Oracle Acquires Taleo (Resistance is Futile)
As they say, a picture is worth a thousand words. Well, I am not sure, but this is what happens when I don’t have time to write:-) If you are in Enterprise Software, you know what’s coming at you … resistance is futile. Now, for the real news on Oracle’s acquisition of Taleo, I refer [...]
Zach Nelson: A Decade in the Clouds
Zach Nelson is a really interesting tech executive. He has a wide rolodex (over 20 pages in my last book, The New Polymath came from interviews with Zach and several others he introduced me to), diverse interests (numerous relationships with the Oakland Athletics baseball team, part owner of the Omaha Nighthawks football team, golfer), and [...]
The Biggest Misperception in Talent Management
After digesting just about every blog post, discussion thread, and email predicting what will happen with SAP and SuccessFactors now that they are one, I’ve noticed a prevailing theme – the Talent Management market has changed overnight and even some are predicting the death of independent Talent Management vendors. While I believe the Talent Management [...]
Workday interview: Insights from a deep enterprise cloudist
Great interview with Workday Co-CEO, Aneel Bhusri, who discusses cloud, ERP, SAP, Oracle, Salesforce, NetSuite, investing, and other hot topics.
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 [...]
Peak Software?
It is an iron law of physics. A component of a closed system is limited in size to the size of the closed system. For instance everything on this planet is bounded by the size of the planet and nothing on this planet can grow forever. This gets us right into economics because the economy [...]
The Cloud Wars – 2012
It seems, based on the last few acquisitions in enterprise software by three of the largest software vendors, that cloud computing has moved past its tipping point. The acquisitions, RightNow by Oracle, SuccessFactors by SAP and DemandTec by IBM, also…
2011 Say Bye-bye!
Every year around this time I write two columns one on the year that was and another on what I expect the new year to bring. There is no methodology for this process and I believe this lack of method is important. I take a blank screen and fill it up with what has been [...]
SAP’s M&A Strategy: the Key to a Successful SuccessFactors Acquisition.
As the enterprise software market parses the news that SuccessFactors will become SuccessFactors, an SAP company, the question of how well SAP manages its M&A strategy is coming to the fore. SAP has been buying small and large companies for a while, and though nowhere near as avaricious as Oracle or IBM, there are now three big [...]
What Just Happened To The Talent Management Technology Spend?
What Happened To The Rest Of My Pie? I’m still working on my magnum opus (perhaps never to be finished?) post on the SAP/SFSF/Jobs2Web/all things consolidation in the HRM enterprise software market, but one question keeps pushing its way to the surface, demanding a quick post. It’s a much broader question: what just happened to the [...]
