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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...
- Tags: Uncategorized
- Blog posts 2007-07-20
- 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...
- Tags: Uncategorized
- Blog posts 2007-07-06
- 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...
- Tags: Uncategorized
- Blog posts 2007-05-22
- 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...
- Tags: Uncategorized
- Blog posts 2007-05-08
- 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...
- Tags: Uncategorized
- Blog posts 2007-04-25
- The Post-Shai Era II
- On the plane home from SAP’s Sapphire conference, reflecting on the overall impact of the announcements and the gestalt of the conference, it’s easy to conclude that SAP will survive Shai Agassi’s abrupt departure. It may be hard on the press – who seemed to be craving the acerbic sound...
- Tags: Uncategorized
- Blog posts 2007-04-25
- Is NetWeaver Finally Hitting Its Stride?
- SAP has bet a lot on NetWeaver, its platform-cum-SOA strategy, and has endured the slings and arrows of competitors belittling the fact that it didn’t reach universal adoption in the two-plus years since it was first announced. But it seems like data from ASUG, the US-based SAP user group,...
- Tags: Uncategorized
- Blog posts 2007-04-23
- Leapfrog on the Desktop
- No good idea goes unchallenged, and today’s announcement at the Microsoft Dynamics Convergence conference that Office has become the new client for its enterprise applications suite follows on the extraordinary success that the Office gang has already registered in the SAP market. That success , aka Duet, has been one...
- Tags: desktop, Microsoft Office, Microsoft Dynamics, Duet, SAP AG, Microsoft Office 2007, Microsoft Corp.
- Blog posts 2007-03-12
- 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,...
- Tags: Uncategorized
- Blog posts 2007-02-16
- SAP CEO Stays Put for the Right Reasons
- Its easy to ponder what a German supervisory board is thinking from several thousand miles away, and more than one of my fellow bloggers has speculated that Henning Kagermanns tenure was extended mostly because there was no one to succeed him. Thats kind of a "glass-half-empty" view of the situation,...
- Tags: Uncategorized
- Blog posts 2007-02-15
- SAP's Bad Quarter and the Tsunami's Low Tide
- While I was a little surprised to see SAPs miss its numbers -- and, lets be honest, the miss was more because of the weakness of the dollar than any other single factor -- I was even more surprised by the piling on of comments regarding the so-called strategic shortcomings...
- Tags: Uncategorized, SAP AG
- Blog posts 2007-01-12
- SAP's Succession Debate: To Soon To Tell
- The enterprise software collective subconscious is working hard trying to figure out what will happen when SAPs top management faces some forthcoming deadlines about who is to succeed CEO Henning Kagermann in coming years. Sitting in a Berkeley coffee shop yesterday with two European business reporters, the Kagermann question came...
- Tags: Uncategorized, SAP AG, Henning Kagermann
- Blog posts 2007-01-10
- The Game of Leapfrog, SAP Style
- SAPs fourth analyst conference has come and gone, and my fellow bloggers (Farber, Nolan, Howlett, among others) have already weighed in extensively on the medium and the message that will guide SAP into the new year. Ill try another tack -- the venerable second-day lead, aka the round-up article written...
- Tags: SAP AG, Uncategorized
- Blog posts 2006-12-06
Additional Resources
- Microsoft may need an IBM moment of clarity
- Microsoft's financial analyst meeting was a tale of a technology conglomerate: You heard a lot about search, a decent bit about the enterprise and all sorts of projects in between. But amid all the coverage--see Mary Jo's laundry list of stories--I can't help but wonder if Microsoft's...
- Tags: Steve Ballmer, Microsoft Corp., Enterprise, IBM Corp., Game Players, Virtualization, Tools & Techniques, Enterprise Software, Consumer Electronics, Personal Technology, Hardware, Management, Software, Larry Dignan
- Blog posts 2008-07-25
- Forrester: Vista is 'New Coke' in the enterprise; Firefox, Apple gain a little
- Forrester: Vista is 'New Coke' in the enterprise; Firefox, Apple gain a littleNew Coke?Actually, given the way it has been and is being sold, is it not the New Kool-Aid?With Vista selling so well already ...... as shown in revenues from the previous quarter, Microsoft can expect to gain substantially...
- Tags: Microsoft Windows Vista (Longhorn), Operating systems, Mozilla Firefox, Forrester Research Inc., Microsoft Windows Vista, Apple Mac OS X, Mendel, Apple Inc.
- Discussion threads 2008-07-24
- Forrester: Vista is 'New Coke' in the enterprise; Firefox, Apple gain a little
- Vista adoption in the enterprise is mired in the single digits, but is an option for companies that have Windows releases before XP. Nineteen percent of enterprise users use Firefox. And the Mac OS is making some headway in the enterprise, but Apple lacks a coherent strategy to pitch business...
- Tags: Mozilla Firefox, Microsoft Windows XP, Microsoft Windows Vista, Apple Inc., Enterprise, Forrester Research Inc., Microsoft Windows, Microsoft Windows Vista (Longhorn), Operating Systems, Software, Larry Dignan
- Blog posts 2008-07-24
- COPA is unconstitutional
- COPA is unconstitutionalgovernment censorshipNow that Andrew Cuomo AG NY has had most of the ISP's Eliminate ALT* Bineries newsgroups. Does this action, which is like finding a book in the library and burning down the complete facility . Eliminate Cuomo's actions and allow the ISP's to again carry ALT Bineries...
- Tags: Regulations, Child Online Protection Act
- Discussion threads 2008-07-23
- MindTouch Deki: Kilen Woods release
- Today, MindTouch Deki announces Kilen Woods, its latest and biggest release. In conversation with co-founder Aaron Fulkerson I learned that Deki is rapidly transforming itself from being a smart wiki into what Fulkerson calls the 'connecting tissue' between applications. Others might call it mashup environment, still others a means of...
- Tags: Microsoft Corp., Mashup, Aaron Fulkerson, Management Option, Wiki, Collaboration, Supply Chain Management (SCM), Databases, Online Communications, Enterprise Software, Software, Data Management, Dennis Howlett
- Blog posts 2008-07-23
- McAfee debunks recent vulnerabilities in AV software research, n.runs restates its position
- Several days after blogging about a research conduced by n.runs AG that managed to discover approximately 800 vulnerabilities in antivirus products, McAfee issued a statement basically debunking the number of vulnerabilities found, and providing its own account into the number of vulnerabilities affecting its own products : "A recent...
- Tags: Software, McAfee Inc., Antivirus, Vulnerability, Vendor, Flaw, N.Runs, Dancho, Security, Viruses And Worms, Dancho Danchev
- Blog posts 2008-07-23
- News to know: Apple, Crapware; Icahn and Yahoo; Brocade
- Notable headlines: Larry Dignan: Apple's Mac shipments surge; Lowballs on outlook; Jobs health worries Adrian Kingsley-Hughes: Apple reports record Q3 08 Does Apple need to announce a post Steve Jobs plan? Dennis Howlett: Apple chaos theory Jason O'Grady: Apple Q3 2008...
- Tags: Apple iPhone, Sony Corp., Facebook, Larry Dignan, Yahoo! Inc., Brocade Communications Systems Inc., Apple Inc., Mice, Utility Computing, 3G, Open Source, Hardware, Peripherals, Cellular Phones, Consumer Electronics, Personal Technology
- Blog posts 2008-07-22
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