Enterprise headlines and summaries, 2009-03-26

  • Red Hat Adds SOA to JBoss Dev Tool
    Red Hat Software today released the first major update to its Eclipse-based developer toolset, allowing developers to build rich interactive and service-oriented architecture (SOA) applications. The company’s JBoss Developer Studio 2.0 Portfolio Edition adds support for enterprise applications, portals and connectivity to data sources via an enterprise service bus (ESB). The tooling, the first version of which was unveiled about 18 months ago, was originally limited to letting developers build Java Enterprise Edition applications with RIA functionality on top of its Seam Framework at the Web tier.
  • Red Hat intros ‘second generation’ tools, despite Oracle buyout rumors
    Beyond Java EE, runtimes and tools supported by Red Hat’s new toolkit include Red Hat Enterprise Linus (RHEL), OpenJDK, and the JBoss Enterprise Application Platform; Enterprise Data Service Platform, Enterprise Portal Platform, and Operations Network. Smaller refinements include the addition of a new visual page-flow editor and birds-eye-view, three portlet wizards, and support for both Seam 2.0 and 2.1, for example.
  • Salesforce.com: Take Profits, Says Morgan Stanley
    Morgan Stanley analyst Adam Holt this morning advised investor that the time has come to take profits in Salesforce.com (CRM). He cut his rating on the stock to Underweight from Equal Weight, with a $28 price target, well below yesterday’s closing price of $34.92. While he writes in a research note that the company has “clear market leadership,” and remains “one of the best secular growth stories in software,” he also asserts that “risks to billings growth, deteriorating operating metrics and decreasing [free cash flow] increase our concerns about CRM at the same time the valuation gap with our group has been widening.” He notes that the stock is up 35% from its lows, and now has a 75% premium to other stocks he covers on an EV/FCF basis. (That would be enterprise value/free cash flow, by the way.)
  • 10 Must-See Finance Apps for the iPhone
    Name: Expense2GO Cost: Free Salesforce.com users can utilize this App to complete expense reports and then send them wirelessly to Salesforce CRM. The newest update includes international currency support and lets users take an image of the relevant receipt with the iPhone’s built-in camera and send it along with the report.
  • Three reasons Woz should remain on Dancing with the Stars
    So I have three reasons why we should vote to keep Woz on Dancing with the Stars: 1. He’s vastly more entertaining than most of the other celebrities on that show. Would you rather watch a finely-coiffed Chuck Wicks, Gilles Marini or Shawn Johnson glide across the dance floor, or a flamenco dancer that resembles a walrus cling to a gorgeous Karina Smirnoff for dear life? Enough said. 2. He’s shown more chutzpah. Not only is he dancing with a pulled hamstring and a fractured foot, but when it comes to athleticism, Woz is in a league of his own compared to the other contestants, and I believe it’s the league with which most Americans can identify: couch potato. And, besides, what is Dancing with the Stars, a show judging the best dancers or the most entertaining contestants? I want entertainment. 3. He’s a really humble, nice guy who revolutionized the computer industry without losing his soul.
  • Tibco Software jumps ahead of earnings release
    Shares of Tibco Software Inc. jumped ahead of its scheduled release of first-quarter earnings report Thursday, as two analysts said any possible weakness in the results is already priced into shares. The company’s results are expected to be in line with Wall Street estimates of 8 cents per share, said Goldman Sachs (nyse: GS – news – people ) analyst Sarah Friar. She does expect license revenue to be $49 million, down 15 percent from a year ago, and for strapped information-technology budgets to bite into the software company’s growth for the year. She also said Tibco may lose market share to larger players such as Oracle (nasdaq: ORCL – news – people ), IBM (nyse: IBM – news – people ) and SAP (nyse: SAP – news – people ) who can offer cheaper prices.
  • IBM Set to Cut More U.S. Jobs
    International Business Machines Corp. is expected to inform a large number of U.S. employees in its global-business services unit that their jobs are being eliminated, with the work of many of them being transferred to IBM employees in India, according to people familiar with the situation. The planned cuts show that even companies that are successfully navigating the global recession are continuing to slash costs–some of them by taking advantage of cheaper Asian labor. … It couldn’t be determined how many people are losing their jobs in the IBM action. IBM typically avoids public disclosure of layoffs, and a spokesman declined comment on the plan. IBM managers have been receiving training from human-resources specialists on handling the layoffs, according to one manager involved in the process.
  • Reading Tea Leaves at Oracle
    On one hand, it has developed ground-breaking new work in Predictive Analytics for the workforce, stemming in part from the company’s participation in Jac Fitz-enz’s Workforce Intelligence Institute, a consortium of vendors and companies. The new functionality is bleeding edge for its forward-looking workforce analytics — at a time when few enterprises have yet to get backward-looking analytics right. On the other, there is the continued secrecy around Fusion, the long-awaited next generation of applications built on a single architecture, with the best features and functions of everything Oracle owns. When Oracle executives’ only comments on Fusion change from “available in 2008” to “early adaptors by the end of 2008,” that’s actually significant! And isn’t that ridiculous?
  • What the Big Boys are Doing
    It may have been inadvertent, but for the first time, an Oracle executive revealed in a presentation some nitty gritty, very technical details about what’s going to be in Fusion Applications, their next generation HCM.
  • Red Hat 4Q Net Falls 27% On Prior Year’s Gain; Revenue Grows
    For the quarter ended Feb. 28, Red Hat reported net income of $16 million, or 8 cents a share, down from $22 million, or 10 cents a share, a year earlier. The prior year’s quarter included a gain in other income of $4.7 million. Excluding stock compensation, amortization and tax expenses, earnings grew to 22 cents a share from 21 cents. Revenue increased 18% to $166.2 million, as subscription revenue grew by 14%. In December, the company said it expected per-share earnings of 19 cents to 20 cents on revenue of $166 million to $167.5 million. Gross margin fell to 84.6% from 84.9%.
  • Microsoft ‘Rationalizing’ Overlapping Products
    The four products — Axapta, Navision, Great Plains Software and Solomon — are the legacy of companies acquired between 2001 and 2003, and since 2005 have been branded as Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics SL. All four provide enterprise resource planning [ERP] tools to large and mid-sized companies. Most companies would rationalize those product lines — tech industry parlance for combining them into one — but Microsoft can’t because of its partner-driven sales channel strategy. Microsoft has tried to rationalize the existence of four almost identical products by saying they belong to four ever-so-slightly different categories of software, but the variations in what those products can do are in fact so miniscule as to render that argument ridiculous on its face. Kirill Tatarinov, corporate vice president of Microsoft’s Business Division (pictured above), admitted during a conference call with analysts today that keeping its partn

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