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- Microsoft: The four elephants in the room
- Microsoft: The four elephants in the roomIt happened with AppleWhen it was annouced they would be moving to Intel chips, people held off purchases until then, then once again with OS X when Leopard was announced.It is to be expected with any product, when your new product will be along...
- Discussion threads 2009-04-23
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- Oracle's big plan: Double revenue in five years
- Oracle capped off its OpenWorld conference with a powwow with analysts where management was described as extremely confident about the company's prospects. Although I'm not sure you could ever describe Oracle management as timid---does Larry Ellison allow that?---analyst notes seem to portray executives as exceedingly confident. Judging...
- Blog posts 2009-10-16
- Red Hat gains operating system share at Sun's expense
- Red Hat's fiscal second quarter results were solid across the board as the company continues to poach operating system market share even though server sales are weak. Simply put, you can't extrapolate Red Hat's results to other enterprise software vendors. Red Hat's continued growth is at the...
- Blog posts 2009-09-24
- BMC picks up MQSoftware, expands into middleware management
- BMC Software said Monday that it has acquired MQSoftware in a move that will expand its offering from mainframe and systems monitoring to middleware. Terms of the deal weren't disclosed statement. BMC positioned the move as a natural evolution to provide monitoring from the mainframe to the...
- Blog posts 2009-08-10
- Microsoft: The four elephants in the room
- Microsoft's fiscal third quarter results will be notable on four fronts: Potential layoffs, the impact on weak PC demand, the effect of netbooks and how Windows 7 may impact the June quarter. Wall Street is expecting Microsoft to report third quarter earnings of 39 cents a share...
- Blog posts 2009-04-23
- VMWare employees to receive new pricing on underwater stock options
- The last thing any employee wants is stock options that are "under water." But that's exactly what some VMWare employees who were issued options after the August IPO are stuck with. After the IPO, VMWare's stock climbed and climbed - from $57.71 on its first day to about $125 in...
- Blog posts 2008-07-17
- When the going gets tough, Oracle talks less smack
- Analysts are lamenting Oracle's February quarter and the lower than expected new license revenue growth, but the lack of competitor bashing should really have folks worried. Oracle's quarter wasn't bad, but investors are clearly spooked by new license growth of 16 percent, which was at the low...
- Blog posts 2008-03-27
- Tech earnings: So far so good
- A trio of technology companies reported earnings and provided a rough sketch of industry conditions. Here's a quick survey of the landscape. Overall, the results weren't bad--with the exception of Tibco, which turned in a poor quarter. Combined with earnings from the likes of Oracle and Red Hat...
- Blog posts 2007-09-28
- Symantec: SaaS efforts revving
- Symantec said its software as a service SaaS product will go live later this year. Symantec CEO John Thompson said on the companys fiscal fourth quarter earnings conference call that its Symantec Protection Network, its first SaaS offering, is on...
- Blog posts 2007-05-03
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