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- The maintenance renewal landscape
- A small and therefore statistically dubious quarterly CIO survey undertaken by Kash Rangan's team at Bank of America Merrill Lynch published earlier this month makes revealing reading. On the general spending front, it should be no surprise that the survey believes CIO's are under spending relative...
- Blog posts 2009-10-23
- AT&T: 'Over the hump' of quality of service problems?
- AT&T is "definitely on the uptrend" on quality of service improvements and should be "over the hump" by the end of the year, said an AT&T executive. John Stankey, President & CEO, AT&T Operations, made the comments at the Bank of America Merrill Lynch 2009 Media, Communications...
- Blog posts 2009-09-09
- Comcast's Burke: TV Everywhere trials going national in 30 to 60 days
- Comcast has built a TV Everywhere site that's "complicated technically," but will roll out nationally as a pilot in the next 30 to 60 days, said Stephen Burke, chief operating officer of the cable giant. Burke, speaking at the Bank of America Merrill Lynch 2009 Media, Communications...
- Blog posts 2009-09-09
- SAP: Is the worst over?
- Analysts have been tripping over themselves trying to call the trough of demand for SAP applications. SAP detailed quote has been upgraded twice in two days. Bank of America-Merrill Lynch upgraded SAP to buy from neutral on Thursday given "the low expectation level." Simply put, business isn't...
- Blog posts 2009-07-09
- Bartz: Bing isn't all that (and neither is a Microsoft search deal)
- Yahoo CEO Carol Bartz took aim at Microsoft's Bing on Wednesday saying that the software giant's latest effort won't gain market share and will deliver only "temporary interest." In addition, Bartz said Yahoo's future would be cleaner without a deal with Microsoft. Speaking at Bank of America's...
- Blog posts 2009-06-03
- Merrill Lynch Revamps Customer Statements With HP Exstream Software
- Merrill Lynch financial advisors can offer clients a broad range of diversified financial solutions. Listening to feedback from clients, the Merrill Lynch marketing department recognized the value in creating a consolidated "Relationship Statement," with the ultimate goal of demonstrating what is possible from a client relationship with Merrill Lynch. Merrill...
- Case studies 2009-06-01
- Could your software CEO be a TV pitchman? Benioff might...
- Salesforce's CEO & Billy Mays - the ultimate pitch team! satire I (and 600 others) attended the recent Salesforce.com event here in Chicago. Salesforce was promoting its platform-as-a-service PaaS, Force.com. At these events, the different talks have their own highlights but, for me, I...
- Blog posts 2009-05-07
- Client Incompetence: why there will always be a need for consultants
- 40th Anniversary of the Peter Principle Inc. magazine has reminded us this month that this is the 40th anniversary of the publication of the Peter Principle. This book laid out the premise that people continue to get promoted until they reach their level of incompetence. At that...
- Blog posts 2009-04-05
- A shrinking Satyam
- The stakes are growing as uncertainty continues Satyam is another services firm with some retention issues: employees and clients. Let’s start with the client erosion issue first. Satyam apparently had around $2 billion/year in revenues. Of course, that number may change due to the...
- Blog posts 2009-02-22
- Don’t Bet On The Calculator. Bet On The Thinker.
- Sure, Goldman Sachs thinks it knows best or it wouldn’t have created its own digital system for analyzing financial risks it faces, aka its SecDB database and security pricing system. But that is not what has protected it from making the kind...
- Blog posts 2009-02-11
- Live Webcast: Calculated Risk: Inside the Billion-Dollar 'Gut' of Goldman Sachs
- While competitors were still betting big on mortgage-backed securities, Goldman Sachs began betting against such derivatives at the start of 2007, even though this was still the fastest-growing business on Wall Street. While it didn't escape the credit crisis without recording a loss in the last quarter of 2008 and...
- Webcasts 2009-02-11
- Uncalculated Risk: The Fall Of Housing Prices. What Goldman Saw.
- This is the U.S. Census Bureau's graphing of housing values from 1940-2000. Nationally, housing prices march upward for six uninterrupted decades. This kept up for another six years. But as the S&P/Case-Shiller Index, below, shows housing prices --...
- Blog posts 2009-02-10
- Calculating Risk: Panning for gold in Goldman's 'gut'
- All five investment banks that existed a year ago are gone. These are firms which put their own capital and the capital of big institutional and individual investors at risk, to merge or acquire companies. And were supposed to be experts at...
- Blog posts 2009-02-09
- Will Bells hijack the broadband stimulus?
- Will Bells hijack the broadband stimulus?Socialist economy... What is next Government housing and Yugo's?:(A rhetorical question, I presumeWill Bells hijack the broadband stimulus?Of course they will.Open competition didn't workHow far did we get with open competition for local phone service? Most of those companies died off. Cable companies...
- Discussion threads 2009-01-28
- We're all dead - get over it
- I've been scratching my head the last few days wondering why Bill McDermott, SAP's CEO of global field operations would flat out contend that: SAP is positioned to gain share in the business applications market as IT departments scrutinize every dollar spent, while predicting that...
- Blog posts 2009-01-13
- The Satyam saga worsens â€" terribly so
- The Enron of India (Probably!) The news today re: Satyam is really bad. It makes the events of last month pale in comparison. To begin, you should read Satyam Chairman Raju’s letter of resignation where he accounts for the accounting sleight of hand he says that...
- Blog posts 2009-01-07
- Satyam fallout: Should customers stick? Full text of chairman's stunning letter
- Indian outsourcing company Satyam has cooked books, a $1 billion cash sink hole and its chairman and founder B Ramalinga Raju has fabricated figures. Meanwhile, Merrill Lynch has bailed on being an adviser to the company and shares of the firm were down 90 percent or so in premarket trading...
- Blog posts 2009-01-07
- Enterprise software: A tour of the year ahead
- Despite the recession 2009 is going to be a critical year for all of those key vendors that best describe their turf in acronyms--CRM, ERP, BPO and perhaps a relatively new one VRM. Those acronyms, which stand for customer relationship management, enterprise resource planning, business process outsourcing...
- Blog posts 2008-12-15
- CRM 2009 - Companies to Watch For - Live and Let Die - Part 1
- We're heading into the forecasting homestretch now. You've seen what I'm thinking 'sup for 2009 with this post, this post, and this post. Now we move onto the final one or two or three (we'll see how long I can go writing each one before I get tired or sick...
- Blog posts 2008-12-10
- Breaking: SAP maintenance price hike: partial victory
- In what many will see as a welcome change of heart, reports are emerging that SAP has relented on the forced march to higher maintenance prices. According to a German edition of the FT Online, SAP has agreed that its German and Austrian customers can retain their existing maintenance contracts...
- Blog posts 2008-12-09
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