased emphasis on earnings power, as they prioritize the opportunities within their product portfolio both in leveraging a more diversified platform including consumer IOT, as well as the corporatewide focus on maximizing profitability. I'm pleased to lisp that they are exceeding across this strategy, which is evident in their sturdy operational results for the September quarter.

    We are at the top End of their guidance scope for non-GAAP EPS and achieved their goal of returning to year-over-year earnings growth, which increased 20%. This was driven by continued strength, the non-GAAP shameful margins, which were up 280 basis points year-over-year and reflect their fifth consecutive quarter of improvement. They await this trend to continue in fiscal Q2 with, at the midpoint seasonal sequential growth to drive projected non-GAAP EPS, up 26% over the year ago period. They are very excited about a number of areas in their diversified business, including sturdy uptick of their chip-on-film solutions, progress in automotive and growing penetration of their IOT products. The recent resumption of stock repurchase activity underscores their assurance in Synaptics path stirring forward.

    I'll rotate the call over to Wajid, for a review of their pecuniary results and guidance, and then I'll recur with details on their recent progress.

    Thanks, Rick. Synaptics posted solid first quarter results with revenue of $417.6 million above the midpoint of their guidance scope and up 7% sequentially. As reflected in the presentation materials released in foster of this call, revenue from mobile, IoT and PC products was approximately 63%, 21% and 16% respectively. Revenue from mobile products was down 10% compared with the year ago quarter, and up 19% sequentially. Revenue from IoT products was up 46% year-over-year, and down 10% sequentially. As they discussed eventual quarter, they occupy shifted a big portion of their investment dollars from in-display fingerprint to consumer IOT to enable stronger growth of IoT over the mid-term, which they believe will become more evident toward the End of their fiscal year. Revenue from PC products was up 5% year-over-year, and down 3% sequentially.

    During the quarter, they had two customers above 10% of revenue at 11% and 17%, respectively. For the September quarter, their GAAP shameful margin was 33.7%, which includes $17 million of intangible asset amortization and $900,000 of share-based compensation costs. GAAP operating expenses in the September quarter were $135.1 million, which includes share-based compensation of $15.8 million, acquisition-related costs of $3.6 million, consisting of intangibles, amortization and transitory post-acquisition compensation program costs, restructuring expenses of $8.3 million, transaction related costs of $1.2 million, consisting of legal and consulting fees and a credit of $1.7 million, net of legal costs for the final arbitration settlement of a matter associated with a prior acquisition.

    In the September quarter, they had GAAP net income of $3.8 million, or $0.11 per diluted share. On a non-GAAP basis, their September quarter non-GAAP shameful margin of 38% was at the high-end of their guidance scope and primarily reflects overall product mix, as well as continued supply chain efficiencies. September quarter non-GAAP operating expenses were $107.9 million, well within their guidance range. For the first quarter, their non-GAAP tax rate was 12%. Non-GAAP net income for the September quarter was $44.6 million, or $1.24 per diluted share, a 27% year-over-year enlarge compared with $35.1 million, or $1.03 per diluted participate in the first quarter of fiscal 2018.

    Turning to their balance sheet. They ended the quarter with $263 million of cash, a decline of $38 million from the preceding quarter, which reflects approximately $39 million used to repurchase approximately 862,000 shares during the quarter. They await to continue to be dynamic on an opportunistic basis for the esteem to their stock repurchase program. Cash rush from operations was $4.6 million for the quarter. Receivables at the End of September were $333 million and DSOs were 72 days, reflecting a back-end loaded quarter. Inventories were $161 million and inventory turns were $6.4 million, complete in line with the company's expectations. Capital expenditures for the quarter were $6.8 million and depreciation was $10 million.

    Now, I will discharge a few comments regarding their quarterly outlook. Based on their backlog of approximately $304 million entering the September quarter, subsequent bookings, customer forecasts, product sell-in and sell-through timing patterns, as well as expected product mix. They anticipate revenue for the December quarter to be in the scope of $410 million to $440 million. They await the revenue merge from Mobile, IoT and PC products to be approximately 65%, 20%, and 15% respectively. As you can survey they are executing well and are set to deliver a solid first half pecuniary performance in fiscal 2019. As they spy ahead into calendar 2019, I would note, love many of their peers and those who succeed the industry, they are carefully monitoring the conditions, regarding overall global consumer exact and the potential repercussion of freight issues.

    I will now provide GAAP outlook data for their December quarter and will succeed with non-GAAP outlook data. They anticipate the stock-based compensation impregnate in the second quarter to be in the scope of $17.7 million to $18.3 million. In addition, December quarter GAAP expenses will comprise non-cash charges of approximately $18 million related to intangibles, amortization of which approximately $15 million will be reflected in cost of sales. Further, as piece of their mobile fingerprint restructuring, they anticipate an additional $1.4 million of restructuring charges.

    I will now provide non-GAAP outlook data for December quarter. Taking into account their overall revenue mix, they await non-GAAP shameful margin in the December quarter to be between 38% and 39%. They await non-GAAP operating expenses in the December quarter to be in the scope of $105 million and $109 million. They anticipate their non-GAAP long-term tax rate for fiscal 2019, to be in the scope of 11% to 13%. Non-GAAP net income per diluted participate for the December quarter, is anticipated to be in the scope of $1.25 per participate to $1.55 per share.

    With that, I'll now rotate the call back over to Rick.

    Rick Bergman -- President and Chief Executive Officer

    Thanks, Wajid. Let's jump to some specifics starting with their Mobile Division, where their investments in smartphone displays are really paying off. Their ClearView OLED array driver technology leveraging supple chip-on-film packaging or COF has been widely adopted by several major smartphone OEMs, including Huawei for its novel Mate 20 Pro featuring WQHD resolution. The Mate 20 Pro is moreover the first smartphone to feature Synaptics' complete system solution, including their discrete COF ClearView DDICs and their ClearPad finger controllers with millions of units of each already shipped.

    Synaptics continues to lead the industry toward bezel-free and brilliantly immersive infinity displays for both OLED and LCD smartphones with their innovative COF designed, highlighted by over 20 projects already in mass production, including the world's largest OEMs. Their nearby partnership with key array manufacturers in China, Japan and Korea are arming global smartphone OEMs with state-of-the-art finger and array technology across complete resolutions, whether OLED or LCD panels. They occupy built a age COF supply chain to address the rapid trend toward bezel-free phones, and their early innovations in Touchview TDDI and discrete DDICs are enabling the market to brandish with vivid smartphone displays showcasing their feature-rich technology.

    Leveraging their strength in TDDI, they moreover announced the innovative novel family of automotive TDDI products and are excited that several array manufacturers occupy started pile panels using their solution for upcoming vehicle launches. Pioneered by Synaptics, their touchscreen automotive TDDI Solutions integrate sophisticated finger and array technologies into a solitary chip, while enabling superior optical performance over conventional touchscreens. Their solution combines a lower bomb, and it simplified supply chain with faster and easier integration for array manufacturers, global Tier 1s and OEMs. While we're on the topic of automotive, some of you may occupy seen recent front-page coverage of Synaptics in USA today, where journalists occupy hands-on demonstration of their novel and exciting fingerprint sensor technology for cars. Cars featuring their fingerprint solution will start shipping in the 2020 calendar year.

    Now, let's rotate to their Consumer IoT business. They continue to heavily invest in IoT, where they await their multiple product lines to remain a significant growth engine over the next several years. These comprise their solutions leveraging their world-class audio technology and video technology, whether it would be their Far-Field Voice Technology for digital assistance, their video capabilities for Android-based set-top boxes, or SoC-based offering to a high-fidelity digital headset accessories in conjunction with novel high-end smartphones. Their human interface for IoT requires low power, significant computation and dedicated neural network hardware. So they examined their options in Great detail and determine that 22-nanometer is a sweet spot, as it provides performance when you necessity it and low power when you don't.

    I'm pleased to announce tape out of their first solutions on 22-nanometer, which they are now leveraging for their voice and audio solutions for applications including, smart speakers. These products are expected to sample at key customers in the coming weeks. Another exciting way, they are leveraging their array technology is with VR. They recently announced their novel ClearView DDIC featuring industry-first dual array 2K resolution combined with unique foveal transport support for next generation VR headsets. In addition, they launched their novel VR Bridge solution, which provides high-speed DisplayPort connectivity over tethered USB type C cables, required for a best-in-class head-mounted array user experience. Combined, these solutions bring the necessary towering performance visual support for next generation augmented, mixed and virtual reality headsets.

    On the customer front, we're pleased to announce that their high-fidelity digital headset SoCs occupy been selected by Google for the innovative pixel USB-C earbuds, shipping soon with complete novel Pixel 3 smartphones. Google moreover selected Synaptics for it's updated USB-C to 3.5 millimeter adapter. moreover shipping with their novel Pixel 3 phones. Google selected Synaptics USB-C SOC for it's superior low power consumption and playback time, the industry's lowest latency and for it's immersive towering resolution audio. Synaptics is moreover recognized as a made for Google colleague for it's USB-C solution, and it's fluid interoperability with Android products.

    We moreover announced their AudioSmart Far-Field Voice Technology has been designed into Alexa Built-In Televisions from TCL Corporation. TCL's novel TV is with integrated far-field voice provide their customers with a premium user relish and the skill to control the television with their voice through Amazon Alexa. Additionally, they announced two novel audio smart far-field voice solutions for both emerging and legacy set-top boxes. For novel set-top boxes, Synaptics is fully integrated it's far-field voice capabilities directly into their latest video smart multimedia processors. And for the millions of existing set-top boxes already deployed, users can simply connect via USB Synaptics-enabled stand-alone accessory and instantly add a voice assistant to their television services.

    Furthermore, they occupy partnered with a few industry leaders in the development of a comprehensive turnkey platform, designed to enable television service providers to quickly deploy cost efficient and innovative Pay TV services to address the rapidly expanding Android TV market. This turnkey partnership includes Synaptics market-leading multimedia processor SOCs running iWedia software and hardware from Tonly, a world-class consumer electronics ODM. Industry analysts report that over 70% of operators worldwide are considering Android, and there will be over 100 million unit devices shipped by calendar year 2022 with Android TV.

    Okay, let's rotate to their PC division, where their sturdy TouchPad business continues to command market participate leadership. And their PC fingerprint business is sturdy and growing due to their unique solutions and key partnerships. In today's era of heightened sensitivity for personal data privacy and the necessity to protect corporate data, their fingerprint solutions deliver state-of-the-art security and encryption. Their fingerprint products along with their ecosystem partners allow us to deliver the safest computing platforms available on the market today. Their next generation match and sensor fingerprint product is already in mass production with PC Peripherals and window-based notebook PCs with their solutions expected to ship with the next refresh cycle. Their leadership in array interface, audio codecs, TouchPad and fingerprint security, along with key partnerships with leaders such as Microsoft, AMD, Intel, and standards such as FIDO continue to define the roadmaps of PC OEMs globally.

    In summary, they are seeing the growing benefits of a diversified product merge that is better aligning with their strategic priorities, reflecting the increased focus they occupy implemented as a company to drive stronger operational results. Their investments in transparent industry leadership position in overall array with TDDI, COF, and now OLED are paying-off with deployment of their solutions across multiple Tier 1 customers. Consumer IoT continues to portray a highly attractive growth arena, where they are making sturdy progress in the audio, voice and video areas, while bolstering their product roadmap through the continued enhancements of their solutions and differentiated underlying technologies. The PC market remains a vigorous mainstay of their business. And lastly, they are laying a solid foundation to prep the next wave of growth by pile their product and tryst pipeline in adjacent profitable verticals, including automotive and AR/VR.

    In closing, some of you occupy asked whether they blueprint to hold another Analyst Day this year? Instead, they will host an early cocktail reception, the day before CES officially opens, adding slightly more content than in previous years to kick-off the event. We'll then tender booth tours for recovering analysts and investors in the first two days of the show, as usual. We'll participate official details in the coming weeks.

    With that, we'll now rotate the call over to the operator to start the mp;A session. Operator?

    Questions and Answers:

    Operator

    Yes, sir. (Operator Instructions) And their first question will Come from John Vinh with KeyBanc.

    John Vinh -- KeyBanc Capital Markets -- Analyst

    Hi, thanks for taking my question. If I spy at kindly of your mid-point of your segment guidance into the December quarter, looks love you are up 5% on a sequential basis. I would occupy imagined with kindly of the timing of your customer flagship launches and the ramp of your COF products that you would occupy seen greater seasonality into the December quarter versus historical. I was wondering, if you could just comment on timing and maybe reconcile that with your seasonality for the mobile products division into the December quarter? Thank you.

    Rick Bergman -- President and Chief Executive Officer

    Sure, John. A yoke of factors that you occupy to account for when they spy at these patterns. The first one is, some of the OEMs, especially since we're in actually in the displays and either collect mounted on the displays, or a chip-on-film that's piece of the panel module manufacturing, is they supply parts in foster of the ramp, or the announced dates that their customers proceed out there. So they had a pretty kindly of call it robust Q1 for mobile, and it continues into Q2 as you pointed out, but if you're trying to kindly of to bridge to some of the announcements and ramps and so on. They occupy to ship ahead of the curve so to speak. And then secondly, they didn't talk a lot about it, but they continue to occupy shortages on some of their TDDI products, not only achieve they occupy to deal with that in Q1, but they are dealing with it in Q2, and then expected to transparent up more as they exit their fiscal Q3. And so those kindly of things are balancing out to Q1 and Q2.

    John Vinh -- KeyBanc Capital Markets -- Analyst

    Got it. And then just a follow-up on TDDI. Maybe can you talk about the progress that you've made in the current quarter. In terms of procuring additional TDDI wafers? And then how wide is the gap in terms of the supply exact gap? And then as you esteem about next year with additional competitors coming in and supply starting to ease, achieve you esteem you can soundless grow your TDDI business going into next year as well?

    Rick Bergman -- President and Chief Executive Officer

    Yeah, John. eventual call, actually back in early August, they talked about roughly a $50 million gap that they felt that they had. And fortunately, in the queue, in their first quarter, at the time they talk to you, there wasn't much they can do. They kindly of knew what they had coming. And to a confident degree that's moreover accurate for now the -- their December quarter. We'll fight for incremental capitulate and incremental wafers, but commitments occupy been made. And at this point, they don't await that to change materially. As they paddle into their fiscal Q3, though they are seeing again some incremental improvement, and then we're moreover able to bring on either other sources or different process nodes that's going to be able to aid us out in terms of supply. In terms of how we're going to fare when the business grow across the calendar years for TDDI, I esteem absolutely, yes it can. They occupy a very powerful lineup of products, both in replete HD, as well as they will be having some other resolution and brand novel products that we're introducing that provide incremental features that I don't really want to proceed into now. And of course, without a doubt they are seen as the innovator for TDDI, and the other huge trend is chip-on-film, which is just in some ways beginning. And again in terms of the technology in their position with the supply chain, as I mentioned in their remarks, they are very well positioned to seize on that industry trend that will really kick in more in calendar 2019. Where today it's, it's kindly of a yoke of big customers by far the majority of those shipments.

    John Vinh -- KeyBanc Capital Markets -- Analyst

    Great, thank you.

    Operator

    Thank you. (Operator Instructions) And their next question comes from Charlie Anderson with Dougherty & Company.

    Charles Anderson -- Dougherty & Company -- Analyst

    Yeah. Thanks for taking my questions. If I just spy at the guidance, it looks love on IoT, I'm seeing a decline year-over-year in the December quarter. So, I'm just making confident I collect my math right, if you can maybe address, what's going on there? And then in terms of Conexant versus Marvell you occupy seen any shift in that and maybe the influence on margins. Can you just sort of reconciling the uptick in margins with the merge of business and the influence there? Thanks.

    Rick Bergman -- President and Chief Executive Officer

    Okay, I'll select a crack at both of those, and then maybe if I miss anything, Wajid can chime in especially on the margin question. On the IoT, yes, your math is correct. It will be down a bit from a year ago. They had a very sturdy kick-off of those two acquisitions, a year ago, much of it centered around the voice-enabled speaker products, where it is brand novel in complete markets of the world. They are seeing a bit of a, call it a slowdown, lower shipments this year, trying to understand if these customers are expanding to the novel geographies, but that's not quite offsetting some lower shipments that we're seeing. But it is. And of course there is a broader issues in the consumer market that's well documented over the eventual few weeks. But soundless we're not backing off that particular segment at all. They occupy a bevy of 22-nanometer IoT products. It was necessary for us to refresh that product line with some novel competitive products. They should be in mass production with those 22-nanometer products by the End of the fiscal year, and we're quite excited because in a lot of cases they drudgery very closely with the leaders in the industry to aid us define those products and give the exact features that they want leveraging their astronomical lead that they occupy in voice and video.

    On the margin side, yes, you're pointing out just, it's not just a product merge issue of having more IoT content. Again it's been a astronomical focus within the company. They clearly could recognize what the leverage that it gives us by getting improved margins. So I just met with the leadership team perquisite before this call and said, congratulated them doing a Great job over the eventual few quarters, but their drudgery wasn't done. They want to achieve better. As you can declare from their sheperd in this quarter, they will achieve better in the current quarter and try to build from there. At the very time , I esteem we've been moreover trying to assign a itsy-bitsy caution and that at the End of the day, they want to drive the best bottom line profits as well. So they don't want to be handcuffed by any particular shameful margin goal over fiscal years or anything of that nature. But I esteem the team has done a bizarre job getting us where they are today from where they were just a few quarters ago. Anything else, Wajid.

    Wajid Ali -- Senior Vice President and Chief pecuniary Officer

    Yeah. So just to drill down a itsy-bitsy bit on IoT in terms of the margin question you asked. The merge is actually working favorably for us. So year-over-year although revenues are down because of that one particular product segment within the group of products that they purchased, overall margins between the two acquisitions are actually up year-over-year both in Q1 and in Q2 of this year. So it has worked favorably for us from a product merge standpoint.

    Charles Anderson -- Dougherty & Company -- Analyst

    Great. And then just a follow-up, if I may related. So on the one area of weakness in the smart speakers, Rick, achieve you know, if those had a tariff component that may be impacting that or are there any market participate losses you could address, or is it just a saturation, or any more color there would be helpful. Thank you.

    Rick Bergman -- President and Chief Executive Officer

    Yeah, sure. It's -- causality is always a challenge to understand. So I would lisp for the most piece it's consumer markets weakness that we're seeing, whether that's directly attributable to the tariffs, or the other trade war type of things that are going on, it's really hard. I esteem smarter people can opine on that in terms of macro economic events, but clearly they occupy seen a bit of a caution in there -- especially in the China markets. And I guess I achieve want to clarify, they are -- the relaxation of their IoT product lines that are actually doing quite well and they are quite pleased with those product lines. But that particular segment made a astronomical chunk of their IoT business and it's -- the reality is, it's just slower than a year ago.

    Charles Anderson -- Dougherty & Company -- Analyst

    Got it. Okay. Thanks so much.

    Operator

    All right. Thank you. (Operator Instructions) And their next question will Come from Kevin Cassidy with Stifel.

    John Donnelly -- Stifel -- Analyst

    Hi, this is John Donnelly on for Kevin. Thanks for taking my question. For the chip-on-film, achieve you survey that being adopted primarily by the higher-end of the market or allowing the low and mid tier phones to compete with the high-end Infinity displays? And has that changed at complete in the kindly of the past year after you've introduced it?

    Rick Bergman -- President and Chief Executive Officer

    So I'd lisp it's definitely the latter. And yes, it has. I would lisp the momentum is built on chip-on-film, where initially it was envisioned in the high-end phones, like, for example, the Huawei phone that they cited in the press release in my remarks, is a chip-on film solution that's critically a high-end phone, it's OLED. There is another major manufacturer out there that recently launched a phone that for them is in high-end, but for the relaxation of the market, it's the higher price point. But what they are seeing other phones rolling out clearly, we're getting some OEMs committing to chip-on film across the board, because they want a confident spy and feel for complete of their phones, and as nearby as they can collect to Infinity displays, they're going to collect to achieve that. So it's a pretty worthy value proposition for the customers. In other, the OEMs kindly of occupy to drudgery through designing their phones as commandeer and so on. That's why they occupy a astronomical surge perquisite now, but really the bigger piece of the marketplace will Come in 2019, as it really cascades down into the mid scope and even potentially even to lower End of the market.

    John Donnelly -- Stifel -- Analyst

    Great. Thank you. And then on the TDDI with it being kindly of an industry wide shortage, achieve you survey customers stirring to discrete solutions with a limited supply, or they delaying product launches and kindly of pushing that revenue later?

    Rick Bergman -- President and Chief Executive Officer

    No. It's not so much stirring back to discrete. It's just been a tremendous shift beginning -- at the beginning of this calendar year to TDDI. So you might survey that shift not happen as hastily as some of the OEMs would want, which does translate into more discrete shipments at the End of the day. And so I don't esteem OEMs truly delaying phones. They got to be out in the marketplace. So they may not paddle as quickly to TDDI, as they would like. But of course, we've got to be piece of that solution by getting better supply.

    John Donnelly -- Stifel -- Analyst

    Okay. Thank you. Congrats on the Great results.

    Rick Bergman -- President and Chief Executive Officer

    Thank you.

    Wajid Ali -- Senior Vice President and Chief pecuniary Officer

    Thanks.

    Operator

    All right. Thank you (Operator Instructions) Their next question will Come from Rajvindra Gill with Needham & Company.

    Rajvindra Gill -- Needham & Company -- Analyst

    Yeah. Thanks very much, Rick. Question on growth as well. I joined a itsy-bitsy bit late, so apologize if this question was asked. On the guidance for IoT in the case that it's going to be down year-over-year, just wondering kindly of what the reason behind that?

    Rick Bergman -- President and Chief Executive Officer

    Yeah, sure. Yeah, it was asked earlier. So let's survey if I can give the very answer. It was primarily in the smart speaker segment, where they saw some weakness. They had really a booming year, eventual year. They had -- they were really struggling actually to entangle up on a supply perspective, a year ago to address tremendous market adoption of some of the solutions out there. And that's tapered a itsy-bitsy bit to a confident degree is that piece of the -- just overall a bit slower consumer market worldwide. So that was kindly of the reason I cited is one of the potential issues there. But that doesn't select away their excitement at complete from their IoT business. They occupy a bunch of novel products coming and we're seeing some tremendous momentum in the design win phase that setting us up for a pretty sturdy tail End of this fiscal year, in terms of getting those solutions into the marketplace.

    Rajvindra Gill -- Needham & Company -- Analyst

    Okay, great. And again, I apologize, if this question was asked again. They occupy a yoke of earnings going at the very time. The OLED ramp, there clearly is an acceleration of OLED screens in China. We've survey that with a competitor in Korea that is seeing significant growth with respect to OLED. Wanted to collect a sense in terms of how much novel OLED panel capacity is coming online in calendar 2019? And how you're going to be positioned there as the other kindly of major OLED, DDIC supplier?

    Rick Bergman -- President and Chief Executive Officer

    Yeah, it's Great question, Rajvi. Clearly, they feel worthy about their first half of their fiscal year, a lot of really worthy things occupy happened. But if you request me, is there any disappointments in their product line, in terms of the results, it really only thing I can point to you is their OLED DDIC shipments weren't as towering as they had hoped. Now there are some knowing spots, the Huawei phone that is in my prior remarks is a WQHD OLED screen, manufactured by BOE. That's pushing the state-of-the-art OLED technology. And so it's Great that they are able to collect that in mass production and Huawei drives a tremendously towering standard in terms of the character of their phones and so on. So they've proven, they can build it. Now they occupy to not build millions, they necessity to build 10s of millions. And there's other OLED manufacturers perquisite behind them. So I achieve esteem finally in calendar 2019, it will be kindly of the year or the other OLED manufacturers coming online besides the Korean and they feel love we're very well positioned with those other manufacturers and we'll survey a pretty substantial ramp throughout the calendar 2019.

    Rajvindra Gill -- Needham & Company -- Analyst

    And Wajid, on the shameful margins very worthy improvement on a quarter-by-quarter, year-over-year basis, with respect to shameful margins. How achieve they esteem about the margin profile going into fiscal year 2020, obviously a lot of it is conditional on mix, and that's going to be conditional on IoT. So fluctuations in IoT are going to strike the margin. But can you talk about that as well as other growth drivers of margins in fiscal year 2020 going forward?

    Wajid Ali -- Senior Vice President and Chief pecuniary Officer

    Sure. So let me start with 2019 a itsy-bitsy bit and that will aid to bridge to 2020. And so what's really happening with their margins and they talked about this eventual quarter as well, is that they expected to survey continued improvement within their margin model of 35% to 39%, and they were quite confident that they would be able to kindly of tarry above the midpoint of that range. And the reason for that was, as you pointed out, structurally the IoT business was piece of the mix. But moreover within mobile, as they paddle more of the merge away from mobile fingerprint and more into OLED, more into chip-on-film, and they continue to collect supply chain efficiencies within their TDDI product line, which allows us to occupy a itsy-bitsy bit firmer pricing that has allowed us to kindly of support the margins at the higher End of the range.

    In addition to that, within the PC business, their fingerprint products occupy been doing quite well, and they've been growing sequentially and they're expected to continue to grow into the back half of their fiscal year as TDDI grows as well. So hopefully we'll be able to support their margin profile above the midpoint of their scope within the back half of the fiscal year. stirring into fiscal 2020, Rick mentioned at the eventual call, their companywide target is actually company goal, is to find a way to collect up to 40%. A lot of it will be conditional on the growth in IoT along with supply chain efficiencies. So that goal has not gone away, but they feel that at least the margin model scope that we've got perquisite now will at least continue to hold into fiscal 2020, and we'll try to drudgery it from there.

    Rajvindra Gill -- Needham & Company -- Analyst

    And eventual question from me, Rick, just going back to IoT existent quick. So the smart home is driving exact for voice processing and eventual quarter you were ramping with a lot of Android set-top boxes, as well as far-field voice communication for consumer electronics love Amazon, Google. And then you moreover mentioned that Samsung has selected your DSP for far-field requirement. Wanted to talk about the supply chain in the smart home market is the inventory more in line, now and how they esteem about smart home over the next several quarters?

    Rick Bergman -- President and Chief Executive Officer

    In terms of -- I guess -- I'm not confident where you are getting out here, Rajvi, it's steady business. It's a itsy-bitsy more predictable than their mobile business. So actually being positioned with inventory and supply chain and so on is, definitely within their wheelhouse.

    Rajvindra Gill -- Needham & Company -- Analyst

    Okay. Thank you.

    Operator

    All right. Thank you. (Operator Instructions) And their next question comes from Vijay Rakesh with Mizuho.

    Vijay Rakesh -- Mizuho -- Analyst

    Yeah, hi, guys. worthy quarter and guide. I'm just wondering on the chip-on-film obviously a pretty worthy ramp here, but -- it looks love the iPhone and Huawei and others. As you spy at next year, how achieve you survey the chip-on-film? How achieve you survey that growth, if you can give us what percent of revenues it should be? And if it's accretive to the margins as well? Thanks.

    Rick Bergman -- President and Chief Executive Officer

    Sure. In terms of the ramp, as I said in some ways they occupy -- as you mentioned they occupy a yoke of the top three manufacturers making a pretty substantial volume commitment to chip-on-film. And so it's a Great start, but it's just a quarter or so of volume. And so you can imagine next year, the growth rates are going to be pretty astounding as you survey a broader commitment in one of the earlier questions it moves more into the mainstream piece of the marketplaces as well. And so they continue to drudgery the capacity to discharge confident they can support complete that demands for the company. In terms of margin profile, it's roughly the very as their other mobile products, TDDI type of products.

    Vijay Rakesh -- Mizuho -- Analyst

    Got it. And on the IoT side, you mentioned a itsy-bitsy bit of eventual year was pretty worthy so this year might be a itsy-bitsy bit of a pause. But obviously, I esteem it probably has a pretty worthy pipeline in terms of design wins as you spy out to next year. Wondering if you can give us some color on how you survey that design pipeline and how you survey that any thoughts around growth on IoT, as you spy at next year? Thanks.

    Rick Bergman -- President and Chief Executive Officer

    Sure. As I mentioned, we've made a tremendous commitment to investments where they talked about as they shifted from micro fingerprint on mobile, they got to shift those R&D dollars over to IoT this fiscal year because of the longer-term growth prospects that they survey in the business. And they continue to be excited as it goes forward. They had talked about a year-over-year scope of 10%, 15% for the IoT business depending on whether they continue with acquisitions and so on. And so on the acquisition side, they continue to spy for the perquisite type of asset that will complement their product portfolio. But it's a bit of a seller's market. So we're going to be prudent and spy at where they can expend their capital in the best ways for their shareholders going forward. But no less excitement about IoT, it will be their growth engine for Synaptics stirring forward. Anything to add, Wajid?

    Vijay Rakesh -- Mizuho -- Analyst

    Okay. Thanks a lot.

    Operator

    Okay. Thank you. They achieve occupy a question from Brett Simpson with Arete Research.

    Brett Simpson -- Arete Research -- Analyst

    Yeah, thanks very much. Rick, I just wanted to collect your perspective on the ordering environment, perquisite now with consumer. We've been hearing a lot about pull-ins ahead of the import duty increases in the US. And I just wondered if you saw, or if you occupy gotten any exposure to products that you're selling into they collect assembled and manufactured in China, then exported into the US? And just wanted to collect your perspective as to whether, you esteem this pull-ins and what that might stand for for the March quarter, as we've Come off that sort of seasonal stronger era for the consumer markets?

    Rick Bergman -- President and Chief Executive Officer

    Yes, Brett, I've read about that is, likewise their shared notes with some of my colleagues in the industry, they are seeing that kindly of effect. We're not really seeing it. A lot of their business of course with smartphones, that seems to not be impacted by that particular phenomenon. They occupy one minuscule product line where we've heard a itsy-bitsy bit of that. The product line represents a yoke of percent of their revenue. So no existent material impact. So as they spy forward to their fiscal Q3, we're expecting more of the customary seasonality that they survey across their business, kindly of what you saw from Synaptics eventual year, that 8% to 10% type of decline from their Q2 to their Q3.

    Brett Simpson -- Arete Research -- Analyst

    Thank you so much.

    Operator

    All right. Thank you. At this time, I would love to rotate the call back over to management for closing remarks.

    Rick Bergman -- President and Chief Executive Officer

    Okay. They had a quick call today. I esteem that's because of their very solid quarter and a very solid spy forward as well, kindly of executing to the blueprint that they articulated at the beginning of their fiscal year. So thank you for everybody joining. And I certainly hope to survey everyone at CES. They will occupy an exciting show. And I spy forward to seeing you. Thank you very much. Bye.

    Duration: 44 minutes

    Call participants:

    Jennifer Jarman -- Investor Relations

    Rick Bergman -- President and Chief Executive Officer

    Wajid Ali -- Senior Vice President and Chief pecuniary Officer

    John Vinh -- KeyBanc Capital Markets -- Analyst

    Charles Anderson -- Dougherty & Company -- Analyst

    John Donnelly -- Stifel -- Analyst

    Rajvindra Gill -- Needham & Company -- Analyst

    Vijay Rakesh -- Mizuho -- Analyst

    Brett Simpson -- Arete Research -- Analyst

    More SYNA analysis

    Transcript powered by AlphaStreet

    This article is a transcript of this conference call produced for The Motley Fool. While they strive for their silly Best, there may be errors, omissions, or inaccuracies in this transcript. As with complete their articles, The Motley Fool does not assume any responsibility for your expend of this content, and they strongly hearten you to achieve your own research, including listening to the call yourself and reading the company's SEC filings. tickle survey their Terms and Conditions for additional details, including their Obligatory Capitalized Disclaimers of Liability.

    More From The Motley Fool

    Motley Fool Transcribers has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.



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