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- Oracle Fusion Middleware 11g: turkeys voting for Christmas?
- Oracle Fusion Middleware 11g: turkeys voting for Christmas?Ready to sell them short?Dennis: Sure, Oracle's past performance as a company is no prologue to the future. Seeing as you see the future as distinctly different for Oracle than its history from here on in, I assume you'll be devoting half your...
- Discussion threads 2009-07-01
- ACN vs. ORCL - Who's spending on advertising?
- The cost of selling services and software BtoB magazine recently posted their Top 100 business-to-business advertiser list. On this list were a couple of firms with distinctly different approaches to advertising. Oracle Corporation came in at #95 on the list, down from #74...
- Blog posts 2008-12-18
Additional Resources
- Motorola and Verizon announced DROID for 6 Nov at $199.99
- Gonna be an ugly season for retailersI don't see how many people still want to spend on these expensive gadgets / Win7 / iPhones.It will be worse next year with a proliferation of super cheap very functional Internet devices. Microsoft will find profit margines evaporating.Maybe the phone I've been waiting...
- Discussion threads 2009-10-28
- Oracle's FusionFest: BEA underneath, dogfood, Sun on the horizon
- Oracle's FusionFest: BEA underneath, dogfood, Sun on the horizonRE: Oracle's FusionFest: BEA underneath, dogfood, Sun on the horizonOracle is my no means alone on the total IT stack/provider quest. IBM has been hellbent for decades (lost the second wave of the OS wars, got love for Linux). And Microsoft has...
- Discussion threads 2009-07-04
- Oracle's Fusion middleware master plan starts coming together
- Oracle on Wednesday launched its Fusion 11g middleware family and the effort is aimed at linking the technological underpinnings of all of the company's acquired applications, owning the market, creating one fundamental software stack for the enterprise, laying the foundation for a cloud strategy as well as a few other...
- Blog posts 2009-07-01
- Oracle spinning its numbers a tad too much?
- Oracle spinning its numbers a tad too much?Bull...Talk about stretching the truth... I have never seen so poor a representation of numbers than this...A very poor shot, if can't do an accurate comparisson, just spin things out and lie.I'm an ex SAP and ex Oracle customer and there is a...
- Discussion threads 2009-06-25
- Spin, Baby, Spin â€" Oracle’s case for spending in a tough economy
- How recessions should alter vendor behavior Oracle had a recent show here in Chicago. Attendees were given a very nice breakfast, a keynote from an Oracle executive and an opportunity to kick the tires on scads of Oracle products. The keynote address was...
- Blog posts 2009-02-10
- SAP confirms layoffs - 3,000 to go
- SAP to go on Slim-Fast? Can they make the apps as lean as the company? On Jan. 13, 2009, I ran a post about rumored layoffs at SAP and Oracle. I made a few calls to sources in those firms to verify/deny these rumors. ...
- Blog posts 2009-01-30
- 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...
- Blog posts 2008-12-15
- Merrill Lynch downgrades SAP and Oracle
- It should come as no surprise that investment research at Merrill Lynch sees downgraded assessments of both SAP and Oracle's near terms results. In the last month, Merrill has conducted research among European CIO's and finds that a full 40% are less bullish on IT spending than they were three...
- Blog posts 2008-11-17
- Highest-paid US public company executives
- Associated Press published a list of highest-paid public company executives out of S&P 500 index. Larry Ellison, Oracle Corp. ORCL, $84.6 mln John Thain, Merrill Lynch & Co. MERPO, $83.1 mln Leslie Moonves, CBS Corp. CBS, $67.6 mln Richard Adkerson, Freeport-McMoran Copper & Gold Inc., $65.3 mln Bob Simpson,...
- Blog posts 2008-08-21
- SAP 'Mittelstand' customers upset at new maintenance charges
- Following on from yesterday's announcement of a hike in SAP maintenance charges, the German title Computerwoche implies that the powerful 'Mittelstand' group in the German SAP user group are far from happy. Under the title: "Higher maintenance costs upset SAP customers ," Computerwoche interviewed Gunther Rheinhart, executive member of the...
- Blog posts 2008-07-17
- Informatica is on the block say senior sources
- I have heard from two senior sources in the software industry that Informatica [INFA] is on the block and it has approached Oracle [ORCL]. I don't know what the possible acquisition price would be or any further details. Informatica's share price closed at $16.45 on Friday May 9. It's...
- Blog posts 2008-05-11
- C'mon Oracle, more noise please
- C'mon Oracle, more noise pleaseRevRecDennis, I don't know about other companies but we have fairly strict corporate governance-related rules about communicating product release timelines. So the lack of a date should not in itself be construed as a lack of "credibility".As for the proclivity of other Oracle employees to refuse...
- Discussion threads 2008-04-14
- Time to call the Red Hat-JBOSS deal a failure?
- Time to call the Red Hat-JBOSS deal a failure?so we should all abandon OSS?Hi Dana,I have a few issues with your post (I was with JBoss from early 2004 until I left Red Hat in November 2007 by the way). Because SpringSource is holding user events in 5-star resorts,...
- Discussion threads 2008-03-04
- Will+open+source+be+a+victim+in+the+Dot+Bomb+2.0%3F
- Will+open+source+be+a+victim+in+the+Dot+Bomb+2.0%3FInsightfulSometimes in your moments of doubt I agree with you. Though in this article you might have mentioned that "open source" companies have already flared and burnt out once before. Leaving a few hardy if minor survivors.(Minor as you indicated in this comment:But real profits have been tough...
- Discussion threads 2008-02-20
- Yahoo says no to Microsoft: what's next?
- Yahoo says no to Microsoft: what's next?Yahoo knows that MS will pay more, they are in no hurry. The price willrise to over 60 billion. Microsoft is desperate.LeverageWho can leverage that amount of money? Too few domestic companies would risk it, however, overseas is another story--pleanty of concerns have...
- Discussion threads 2008-02-09
- Microsoft-Yahoo: Enterprise confusion
- Microsoft-Yahoo: Enterprise confusionSorry, Michael. Wrong. :-)The addition of Yahoo, similar to aQuantive, spells enterprise goodness all around. Remember what the greatest asset of the web 2.0 "revolution" is? It's people. Mashing up these next-gen new media pioneers with old school MSFT is only going to spell...
- Discussion threads 2008-02-01
- SAP-BusinessObjects: what was unsaid
- SAP-BusinessObjects: what was unsaidSAP sales of ORCL DBMSDennis, Unfortunately, you're dead wrong about SAP reselling $1bn of ORCL databases per year. Its not even close to that amount, even including maintenance fees.Ok thenThat is what I've been advised on many occasions and have no reason to disbelieve it. If...
- Discussion threads 2008-01-16
- Best of breed: No need for an obit
- As Cognos--and any other mid-sized software firm--gets consolidated by the elephants in the room (Oracle, Microsoft, IBM and SAP) the concept of best of breed is on life support. But the patient won't be in critical condition for long. Contrary to all the indicators, the best of...
- Blog posts 2007-11-13
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