5 Technology Observations: 24 August 2015

Good morning, I.T. entrepreneurs. Here are five technology news insights, updates, perspectives, chatter, gossip and more to start your day for Monday, Aug. 24, 2015.

Actually, today's update involves nine items to sip on...

9. Stock Market: Everybody hang on. To put a positive spin on the situation... Discounts ahead for long-term buyers... But I wonder what the global stock market correction means for unicorn companies like Dropbox that want to launch IPOs... and for SMB technology companies that are quietly preparing IPOs without necessarily needing to disclose their plans yet...

8. Intel and OpenStack: It sounds like Intel is set to invest about $75 million into Mirantis, the OpenStack consulting company that helps customers to more rapidly deploy private clouds. In fact, Mirantis has raised $100 million for the second time in 12 months...

7. Home Grown Data Centers: That's how Google scales its data centers and network capacity. Indeed, the company has spent the past decade "building its own network hardware based on off-the-shelf switching components" -- the latest indication that big data center providers may break free from traditional server, storage and network vendors. On a similar note, Facebook has been driving the so-called Open Compute Project since around 2009, and began to publicly document the effort around 2011.

6. What Angel Investors Look for in Entrepreneurs: You might think the answers are a path to growth, profits and exit. But AngelList founder Naval Rivikant looks for four other traits: Intelligence, Energy, Integrity and Charisma. 

5. Earnings Preview: WorkDay (Aug. 26) and Splunk (Aug. 27) are set to announce quarterly earnings this week. I remain a long-term investor in both firms because of their respective focus on (A) complete SaaS solutions and (B) analytics-driven software. I think I can stomach the current stock market turmoil to hold shares through the storm...

4. Mobile Advertising Gap: If you run a news-centric media site (like The New York Times or Business Insider), than mobile visits now account for about 55 percent of the eyeball time on your site, up from 42 percent two years ago, according to comScore. Trouble is, "selling advertising on mobile devices is proving difficult," according to The Wall Street Journal -- leaving Facebook to dominate the market with 37 percent of all US mobile display ad revenue, The Journal says. There's got to be an easier, more rewarding way for media companies, sponsors and site visitors to participate in the mobile economy. Hmmm...

3. Emerging Cloud Operating System: Verizon is leveraging Mesophere's Data Center OS -- which is a version of Apache Mesos. Rather than a traditional operating system, Apache Mesos sounds more like a software-defined layer that allows data center operators to more effectively manage their applications and underlying hardware.

2. Crowdfunded Publishing: Colborne Communications has acquired Pubslush -- a book crowdfunding site. Hmmm Part II... 

1. Cloud Monitoring's Surprise Exit: BMC has acquired Boundary -- a cloud IT operations startup that we profiled about a year ago. Boundary offers a cloud-monitoring platform that allows businesses to track the real-time performance of their applications. Boundary and former CEO Gary Read parted ways earlier this year, and I'm not sure if Boundary ever announced a CEO successor (Boundary never replied to our requests for comment). By the way, under actual terms of the deal BMC acquired "assets" from Boundary, which makes it sound like this was a technology fire sale...

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