Enterprise headlines and summaries, 2009-03-23

  • Is Oracle Forking Red Hat Linux?
    Oracle has said the approach means it can work on enhancing Linux without creating its own version of the OS. The only issue, though, is that not everything that Oracle gets into the mainline Linux kernel is actually used by all the distribution vendors, including Red Hat. OCFS One example of how Oracle’s supported version of Linux differs from Red Hat has to do with the Oracle Cluster File System (OCFS), which has been part of the mainline Linux kernel since the Linux 2.6.16 release in 2006. Though it’s part of the mainline Linux kernel, it is not included in Red Hat’s Enterprise Linux, where it would compete against Red Hat’s own Global File System (GFS).
  • Oracle Releases Multiple Enterprise Linux Security Advisories
    Late yesterday, Oracle Corporation (NasdaqGS: ORCL) announced the release of multiple security updates for it’s Enterprise Linux [OEL] distribution [a variant of the Red Hat Inc. (NYSE: RHT) Enterprise Linux distribution]. The full text of each update, including links, MITRE CVE data, et cetera, appears after the jump.
  • Friday Rant: SAP — Pull the Trigger on Ariba
    But now more than ever, an SAP / Ariba deal makes a lot of sense from a solution perspective (I won’t get into the financial component of such a transaction in this post). I know SAP is notoriously slow on the deal trigger relative to its US-based competitor, but if they had to make an acquisition happen, I’m sure they could push it through the corporate Bundestag just as fast as Nancy Pelosi can fly halfway around the world — or to visit her constituents — on a taxpayer-funded G5 (don’t get me started or diverted on that subject). But seriously, there are a number of reasons that I believe are gelling together for SAP to finally get serious and do something regarding Ariba. Consider both SAP’s recent past behavior as well as their current challenges as I shape this argument.
  • Oracle Fusion completion date slips
    Vinnie points out that in 2005, Oracle had slotted Fusion to be delivered in 2008. So, there has now been an unacknowledged two year slip in delivery of Fusion. I also recall a post I wrote in January 2006, noting Oracle President Charles Phillips’ claim that Oracle was already “half-way to Fusion.” So, in one year (Jan. 2005 to Jan 2006) Oracle completed 50% of the work. Assuming now that the 2010 reschedule date is good, it now means that it have taken another four years to complete the second 50%. To me it sounds like the old project management joke about the project that is 90% complete for 90% of the time.
  • Oracle Fusion in 2010 – finally?
    In the Oracle earnings call yesterday Larry Ellison said ““…next year we are going to be delivering the next generation Fusion applications, which we have been investing very heavily in over the years…”
  • Ellison’s estimated share of Oracle’s new quarterly dividend: $57.5 million
    As recently as August, Oracle said its policy was to “reinvest earnings to fund future growth”, and that it did not anticipate paying a cash dividend “in the foreseeable future.” When Oracle released its third quarter results Wednesday, President Safra Catz said the company “generated $8 billion in free cash flow over the last twelve months and we are running our business at record operating margins,” adding that “this is the right time to declare a dividend for our stockholders.”
  • A Software Insider’s Point of View » Event Report: Reflections On Microsoft’s Convergence 2009
    Over 7000 customers, partners, Microsoft staff, and paparazzi made the pilgrimage to New Orleans to hear the latest and greatest from the Microsoft Dynamics team. The great band, surface computing demo, and festivities in New Orleans wiped out most of the gloom and doom of the economic recession and negativity towards continued reckless US government spending. Attendees were upbeat, optimistic, and energetic. One explanation for this sense of “can-do” attitude among attendees can be based on how Microsoft has successfully transformed itself into a value and innovation alternative to the large ERP vendors moving into the small-medium enterprise/business (SME/SMB) space.* Customers such as National Air Cargo state a 25% increase in employee productivity, GFK talks about is 50% less time spent on financial reporting, and Champion posts 60% faster order processing times using Microsoft Dynamics products. Conversations with Rick Harkins and Robert Dills of the Cleveland Red Cross highl
  • Salesforce.com Preaches Computing Power for Rent
    Mr. Benioff welcomes such competition, saying that such rivalries only raise the credibility of the business model. “Every time someone buys a server, a switch or a data center, I have failed,” he said.
  • Top 10 IT locations
    1. Silicon Valley Shaun Nichols: The unquestioned capital of the IT world, the stretch of land encompassing San Jose and San Mateo county has become home to so many companies that it is now simply referred to as “Silicon Valley.” This list of companies headquartered in the Valley is absurd, but let’s go ahead and rattle off a few: HP, Sun, Oracle, Apple, Cisco, Google, Yahoo, Intel, McAfee, Symantec, AMD, eBay. The list just goes on and on. The history of Silicon Valley reads much like the history of computing itself. From the garage where Hewlett and Packard first joined up, to the house where two guys named Steve started building computer kits named after a piece of fruit, to the fabled labs at Xerox PARC and even the dormitories at Stanford University that housed the likes of Jerry Yang and Sergey Brin, the area is crawling with high-tech historical landmarks. The reasons put forward for the rise of Silicon Valley are numerous. Some point to the proximity of Stanford and UC Berk
  • Satyam’s falling revenue is a concern: Murthy
    Potential bidders for acquiring a majority stake in Satyam Computer Services, including iGATE and other MNC firms such as IBM and HP, have chosen to stay away from the bidding war on concerns of Satyam’s falling revenues, dwindling margins, customer attrition and several legal liabilities in the US and India.
  • Attrition rate not ‘alarming’ in Satyam despite problems: Karnik
    Officials said the agency has retrieved at least 7,000 fake invoices and forged documents showing fixed deposits and bank balances, and their evaluation shows that the size of the fraud is at least Rs9,600 crore. They said that during the investigation, CBI found that the accused relied heavily on technology to generate nearly 7,000 fake invoices to the tune of Rs4,500 crore and fed the same into Satyam’s books. They said these inflated figures also reflected on the balance sheet in the form of audit reports which helped the company to cheat the public purchasing its shares. The buck did not stop here as the accused also have given false and fabricated statements, found by CBI, about high capital of the company. The accused forged documents and created fake fixed deposit receipts to the tune of Rs3,300 crore, officials said. The fixed deposit receipts were shown by the accused as available deposits by the company, they said, adding that the accused had also allegedly manipulated the ba
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