brendan barnicle

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Oracle's second quarter: A mixed bag, cost cuts likely

Oracle reports its fiscal second quarter results Thursday and analysts are expecting weaker-than-expected license revenue, healthy maintenance subscriptions, a potential earnings miss and some belt tightening on deck. In other words, expect a mixed bag. Wall Street is expecting earnings of 34 cents a share excluding items...

Tags: Oracle Corp., Analyst, Reback, Brendan Barnicle, Operational Accounting, Financial Accounting, Finance, Larry Dignan

Blog posts 2008-12-15

Microsoft's elephant in the OS room: Apple

Are all of those Apple OS X vs. Vista commercials making an impact? Microsoft's client revenue--Vista and XP came in below expectations--and the company cited three primary reasons: A tough comparison from year ago levels, OEM inventory build and piracy. But the elephant on the conference call may have been...

Tags: Apple Inc., Apple Macintosh, Brendan Barnicle, Desktops, Hardware, Larry Dignan, Macbook Air, Microsoft Corp., OEM, Operating System, TR

Blog posts 2008-04-25

Red Hat shouldn't write off Oracle just yet

Red Hat on Wednesday released Red Hat Enterprise Linux 5, touted its virtualization capabilities and solidified its standing as a leading open source player. With all that momentum, Oracle and its grand plans to offer Red Hat Linux support shouldnt...

Tags: OPEN SOURCE, Operating systems, UNIX, Red Hat Inc., Oracle Corp., Brendan Barnicle, survey, Linux

Blog posts 2007-03-16

Additional Resources

Salesforce.com: Recession resistant or just late to the pain?

On the surface, Salesforce.com's third quarter was impressive. The company hit or exceeded its targets and noted that its "value proposition" was resonating among enterprise software buyers. But worries abound under the surface. Salesforce.com reported income of $10.1 million, or 8 cents per share, on revenue of...

Tags: Salesforce.com Inc., Recession, Sales Force Management, Sales, Larry Dignan

Blog posts 2008-11-21

Microsoft earnings cheat sheet: Vista SP1 impact; Strong results expected; Is Yahoo a distraction?

Did Microsoft keep its focus amid all the Yahoo hubbub? It may not matter given the bump from the weak dollar that Microsoft is expected to get in the third quarter. According to Thomson Financial, Microsoft all resources is expected to report fiscal third quarter earnings of...

Tags: Revenue, Yahoo! Inc., Microsoft Windows Vista, Microsoft Corp., Earnings, Microsoft Windows Vista SP1, Xbox Shipment, Operational Accounting, Microsoft Windows Vista (Longhorn), Finance, Operating Systems, Microsoft Windows, Software, Larry Dignan

Blog posts 2008-04-24

Oracle expected to navigate choppy economic waters

Oracle will report its fiscal third quarter earnings after market close today and by most counts the company has bucked any economic downturn and should turn in strong results. Analysts are expecting earnings of 30 cents a share for the February quarter on sales of $5.4 billion,...

Tags: BEA Systems Inc., Oracle Corp., Analyst, Sales Strategy, Middleware, Mergers & Acquisitions, Application Servers, Sales, Enterprise Software, Software, Investment, Finance, Larry Dignan

Blog posts 2008-03-26

QuickBase, your enterprise database in the cloud

QuickBase, your enterprise database in the cloudPlatform as a Service on the riseHi Phil,Thanks for the early mention of Rollbase, I hope to see you at the SaaS Summit conference in SF this month where we'll be launching our public beta. Meanwhile it's good to see more light being shed...

Tags: Groupware, Intuit QuickBase, enterprise database

Discussion threads 2008-02-06

Oracle preps for first database release in four years

On July 11, Oracle will officially launch its 11g, the first major database refresh from the company in four years. Oracle 11g is expected to be released later in 2007 and hopes are high that new database will drive revenue gains. Merrill Lynch analyst Kash Rangan said in a research...

Tags: Software Infrastructure, Oracle, General

Blog posts 2007-06-22

Is Zimbra and Alfresco on Red Hat's shopping list?

Is Red Hat going to use its Red Hat Exchange to find acquisition targets? Its quite possible. And if thats the case Zimbra and potentially Alfresco will part of Red Hat at some point. That speculation is just one of...

Tags: General, Linux, Open Source, Red Hat, Software Infrastructure, Web Technology

Blog posts 2007-05-10

Vista skepticism pervades, may be misplaced

This just in--Vista is launching to consumers and the Web is buzzing with worries over how to upgrade and whether those worries are legit, stories about demand and primers on killer apps and pitfalls. One common thread: Folks are pretty...

Tags: General, Software Infrastructure, Vista, Microsoft, Microsoft Windows Vista

Blog posts 2007-01-29

SAP, Oracle under the SOA, on-demand gun

SAPs first fourth quarter miss in seven years has analysts painting a grim picture in the enterprise applications market as new trends such as services oriented architecture SOA win out. The picture goes something like this: SAPs big miss in...

Tags: General, Software Infrastructure, SAP, Oracle, SAP AG

Blog posts 2007-01-12

Excel and SQL may spell trouble for business intelligence vendors

One of the more interesting technology battles this year (and probably 2008) will pit Microsofts Office 2007 coupled with SQL Server 2005 against established business intelligence players. ...

Tags: General, Open Source, Software Infrastructure, Microsoft, Business Intelligence

Blog posts 2007-01-05