Oracle’s Latest Shot at Salesforce.com
February 27, 2008
Oracle To Boost SaaS Efforts With Upgraded Siebel CRM On Demand | www.informationweek.com
Oracle would like to be a leader both in SaaS and premises software. The latest release of Siebel CRM On Demand is their attempt to conquer both worlds and ensure their prized enterprise customers don’t defect to Salesforce.com. This release will likely have limited impact on Salesforce.com today, since Oracle is focused more on larger customers, but it will inevitably have some impact on Salesforce.com’s future growth.
February 20, 2008
Citrix Beta Of XenServer 4.1 Targets March Production | www.informationweek.com
VMWare has long dominated the virtualization market, but with Citrix’ purchase of XenSource it has the tools and the motivation to take a portion of that market. VMWare has excellent products, but is vulnerable on pricing. Citrix will be a strong competitor and will be putting pressure on VMWare.
February 20, 2008
HP's 1Q Profit Rises 38 Percent | biz.yahoo.com
HP’s good news story continues quarter after quarter. 2008 promises to be a year of increasing challenges to their good news, with Dell rebounding and the overall economic outlook gloomy. Some day HP’s growth via market share gains and cost cutting will end. Will that day be in 2008?
February 15, 2008
Judge Orders Oracle Vs. SAP To Mediation | www.informationweek.com
This suit was always about corporate image, rather than specific damages. The longer and bigger that Oracle can make the suit, the more adverse publicity SAP gets. Mediation is therefore a big win for SAP, unless Oracle is able to dig up more dirt.
What Does the Future Hold For Oracle’s Acquisitions?
February 7, 2008
Users fear Oracle will drop acquired products | www.computerworld.com
Software does evolve over time. Every user of software, whether it’s a home version of Windows or an enterprise version of SAP, must at some point decide to upgrade. Upgrades are usually expensive and painful. As long as Oracle provides a reasonable upgrade path users should not be too unhappy.
“Offshoring Means Cheap” Needs to Change!
February 4, 2008
Internet failure hits two continents | www.cnn.com
“You can have it fast, cheap or good: pick any two!” In too many cases fast and cheap has won over good. The primary driver behind offshoring has been cost savings, not quality. Network redundancy is an insurance policy which many executives have chosen not to buy. Sadly, this incident alone probably won’t change that.
Business Continuance Becomes a Top Of Mind Issue
February 1, 2008
Internet failure hits two continents | www.cnn.com
Business continuance will now become a top of mind issue, especially in global outsourced solutions.
Can Motorola Stay in the Handset Business?
January 29, 2008
What Can Brown Do for Motorola? | www.businessweek.com
Motorola is struggling in the handset business, while at the same time Nokia is going from strength to strength. Motorola’s new CEO, Greg Brown, has very limited time to rescue the handset business. Motorola needs to be able to make a profit on low-cost cell phones. Barring that, they may not have a future in the handset business.
Will Google’s Android Fulfill the Hype?
January 23, 2008
A Warm Welcome for Android | www.businessweek.com
Google’s Android mobile platform has the potential of revolutionizing the mobile computer market. It could become a standard platform for tens of millions of devices. A lot of work remains, however, to translate potential into reality.
Expect Sustained Data Center Demand in First-Half of 2008
January 22, 2008
IT Priorities in 2008: A Truly New Year | searchdatacenter.techtarget.com
1) Despite economic uncertainty, data center demand is strong. 2) The data center economy is smarter and stronger than ever.
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