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- Cowen: Debating SaaS slowdown; Google Apps and AMD market share
- Cowen & Co. outlined its top 10 potential technology surprises for 2008 and a slowdown in software as a services is front and center on the list. There are also a few wild-cards such as Google Apps adoption and AMD giving up on the market share war. ...
- Tags: Software, Google Inc., Google Apps, Software-as-a-service, Cowen & Co., Market Share, Advanced Micro Devices Inc., Intel Corp., Software As A Service (SaaS), Tools & Techniques, Emerging Technologies, Management, Larry Dignan
- Blog posts 2008-01-14
- Survey: SMBs more aggressive with Vista upgrade plans
- Among small and mid-sized enteprises 47 percent of them plan to upgrade to Microsoft's Vista operating system in the fourth quarter of 2007, according to a Cowen & Co. survey.The survey, which is done in conjunction with CRN magazine, also found that 78 percent of small and mid-sized businesses will...
- Tags: Vista, Software Infrastructure, Microsoft, General
- Blog posts 2007-06-08
Additional Resources
- Dell's second quarter: Another milepost in the turnaround tale
- Dell reports its fiscal second quarter results on Thursday after market close and analysts are turning optimistic about the company's turnaround prospect amid better consumer notebook designs, emerging market revenue and solid server sales growth. Dell is expected to report fiscal second quarter earnings of 36 cents...
- Tags: Revenue, Dell Computer Corp., Miscioscia, Sales Strategy, Operational Accounting, Marketing Research, Financial Services, Sales, Finance, Marketing, Larry Dignan
- Blog posts 2008-08-28
- Tech giants may face dollar daze
- Technology bellwethers with a big chunk of their businesses overseas have benefited from a weak dollar compared to other currencies, but the gravy train may be coming to a stop. A weak dollar has helped technology giants such as Google, Amazon, eBay, IBM, HP and others even...
- Tags: Revenue, Google Inc., Yahoo! Inc., Dollar, Currency, Internet Company, IBM Corp., Internet, Operational Accounting, Finance, Larry Dignan
- Blog posts 2008-08-26
- HP's bid for EDS: Opportunity costs loom
- The debate around Hewlett-Packard's purchase of Electronic Data Systems follows three primary questions. Is the EDS acquisition another Compaq--a deal that will take years to pay off? Is EDS the right acquisition for HP? Are there other places where HP should spend its money? HP on Tuesday...
- Tags: Hewlett-Packard Co., Electronic Data Systems Corp., Dennis, Tools & Techniques, Business Process Outsourcing (BPO), Outsourcing, Mergers & Acquisitions, Management, It Operations, Business Operations, Outsourcing & Subcontracting, Investment, Finance, Larry Dignan
- Blog posts 2008-05-13
- Day in the sun: HP San Diego solar project on track for August
- Hewlett-Packard has snagged some kudos from the Uptime Institute for a solar power project in San Diego that is expected to go online in August. It actually got an award from Uptime for "Green IT Beyond the Data Center," as well as overall IT Strategy. Here's more deets. ...
- Tags: Panel, Hewlett-Packard Co., Recruitment & Selection, Groupware, Data Centers, Enterprise Software, Human Resources, Workforce Management, Software, Storage, Hardware, Data Management, Heather Clancy
- Blog posts 2008-05-01
- Oracle closes BEA deal; Last 'logical' purchase?
- Oracle said Tuesday that it closed its acquisition of BEA Systems following European Commission approval. In a statement, Oracle president Charles Phillips BEA will help the company's vision of a "a modern service-oriented architecture SOA infrastructure" and provide "a series of complementary and well-engineered middleware products." ...
- Tags: BEA Systems Inc., Oracle Corp., Wall Street, Service-Oriented Architecture (SOA), Mergers & Acquisitions, Construction, Middleware, Corporate Law, Web Services, Enterprise Software, Software, Investment, Finance, Business Operations, Larry Dignan
- Blog posts 2008-04-29
- Dell's grand plan a dud with analysts; Where's the detail?
- A two-day Dell powwow with Wall Street this week was largely panned as being short of details. On Wednesday and Thursday Dell met with analysts and disclosed that it would lay off more than the 8,800 it had projected and outlined plans to save about $3 billion...
- Tags: Dell Computer Corp., Analyst, Retail, Supply Chain Management (SCM), Channel Management, Sales Strategy, Strategy, Enterprise Software, Software, Marketing, Sales, Management, Larry Dignan
- Blog posts 2008-04-04
- Google not so recession proof after all: Monetization down in January
- The handwringing over Google's 0.3 percent decline in web search paid clicks in January from a year ago is palpable. Apparently folks are just coming around to the idea that Google may not be completely immune to a slowing economy. Google shares got whacked on Monday and...
- Tags: Monetization, Google Inc., Text Advertisement, News, January, Search, Larry Dignan
- Blog posts 2008-02-26
- Sun Microsystems: Can it grow?
- Sun Microsystems has made a lot of progress in recent quarters: It has become more efficient, stabilized spending, transitioned to new products and made smart acquisitions like MySQL in a quest to offer a complete software stack. But there is one lingering question: Can the company grow? ...
- Tags: Dell Computer Corp., Growth, Sun Microsystems Inc., Construction, Open Source, Databases, Enterprise Software, Software, Data Management, Larry Dignan
- Blog posts 2008-01-25
- News to know: Macworld; OOXML; Google; Tech's economic pulse
- Notable headlines: Mary Jo Foley: Veteran Windows architect resigns from Microsoft Independent study backs OOXML. EU launches new probe against Microsoft Macworld: David Morgenstern: Will Macs star at this year's Macworld Expo? Jason O'Grady: The calm before...
- Tags: Consumer Electronics Show, Apple iPhone, Google Inc., Facebook, Macworld, Software As A Service (SaaS), Desktops, Hd Dvd, Emerging Technologies, Hardware, Personal Technology, DVD, Home Entertainment, Larry Dignan
- Blog posts 2008-01-15
- SAP: Business on track; Fourth quarter revenue up 10 percent
- SAP provided another data point on the health of the tech economy, outlining that its fourth quarter is on track. On Monday, SAP joined IBM in announcing that the fourth quarter was strong. SAP (all resources, BTL posts) said fourth quarter revenue is expected to be about...
- Tags: Software, Revenue, Euro, SAP AG, Software Revenue, Tools & Techniques, Operational Accounting, Management, Finance, Larry Dignan
- Blog posts 2008-01-14
- Microsoft: Technology's Warren Buffett (at least when it comes to acquisition rumors)
- Take an industry that's worried about future demand technology. Add in a bunch of geeks drunk in Las Vegas CES. And what do you get? More merger rumors than you can handle--and most of them include Microsoft buying a company. On Thursday, Microsoft is reportedly buying most...
- Tags: Acquisition, Microsoft Corp., Warren Buffett, Mergers & Acquisitions, Corporate Law, Investment, Finance, Business Operations, Larry Dignan
- Blog posts 2008-01-10
- Will consumers scrimp on paid security software?
- Symantec and McAfee could face headwinds in 2008 amid weak consumer spending, according to Cowen & Co. Meanwhile, the two are duking it out over a Acer-Gateway OEM deal. Cowen analyst Walter Pritchard downgraded Symantec from "outperform" to "neutral" on the theory that the company will face weakening security...
- Tags: Software, McAfee Inc., Symantec Corp., Argument, Security Software, Security, Larry Dignan
- Blog posts 2007-12-17
- Dell cribs services playbook from larger rivals
- Dell is beginning to sound a lot like IBM, HP, EDS or any other technology services provider. The big question is whether it'll succeed at running infrastructure for customers. One of the big takeaways from Dell's conference call Thursday evening--aside from the lack of guidance, slight hostility from analysts...
- Tags: Dell Computer Corp., Information Technology, Customer, Service, Client Lifecycle Service, Supply Chain Management (SCM), Sales Strategy, Strategy, Enterprise Software, Software, Sales, Management, Larry Dignan
- Blog posts 2007-11-30
- Can Sprint be saved?
- You're a potential CEO of Sprint Nextel. You're interviewing with the recruiters and whether you get the job or not depends on one question: What would you do with Sprint Nextel? The question is a tough one. Would you keep former Sprint CEO Gary Forsee's big WiMax plan? Some...
- Tags: Palm Inc., Sprint Communications, WiMAX, Wi-Fi, Wireless, Larry Dignan
- Blog posts 2007-11-01
- The virtualization market: The real scrum is just beginning
- VMware's first quarter as a public company was a humdinger, but the real battle in the virtualization market is just getting started. Over the next year or so the virtualization landscape is going to become a lot more interesting. VMware is a company with a lead and...
- Tags: VMware Inc., Microsoft Corp., Return On Investment Case, Simon Crosby, Virtualization, Storage Management, Utility Computing, Hardware, Storage, Larry Dignan
- Blog posts 2007-10-25
- Parsing IBM's weak hardware sales
- IBM reported a solid third quarter, but there are some real worries about Big Blue's weak hardware results. IBM's quarter--as usual--was a tale of software and services. That tandem allowed the company to report earnings of $1.68 a share on revenue of $24.1 billion, just ahead of...
- Tags: Virtualization, Financial, Financial Service, Quad-core, Hardware, IBM Corp., Hardware Sale, Sales Strategy, Financial Planning, Sales, Finance, Larry Dignan
- Blog posts 2007-10-17
- SAP-as-a-Service: Will SMBs Bite?
- ZDNet blogging colleague Phil Wainewright has welcomed SAP to the ever more boisterous SaaS party. SAP's venture into SaaS may be its boldest move since MySAP.com. But are companies ready for such heavy-duty SaaS? That's because of the launch of SAP-as-a-Service this week. There's...
- Tags: Software-as-a-service, Vendor, SAP AG, Small And Medium Business, SAP-as-a-Service, Dan Farber, Software As A Service (SaaS), Smb/Sme, Enterprise Software, Emerging Technologies, Software, Joe McKendrick
- Blog posts 2007-09-21
- Analyst: BEA Systems' end game is near
- A Credit Suisse analyst thinks BEA Systems is likely to go on the auction block in the next three to six months. And the potential buyer is two likely suspects: Private equity firms or Oracle, which indicated it has no plans to slow down its acquisition pace. Here's what Credit...
- Tags: Software Infrastructure, Oracle, Hewlett-Packard, General
- Blog posts 2007-07-17
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