Deltek Insight 2011
The Spring 2011 user conference season is finally winding down and for me basically ended last week as I attended my fourth Deltek Insight user conference. Deltek, a company on a multi-year journey of transformation from a sleepy family run…
The Future of Business: SAP vs. Workday
The ERP space is starting to change. It might actually start to reflect the business changes and change velocity your firm deals with daily. But not all vendors see these phenomena. Here’s a look at two who might.
Growing Dell – #SSVE Trip Report
Dell held an analyst event in Austin a couple weeks ago (titled “Services and Solutions for the Virtual Era”, or SSVE), coming out strong with its message of transformation and growth via an expansion in the general “enterprise IT” space. This was primarily based on two, traditionally non-Dell lines of business. The Growth Plan Our [...]
The Bubble Has Begun With the Most Expensive Stock In America
It’s official, the current Bubble has begun with LinkedIn’s IPO. It was declared the most expensive stock in America even before doubling which means its now clearly way past Bubble territory. Exciting stuff! LinkedIn’s PE is 62 times Apple’s, 50 times Google’s, but less than 4 times Salesforce.com’s. Wow, AAPL and GOOG look like Value [...]
A Big Day for LinkedIn
About 10 years ago, I did a swing through Silicon Valley while doing some research on early Social Networking companies, including a number of mostly-or-entirely defunct companies like Spoke, Visible Path, ZeroDegrees, Plaxo and others. During that trip I stopped by the offices of a (then-) small company called LinkedIn. I recall the meeting [...]
