My 2 cents on Oracle, Salesforce and the Cloud
Have been following the chatter closely on StockTwits, among the Enterprise Irregulars, and elsewhere after Oracle’s big miss. Here’s my 2 cents… Cloud/SaaS/OnDemand software (choose your buzzword) is a powerful long-termtrend – buyers are shifting strongly in this direction and it represents a tremendous market and investment opportunity. This is long-term bullish for flagship vendor Salesforce.com ($CRM) and a [...]
Software Atomization
The first best of breed software that we helped to replace was Cullinet’s A/P system. It was 15 years ago, a number hard to believe even as I type it. The company was a Fortune 500 goliath with an enormous IT department. Their goal was to eliminate a slew of legacy applications in favor of [...]
Enterprise Headlines and Summaries, June 2011
June has been a busy month in the Enterprise Software and Solutions (http://twitter.com/#!/search?q=%23EnSW). Headlines and excerpts follow below, but here are some of the highlights of the month of June: Lots o’ buzz about SAP HANA and how it can transform enterprise software … Lots o’ legal action around Oracle and frenemies, especially Google and [...]
Oracle: Embrace the Choice
Steve Miranda, SVP used those words in his keynote yesterday as Oracle rolled out its more evolved cloud messaging at its Collaborate User conference in Orlando. I expect Oracle marketing to emphasize the choice theme a lot more rather than its hostile “cloud is fashion du jour” or confusing “cloud in a box” messages of [...]
Enterprise headlines and excerpts, 2010-02
Enterprise news and headlines, February 2011 SAP and Oracle still haven’t settled the TomorrowNow lawsuit, SAP introduces ByDesign 2.6 including SDK, Gideon Gartner explains the development of the Gartner research process, Obama visits Silicon Valley, Nokia abandons its Symbian platform for Windows Phone, IT jobs recovery begins, OpenOffice gets forked, more evidence that Google Android [...]
Oracle Applications customers reveal their future plans
Computer Research studied Oracle Applications customer plans for the future, along with their satisfaction with Oracle maintenance and support. Some of the results will shock you.
Bootstrappers: The New is Not for Everyone. Pass the Others By.
Seth Godin touches on one of my favorite themes today. Here is the money quote: Experienced marketers and artists and those that make change understand that the new is not for everyone. In fact, it’s not even for most people. Pass them by. They can catch up later. This is some of the best advice [...]
Who will Oracle acquire next? (The Answers)
Who will Oracle acquire next? Our respondents say Oracle will acquire Informatica, Salesforce.com, VMware, TIBCO, Red Hat, Teradata, NetSuite, SuccessFactors, Taleo, Computer Associates, Cloudera, Vertica, Jive Software, and Mark Hurd.
Who will Oracle acquire next?
Oracle has been very acquisitive in past years. Who’s next? Informatica? NetSuite? Red Hat? Salesforce.com? Someone else? Vote in the attached poll to share your thoughts, or just view the results here.
Gartner stops short of calling them evil empires
Extract from my new book: As we know, the 1990s were a chaotic time for Russia as the Soviet Union’s centralized, defense – heavy infrastructure was gradually torn down and replaced by decentralized, commercial enterprises. Seth Ravin describes his work there blandly as “ defense conversion, ” but it was dangerous work where he faced [...]
