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- Microsoft naysayer bandwagon gets crowded
- The guest list for Microsofts alleged funeral is long. Over the weekend, blogger Paul Graham stirred up a Techmeme hornet nest when he declared Microsoft dead. Today, Goldman Sachs removed Microsoft from its "conviction list," the equivalent of a super-duper...
- Tags: Software Infrastructure, Microsoft, General, Vista, Google
- Blog posts 2007-04-10
- Reading the Ray Ozzie tea leaves
- Microsoft silent Chief Software Architect CSA has spoken. But he didnt say much in his first public appearance in ages. On February 27, Microsoft CSA Ray Ozzie answered questions -- in a refreshingly tech-jargon-free way -- from Goldman Sachs analyst Rick Sherlund for an hour as part of the...
- Tags: Windows Live, Office Live, Corporate strategy, Xbox Live
- Blog posts 2007-02-27
- SAP doubles down on the mid-market
- SAP is going to spend roughly $400 million to $500 million over the next eight quarters over what amounts to be a big bet on mid-market customers. SAPs fourth quarter...
- Tags: SAP, SAP AG
- Blog posts 2007-01-24
- Ellison's Red Hat hijacking maneuver
- I was talking to Goldman Sachs sage Rich Sherlund about Oracle's move to basically hijack Red Hat's Linux by rolling its own binary distro based on Red Hat and starting a support price war that Oracle can win. Rick said that "Larry is driving now," and didn't want to end...
- Tags: Oracle Corp., Red Hat Inc.
- Blog posts 2006-10-25
- Social Web or Business Web: where is the money?
- What do MySpace and Microsoft have in common? One has been anointed the “#1” player in the Social Web and the other has announced its intentions to be the “#1” player in the Business Web.MySpace has been honored by Hitwise as being in the “#1 position for all Internet sites,”...
- Tags: Salesforce.com Inc., Business-web, Social Web, Business, Business Web, Web
- Blog posts 2006-07-11
- Blog swarm on Writely
- Google buys Writely and the blogosphere swarms. The aggregators/memetrackers, with some algorithmic help and hand kneading, provide ample evidence. It's a good example of how the blogosphere operates--thousands of bloggers converging on a hot topic and the aggregators/memetrackers sorting and filtering the output for human consumption. It's the hot conversation...
- Tags: Google Inc., Microsoft Corp., Writely
- Blog posts 2006-03-09
- Wall Street wakes up to Web services
- Surprise, surprise. It seems that Wall Street analysts have found a new reason to be optimistic about the software industry -- one that they had begun to write off as "mature." Goldman Sachs analysts have upgraded the software sector to "attractive" from "neutral," noting that the "next big thing" in...
- Tags: Web services, software, Web service, Web
- Blog posts 2005-05-23
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