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- SAP beats Oracle? Oracle surrounding SAP? Microsoft raking in new customers?
- Who’s winning what and does anyone really care?SAP just turned in a great quarter, one that, according to my favorite financial analyst, Charlie di Bona, cemented his contention that “SAP continues to compete aggressively against ORCL in the applications market.†It also proves, di Bona, that SAP is growing twice...
- Blog posts 2007-07-20
- Dear Larry (Ellison)
- I hope this finds you fit and well and that sales of your products and services are barreling along.I know from past dealings that there is nothing you enjoy more than the rough and tumble of a press conference. You come on stage, take the only seat and ask: 'What...
- Blog posts 2007-07-19
- The Season of Disruption: Oracle vs. SAP, NetSuite's IPO, and the Future of Enterprise Software
- A response from SAP in the Oracle vs. SAP lawsuit and NetSuite files for an IPO. Two seemingly disconnected events trickled down through the technosphere during 4th of July week, and, having been blissfully disconnected myself for much of the week, I came back with a mission to try to...
- Blog posts 2007-07-06
- A Little Transparency Could Go a Long Way: Oracle's Opacity Crisis
- Oracle's quarterly earnings look good, and their execs are crowing about how well their "surround SAP" strategy is working. And so it goes, another great quarter, another boastful conference call. What's wrong with this picture quarter after quarter is that we mere mortals -- and I include some pretty smart...
- Blog posts 2007-06-27
- Fusion Apps Are Coming, Fusion Apps Are Comingââ¬Â¦..
- Want to know where the entire enterprise software industry will be looking in mid-Nov.? It’s easy: Oracle’s OpenWorld user conference. Why? That’s easy too: Oracle is going to be showing off the first of its Fusion Applications at its annual show, and I assure you, the whole enterprise software world...
- Blog posts 2007-06-01
- Hell Freezes Over: Oracle Buying Shares in SAP?
- The rumor du jour hit the Reuters wire early this morning, and it's a doozie: SAP's shares are up in recent trading because Oracle has bought some eight percent of the company. Considering April Fool's Day is come and gone, one has to assume that this was reported not for...
- Blog posts 2007-05-22
- Oracle buying Agile ââ¬" Is it Time to Rethink PLM?
- Here’s the skinny on Oracle’s acquisition of Agile: PLM is a three-letter acronym that has never lived up to its reputation as hot number either across the enterprise or in the eyes of the investment community. That hasn’t stopped companies like Siemens from recently paying a pretty euro to buy...
- Blog posts 2007-05-16
- SAP Does CPM: Et Tu, Oracle
- SAP has fired back at Oracle, in rather short order, with the acquisition of OutlookSoft, a corporate performance management vendor based in Stamford, Conn. It looks like short order of course, as Oracle announced its Hyperion acquisition a scant two months ago. But SAP, having passed a while ago on...
- Blog posts 2007-05-08
- Fusion Is Coming, Sooner Than You Might Think
- The eternal quest to come up with a definitive timeline, much less a definition, for Oracles Fusion Applications may have just gotten a little easier. Step one was Oracles release of its Application Integration Architecture, formerly known as Project X, which provides the glueware that can link different processes in...
- Blog posts 2007-05-07
- Bipolar Oracle
- Outside the SAP user conference in Atlanta, the cameras were rolling. Looking for sound bites were Oracle operatives, trying to get SAP customers to say – on camera and with SAPPHIRE logos as a backdrop – that SAP’s software was expensive, hard to deploy, and helped make the world safe...
- Blog posts 2007-04-25
- Oracle Patch Day: 37 flaws fixed
- Oracle has released its quarterly "critical patch update" with fixes for a total of 37 security holes in its database and application server products.The April 2007 CPU addresses a wide range of vulnerabilities affecting the following product lines:* Oracle Database (14 flaws, including one with a CVSS base score of...
- Blog posts 2007-04-17
- Oracle Siebel CRM is now BlackBerry-compliant
- Oracle today announced Oracle Siebel Wireless support for BlackBerry.GUI is going to look something like above. The upside: enterprises will gain mobile access to CRM data in real time.Projected users of this CRM data include executives, sales teams and field services engineers who rely on their BlackBerry smartphones to...
- Blog posts 2007-04-12
- Anne Nicole Smith and Oracle
- I promise no girlie pictures, and definitely no weeping judges, but if you want to know why I think Oracle is now the market leader in sensational, sound-bite news -- big and sexy and easy to put on page one -- please read on. This is of course about the...
- Blog posts 2007-03-05
- Into the SMB Breach -- This Time with Feeling
- It seems that everyone in the enterprise software market is after the great untapped riches that are allegedly there for the taking in the so-called mid-market. SAP, trying to put some luster on a bad quarter, announced its new A1S mid-market program just recently, with some fabulous goals in mind,...
- Blog posts 2007-02-16
- Oracle Unlimited and Fusion Futures
- Tomorrow, Jan. 31, Oracle will host a major shindig in New York intended to further define its product plans for the core products -- PeopleSoft, Oracle E-business Suite, JD Edwards, and Siebel -- that it is maintaining and upgrading as part of its Applications Unlimited program. Its easy to say...
- Blog posts 2007-01-30
- Oracle Losing the Transparency War. Microsoft Trying Too.
- Yesterdays release of Oracles most recent financials continued to push Oracle into a race for last place in the world of corporate transparency. Its disclosures were full of all sorts of information, except the information needed to really assess how well the companys acquisition strategy is doing. Charlie Di Bona...
- Blog posts 2006-12-19
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