patrick walravens

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Rackspace goes for it: Plots infrastructure buildout; Notches enterprise wins

Rackspace is adding cloud and hosting customers at a healthy clip and plopping down the capital spending to go with it. The company upped its 2009 capital expenditure outlook as it builds out its infrastructure and chases enterprise customers. On Rackspace's second quarter earnings conference call, the...

Tags: Rackspace, Patrick Walravens, Data Centers, Cloud Computing, Virtualization, Storage, Hardware, Data Management, Larry Dignan

Blog posts 2009-08-11

Analysts upbeat about Oracle's business, customer wins

Oracle reports its fiscal third quarter earnings March 20 and analysts are expecting upbeat results and a major customer win. JMP Securities analyst Patrick Walravens said Oracles business appears to be strong as it sells more products into its installed...

Tags: Oracle Corp., Oracles, Bellini, Patrick Walravens, earnings

Blog posts 2007-03-12

Additional Resources

Where's the tipping point for on-demand ERP?

NetSuite delivered a solid quarter, indicated it was gaining traction with its OneWorld ERP suite and took a few jabs at SAP's Business By Design. The larger question: Where's the tipping point for on-demand ERP? That question was raised by JMP Securities analyst Patrick Walravens. The tipping...

Tags: Revenue, On-demand, NetSuite Inc., SAP AG, ERP, Business, Design, McGeever, Managed Hosting, Enterprise Resource Planning (ERP), Cloud Computing, Enterprise Software, Software, Larry Dignan

Blog posts 2009-07-31

Comparing infrastructure as a service providers: Amazon, Rackspace emerge

Amazon Web Services has the best pricing based on dollar per virtual machine, but Rackspace fills in a few gaps---especially with persistent instance data, according to a report from JMP Securities. In the report, JMP analyst Patrick Walravens surveys the infrastructure as a service providers. The report,...

Tags: Rackspace, Amazon Web Services, Web Service, Amazon.com Inc., Pricing Strategy, Walravens, Cloud Computing, Pricing, Virtualization, Web Services, Marketing Research, Marketing, Hardware, Enterprise Software, Software, Larry Dignan

Blog posts 2009-07-06

Software as a service: It should be the best of times, but it isn't

It's a big week for the software as a service industry: Salesforce.com is establishing itself as a leading cloud computing provider, NetSuite is planning to take on SAP head on and Success Factors is upping its outlook. But underneath the surface there are more than a few questions marks lurking....

Tags: Software, Salesforce.com Inc., Software-as-a-service, SuccessFactors Inc., NetSuite Inc., Software As A Service (SaaS), Sales Force Management, Cloud Computing, Emerging Technologies, Sales, Larry Dignan

Blog posts 2008-11-05

SAP confirms Business ByDesign delay

Updated: SAP on Wednesday confirmed a delay in its Business ByDesign software as a service suite. The company said: Since last September’s announcement of SAP Business ByDesign, the Company has been working closely with early customers and partners to validate and fine-tune the solution. As a...

Tags: Euro, SAP AG, Data Model, Operational Accounting, Finance, Larry Dignan

Blog posts 2008-04-30

SAP Business By Design likely to be delayed

Sketchy reports coming out of Germany are saying that SAP's Business By Design is likely to be delayed. According to Handelsblatt: An SAP developer speaking to Handelsblatt claimed in German that ByDesign was suffering from performance issues and bugs that would delay general availability until perhaps the end of...

Tags: SAP AG, Sales Force Management, Software As A Service (SaaS), Sales, Emerging Technologies, Dennis Howlett

Blog posts 2008-04-28

SAP under the microscope post Agassi

The departure of SAPs Shai Agassi may not change much for the enterprise software companys daily operations, but the company is likely to be examined more closely now that its software architect is gone. On Wednesday, SAP announced that Agassi...

Tags: Enterprise resource planning (ERP), Enterprise software, SAP AG, Shai Agassi

Blog posts 2007-03-29