Enterprise headlines and summaries, 2009-03-19

  • Sun Micro takes on Amazon in cloud computing
    The Sun Cloud services, which mirror ones that Amazon has offered for three years, will initially be targeted at students, computer programmers and start-ups that cannot afford to buy their own servers and storage equipment.
  • SAP Goes Head-to-Head with Oracle over Supply-Chain Solutions
    SAP announced the newest version of its SAP BusinessObjects Global Trade Services Application, integrated along with the SAP BusinessObjects Risk Management application, designed to automate regulatory compliance across the supply chain. This is the latest in new products that SAP has rolled out in 2009 and comes weeks after Oracle announced its own SAAS application for streamlining supply-chain management.
  • As Goes Oracle, Technology Follows
    Oracle (ORCL) reports earnings this week, among the most anticipated earnings events in the tech sector. And that’s not just because Larry Ellison watching is so much fun. Rather, it’s because the database and enterprise software giant is the rarest of birds, a tech bellwether that has remained relatively unscathed by the economic fallout from the Great Recession that has hammered makers of cell phones, PCs, telecom equipment and LCD TVs. Thus far, Oracle has managed to avoid major retrenchments in sales and has continued to boost profitability. Will Larry’s streak continue? It’s a critical question not just for Oracle but also for the rest of the sector.
  • IBM buying Sun Microsystems makes no sense, it’s a red herring
    So, does IBM need chip architectures from Sun? Nope, has their own. Access to markets from Sun’s long-underperforming sales force? Nope. Unix? IBM has one. Linux? IBM was there first. Engineering skills? Nope. Storage technology? Nope. Head-start on cloud implementations? Nope. Java license access or synergy? Nope, too late. Sun’s deep and wide professional services presence worldwide? Nope. Ha! Let’s see … hardware, software, technology, sales, cloud, labor, market reach … none makes sense for IBM to buy Sun — at any price. IBM does just fine by continuing to watch the sun set on Sun. Same for Oracle, SAP, Microsoft, HP.
  • Serena Makes Good on Promise: Dumps Microsoft Exchange for Google Gmail
    Why did Serena get rid of Microsoft Exchange? Two reasons, Bonvanie said. “The first is purely economic—we believe we can save the company $1 million in three years.” Serena’s second reason for the migration has to do with the company’s focus on moving its customers to the cloud. “We want to put our company into the cloud as well,” Bonvanie said. “And we want to put all of our applications into the cloud. Mail is just one. … You know how much we’ve been on the SAAS [software-as-a-service] train. The Google experience is an example of putting the end user in the driver’s seat because there are very few examples of applications that are as personal or affect people as much as e-mail.”
  • UPDATE: Oracle Expected To Post Modest Gains For Trying Period
    While Wall Street is generally confident that Oracle can rely on a steady stream of software maintenance revenue from existing customers, the company’s ability to sell new software licenses amid the downturn has been questioned.
  • If IBM and Sun merge, watch out Oracle and SAP
    Michael Cote, an analyst at RedMonk, pointed out that IBM controlling Java “could be something people who depend on Java will freak out about.” AMR’s Finely added, “If IBM enforces control over the Java Community Process the way Microsoft controls .Net, and WebSphere becomes perceived as better middleware because of it, then IBM gets an inherent advantage. Plus, it could de-stabilize the foundations of Oracle and SAP’s products because Oracle’s Fusion and SAP’s NetWeaver are both tightly wedded to Java.”
  • Free Software Suits Self-Employed Workers
    Zoho offers 19 online business tools including Zoho Mail and Zoho Writer, which shouldn’t be confused with Zoho Docs, which manages documents. There’s software for managing projects, tracking sales, Web conferencing and more. With this level of ambition, it’s not surprising that the products are thin. I haven’t felt compelled to switch to Zoho products even though they compete with everything from Excel to NetSuite(N Quote – Cramer on N – Stock Picks).

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