Enterprise headlines and summaries, 2009-03-07

  • It might be time to say buy, buy to tech stocks
    Tech stocks are cheap, and those that have survived are far stronger than they were during the 1990s. When the economy and the market turn around, technology stocks might not soar all the way to Neptune, but they could well lead the rebound.
  • You ask. We deliver. (Oracle OpenWorld Blog)
    Coming Soon: Oracle OpenWorld 2009 Call for Papers
  • Are open source vendors more capital efficient?
    Give up? Table 1 contains Microsoft‘s results and Table 2 contains Red Hat’s results. Notice that Red Hat’s operating expenses (a good proxy for the cost of doing business) are over 85% of revenue. Said differently, Red Hat needs to spend at least $0.85 for ever $1.00 in revenue it brings in. This figure is just over $0.60 for Microsoft for every $1.00 in revenue.
  • Amazon CTO talks cloud computing
    In a keynote speech here at CeBit, the Dutchman said the firm’s cloud computing service, EC3 “is a serious business for Amazon” and that the firm was committed to pushing forward with “the hard disk in the sky”.
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