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Josh Greenbaum
Josh Greenbaum
Industry Analyst, Consultant and author, former programmer, systems analyst with 25 years experince. Spent three years in Europe as an industry analyst and as Correspondent for Information Week and other industry publications. Regularly consults with leading public and private enterprise software, database, and infrastructure companies. An award-winning columnist for leading IT and business magazines, Josh is widely quoted in the trade and business press and he blogs at Enterprise Matters.
By Josh Greenbaum on March 9, 2010
The author of the column in the Economist that I cited in my last post has written a kind response, defending his position against my slings and arrows. On one account he is firmly correct: the article he cited is findable, especially after the correct name of the business journal was published on the Economist’s [...]
Posted in Business | Tagged CEO, Co-CEO, Creative destruction, Economist, Management, sap, Stock
By Josh Greenbaum on March 8, 2010
Sometimes the Economist gets is right, sometimes it gets it wrong. Last week one of the last of the authoritative business magazines put its foot in its mouth with a lightweight and poorly considered column about the value of co-CEOs, with a specific reference to SAP’s recent appointment of Bill McDermott and Jim Hagemann Snabe [...]
Posted in Business, Featured Posts | Tagged CEO, Chief executive officer, Co-CEO, Hasso Plattner, Larry Ellison, Management, oracle, sap, Uncategorized
By Josh Greenbaum on February 16, 2010
There’s nothing sweeter for a blogger than irony, and the news that Oracle shut down a popular — and perhaps a little too honest — support blog run by an internal Oracle employee provides buckets of blog-worthy irony. Irony is all in the timing, and Oracle couldn’t have picked a worse moment to exercise some [...]
Posted in Business, Featured Posts | Tagged blogging, censorship, KPI, oracle, pr, sap, software maintenance, software support, Uncategorized
By Josh Greenbaum on February 10, 2010
In one of life’s little ironies, I was in the airport last Sunday on my way to Europe– and a series of meetings in Walldorf – when I got a call from SAP. The rest you probably know: the SAP board decided not to renew the contract of Léo Apotheker – who succeeded Henning Kagermann [...]
Posted in Business | Tagged bill mcdermott, CEO succession, Co-CEO, ecosystem, Hasso Plattner, Jim Hagemann Snabe, Léo Apotheker, sap
By Josh Greenbaum on December 14, 2009
John Schwarz, SAP board member, former head of Business Objects, and one of the leaders of a flying wedge of change that is permeating SAP, knows what he’s talking about when he characterizes the “new” SAP that is emerging from year one of the Léo Apotheker era.
So when he offered that the SAP he was [...]
Posted in Business | Tagged Uncategorized
By Josh Greenbaum on December 2, 2009
There’s no more an important and convoluted marketplace than business intelligence and analytics, a hodge-podge of tools, solutions, applications, technology, and other “stuff” that often defies analyst taxonomies and baffles customers.
This places an additional burden on trying to sort through the recent coverage about the SAS Institute duking it out with IBM, a recent deal [...]
Posted in Business | Tagged Uncategorized
By Josh Greenbaum on November 19, 2009
One of the advantages of a being a relatively ancient industry analyst is the ability to look back on over 25 years of innovation and spot the real paradigm shifts amidst the updates, revisions, and otherwise mundane changes that attempt, but never deliver, something radically new
Basking in the nerdacopia that is Microsoft’s Professional Developers Conference [...]
Posted in Business | Tagged Uncategorized
By Josh Greenbaum on November 11, 2009
The news that the European Commission thinks Oracle should jettison MySQL as part of its deal to acquire Sun is a typical case of bad analysis yielding potentially good results. I have to agree with Oracle’s contention that MySQL + Oracle DBMS does not constitute an unfairly competitive combination, and the EU’s perception to the [...]
Posted in Business | Tagged Uncategorized
By Josh Greenbaum on November 3, 2009
One of the largely unheralded changes at Oracle this year has been its sudden willingness to partner at a strategic level with other enterprise software companies. This departure from previous strategy has been noted here before, as has its implications for the enterprise software community. (Great if you’re an ISV looking for a strong partner [...]
Posted in Business, Featured Posts | Tagged Alliances, e2open, ecosystem, ISV, Open source, oracle, SaaS, sap
By Josh Greenbaum on October 29, 2009
In the aftermath of a relatively decent Q3, all things considered, that nonetheless earned SAP the wrath of the stock market, it’s important to take a look at what SAP, its customers, and its competitors have to look forward to as CEO Léo Apotheker rounds the end of his first full year at the helm.
Posted in Business | Tagged Uncategorized
