Tech in 2010 – Growth with a Quality Bias
Tech is poised for growth in 2010 but it’s increasingly looking like a much better year for the well-established and well-respected tech companies, and a challenging environment for the second-tire companies.
Reflections Of A Digital Immigrant Gone Semi-Native: The Sad Tale Of Charles Phillips
Yesterday an Oracle story broke big-time, and it wasn’t about Fusion application delivery dates, pricing, or how much work it would take to get from EBS or PeopleSoft HCM to Fusion HCM apps. It also wasn’t about Oracle giving its installed base a break on their maintenance fees or committing to keep most of Sun’s [...]
Ten Tech Tells for ‘10
This is by no means a comprehensive list – it’s admittedly biased toward the tech sectors I follow most closely (software and wireless) – but here are a few companies I’ll be keeping an eye on as we move into the new year – some as short-term opportunities, others with a longer time horizon. If, [...]
Oracle the Innovator (and Ecosystem Contender)
I just spent two days having my brain annihilated by information overload at Oracle’s Applications Analyst Summit, and, with 21 pages of notes, it’s going to be hard to sort through everything and come up with a concise post on what we learned. But here goes.
The first is that Oracle has been innovating more than [...]
