Enterprise headlines and summaries, 2009-04-21

  • Lawson: ‘Flat out no to maintenance price reduction but’
    Despite Lawson’s hard nosed position, it is good to see that while the company will not negotiate on prices, it will listen to argument where there is genuine hardship. “Of course we will listen, we want to work with customers,” said Hagar. As the session ended, I sensed that my colleagues on the maintenance issue will have follow up. Watch for posts from Frank Scavo, Ray Wang and Vinnie Mirchandani. In the meantime, here’s a link to the Cue09 Twitterstream, providing further insights into the discussion on this and related topics.
  • Enterprise 2.0 and the Trough of Disillusionment
    In August 2008, Gartner released Hype Cycle for Emerging Technologies, 2008. The report analyzed the different stages of 27 different emerging technologies. Included in the report were technologies related to Enterprise 2.0:
  • IBM Reports 2009 First-Quarter Results
    * Diluted earnings of $1.70 per share, up 4 percent; * Reiterates full-year 2009 earnings of at least $9.20 per share; * Free cash flow of $1 billion, up $450 million; * Gross profit margin of 43.4 percent, up 1.9 points; * Net income of $2.3 billion, down 1 percent; net margin up 1.1 points; * Revenue of $21.7 billion, impacted by strong U.S. dollar, down 11 percent, down 4 percent adjusting for currency; * Software pre-tax margin up 2.9 points; income up 5 percent; * Global Services pre-tax margin up 1.6 points; income up 4 percent; * Total services signings up 10 percent, longer-term signings up 27 percent, both adjusting for currency; * 16 services deals greater than $100 million; * Growth markets revenue up 4 percent adjusting for currency; * Returned nearly $2.5 billion to shareholders in dividends and share repurchases.
  • Why Oracle Won’t Kill MySQL
    Forbes:What’s your initial reaction to the news that Oracle wants to acquire Sun? Marten Mickos: It’s amazing, and not entirely surprising. Oracle has the money and is a long-term, strategic player. They went into applications to compete with SAP and have successfully done this. Now they want to out-compete Microsoft. Microsoft’s database business is the fastest growing. Oracle can use MySQL to achieve a stronger developer community. But doesn’t that risk cannibalizing Oracle’s database business? MySQL is growing like crazy. That hasn’t hurt Oracle. MySQL works for Web-based applications. Oracle is for older, legacy applications. Oracle might as well cannibalize themselves, then have someone else do it. … Will Oracle run MySQL separately, or try to merge it with other groups? They could mess it up. How? By slipping it into the database division. Then you’ll see turf wars. The power of MySQL is its openness. Oracle is different. They don’t have their bug database public, for exa
  • How Oracle Will Swallow Sun
    Sun’s Sparc processor business, for instance, has been a major focus of the company’s $1.8 billion in annual research and development spending, but may be axed or sold off by Oracle, which is likely more interested in Sun’s cheaper Intel ( INTC – news – people )- and Advanced Micro Devices ( AMD – news – people )-based servers. The company’s tape storage business, a result of its $4.1 billion acquisition of StorageTek in 2005, has even less synergy with Oracle’s business.
  • Oracle And IBM Get Complicated
    Oracle will have a lot of leverage. Snapping up Sun suddenly gives Ellison control over a key technology upon which both companies depend: the Java programming language. “It’s amazing how much value [Java] has created and how little of it Sun has captured,” said Neill Occhiogrosso, a principal at venture capital firm Highland Capital Partners. “Oracle can make efforts to capture more of that, but that’s a dangerous game.”

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