IBM's Acquisition of Guardium Augments its Information Management Portfolio
December 10, 2009
IBM buys database security firm Guardium | www.reuters.com
o With its acquisition of Guardium, IBM obtains augments its already strong information management technology portfolio. o Guardium's technology is used for protection and real-time monitoring of database access; it is useful for security and compliance purposes.o The acquisition provides further evidence of the on-going industry consolidation as well as IBM's willingness to acquire companies in order to obtain technology that complements its own information management capabilities.
The 5Cs of Credit, P2P Lending, Social Lending, Self-Directed Lending
November 11, 2009
BlackRock's Fink: Forget 'Bubble' | online.wsj.com
Laurence Fink, Chairman and CEO of BlackRock Inc. in response to questions about bank failures and economic conditions suggested today that; “…the financial system needs to be a lot more responsive to society and make sure this doesn't happen again. Risk has to be a lot more transparent to investors. I think that is happening."; and, “the financial system needs change, including increased disclosure, more derivatives trading on exchanges and regulatory change…". But what about the 5Cs of credit?
Hollywood Internet Movie Download Sites - Still Looking for a Business Model
November 6, 2009
(Hollywood) Industry Slowly Embracing New Media | www.hollywoodreporter.com
Good article - the ugly truth about digital movies on the web is that no stand alone digital video content service makes money today, not CinemaNow (Sonic Nasdaq SNIC), Amazon, Vudu, or BlockBuster. The business model is missing, the revenue share small and the demand absent.Many have tried and failed including: Intertainer, MovieLink, Akimbo, Moviebeam - even CinemaNow was sold because it could not make money. The digital movie business model is broken....
Oracle's Acquisitions Continue to Roll On
October 8, 2009
Oracle To Acquire HyperRoll | www.informationweek.com
o Oracle's acquisition of HyperRoll provides it with innovative technology that complements its Hyperion business intelligence offerings as well as the Oracle Database.o It increases the competitive appeal of Oracle's BI offerings in several markets including the installed base of some of its competitors. o It provides further evidence of Oracle's willingness to acquire niche technology that adds new functionality and/or improves the performance of its current offerings.
Bank Tech Companies - who will be left standing?
September 29, 2009
Mergers: Conflicts Becoming A Core Reality | www.banktechnews.com
7,000 US banks and credit unions represents a lot of customers for the banking technology companies. While banks may be hurting, their technology needs only increases. With so many recent mergers are there too few providers left? Who has the advantage banks or the providers?
Dell/Perot, HP/EDS what's the difference?
September 21, 2009
Dell to buy Perot Systems for $3.9 billion | money.cnn.com
Dell, buying into the notion that hardware is now a commodity and they have already optimized that business, believes they need to diversify. So they buy a large business/technology consulting firm. Do they now bring any more value to the Perot business?
Interesting niche software solutions find ways to sell even in this environment
September 16, 2009
SuccessFactors: Small cap, big plans | money.cnn.com
While core infrastructure, telecom, and enterprise system maintenance revenues have been relatively stable even in this market, discretionary tech spending is challenged.However, tech buying is strong with a few interesting technology solutions that can provide tangible short term benefits.
IBM To Acquire SPSS and its Data Mining Capabilities
July 28, 2009
IBM Buys A Profitable Prophet | www.forbes.com
o IBM and SPSS are certainly not strangers and IBM's pending acquisition of SPSS will further enhance IBM's analytic capabilities.o SPSS has an OEM agreement with IBM Cognos' rival SAP BusinessObjects for the data mining component of the BusinessObjects XI platform. This partnership will likely now be tested.o The software industry continues to consolidate as giants acquire complementary technology. This trend will likely accelerate as the economy recovers.
Microsoft - One Disappointing Quarter is Not a Disaster
July 28, 2009
Update: Microsoft Revenue Declines 17% in Fiscal Q4 | www.computerworld.com
o Microsoft's earnings disappointment was influenced by product release dates, in particular the Windows 7 operating system.o The pending release of Windows 7 caused the many PC and associated software sales to be delayed. o The home market will quickly respond once Windows 7 starts shipping with new PCs; businesses will remain cautious until PC software applications have proved to be compatible and Windows 7 tested in pilot implementations.
Missing the boat - deduplication is only one piece of the puzzle
July 27, 2009
EMC outlines where Data Domain will fit | blogs.zdnet.com
The hype around Data Domain that brought it $2.1 Billion, over-emphasized the role of deduplication. The technology is nice, but it is neither unique nor complete.
E-Insurance: When will the insurance industry adopt modern communication tools?
February 14, 2012
ATMs could distribute prepaid Visa cards
January 23, 2012
PayPal can thrive as a standalone company
January 9, 2012
Europe's CO2 Emissions Trading System works, but it can be improved
December 16, 2011
European women wonder why their insurance premiums will increase
December 15, 2011